How an engagement letter may protect you in litigation Blog added by Steve Savant on June 23, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

Using an engagement letter can outline the expectations for both advisor and client. It outlines the obligations of both parties with targeted goals and established timelines. It may also include advisor planning and product recommendations. Sometimes clients select some, but not all of an advisor’s recommendations. In that case drawing up a secondary letter citing those recommendations not taken by the client could be additional documentation. Ilya Lerma, J.D. is interviewed in this video blog.

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