Leila Shaver knows compliance for a wealth management company is not a simple task and requires specialized knowledge. That’s why she founded My RIA Lawyer, an outsourced agency focused on navigating the legal complexities of the RIA space. A self-labeled “compliance nerd,” Leila uses her background to serve a range of clients, from start-ups to established firms with billions in assets under management.
Featured Resources & Shoutouts
My RIA Lawyer
My RIA Lawyer LinkedIn
FINRA Press Releases
SEC Press Releases
NASAA
Like what you heard? You’d also love:
Cybersecurity: How To Proactively Outsmart Cyber Threats For Your Financial Services Firm
How To Create Trust-Based Lead Generation With Fintech Solutions
Alleviating Client Pain Points Through Proactive Education
Listen to Leila share her insights on compliance in 2024, and how your firm can stay educated and in the clear with changes.
Loved this interview? Leave a review and subscribe so you don’t miss the next one!
Want to learn more about us? Check out our website at
https://www.outandaboutcommunications.com/
Information
- Show
- FrequencyUpdated Monthly
- PublishedJanuary 24, 2024 at 8:00 AM UTC
- Length19 min
- Season1
- RatingClean
