Why Not to Buy from this Financial Advisor as told to me

Why Not to Buy from this Financial Advisor (as told to me).

by: Kendrick Chua, the Wealth Warrior

Someone I know started complaining about how unprofessional this financial advisor is. This FA works for a financial company and have requested an appointment from my her. My friend, despite sensing that she will be asked to buy a product agreed nevertheless as a courtesy to her friend.

First thing that peeved my friend was that FA was 45 minutes late. As a general rule, arriving late for a meeting is already disrespectful to the other party. Arriving late for a meeting we personally set is insulting! To begin with, we should also be sensitive enough to other people’s time and being late should not be accepted especially if you don’t have a good reason to be so (traffic is not a valid reason).

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Tags: sales blunder