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.
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Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the #1 online author and videographer of insurance content. Steve has been cited on FO... More