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Close encounters with my broker
Old 05-26-2005, 07:07 PM   #1
Thinks s/he gets paid by the post
Join Date: Dec 2002
Posts: 3,875
Close encounters with my broker

I have a very small amount of money with the local office of a large
national firm. Wish I didn't. Had the cash to invest and there
they were. Sigh! Anyway, the guy I dealt with has moved to a much larger firm. Naturally he wants his clients to come on over. He called
me and left a message which implied he was still working with the
old office on some kind of "transition". I think he was deliberately
trying to confuse people in hopes of snagging their accounts.
I hardly know this guy so I am not moving. However, I did call
and ask about this strange phone message. The guy who runs his old
office called back. Never met him and we had a long conversation.
Near the end he tried to pitch tax-free bonds (yeah, he was
confused). I told him that I paid no federal income taxes at the
corporate level, nor at the personal level. Asked him if he wanted
to know my secret. He did. Told him I had a working wife. He was
amused. I assured him I would call when and if I had some extra
$ or decided to switch investments around. Yeah, when pigs fly ......................doubt we will ever speak again as long as my
interest checks keep flowing.


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Re: Close encounters with my broker
Old 05-27-2005, 07:59 AM   #2
Recycles dryer sheets
Join Date: Oct 2004
Posts: 325
Re: Close encounters with my broker

Let us now focus on today's ZEN meditation which, if truly practiced, will enable us to achieve the higher state of being known in the western world as "ER":*

"BE the Broker - The Broker and Client are ONE....". 8)
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