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Tim Witt, Concorde director of research and due diligence officer. 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.

Natalie Dolce

Natalie Dolce, national executive editor of GlobeSt.com, is responsible for working with editorial staff, freelancers and senior management to help plan the overarching vision that encompasses GlobeSt.com, including short-term and long-term goals for the website, how content integrates through the company’s other product lines and the overall quality of content. Previously she served as editor of the West Coast region for GlobeSt.com and Real Estate Forum, and was responsible for coverage of news and information pertaining to that vital real estate region. Prior to moving out to the Southern California office, Natalie was Northeast bureau chief, covering New York City for GlobeSt. Dolce's background includes a stint at InStyle Magazine, and as managing editor with New York Press, an alternative weekly New York City paper. In her career, she has also covered a variety of beats for M magazine, Arthur Frommer's Budget Travel, FashionLedge.com, Co-Ed magazine and the Daily Orange newspaper. Dolce has also freelanced for a number of publications, including MSNBC.com and Museums New York magazine.

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