It was a referral. A guy I work with invited me to tag along with him to an event his advisor was throwing. Actually, it was a trip to a Dodgers game. I was impressed with the advisor and I’ve been with him now for almost 10 years.
Bill T., 62, Los Angeles, Calif.
I have a cousin who is a financial advisor. My wife and I didn’t really have a plan and he kept putting a bug in our ear every year at Thanksgiving. “Come in for an appointment. Come on. No pressure,” he kept on telling us. Finally, my wife said, “If you won’t go with me, I’ll go by myself.” It’s one of those situations where I really dreaded it going in, but it’s worked out well for us.
Mel W., 66, Las Vegas, Nev.