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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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