i have 2 financial planner.
one is A, an ex colleague, another is B, a planner i got to know from a cold call some 3 weeks ago. the latter turned out to be somebody i knew very briefly 10 years ago. how cool is that. he doesn’t remember me though. haha.
so i signed up for a plan with B. A was abit surprised and asked me to cancel the plan i signed up for and go for another better plan instead.
it ended with A and B arguing and B wanting to talk to A’s manager last sunday.
i ended up sticking with B’s plan.