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Two weeks for nothing

Original source

We are in the midst of looking elsewhere as we speak. Our guy is not untrustworthy. It’s just that when I ask for a simple projected income statement for post-retirement, he worked for two weeks on it and said he just couldn’t produce one. It seemed like a simple request.

About this story

This is not a hypothetical case study. This account was published by a member of the public and is reproduced here with a link to the original. The author is not a client of Global Predictions Inc. and was not compensated. Their experience is not a testimonial or endorsement of PortfolioPilot or Global Predictions, and individual experiences vary.

ISSUES
Poor communication
Portfolio Management

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