Kutak Rock litigation partner Andrew Shedlock recently appeared on the Advisors Off Script podcast to discuss the legal considerations financial advisors should keep in mind when considering a move to a new firm. Talking points include:

• What non-solicit, non-service, non-accept, and liquidated damages clauses mean and which ones to fight 
•  Why state law matters just as much as (or more than) your contract and which states are advisor-friendly vs. advisor-hostile 
•  What to do when your firm gets acquired by private equity and new, more restrictive agreements hit your inbox 
•  How to handle a cease-and-desist letter without panicking 
•  Why you have more negotiating power before you sign than you think, and how to use it 
•  The firm-versus-firm recruiting lawsuits reshaping the industry right now

You can watch the video on YouTube or by clicking the play button below. Click here to listen to the episode on Apple Podcasts.

Andrew is a seasoned litigator with a specialized focus on representing brokers, Registered Investment Advisors (RIAs), financial planners, Certified Financial Planners® (CFPs®), financial advisors, and other financial institutions and professionals in contested litigation, advisor transitions, arbitrations and investigations. Financial planners and advisors regularly work with Andrew to represent them in their transitions from one firm to another and to start their own firms.