Get real or don’t cold call me
When did financial advisors become telemarketers? Here’s a transcript of a voicemail I received a few weeks ago from a financial advisor named RW—someone I don’t know who represents a major company. It wasn’t technically a cold call, I suppose, because I had a relationship with the company about a decade ago through my former financial advisor. But it certainly wasn’t a warm call. And while RW said nothing whatsoever offensive on her voicemail, it was a perfect example of how the choice to be robotic instead of real kills trust and loses business.