Adventures in Scheduling


We love it when our clients’ clients have fun senses of humor. Scheduler Melissa recently reached out to an advisor for a meeting with her wholesaler. The advisor wasn’t opposed to a meeting, but he wasn’t going to make it easy, either. He told Melissa, “I only meet with people who are willing to run a 5k with me.”

No word on whether or not Melissa’s wholesaler client strapped on his Nikes or not.

Tell us the craziest thing you’ve done for a client in the comments below.

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