In this second episode of a three-part series, Jeff speaks with Scott on the challenges that advisors might face when they have signed a non-solicit agreement and how best to handle them when transitioning to another firm.
About the guest:
Scott Matasar is a partner at the law firm Matasar Jacobs. He exclusively represents the financial services industry including advisors, RIAs, Broker Dealers and other industry participants in litigation, regulatory counseling and business matters including practice successions.