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Selecting an Advisor to Work with You? You Need to Hear This!
Due diligence is the process of researching and evaluating options based on the information discovered. Luke talks with Courtney Altemus, founder and CEO of Team Altemus, and focuses on the process of gathering information on potential agents and advisors, and how to conduct ongoing monitoring of advisors after you’ve selected them to work for you.
Find Luke on LinkedIn, Twitter and Instagram.
Listen wherever you listen to podcasts including: Apple Podcasts | Google Podcasts | Spotify | Amazon Music | Stitcher | Tunein Radio | iHeartRadio | Castbox
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By Porter Wright Morris & Arthur LLP
5
1818 ratings
Due diligence is the process of researching and evaluating options based on the information discovered. Luke talks with Courtney Altemus, founder and CEO of Team Altemus, and focuses on the process of gathering information on potential agents and advisors, and how to conduct ongoing monitoring of advisors after you’ve selected them to work for you.
Find Luke on LinkedIn, Twitter and Instagram.
Listen wherever you listen to podcasts including: Apple Podcasts | Google Podcasts | Spotify | Amazon Music | Stitcher | Tunein Radio | iHeartRadio | Castbox