New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Download the Fishbowl app to unlock all discussions on Fishbowl.
Copy and paste embed code on your site
Send download link to your phone
OR
Scan your QR code to download
Fishbowl app on your mobile
You don’t present anything to someone you are meeting for the first time. Ask questions and listen. Set up a second meeting to go over your recommendations
Avc, what year do you come from?
I work in Russia!
Be nice... smile.... engage them... listen... reassuring them that you respect that thisis a big decision and you will be moving at the pace they are comfortable... in the meantime park itin a brokerage account earning something while they work with you to put together a portfolio they are comfortable with...
You ask them to prove the money is legit, show proof of sale, tell them you are very scrupulous with your reputation. Make them feel they are lucky to meet you. Then whatever you say they will lap up.