Saturday, April 14, 2018
This Edward Jones Investment Woman sure knows how to reel in the next generation
So this thirtysomething guy walks into an Edward Jones Brokerage office to meet with the woman who has been handling his parents' money for years. The parents have been talking to her for years about their son, no doubt mentioning on more than one ocassion that he has a decent job and a wife and family but has shown very little interest in planning for the future.
Finally, the son has been guilted into visiting with Mommy and Daddy's investment fund manager. The very first thing she does is let him know that she's got at least some of the backstory. The very first thing HE does is let her know that he's basically still just a little boy whose parents have been nagging him to do at least a LITTLE thinking about tomorrow and how maybe buying a house and establishing a college fund for his son just MIGHT be something he should be looking into.
Edward Jones lady lets the son know that she's really not all that interested in what Mommy and Daddy think (I really doubt that's what she told them when she was urging them to get their son to give her a call.) Never mind that house and college stuff, what does Son want for the future?
For the sake of this guy's wife and son, I kind of hope that he ultimately puts aside his pride and admits that yeah, actually, his parents are spot on with their ideas of what he should be doing now that he has a wife and a kid. Especially that whole college fund thing. But what if he doesn't, and the next thing out of his mouth is "that's so cool, because what I REALLY want is to take a couple of years off to find myself in Tibet and then get a kick-ass dirt bike for the weekends. I figure my kid will get a scholarship?" How does Edward Jones I'm Really Interested In What You Want Never Mind Your Parents lady say to that?
I don't think it would have been SO bad for this woman to reply to his opening statement with "yes, a college fund is really important, even if you had to be told that by your parents." Because it kind of is regardless of who said it first, right?