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#2
10-11-2005, 05:46 PM
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 Re: CPA At financial Advisor Meeting? Who was training who? <sheellah[at]aol.com> wrote in message news:1129049403.001998.310050[at]o13g2000cwo.googlegroups.com... - quote - > Yes, that's exactly what he was doing, training him. A good thing too, > because he doesn't know what he's doing. Got rid of the advisor, kept > the CPA ;-). |
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#1
10-11-2005, 05:22 PM
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| Re: CPA At financial Advisor Meeting? Yes, that's exactly what he was doing, training him. A good thing too, because he doesn't know what he's doing. Got rid of the advisor, kept the CPA ;-). |
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10-10-2005, 12:32 PM
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| Re: CPA At financial Advisor Meeting? He's probably training him. If you don't like the idea, kick the CPA out. If he is not your CPA, has no business knowing yours. If the advisor gives you a hard time, kick them both out. <sheellah[at]aol.com> wrote in message news:1128899417.952861.48810[at]z14g2000cwz.googlegroups.com... - quote - > I was just wondering if any of your advisors ever called in a CPA to be > there at a meeting to discuss annuity purchases. It seems strange > especially since this person works for another firm. Any ideas why this > CPA would be at such a meeting? Thanks! |
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#-1
10-09-2005, 11:29 PM
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| CPA At financial Advisor Meeting? I was just wondering if any of your advisors ever called in a CPA to be there at a meeting to discuss annuity purchases. It seems strange especially since this person works for another firm. Any ideas why this CPA would be at such a meeting? Thanks! |
| Tags |
| advisor, cpa, financial, meeting |
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