Podcast Center
Video Center
Webcasts
Resource Center
Events
By 
December 21, 2023 at 04:42 PM
’Twas the day before Christmas, yes, winter is here.
The days have grown shorter and year-end is near.
My staff is now gone, they deserve time away
I’m here all alone, till the end of the day.
Why am I here, working late, you might ask,
Instead of a bar, as they tap a fresh cask?
Most clients are planners, for I’ve trained them well,
But there’s always one, with stocks they must sell.
From out on the walkway, a ring of my bell,
I feared in my bones, this would not end up well.
This client was grinchy. Of fees he would rant,
“You hereby are fired!” he said with a pant.
“I had a good year, my problems were few,
“Investing is easy, and I don’t need you.”
Advisors’ dilemma: When things go too well,
Some think we add nothing, no product to sell.
This guy is a grinch, making Christmas Eve tough,
Our bond can be saved, but today will be rough.
It’s been a good year, but you haven’t a clue,
Of so many things I am doing for you.
Come sit for a moment, and I’ll have my say,
Then you can decide, if you’ll walk away.
“OK,” said the grinch, “it sounds fair to me,
But I’m telling you now, I watch CNBC.”
You made money in stocks, your return it was grand,
But that only happened when I held your hand.
You wanted to sell, when September came calling,
I said if you bail, you might find yourself bawling.
You put up a fuss and you went on attack,
