Name of the game: Vetting an advisor - Tom CarolanBlog added by Steve Savant on March 29, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

My Company

There are conventional approaches in gathering background information to assist in the selection of a financial adviser, including broker check and the state insurance department. And many advisors are using social media, which can display valuable information about their personalities, their bios and sometimes even their approach to finances. But most consumers are looking for a broad knowledge base, access to a wide variety of products and honesty from their advisors. Consumer expert Tom Carolan talks about the key characteristics of selecting an advisor.

The views expressed here are those of the author and not necessarily those of ProducersWEB.
Reprinting or reposting this article without prior consent of is strictly prohibited.
If you have questions, please visit our terms and conditions
Post Blog