Leila Shaver

Critic
DISC Type : C

Chief Compliance Officer at Paul Winkler Inc

Atlanta, Georgia, United States

Overview

Leila Shaver is the founder of My RIA Lawyer, a firm providing outsourced legal and compliance services for SEC-registered financial firms. A securities attorney and educator with a J. D. from AJMLS, she specializes in navigating the complex regulations of the financial services industry.

Outside of her legal work, Leila is a self-proclaimed "lip-sync enthusiast. " She also enjoys traveling, trying new restaurants, and spending time with her family and her two dogs. Her interests include major accounting firms like Deloitte and PwC.

Unique fact: She has a Series 7 certification, which is not common for an attorney.

Personality Overview

Information Seeker

Critic

ROI Driven

They choose to analyze logically and value facts to emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

RIA Compliance
Her entire firm, My RIA Lawyer, is dedicated to helping financial advisors and firms manage SEC and FINRA compliance, which she frequently posts about.
Securities Law
As a securities attorney, she specializes in the legal complexities of the financial services world, including regulations from the SEC, NFA, and CFTC.
Supporting Advisors
Her work aims to provide big-company resources to independent financial advisors, helping them operate and grow their businesses more effectively.

Media Appearances

Leila has no verified media appearances

Work History

8-2022
Chief Compliance Officer at Paul Winkler Inc
1-2021 - 11-2021
Chief Compliance Officer at Aurélien Capital Partners
8-2020 - 8-2022
Chief Compliance Officer at The Second Half Team -- DROP, FRS, City Pensioners, and more
4-2019 - 3-2023
Legal and Compliance Partner at Myriad Advisor Solutions
7-2012
Founder at My RIA Lawyer

Education

2008 - 2011
J.D. from AJMLS
2004 - 2008
BA from University of Virginia

More Information

Social Presence :

Prographics :

Exp : 12 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : Chief Compliance Officer at Paul Winkler Inc
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Insights For Selling To Leila

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Tell them what ROI they can expect
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leila is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Leila

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Leila move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Leila take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Leila

Personality Compatibility


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