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Be careful who you talk finances with!
12-04-2018, 01:45 PM
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#1
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Full time employment: Posting here.
Join Date: Apr 2015
Posts: 575
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Be careful who you talk finances with!
More of an unattended story then anything else. I retired early with one of those better off public employee retirements we always hear about plus we have an extremely large savings and investment portfolio including our home being paid off. We also live in a subdivision of nicer homes.
Well, like many of us I'm always bombarded by financial advisors and bank reps telling me how they can "help" me with my financial future and always offer to sit down and talk about what they can do for me. For the most part I'm always polite and simply refuse, never mentioning anything about our finances. I don't even talk to our family and especially our friends about it.
Well.....sure enough we had another financial advisor going door to door looking for new clients and I figured just this one time I'd shut him down quickly before he had the chance to go on and on. He started off with his well rehearsed opening line and before he could go on I politely told him about our generous financial situation in some detail including our home being paid off. Well, he was of course blown away not expecting any of it and simply thanked me for my time and walked off.
Not an hour later we get a text message from our close friends telling us how we had met their new son in-law. Not knowing what they meant they finally explained that the guy at our door earlier was him.
Needless to say, now it's a little embarrassing.
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12-04-2018, 02:08 PM
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#2
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Full time employment: Posting here.
Join Date: May 2014
Location: Lakewood
Posts: 916
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Yikes! This is a very good reminder to keep such matters private.
I’m occasionally tempted to speak of FIRE plans with family and coworkers. But I’m confident this would alienate some of them and certainly alienate me.
__________________
Why be normal when you can be yourself?
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12-04-2018, 02:09 PM
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#3
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2014
Location: Spending the Kids Inheritance and living in Chicago
Posts: 16,973
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Good thing he wasn't a thief checking to see if anyone was home.
__________________
Fortune favors the prepared mind. ... Louis Pasteur
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12-04-2018, 02:41 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Jul 2004
Posts: 1,556
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Quote:
Originally Posted by Drake3287
Well.....sure enough we had another financial advisor going door to door looking for new clients ....
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That's what peepholes are for - if I don't know them, I don't answer :-)
Comment - must be rough for him to go door-to-door to sell financial advising services....I get people selling cookies, books, magazines.....
But, if he can sell door-to-door and maintain his personal integrity, dignity and confidence, he will go very far in life.
__________________
Deserat aka Bridget
“We sleep soundly in our beds because rough men stand ready in the night to visit violence on those who would do us harm.”
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12-04-2018, 02:50 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Jun 2016
Posts: 1,951
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We have this hung on our door:
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12-04-2018, 03:00 PM
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#6
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Moderator Emeritus
Join Date: Sep 2007
Posts: 17,773
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Quote:
Originally Posted by Drake3287
...
Not an hour later we get a text message from our close friends telling us how we had met their new son in-law. Not knowing what they meant they finally explained that the guy at our door earlier was him.
Needless to say, now it's a little embarrassing.
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Embarrassing for them--they couldn't tell him to ask you if it was okay for him to come over? Is he going to all their friends' homes unannounced (and not immediately identifying himself as the SIL of close friends)? I'd be peeved that they gave him my address etc.
__________________
“Would you like an adventure now, or would you like to have your tea first?” J.M. Barrie, Peter Pan
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12-04-2018, 03:15 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Jun 2016
Posts: 4,655
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12-04-2018, 03:26 PM
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#8
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Thinks s/he gets paid by the post
Join Date: Dec 2015
Posts: 1,155
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OMG, that's classic! Did you make it or can we buy this somewhere?
Want one.
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12-04-2018, 03:33 PM
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#9
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Moderator
Join Date: Dec 2007
Location: Eastern WV Panhandle
Posts: 25,290
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Quote:
Originally Posted by RetireSoon
OMG, that's classic! Did you make it or can we buy this somewhere?
Want one.
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Me too!
__________________
When I was a kid I wanted to be older. This is not what I expected.
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12-04-2018, 03:48 PM
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#10
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Recycles dryer sheets
Join Date: Dec 2016
Posts: 411
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12-04-2018, 04:06 PM
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#11
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2017
Location: City
Posts: 10,308
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Quote:
Originally Posted by deserat
... Comment - must be rough for him to go door-to-door to sell financial advising services....I get people selling cookies, books, magazines.....
But, if he can sell door-to-door and maintain his personal integrity, dignity and confidence, he will go very far in life.
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I have read that new Eddie Jones reps are encouraged or even required to do this. So it probably doesn't imply anything at all about the individual except that his book of business is thin to nonexistent.
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12-04-2018, 04:36 PM
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#12
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Thinks s/he gets paid by the post
Join Date: Dec 2015
Posts: 2,232
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I just read an old Sue Grafton novel, and in it the narrator describes explaining to Jehovah's Witnesses on her doorstep that she'd be happy to have a conversation, but she wanted their home address so she could knock on their door when it was convenient for her, and try to convince them that her religious beliefs were more valid than theirs.
I thought that was pretty good.
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12-04-2018, 04:42 PM
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#13
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2011
Posts: 8,332
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What the hell kind of financial advisor goes door to door looking for business ??
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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12-04-2018, 04:53 PM
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#14
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Quote:
Originally Posted by marko
What the hell kind of financial advisor goes door to door looking for business ??
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The young ones who just started out, and are still hungry?
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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12-04-2018, 04:59 PM
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#15
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Apr 2010
Posts: 5,830
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Me, DW, our investment advisor, and NO ONE else.
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12-04-2018, 05:02 PM
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#16
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2011
Posts: 8,332
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Exactly. Just the type I'd want to hand over a few mil to in my living room.
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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12-04-2018, 05:37 PM
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#17
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Thinks s/he gets paid by the post
Join Date: Mar 2013
Location: Southern California
Posts: 3,995
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Quote:
Originally Posted by Walt34
Me too!
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I must have this sign! Where can I buy one?
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12-04-2018, 05:42 PM
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#18
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Aug 2004
Location: Laurel, MD
Posts: 8,304
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Don’t worry. I’m sure he’s highly ethical and wouldn’t disclose any details of your conversation.
__________________
...with no reasonable expectation for ER, I'm just here auditing the AP class.Retired 8/1/15.
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12-04-2018, 07:17 PM
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#19
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Thinks s/he gets paid by the post
Join Date: Jul 2015
Location: Beaverton
Posts: 1,382
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In the old days you were expected to look at the "social" pages in your local paper and cold call. One of the reasons I opted out of stock brokerage early out of college
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