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My Financial Consultant Called Me This Morning...

Anybodyhome

By Anybodyhome,
in Huddle Lounge

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Anybodyhome Grand Master

Anybodyhome

Posted
Posted

I left him a voice mail yesterday to express my dissatisfaction with his management of a small portfolio I have with his firm. Apparently this voice mail was forwarded to his office and I received a call from one of the underlings asking for a phone number.

So he call me about an hour or so later... from Aruba. He's laying on a friggin' beach baking in the sun while part of my retirement is tanking- and my commissions and service charges are paying for his massage.

But he did reassure me that he was looking at ways of cutting costs- like only spending 4 days in Aruba instead of 7. He said it is the nature of the business and while other financial and brokerage houses continue to take longer, more expensive vacations, he was part of a budget conscious company that was simply trying to get through tough times and that within a few years his clients would come flocking back to do business with him.

I've got a call into Jerry Richardson now, just waiting on his return call so I can ask his advice...

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Carolina Husker Newbie

Carolina Husker

Posted
Posted

I left him a voice mail yesterday to express my dissatisfaction with his management of a small portfolio I have with his firm. Apparently this voice mail was forwarded to his office and I received a call from one of the underlings asking for a phone number.

So he call me about an hour or so later... from Aruba. He's laying on a friggin' beach baking in the sun while part of my retirement is tanking- and my commissions and service charges are paying for his massage.

But he did reassure me that he was looking at ways of cutting costs- like only spending 4 days in Aruba instead of 7. He said it is the nature of the business and while other financial and brokerage houses continue to take longer, more expensive vacations, he was part of a budget conscious company that was simply trying to get through tough times and that within a few years his clients would come flocking back to do business with him.

I've got a call into Jerry Richardson now, just waiting on his return call so I can ask his advice...

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