Had my 9-month Review. I am improving since the secretary got fired, but I still have a few things to learn. The review got delayed cause an advisor got a call to deduce that the caller was being scammed. Had to call the family to get over to their home. My fellow assistant blocked all withdrawals from our accounts. The assistant saw someone logging into the website, and the caller said it was them.
If you have people with fuzzy brains, make sure you check up on them. I was sad that this caller contacted the advisor and not their own family first.
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