Talent

The other day, we had an situation where a client was issuing orders that didn’t sound right to the admin whom he was speaking with. We don’t allow money to move without a verbal confirmation from clients for their own protection, which is how we picked up on the fact that something might be wrong. Upon our attempt to confirm the client’s instructions, his acknowledgment of what he was asking us to do wa...

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source https://thereformedbroker.com/2020/08/12/talent/