I went to a Wells Fargo bank today to inquired if they had a wealth manager. To make a long story short.....I wanted to ask the big question.....so I asked....... Do you have a wealth manager at this location....I was approached by two gentleman in suits...... One said the wealth manager was with a customer ......could they help me.......
I asked them if this bank was going to participate in the Foreign currency exchange process...... Right away they said "yes" but said he did not know the exact date.....I asked them if they had gone through special training...... He said yes they had..........
He then proceeded to take my name a phone number to deliver to the wealth manager........he brought me two business cards..... The wealth mangers and (His.....Financial Advisors) which he said he would handle all annuity investments .....
He Shook my hand and said he would call me soon..... About 1 hour latter the same gentleman called me on the phone said he had spoken to the Wearth Manager .
he would like to set me an appointment for Monday .... Could I come in.... i explained I wasn't looking for an appointment that I just wanted to know if they were participating in the exchange process ......
He said again the Wealth manager would like me to come in ......Low and behold I have the appointment for this Monday at 10am ....... now I'm starting to over think this like what if they offer me something that I don't want ......will it screw up getting another appointment .....
Or having to wait until the end..... Back of the line....I think I will cancel and wait for Tonys and DC instruction..... Deffently don't want to be the first one! Left the bank on cloud 9
I would definitely keep the appointment. :) I purchased dong from a small local Chase branch in February/March. They knew nothing about an RV. About 30 days later the young man I met when I purchased dong called and invited me to meet with him regarding their services for their private clients.
I told him I didn't want to waste his time because I was definitely not considered a "high net worth" customer. lol
He said he just returned from "training" in Texas and I guess he wanted to practice on me. So I kept the appointment and learned a LOT.
When you are a high net worth customer they offer you services and products you never knew existed. The "average Joe" would never know about these things because they simply will never know about them.
It certainly wouldn't hurt to hear what they have to say. It might even put your mind at ease if you have any doubts about their institution (WF) and what they are willing to do for you.
After this RV these wealth managers might have long lines of people waiting to see them. So it might be a good idea to establish a "relationship" with one as early as possible.
Will try to be brief here. Today I Called Chase bank to close my account until the R.V. The customer service person I got …that is exactly what I said …until it RV’s! I will put lots money in their bank. She knew exactly what I was saying and she repeated "yes, that is awesome isn't it"
I said yes you know about the RV,,,,YES...do you have currency "OF COURSE I DO" I have Malaysia and other I couldn't remember being excited she knew about RV to share with me. I was probing her. I asked her about if they have a team to help …she said yes the best. They help direct you and you don't pay… it comes with your wealth manager… I said great.
She said it is best to put your money in a Stock Bank and that she did it as a business and is now waiting on the RV. She said she’s happy for me and for herself. She said "you opened your account five months ago and back then it was suppose to go to but it got stopped.
I said we are now waiting for Iraq announcements so the RV happens..she said Oh yes we are waiting for that and they have been stalling on it.
I then said, some banks are saying it is a scam you know..she said FORGET ABOUT THAT, this is REAL and is about to really happen. I said some people don't believe it she said they will get left out and not many people know about this… it is like a secret you know. I said indeed it is, and I am glad to be a part and she said me too.
Well needless to say this is very exciting news to hear from inside the bank. I was not looking for people in currency
I just wanted to close my account, and she happened to be the perfect one to share info with me,
I am blessed and so was she..yaaaay!!
COME ON RV...WHERE R U...WE R WAITING.