Why taking notes may insulate your business in arbitration Blog added by Steve Savant on June 24, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

Documentation is a critical component in best practice among the seasoned advisors. But even they lack the consistent practice of taking notes in client meetings and phone calls. And when it comes to collecting financial information and handling it with discretion, many advisors have inadvertently opened their practice to a fiduciary liability. Ilya Lerma J.D. is interviewed in this video blog.

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