Why calling yourself an expert may expose you to punitive damages Blog added by Steve Savant on June 26, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

Most advisors are general financial practitioners. But some hold themselves out as a expert in specific financial planning areas and product lines. Often biographies posted by advisors on their LinkedIn accounts espouse areas of expertise. That promotion could be used as fodder against an advisor. And holding yourself out as the QB or CFO of your client’s concerns positions you as the main target in litigation, even if your team member made the mistake or omission. Ilya Lerma J.D. is interviewed in this video blog.

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