David Morgan is very helpful when setting you up for the initial payment and getting the "contract" taken care of to start the appointments. After that, as stated in other consumer complaintss, he blames you for being negative when you ask why people are not home or wondering why you are at their doorstep.
In regards to how the appointments are set, I have a few theories that are concurrent with other consumer complaintss:
1) People are "fast-talked" and just say OK to get them off the phone.
2) Old folks are confused when the caller says "Someone will drop by to have you sign something."
3) They simply call from any old list bought from a poor quality list broker.
I apologized to one prospect and asked her what exactly the person said to her on the phone. She said they called andstated that they worked for a number of different investment companies and that someone would be by to have her sign a paper, to which she did not agree. Nevetheless, I received an appointment in my e-mail box:
"Your appointment has been scheduled for 5:30PM. We identified the asset as an IRA. He would like to see what new options are available toward his investment that could be beneficial to him."
She mentioned that all assets were with another firm and they needed no review whatsoever. I have over 15 similar comment logs and all appointment "confirmations" saved for evidence and record-keeping, if anyone wants specific and consistent results of my wasted time and gas. So far, there has been 1 appointment that I accepted as "good" because the guy (very confused) allowed me to come in and go over his investments just to be nice I believe.
As with other reports, they never offer a full refund, only more bad appointments because that is what the "contract" says. How long can that go on? I cannot even get a phone call back from Janet (a real specimen), Zack, or David Morgan. I have also literally been hung up on by David Morgan, when they promise the best service possible on their web page.
If there is a group of agents that would like to go to their Cookeville office to take a "tour" of their office, I would be glad to discuss that.
There are quite a few reports surfacing lately and, against what David Morgan will say, they have not tried to be helpful or give me the time of day for a real refund.
0 comments