Quote:
Originally Posted by waddy41
I'd punch them in the face if they ever try to sell my family/friends one of their "products'
|
LOL I share your frustration, and is why I sarcastically made fun of 2kreative for dropping "credentials".
When I only had $20-30K of investments I used to deal with a personal banker at Scotiabank, and every 6 months I'd have to see a new one. Once I hit $50K I inquired why I was always seeing a different banking officer. Turns out I banked at a "training" branch with a lot of turnover for newer banking officers. I told them if they couldn't provide me with a banking officer that had been around a few years and will be there a few years, then I'm switching branches and banks at the same time. The woman who took over my account was awesome and knowledgeable.
Any college/university dud (cause lets face it, anyone with good grades/performance doesn't become a financial planner) can write the certificate courses to become a financial planner - I'd much rather their advice lend themselves credibility than their credentials.