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I've had it come when a call center implied to a lead that they would pay more for using an agent. No, the cost is the same to do whether you work with me locally or "whomever" you get on the phone. The difference is I will know who you are when you call, will they?
In other cases where I am asked I explain that yes there are fee based advisors and they usually work the million plus asset market, but since we're talking a $75 a month premium, I can charge my hourly if you prefer.
Don't really get asked too often,
In other cases where I am asked I explain that yes there are fee based advisors and they usually work the million plus asset market, but since we're talking a $75 a month premium, I can charge my hourly if you prefer.
Don't really get asked too often,