New Financial Advisor
Written by HERS on April 22, 2008 – 1:17 am -I (HERS) unfortunately have to find a new financial advisor. I have been with the same guy since 2002 and I have really enjoyed working with him. Unfortunately he has received a promotion up to a leadership position within his company and won’t be directly working with clients any more. Great for him, not so great for me.
The whole thing really came as a shock to me and I really wasn’t prepared to make such a change. I am not looking to change firms at this point but I do need to find a new advisor within the company. I got an email and voicemail from the assigned replacement saying hello and introducing himself but I really wasn’t getting a great feeling from him. FIrst of all it sounded like it was just a given that I wanted him to manage my retirement without any questions asked. The last thing I want in a financial advisor is to feel like I’m talking to a used car salesman!
So, I emailed him back and said I would be more than happy to interview him and consider him as a candidate but I would also be interviewing others as well. I said he could come to my office to speak with me if he was interested. It’s amazing how his attitude changed! So, he will be coming to my office to speak with me on Thursday morning.
I’ll let everyone know how it goes!
Related Articles
(No Ratings Yet)
Loading ...Posted in Hers, Savings |
Loading ...