Important!
Recording meetings with your financial advisor…
-
Please video AND audio record all meetings.
-
Try to position the camera so that both you and the advisor are captured. However, it is especially important that the advisor is in shot.
Important!
Recording meetings with your financial advisor…
Please video AND audio record all meetings.
Try to position the camera so that both you and the advisor are captured. However, it is especially important that the advisor is in shot.