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In my experience engineers are tough to deal with .
In the future remember to address her first then husband. Always include wife. Number one reason I get accounts is male FA always ignored me and addressed my husband first. A few years ago, 4-5 so not too long ago. International Mutual fund rep invited branch manager and myself to lunch. I’m the international advisor not my boss branch manager. Rep addressed manager and explained products to him and every once in awhile said things like, would you like more ice tea? I checked out. Then proceeded to text all my female FAs what a jerk he was and not take an appt. My manager never realized it till I pointed it out. I was hot.
Totally understand. Include wife. 👩⚖️
Please tell me he didn’t actually say that out loud.... 🤦🏻♀️
Girlz R dum n boyz r smeart
🤦🏻♀️
How'd the meeting go after that? Did you discuss it with him afterwards? Was it your prospects that he said that to?