How do you handle "financial advisers" when referred by friends?

LOL, I imagine so. I only deal with advisor-side folks (in Orlando) and very rarely with Alliance, let alone the regular branch folks...
I'm sure he sweats when he sees your number come up. :hide:

Actually, the dude here in Denver and I have an understanding: He calls once a quarter to briefly inquire if there is anything I need and I politely take his brief phone calls. The dope in NJ mostly got DW on the phone and pestered her, so when I finally picked up the phone he got a less than polite response.
 
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