2BNTV
10-27-2011, 01:38 PM
I posted this in the "Just for Fun" section as it tickled my funny bone.
An article in AARP by Kathy M. Fristof started with........
At the peak of the 2008 market meltdow, Mark Wilson go one of those call every financial planner dreads. On the line was a sobbing 65 year old retiree, begging him to sell all her investments,stocks, bonds, everything. She was convinced she was going to lose her retirement savings and wind up destitute.
Wilson, a VP at a financial planning firm in Newport Beach, CA, always tried to reassure his client things would get better. But the truth was, he really didn't know. Still he told women that selling everything would be a hugh mistake and he wouldn't help her. If she wanted to be foolish, she have to go it alone.
They argued and when Wilson hung-up, his secretary dashed into his office, "oh my GOD - that was horrible", she said.
You don't know the half of it, he replied.
"That was my mother".
An article in AARP by Kathy M. Fristof started with........
At the peak of the 2008 market meltdow, Mark Wilson go one of those call every financial planner dreads. On the line was a sobbing 65 year old retiree, begging him to sell all her investments,stocks, bonds, everything. She was convinced she was going to lose her retirement savings and wind up destitute.
Wilson, a VP at a financial planning firm in Newport Beach, CA, always tried to reassure his client things would get better. But the truth was, he really didn't know. Still he told women that selling everything would be a hugh mistake and he wouldn't help her. If she wanted to be foolish, she have to go it alone.
They argued and when Wilson hung-up, his secretary dashed into his office, "oh my GOD - that was horrible", she said.
You don't know the half of it, he replied.
"That was my mother".