In 2009, we asked advisors to share their funniest tales in hopes of bringing some levity to the dark days of the financial crisis.
We’re bringing them back on Fridays so you’ll get a few laughs going into the weekend. Here’s our next installment.
Securities, you say?
An advisor in the Maritimes has a lot of clients who happen to be police officers, some of whom work undercover.
Not long ago, her receptionist noticed a man in the waiting room had a gun in a shoulder holster. So, she ran to tell her boss, “There’s a guy out here with a gun!”
The advisor’s reaction was blasé. “Oh, that’s okay, he’s a cop. And besides, the markets aren’t that bad today. Let him in.”
Now, that’s what I call confidence in a secure portfolio.
Take Down
An insurance agent in B.C. had an interesting first day on the job.
After his initial training he was assigned to an office and, while waiting for instructions from management, the phone rang. He picked it up and to his delight the woman on the other end inquired about a life insurance policy and said she’d sign the application today if someone could see her.
The agent booked the appointment for that afternoon and while driving there thought to himself, “This is the greatest job in the world! You go the office and the phone rings and you book the appointment and make money.” He had visions of this repeating day after day for his entire career.
He arrived at the client’s apartment in his best suit and briefcase, and knocked on the door. The moment he did, the door to the apartment across the hall burst open and two men in suits tackled the advisor to the ground. His arms were folded behind his back, his wrists handcuffed, and a knee in the back pinned him face down to the hallway carpet.
At that moment a woman in a bathrobe came down the hallway yelling, “No, no, that’s not him. I think that’s the life insurance salesman!”
Turns out the woman had asked about insurance because she’d been threatened by her estranged husband, and the police had responded to that threat with a stakeout.
Miraculously, the agent stayed in the business.
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Read previous weeks’ Friday Funnies