Things have been very busy lately and business is booming. There comes a time though when you need to take a breather. I decided I needed a vacation day, so I took one last Friday. While I was at home, I received a call on my cell phone from a prospective client I had spoken to months earlier.
He is a local business owner who said he was frustrated with his current advisory relationship. His current firm recently lost two of their three brokers and this client was subsequently "reassigned" (I love it when this happens) to another, less experienced broker. The client received a letter in the mail stating that the new broker would be calling within the next two weeks. Well, 4 weeks later…still no call.
The client called me to say he wanted to move his account to me if I was interested. I asked him to fax a statement so I could see what was in his account. We'll see how it goes.
