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If you have to hire an advisor, put him/her to work!
07-14-2012, 05:45 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Posts: 4,366
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If you have to hire an advisor, put him/her to work!
From WSJ:
Your Adviser Did What?! - WSJ.com
Quote:
Wilson Matthews, 36 years old, sells fine men's clothing in Birmingham, Ala., but turned to his planner to haggle with a car dealership. The planner, Irvin Schorsch III, president of Pennsylvania Capital Management in Jenkintown, Pa., managed to get the price of an Audi A4 reduced by $6,100—and got another $1,000 knocked off the shipping fee.
Mr. Schorsch says he offers to negotiate all kinds of big-ticket purchases for clients, from cars and boats to retirement homes and weddings.
Says Mr. Matthews: "Why not take advantage of the free help?"
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07-14-2012, 05:51 PM
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#2
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Moderator Emeritus
Join Date: Dec 2002
Location: Oahu
Posts: 26,860
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Quote:
Originally Posted by Animorph
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How nice of his advisor to save him $7100. I wonder what the advisor charges for his annual fee.
I'm going to ask my financial advisor to negotiate a big discount for my customer's yacht...
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07-15-2012, 04:39 AM
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#3
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Recycles dryer sheets
Join Date: Mar 2010
Location: New England
Posts: 197
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Maybe you could hire a second adviser to negotiate a lower fee for your primary adviser.
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07-15-2012, 03:21 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 2,610
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Hmmm, well now it's starting to get interesting. I'm not sure which is more repulsive, cutting the cat's nails or being pitched an annuity..
Either way, it's a hard to resist two-fer.
Jean and Eric Mote, planners in Cedar Rapids, Iowa, typically meet with clients in their homes, and often look for ways they can help around the house. The planners say they have programmed thermostats, changed light bulbs in ceiling fans, replaced smoke-detector batteries and even once helped rewire the taillights on a horse trailer.
One client depends on their help clipping his cat's nails while he holds it down, Ms. Mote says.
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07-15-2012, 03:37 PM
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#5
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Moderator Emeritus
Join Date: Sep 2007
Posts: 17,774
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Quote:
Originally Posted by JPatrick
Hmmm, well now it's starting to get interesting. I'm not sure which is more repulsive, cutting the cat's nails or being pitched an annuity..
Either way, it's a hard to resist two-fer.
Jean and Eric Mote, planners in Cedar Rapids, Iowa, typically meet with clients in their homes, and often look for ways they can help around the house. The planners say they have programmed thermostats, changed light bulbs in ceiling fans, replaced smoke-detector batteries and even once helped rewire the taillights on a horse trailer.
One client depends on their help clipping his cat's nails while he holds it down, Ms. Mote says.
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The Motes sound just awful, ingratiating themselves like that.
Poor cat.
__________________
“Would you like an adventure now, or would you like to have your tea first?” J.M. Barrie, Peter Pan
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07-15-2012, 08:27 PM
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#6
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Oct 2006
Posts: 7,733
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Quote:
Originally Posted by Bestwifeever
The Motes sound just awful, ingratiating themselves like that.
Poor cat.
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Now if an adviser offered to pill the cat or track down the cat pee. I might hire them. I imagine Texas Proud would have considered this at least a few times the last month or so.
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