Adventures in Scheduling


When we can’t seem to get an advisor on the phone, we like to reach out via email. And that opens us up to some great responses.

Executive Scheduler Donna reached out to an advisor to schedule a meeting with her wholesaler client. The advisor had different plans for where the conversation should go. His reply went something like this:

“Your wholesaler is awesome. My clients are terrible golfers and say that your wholesaler’s fund’s golf balls fly straighter. Could you please send me 24 golf balls with his fund’s logo?”

Here’s to your game, Mr. Procurer-of-Mutual-Fund-Golf-Balls.

What’s your favorite golf ball? Tell us why in the comments below.

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