It took me the better part of today doing 1 cost basis that involved 7 different mutual funds. Pretty ridiculous!
So I told Boss about client DK who is still steaming over why Boss recommended him to move from qualified Annuity to Roth Conversion. She said she would never authorize such a transaction. I didn't want to argue with her, but clearly her notes instructed me to do so. Whats worst is, the client even said she told me. So client confirmed, notes confirm, I confirm from Boss' verbal communication at the time of the transaction, Boss denies. Who is incorrect?
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