jazz4cash
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
My Fido advisor’s assistant called me to schedule a semi annual review.
It was so awkward i felt kinda bad for the guy. He kept asking if i needed help with this, that, and the other and what could he do for me. I asked for feedback on general plan to do Roth conversions and delay SS. No response to that. He’s only offering help with mechanics of making transfers, etc. Finally he shows me a menu of Fido’s various levels of advisory services and fees. Going forward they wont be calling me to schedule reviews. I never asked for that anyway!
He hinted that Fido wants him to cut cost/increase revenue. I pointed our some significant CD funds that i plan to transfer to Fido at maturity.
I expect he will be available in the future for minor support but it feels like the relationship has shifted. If they want to trim cost, why does this guy need assistant?
It was so awkward i felt kinda bad for the guy. He kept asking if i needed help with this, that, and the other and what could he do for me. I asked for feedback on general plan to do Roth conversions and delay SS. No response to that. He’s only offering help with mechanics of making transfers, etc. Finally he shows me a menu of Fido’s various levels of advisory services and fees. Going forward they wont be calling me to schedule reviews. I never asked for that anyway!
He hinted that Fido wants him to cut cost/increase revenue. I pointed our some significant CD funds that i plan to transfer to Fido at maturity.
I expect he will be available in the future for minor support but it feels like the relationship has shifted. If they want to trim cost, why does this guy need assistant?