Adventures in Scheduling


Our scheduler Melissa was sending follow-up emails after reaching out to financial advisors via phone. One particular advisor responded with an unusual request.

“I’d be happy to meet with your wholesaler, but I only meet with people that are willing to run a 5K with me.”

The word is still out on whether or not the meeting happened.

In the comments below, tell us about the craziest request you’ve ever gotten from a client.

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