Tim Witt, Concorde director of research and due diligence officer.“It’s all too easy to get distracted by the sizzle and neglect the nitty gritty that really should be happening during the due diligence process.” So says Livonia, MI-based Concorde Holdings, a private financial advising firm comprised of Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency. In this exclusive Q&A, GlobeSt.com talks to Concorde’s director of research and due diligence officer, Timothy Witt, about what end-of-year steps advisors can be taking now to ensure that they are doing their due diligence—and that they are well-equipped to provide the best products to their clients in 2018.
