The conscientious advisor applies the best practice standards as a good steward of their clients' financial concerns. These standards integrate with prudent investor models in an advisor check list which sorts out policy values and/or establishes policy deficiencies. It is a highly desired service among gatekeepers, who seek to quantify policy comparisons within the framework of accepted due diligence procedures. Nationally recognized product due diligence expert Barry Flagg, CFP, CLU, ChFC, is interviewed by Steve Savant, syndicated financial columnist and talk show host, on this episode of "Let's Get Down to Business."
About 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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