Money Mustache (MMM), a fellow Canadian who retired at 30, supporting his family through his investments.This introduced me to the concept of financial independence.

Wanted to introduce myself.

While you clearly don't do that, it does introduce ethics into the equation and clearly not all managers are created equal.  

Thanks for jumping into the forums and introducing yourself.

We did not need help in deciding what our investment niche would be; we needed help in creating and implementing a tax strategy plan for a married couple composed of a high-income earner and a real estate agent and business owner.A few weeks after paying the $25k, we set up our first meeting with our assigned CPA and started the so-called “advanced tax courses” provided, which are generic modules that only vaguely introduce financial concepts, topics, and terminology.

.- Institute a 30-day trial period (before introducing them to the team) where you and agent get to know one another.

For example, I am wanting to send them a welcome letter introducing myself and letting them know some of the changes that will be happening in the coming months.

In any case, I wanted to introduce myself to y'all.Regards!

Hello everyone,I’m a reader and podcast listener, not much of a poster so I’ll introduce myself.

They said it's been status quo for years, there was a small hiccup when it was introduced but quickly went to normal.Can't say I can predict the future but I agree with @Russell Brazils