Monday, January 20, 2014

Transforming Advisers into CFOs - Risk Management

The NFL mantra to success is "the best offense is a good defense." One of the tactical tenets of being a CFO is defensive planning or risk management. Laying a foundation of protection against financial exposure is fundamental to financial wellness. Steve and Levi set the cornerstone of financial conservation in their discussions of managing risk.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

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