My favorite clients were the ones who were able to share a good laugh and many times I was the butt of the joke. It made for a good relationship and easy going dynamic that is not to be taken lightly. I truly adored this particular couple who were highly educated, worked very hard, and worked hard to get where they were. They put a lot of time and research into everything I sent to them and made me feel like the work I was doing was being valued.
So, early into the relationship we had a meeting to discuss their work benefits and work-related retirement plans. Mr. Engineer went into detail about the research he tried to do on the options they were given within the confines of their retirement plans and always hoped that after doing all that research that he had made the right choices for them.
He also commented that even though the markets fluctuate, their plans really never did and he hoped it was because he made cautious choices.
They handed their recent statements across the table and as I unfolded them I literally had to bite my lip, but I did smile without thinking. He started laughing and said to his wife, "Honey, this doesn't look hopeful."
"So, how much time did you say you spent on research?" I asked. "About a month, I guess, before I went in and selected the options." he responded. I literally had both sets of teeth on both lips and was grinning and praying my sarcastic wit didn't get the best of me, but he started laughing really loud so I went with it.
"So, you're saying it took you a month to research Cash?"
From what we could gather he had never clicked on the confirm button when he went online to change their investments so they never left cash. He also never realized in two years that they were still in cash.
We laughed about that for several years.
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