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Personal Investments • Re: Fresh meat! Questions from a new guy...

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We visited a financial planner recently, a very close and trusted friend of my brother. Very nice guy, small shop, personal touch sort of thing.
This usually doesn’t end well.

Can you elaborate why they are so trusted?

A part of their job description is to seem close and trusted. It’s part of Edward Jones training 101.
The owner has been very good friends with my brother for many years including serving as a scout leader in the boyscout troop my brother was leading. This is a small shop owned by a husband wife team with 1 or 2 other employees.

Statistics: Posted by cssnms — Mon Feb 17, 2025 8:43 pm



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