Senior Market Advisor spoke recently with Josh Jalinski of Jalinski Advisory Group. During that conversation, we asked him if he had changed the way he does business or did he have plans to make changes in light of regulatory changes that have taken place or are on the docket to change? The following are Jalinski’s thoughts on the subject:
I haven’t really changed the way I do business. I believe that clients should have a complete picture of all the potential negatives of any strategy that I propose with their life savings. So, all of the suitability questionnaires and disclosure forms are an opportunity for me to distinguish myself from my competitors.