Top advisors and their significant cases

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Tony Gordon; Alessandro M. Forte, Dip PFS

Every financial advisor has a case they always remember. Longtime Top of the Table members Gordon and Forte talk about what those clients mean to them.

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Legacy building

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Frederick T. Scruggs, CLU, ChFC

Put yourself in the quarterback role for your clients’ business planning process. Scruggs explains the advisor’s long-term role in leading, managing, and organizing business success(ion) planning for private and family businesses. The advisor is best suited to manage this process — not the lawyer or banker, and certainly not the business owner. Your experience, current relationships, and access to resources make you the ideal choice for this role that could last for decades. Presented at the 2016 Annual Meeting.

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