Articles by Leila
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Client Communication And RecordKeeping: What You NEED To Know
Client Communication And RecordKeeping: What You NEED To Know
By Leila Shaver
Activity
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Something that I don’t think is talked about enough when it comes to RIA firms and their clients is the fact that we all get older. And as we age…
Something that I don’t think is talked about enough when it comes to RIA firms and their clients is the fact that we all get older. And as we age…
Shared by Leila Shaver
Experience
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Education
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AJMLS
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Licenses & Certifications
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Series 7
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Publications
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Planning for the Ultimate Vacation: Retirement
State Bar of Georgia Young Lawyers Division
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The Financial Professional's Guide to Advising Senior Investors
ADISA
See publicationSummer Issue 2017
Languages
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English
Native or bilingual proficiency
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Farsi
Professional working proficiency
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