“Because I wanted something different than was recommended I am classed as an insistent client. The attitude of the advisor changed when I asked for what I wanted on not what he wanted me to do as his recommendation”
Posted 1 year ago
Hi, sorry you were not satisfied with our recommendations during the advice. We always try to accommodate our clients' requests but we have to stand by our recommendations, which are given after we've followed our strict research processes. Hopefully over the course of your relationship with us we'll be able to accommodate more of your requests into the plan as we get to know you and your objectives better.