Tuesday, June 24, 2014

Taking notes may insulate your business. Best Practices



Documentation is a critical component in best practices. But even seasoned advisors lack the consistent practice of taking notes in client meetings and phone calls. When it comes to collecting financial information and handling it with discretion, many advisors have inadvertently opened their practice to a fiduciary liability. Syndicated financial columnist and talk show host Steve Savant interviews Ilya Lerma on this episode of "Let's Get Down to Business."

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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