Quote:
Originally Posted by Stu from NYC
Amazed how people will come here asking for advise from people they know nothing about.
Last week went to a financial dinner with the so called advisor telling us how many people he has helped in over 20 years.
Noticed he said nothing about his background and didnt want questions so during the dinner planned to ask questions.
His office manager comes around to collect the sheets on setting up appointments so ask her the question. She has no clue.
Later on he comes around and I ask the question and he starts telling me about his childhood and early schooling so finally look at him and say you do realize that is not what I am asking.
Than he tells me about the on line courses he took. Never mentioned any classes in whatever schooling he did. Said thank you and he walked away.
Remarkably nobody seems to think this is important when he is asking you to entrust your life sayings with him.
Was a very nice dinner though.
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WOW! a friend of mine has a CFP, CFA and CMT. He would go to the dinners, get a nice meal, sign up for a meeting, and never show up to the meeting. He also would ask questions as he know the answers, and some stopped sending him invitations.
I prefer to make my own mistakes and pay my education to learn than to give my money to someone else and lose it all.
Yes, there are very, very few people who will create a great personal plan for you,customized to see what you can do, etc.
finance guy