This. Fidelity started on the transfer and then I left a message on his(fa) work phone. Easy peasy.. I never heard from him unless it was time for him to try to persuade me to buy his recommended products. There was nothing to feel bad about.It's a business decision. If you feel any guilt then I wouldn't call him at all. Just initiate the transfer from the Schwab end. If he calls you, just tell him you want to manage things yourself. He'll get over it.
Statistics: Posted by Dottie57 — Tue Oct 01, 2024 8:43 pm