1 /5 carol lee: I was cold called. I asked to be taken off the calling list. I was questioned further. I said I was not interested in a financial planner. I was answered with "Interesting... *click*."
If I imply and explicitly state Im not interested, I expect an, "okay, thank you/sorry for your time. Youll be removed from the calling list," Not a judgement because you think I dont have a financial planner. Its my own business if I have one that I dont need to disclose to a random third party. If Im on the lookout for an alternative, Ill ask myself. But with this sort of manners, Im certainly going to actively avoid the parent company as well.