Title pretty much says it all. Anyone else getting asked for recordings yet “just because”. I’ve had two requests so far. One person I never spoke to and another one where the appointment was set and done face to face.
Its frustrating because I have to stop what I’m doing and submit documentation showing how things were NOT done over the phone and instead, even with a paper app with a wet signature, done f2f. Even though I’m making sure things are being done compliantly, it still makes me worry when I get asked for this stuff. It’s driving me crazy when I could be selling!
Its frustrating because I have to stop what I’m doing and submit documentation showing how things were NOT done over the phone and instead, even with a paper app with a wet signature, done f2f. Even though I’m making sure things are being done compliantly, it still makes me worry when I get asked for this stuff. It’s driving me crazy when I could be selling!