Name of the game: Vetting an advisorBlog added by Steve Savant on February 15, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

There are conventional approaches in gathering background information to assist in the selection of a financial advisor: broker check and the state insurance department. But with many advisors using social media, the consumer can find valuable information on their personalities, their bios and their approach to finances. Social media expert Amy McIlwain explains what to look for online when you’re looking for a 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 Producersweb.com is strictly prohibited.
If you have questions, please visit our terms and conditions
Post Blog