Law

Harold Geller joins Jason to walk through what onboarding with a financial advisor should look like. The episode covers how thorough discovery and risk assessment distinguish a planner from a salesperson, what client-focused reforms require, and which signs suggest a rushed, product-first process.

Employment lawyer Ellen Swan of Caravel Law covers HR law across the employee lifecycle, from hiring through termination. Listeners will hear what a probationary period actually is, how employees differ from contractors in the eyes of the law, and how pandemic-era cases complicated both.

Commercial lawyer Romesh Hettiarachchi challenges how business owners work with their lawyers. Listeners will learn the four ways owners typically use legal counsel, why alternative fee arrangements can change the relationship, and the five pressures reshaping the legal profession.

Lawyer Harold Geller, who represents clients harmed by poor financial advice, explains how to tell good advice from bad. Listeners will hear which red flags to watch for in an advisor's communication and why a second opinion can help before pursuing legal action after a major loss.