Adventures in Scheduling

11-Jun-2018
We love it when our communications with prosepcts give us a laugh. Here's what happened when our scheduler, Karen, emailed a financial advisor to ask if he could schedule a conference call with her wholesaler client to discuss the June, 2017 DOL ruling:

"I apologize but I'm having shoulder surgery next week so I won't be able to have the call, although the DOL conversation might be more interesting while I'm on narcotics!"

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