My younger-fresh-out-of-college-cousin called me up and told me she got a new job.
“Wonderful!” I said. “I’m a financial advisor for BlahFinanceAmericaSpectacular.” She said. “Oh” said my heart.
My brain wasn’t tracking fast enough when she said “Can I set up a call with you to practice this week?”
Sure! (I naively believe this is just a practice call. We’ve done similar exchanges in the past.) She honestly sounds surprised that I agreed. “Oh and my boss will probably jump on the call to see how I’m doing. And best of all it’s free to work with me!”
Now I’m dreading the high pressure sales pitch that I’m going to be presented with. I have zero interest in working with her. How can I navigate this conversation and not make her look bad in front of her new boss but doesn’t sign me up for more of these interactions.
A friend of mine has already advised me to say, “Since this is just for practice, I’ll be making up numbers.”
What are they going to ask me? I’m not even sure how to have an intelligent conversation about my finances.
Whenever I have to walk into my bank, I’m asked “What are your financial goals?” And I rudely answer “I’d just like my stolen credit cards replaced today.” I don’t want to be rude to her but I’m very triggered by this situation. I’d also like to end this in a way that does not invite her to contact me about this again.
Submitted July 06, 2020 at 11:08PM by AbbyVanBuren https://ift.tt/2Azj84b
