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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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