Kirk Smith is a Managing Partner at Shepherd, Smith, Edwards & Kantas, LLP. He has been practicing law for over 21 years. Kirk’s firm largely represents consumers against brokerage firms or investment advisors and they look to help consumers that may have been taken advantage of either in their portfolio or retirement savings.
On This Episode, We Discuss…
- Red Flags That You Can Look For When Speaking to Your Clients
- Why Are the Elderly Targeted and More Susceptible?
- Misrepresented Products and Topics to Stay Away From