WSOMN:
AdminBill: THE FOLLOWING WAS A COMMUNICATION TO ME EARLIER TODAY FROM A MEMBER:
I spoke with my future WF Wealth Mgnr. this morning and am able to confirm that he was more open with discussions concerning this liquidity event.
I ask him if he knew the timing and he told me that I would know before he will and asked me to call him back when I am notified; because he has several other clients and potential clients he will be assisting.
I told him I hold Zim and asked him if that would constitute special notice and he said yes.
I told him I understood or was being told, the exchange would include meeting with a Wealth Mgnr and ask him to walk me through the process to make sure he would be there.
He said I would go to an exchange center with security and at the time when the money is in the accounts if it is more than 10mil...I would go to a wealth mgnr. and that is the time I would ask for him by name.
We will finalize our business relationship, as client and investor, then he oversees the investments on my behalf but he doesn't do the investments directly.
I ask him if he could assist 3 other people and he said he can take referrals from clients.
I explained to him the conservative structure of my goals and he said He was looking forward to working with me and any referrals......
I have been talking to him for the last 6 months and this is a far different conversation than in the past and he returned my call within 10 mins of me leaving a message as opposed to 3 hrs ....now I am out of this world excited!!! THE END
AdminBill: LOT'S OF CONTINUING GOOD NEWS. KEEP YOUR FINGERS AND TOES CROSSED!
....
AdminBill: THE FOLLOWING WAS A COMMUNICATION TO ME EARLIER TODAY FROM A MEMBER:
I spoke with my future WF Wealth Mgnr. this morning and am able to confirm that he was more open with discussions concerning this liquidity event.
I ask him if he knew the timing and he told me that I would know before he will and asked me to call him back when I am notified; because he has several other clients and potential clients he will be assisting.
I told him I hold Zim and asked him if that would constitute special notice and he said yes.
I told him I understood or was being told, the exchange would include meeting with a Wealth Mgnr and ask him to walk me through the process to make sure he would be there.
He said I would go to an exchange center with security and at the time when the money is in the accounts if it is more than 10mil...I would go to a wealth mgnr. and that is the time I would ask for him by name.
We will finalize our business relationship, as client and investor, then he oversees the investments on my behalf but he doesn't do the investments directly.
I ask him if he could assist 3 other people and he said he can take referrals from clients.
I explained to him the conservative structure of my goals and he said He was looking forward to working with me and any referrals......
I have been talking to him for the last 6 months and this is a far different conversation than in the past and he returned my call within 10 mins of me leaving a message as opposed to 3 hrs ....now I am out of this world excited!!! THE END
AdminBill: LOT'S OF CONTINUING GOOD NEWS. KEEP YOUR FINGERS AND TOES CROSSED!
....
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