• The Roadster Factory Recovery Fund - Friends, as you may have heard, The Roadster Factory, a respected British Car Parts business in PA, suffered a total loss in a fire on Christmas Day. Read about it, discuss or ask questions >> HERE. The Triumph Register of America is sponsoring a fund raiser to help TRF get back on their feet. If you can help, vist >> their GoFundMe page.
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pdplot

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Old lady client called me last Friday in a panic. She opened up a CD for $287,750.00 and when she got home, she saw that her receipt was for $28,750.00. She must have had a sleepless weekend but on Tuesday I met her in the bank and straightened it out although she withdrew all he money except the CD because she would have had to pay a large penalty. The bank claimed the back office found and corrected the error but stupidly, they never called her to report the correction. Result - they lost a good (and wealthy) customer. Failure to communicate.
 
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