Selecting an Advisor to Work with You? You Need to Hear This!


Manage episode 272185884 series 2758108
By Porter Wright Morris & Arthur LLP, Porter Wright Morris, and Arthur LLP. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

19 episodes