Saturday, March 29, 2014

Vetting an advisor

There are conventional approaches for gathering background information to assist in the selection of a financial advisor, including broker check and the state insurance department. And many advisors are using social media, which can display valuable information on their personalities, their backgrounds and sometimes even their approaches to finances. But most consumers are looking for a broad knowledge base, access to a wide variety of products and honesty from their advisors. Consumer expert Tom Carolan talks about the key characteristics of selecting an advisor.

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About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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