Related Posts
Anyone here tagged in united airlines project ?
How to get project in Xorient?
More Posts
Additional Posts in Financial Advisors
Favorite Non-Fiction captivating podcast?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
Remain calm and fire him. If you let him remain you have set the tone of the relationship.
Tell him you’re no longer willing to meet with them and you encourage them to find a new advisor.
Say: I am afraid this is not going to work out. I need to ask you to find another advisor. If they don’t leave in two weeks we close accounts sell positions and send a check.
Do not tolerate disrespect from anyone
This sounds like a potential lawsuit depending on the tax ramifications for taking such an action.
There’s no excuse for yelling, but what were they upset about? Was a mistake made by anyone?
Slowly stand up and tell them you are sorry they feel this way but you will have to y’all another time when everyone is calm.