IN THE MEDIA

IN THE MEDIA

Find My RIA Lawyer

IN THE MEDIA

High Velocity Radio

Leila Shaver and Author and Stand-Up Comic Anna Vocino
Listen Here

Stop Viewing Compliance as Your Business-Prevention Department

Episode 234 – Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver
Listen Here

Folio Institutional Interview - Part 1

Expert Interviews by Greg Vigrass, President of Folio Institutional
Listen Here

Folio Institutional Interview - Part 2

Expert Interviews by Greg Vigrass, President of Folio Institutional
Listen Here

Folio Institutional Interview - Part 3

Expert Interviews by Greg Vigrass, President of Folio Institutional
Listen Here

What RIAs Need to Know About the New Marketing Rules

With Leila Shaver and Mark Schatzow
Listen Here

New SEC Rules Allow Financial Advisor Testimonials

US News Article by Kate Stalter: Compliance experts say advisors must proceed with caution.
Read Here

How Advisors Can Use Client Testimonials Under New SEC Rule

Advisors can now use client reviews in their marketing, but they should use caution, lawyers say.
Read Here

D & I Panel Discussion - Women in Finance

Leila Shaver and others talk on success in the industry and diversity.
Listen Here

FinancialAdvisors.com Interviews Leila Shaver

Leila discusses what RIA Lawyer focuses on, the SCC Fiscal Year 2020 Report, the change of leadership within the SCC, and the possible changes coming in 2021.
Listen Here

Experienced and Relevant

SPEAKER + EDUCATOR

for all your events, conferences, webinars, and more..

We are available to support your virtual events, from educational webinars to podcasts. We are available for future in-person engagements as well. We may also be utilized for quotes and statements in publications and articles.

We are here to bring more education and application to your events. We want to help in providing knowledge and understanding to the RIA space, regulation, compliance and law.

Click here to download Leila’s Bio Page

Click here to download our Company Brochure

For media inquiries fill out our

MEDIA FORM