That would have been the perfect setting in which to test your verbal skills, and your cojones, by running out an explanation of your process in a fashion such as this:

“Mr. and Mrs. Client, my commitment to you is to lay bare the double barreled risks we face with swelling inflation and the nip of the tax man, and to keep you fully abreast of the ebb and flow of opportunity. My role is to help you scrape the cream off the top of a well developed and fully balanced portfolio, and not get sucked into the next cleft of extremes. If I can support well rounded planning with the occasional bounce that we’ll get from one peak to the next, then we will enjoy double delightful returns, while pushing back risk with both hands. That, Mr. and Mrs. Client, is truly an investment plan that we can really wrap our hands around. I can almost taste the sweet nectar of success, can’t you?”

[quote=Mike Damone] Wow! Thanks for sharing that. A couple questions for you.

Old guy sits down in my office. Says he’s retired, doesn’t do much now. Sometimes goes for a walk around his neighborhood but tries not to go too far because sometimes he can’t get back in time and $hits his pants.

What do you do when it is your sister-in-law and she is hawt?  There was movement and I know I spent the entire appt completely red in the face, all for a $100/mo 529.

[quote=2wheeledbeemer]That would have been the perfect setting in which to test your verbal skills, and your cojones, by running out an explanation of your process in a fashion such as this: “Mr. and Mrs. Client, my commitment to you is to lay bare the double barreled risks we face with swelling inflation and the nip of the tax man, and to keep you fully abreast of the ebb and flow of opportunity. My role is to help you scrape the cream off the top of a well developed and fully balanced portfolio, and not get sucked into the next cleft of extremes. If I can support well rounded planning with the occasional bounce that we’ll get from one peak to the next, then we will enjoy double delightful returns, while pushing back risk with both hands. That, Mr. and Mrs. Client, is truly an investment plan that we can really wrap our hands around. I can almost taste the sweet nectar of success, can’t you?”

[quote=Shania Twain] [quote=Mike Damone] Wow!  Thanks for sharing that.  A couple questions for you.

[quote=2wheeledbeemer][quote=Shania Twain] [quote=Mike Damone] Wow!  Thanks for sharing that.  A couple questions for you.

One of my days back in Amex/Ameriprise… I had a prospect meeting, that was cut short… the client suddenly apologized and got up, said she had to go. End of the day, find a stain on the office chair, and sure enough, the prospect had her monthly meeting.

[quote=aeromaks] One of my days back in Amex/Ameriprise… I had a prospect meeting, that was cut short… the client suddenly apologized and got up, said she had to go. End of the day, find a stain on the office chair, and sure enough, the prospect had her monthly meeting.



[/quote]



Wow! Thanks for sharing that. A couple questions for you.



1) Would you?

2) What’s her myspace?





could you pls answer:



1)



above

The following happens to me alot.   
Its really kind of the burden I have for being me.
I had to fire another female client for CONSTANTLY wanting favors from me. I think i have a picture of her.    yes here it is.   Im posting in case she tries it with you. Kind of like the milk carton thing.

It get so old after a while.    

Do you mean her?

[quote=Wet_Blanket]Do you mean her?

I had a meeting where the prospect and her husband where both going to meet. They own a business, so I met them there. He didn’t show up, and she said she and I would meet. When I asked about the kids, she began to tell me how she is not satisfied in bed. She said she wishes she could tell him how to please her.

[quote=Shania Twain] [quote=aeromaks] One of my days back in Amex/Ameriprise… I had a prospect meeting, that was cut short… the client suddenly apologized and got up, said she had to go. End of the day, find a stain on the office chair, and sure enough, the prospect had her monthly meeting.



[/quote]



Wow! Thanks for sharing that. A couple questions for you.



1) Would you?

2) What’s her myspace?





could you pls answer:



1)

above[/quote]

No I wouldnt. and never looked. She is married and I lost track with them when I changed firms.

I had a meeting where the prospect and her husband where both going to meet. They own a business, so I met them there. He didn’t show up, and she said she and I would meet. When I asked about the kids, she began to tell me how she is not satisfied in bed. She said she wishes she could tell him how to please her.

Sounds like an opportunity to gather an additional $46.50 in assets from her.

Funny!!!< id=“gwProxy” ="">< =“jsCall;” id=“jsProxy” ="">

[quote=newguy44]I had a meeting where the prospect and her husband where both going to meet. They own a business, so I met them there. He didn’t show up, and she said she and I would meet. When I asked about the kids, she began to tell me how she is not satisfied in bed. She said she wishes she could tell him how to please her.

The most freaked out I have been with a client was not in the office but on the way to an estate attorney. The client insisted on driving so I agreed. Lets just say you should be cautious when getting into a car with a man who spends 99% of his time in India and Europe. We pull out of the parking lot and he proceeds to drive on the LEFT side of the road heading straight for a Suburban who’s driver must have been saying WTF. I grab the steering wheel from the passenger seat and yank the car over to the right side of the street. As this is happening the client was obviously confused, he was thinking “why is this truck on the wrong side of the road coming at me”. He looked at me like I was crazy and I am screaming “right side of the road” as he tries to go back to the “correct” left side!!! Finally in a moment of clarity he remembers he is in America and calmly says something to the effect of “oh yes yes yes, sorry”.



I was a total wreck in the meeting after seeing visions of the coroner prying a chevy bowtie out of my mouth. I could not get into a rhythm; needless to say I never closed the plan. But I was happy to be alive…

I cold called this lady about 6 years ago, fresh out of college and working for Merrill Lynch.  She was a sweetheart but something wasn’t quite right with her voice.  After about 5 minutes of chit chat she mentions that she has MS.  I say, “oh, you’re with Morgan Stanley, that’s great!”.  I felt really bad after that one.