We talk to a lot of advisors, and every once in awhile they let their hair down and tell us some of the funny things they encounter on the job.
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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 in 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.
• • •
An Ontario advisor looked out the window to see work being done on the street outside his office. A workman put a backhoe into the ground and managed to hit the junction that housed all the cabling that served the advisor’s building. Phones and computers in the basement offices were pulled through the drywall, knocking out the office’s phone and internet service.
As luck would have it, this happened just as the Earl Jones scandal was breaking and the news channels were flooding out stories about how Jones wasn’t answering his phone. One of the team members dashed home, logged into the office’s remote access system, and started e-mailing clients to tell them what was up.
For the most part, clients replied to the e-mail by saying, “Oh, we’re not worried about you. We trust you.” And a few even expressed concern over the wellbeing of the folks at his office.
But one client did wander in later that afternoon, claiming he just happened to be in the neighborhood. “Oh, and do you know that your phone just rings and rings and nobody picks up?” he asked.
Well, as they say, there’s always one.
Have a funny anecdote? Send it in…the best ones will get published on Fridays.
(08/14/09)