just now, one of the new CFAs i hired had a meeting with a semi-retired couple and a friend. they were waiting for the guy in question to finish up with a client before they went into his office... i was on my way to get some lunch and some coffees for the rest of the office. i asked them if they wanted anything, and they actually accepted (usually people dont accept). i added their list to my order at the deli along with three starbucks drinks. i returned about 20 minutes later didnt see them in his office. i figured they left. turns out they were in the common area (a room i have set-up in the office for clients and potential clients to relax while waiting or making a decision). i bring them their food, and drinks and before i can leave the room and wander back to my office, my secretary advises me that they are leaving.
i'm shocked. i go into richard's office and ask hi why they are leaving. he says to me (paraphrasing) "they were difficult, theres no chance, they dont know what they want and wouldnt listen to my ideas."
at this point i basically ran out of the office and found them right near the elevator together i said "where do you guys think you're going?" and they look at me with shock and say "do we owe you something for the food?"... which i have to say, i totally expected... i said "you owe me your business"... they walked back through the office doors, into my office and i am now in total control of their finances and investments for the next 3 years.
the question i pose is... should richard get the boot today? or this a case of "the mondays"
