Originally Posted by
JHake10
Just had someone reach out to me wanting to chat. I've never had anyone reach out to me since I opened my Premier account about two years ago.
I'm guessing this is just a sales pitch? I don't see why I'd move any other assets to HSBC since they are looking to potentially close up shop.
I get that kind of a call every year from both the relationship manager and investment advisor. The investment advisor just wants to confirm I don't want to make any chages. The relationship manager's call is usually a "nothing in particular to discuss, just wanted to touch base" type. Never had a hard sales pitch, but I guess it might depend on how aggressive your relationship manager is.