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Joe Cordell Gives Advice To Financial Advisors On Money Radio

Phoenix Money RadioWhen CPAs and financial advisors develop a trusting relationship with their clients, it can often be tempting for them to assist in legal matters.

But Cordell & Cordell Principal Partner Joe Cordell recently spoke to Phoenix’s “Business for Breakfast,” broadcast by Money Radio 1510, about why that’s never a good idea for anyone other than attorneys. [Read more…]

Joe Cordell Gives Tips To Financial Professionals In Financial Advisor Magazine

financial advisor magazineIn this month’s Financial Advisor Magazine column, Principal Partner Joe Cordell explains why it is so important for CPAs and other financial professionals to be extremely cautious when discussing legal matters.

The Dec. 11 article, “Toeing The Line,” explains that although financial advisors are usually drawing on a knowledge of finance that many of their clients don’t have, they should still refrain from giving legal advice unless they are a licensed attorney. [Read more…]

Joe Cordell Offers Crash Course in Expert Testimony for Financial Advisor Magazine

financial advisor magazineIn this month’s Financial Advisor Magazine column, Principal Partner Joe Cordell gives a crash course for financial advisors taking the stand as a retained expert witness.

The Oct. 20 article, “Financial Advisors As Expert Witnesses — A Good Idea?,” introduces how financial advisors should prepare for a case when they are going to offer expert testimony, whether it be a divorce or criminal trial.

His tips include maintaining qualification as an expert in their respective field, remembering that they must educate everyone involved with the case on subjects that most are unfamiliar, becoming comfortable conveying the important aspects of testimony in a question-and-answer format, surviving cross-examination and more.

While the article targets financial advisors and how to give expert testimony, much of the advice can be utilized by anyone who must take the stand.

“Proper preparation will prevent you from having to slip in important information when you were not directly asked the appropriate question, which most likely will draw an objection from the opposing party. It can be very beneficial to give your attorney an outline breaking down the most important aspects of your testimony with a few sample questions.”

Read the full article here.

Video: Cordell & Cordell News – August 29, 2014

Cordell & Cordell along with its sponsored sites, DadsDivorce and MensDivorce, present a news video for the week of August 29, 2014.

This week, Cordell & Cordell Principal Partner Joseph Cordell talked about the importance of fathers and their parental rights on Love 860 radio, based in the Atlanta area. Mr. Cordell also contributed acolumn about financial advisors and preparing for clients going through divorce to Financial Advisor magazine.

DadsDivorce outlined five different hobbies men can try out after a divorce. MensDivorce highlighted a profile story of a divorce survivor named “Charles.”

Joseph Cordell Discusses Financial Advisors and Divorce

financial advisor magazineFinancial advisors and divorce are the focus in Cordell & Cordell Principal Partner Joseph Cordell’s recent column for Financial Advisor Magazine.

In his August 2014 article, “Five Steps to Helping Divorcing Clients,” Mr. Cordell outlines different actions financial advisors can take to better prepare themselves for dealing with clients going through divorce.

Mr. Cordell emphasizes the importance of obtaining Certified Divorce Financial Analyst accreditation as well as sharpening marketing focus, getting information out about accreditation and experience, developing a revenue model for divorcing clients and, ultimately, cultivating a divorce-friendly environment.

“Relationships formed during those trying times not only take a weight off the shoulders of the person going through a divorce but also help create enduring associations that can last for decades after the divorce is finalized,” said Mr. Cordell.

Read the article online here.