From what I am being told, these project presentations are not to be done. You can present them if you make an appointment post rv to go over things with a wealth management company, but the Initial appointment is just a currency exchange.
This having your projects approved and all the other nonsense that has been said would make the appointments a logistical nightmare.
- What bank personal has the authorization to approve or disapprove what you get or how much?
- They don’t and they don’t have time to listen to a whole presentation.
- You are to get in and get out as quickly as possible.