NO CLE - Getting Bang for Your Buck When Engaging Financial Advisors and Expert Witnesses

This panel will provide helpful guidelines for creating clear client expectations, adequately defining work scope and managing fees when engaging FAs and expert witnesses. We have all had cases where clients were unhappy because work product didn’t meet expectations or fees were significantly higher than expected. This panel will help the practitioner learn how to use financial professionals more effectively to decrease the risk of having an unhappy client.