Friday, December 15, 2006

Some of Financial Adviser's job responsibilities involves....

Analysing Market Conditions
Advising on necessary changes within contracts
Estate Planning
Risk Management

Ok....

This does not involve around....

Asking me the balance on your personal bank accounts *I don't work for your bank*
Where to fix your car, home, or yard/garden *Plz consult the yellow book*
Immigration problems *I believe lawyers can take this on*
Customs problems *Maybe you should obey the laws*
Import/Export related matters *Plz call Canada Border Control*
Children's education - whether or not the school is open during the snow storm...*Turn on BT*

I find that the title of financial adviser to be abused and looked upon as sources for

Yellow Book
Lawyers
Accountants
Maintenance Workers
News Broadcaster

Being nice and well rounded on customer service does not mean we have all the answers....

Please refrain yourself from asking your financial advisers questions that is related to different industry sectors....

5 comments:

Anonymous said...

lol... can't believe people ask you such kinda questions. They probably need a concierge...

Kiki said...

Can you help me smuggle illegal WMDs over the border?

Why isn't he into me?

Does this dress make my butt look big?

--Kyrre

lambofsilence said...

oh I love it when my clients ask me about their kids' education, "should i tell him to get a part job?"

Or better yet, "should I sue my ex-husband?"

Princess Sophie said...

Haha..totally!

Sue his Ass & have her share the % with you.

I think

financial advisers =
personal nanny,
cheerleader,
and CIA-HQ for cheating spouses.

lambofsilence said...

and a shrink...

"i know how you feel, i own NORTEL too... sniff sniff"