I recall an experience I've faced in my career to date has to be the key role I played in helping HollisWealth (a division of Scotia Bank) to develop with their new clients from Chelee Financial in 2013.
As the beginning we were trying to ask the clients to sign the agreements of accepting the account transfer, over 90% of the clients don’t know about HollisWealth, and most of them were dealing with Chelee financial for over 10 – 15 years. I understood their concern, about trustee, about the new advisor to them. The luckiest thing was, they all know me, and I was the assistant in Chelee. So during that time, I was responsible to communicate with the clients to introduce our new financial advisor, and it was really tough to speak to every single
As the beginning we were trying to ask the clients to sign the agreements of accepting the account transfer, over 90% of the clients don’t know about HollisWealth, and most of them were dealing with Chelee financial for over 10 – 15 years. I understood their concern, about trustee, about the new advisor to them. The luckiest thing was, they all know me, and I was the assistant in Chelee. So during that time, I was responsible to communicate with the clients to introduce our new financial advisor, and it was really tough to speak to every single