[quote=Sportsfreakbob]“Thats ok, my wife had a boyfriend when i met her”

Couple of ideas come to mind.

" What plans do you and your advisor have to take advantage of the recovery?"

"How many times has your brokers firm changed in the last 10 years?"

Edward Jones #1

" I am so glad to hear you have an advisor…good thing they are not like Wives…you can have more than one"

“Most of my current clients had worked with another advisor.  What we found is that a fresh perspective could uncover opportunities that had been overlooked.  Given what has happened in the past 2 years, isn’t a second opinion warranted ?  You win either way- either you find out you are doing fine as is or you learn something new.”

[quote=JackBlack]

I like to use a little bit of humor.  When some one says, I already have a Financial Advisor.

I say great, I am not asking you to leave them. You know that unlike a spouse you can have more then one Financial Advisor at a time. What I am asking for is for 15 minutes of your time so I can show you what I can do for you.

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