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Ah, dear Sir O, apologies if I'm appearing to generalise unfairly.I'm sure you're entirely focused on the client's wellbeing.I happen to know the FA this woman intends to see and he simply shunts everyone into the same managed fund. He does it very pleasantly and the client walks out really happy.
Ah, dear Sir O, apologies if I'm appearing to generalise unfairly.
I'm sure you're entirely focused on the client's wellbeing.
I happen to know the FA this woman intends to see and he simply shunts everyone into the same managed fund. He does it very pleasantly and the client walks out really happy.
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