Jones Help, Dinner with Reg.Leader, Expectations?

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Jan 24, 2008 11:16 am

I am Meetiong with the Regional leader and another couple for dinner. What should I expect from this meeting? I am finishing my study and take the 7 mid Feb., and and all advice greatly appreciated.

DC
Jan 24, 2008 11:17 am

...Meeting

 
 
Jan 24, 2008 11:23 am

Relax, have fun.  It's not going to be another interview.  They want to get to know you.  Just enjoy the dinner and the conversation. 

Jan 24, 2008 11:29 am

Yeah - there's absolutely no pressure at these dinners. This is one of the things that Jones does really well. Don't impress, just enjoy!

Jan 24, 2008 11:31 am

Any ideas regarding proper attire, suit, bus. casual? I mean it's a steakhouse? I wouldn't usually dress in a suit for a steakhouse.

ps Thanks spiff
Jan 24, 2008 11:49 am

Don't get drunk. Don't be late. Don't hit on the rl's wife.  Don't try to over impress- you have the job. 


 
It's a good time to ask some questions but just relax and have a conversation.
 
Ask a vet in your area about dress. I'm sure each is different but I would suggest at least shirt and tie. You can't overdress.  If it's a work day then the RL will be coming from work so he will probably be wearing a suit himself.
Jan 24, 2008 12:17 pm

At least suit & tie... What would you suggest at most? We took off our ties at mine & he took off his blazer before he sat down. His wife is/was really beautiful... I ran into him the other week at a restaurant & it was the same thing. Blazer on the back of the chair & no tie.

Jan 24, 2008 12:28 pm
DCnew:

Any ideas regarding proper attire, suit, bus. casual? I mean it's a steakhouse? I wouldn't usually dress in a suit for a steakhouse.

ps Thanks spiff



You can't go wrong with a top quality sportcoat, slacks, good shoes, and a collared shirt.  Might be a slightly underdressed if the other guy comes in a suit, but not much.

Jan 24, 2008 12:37 pm

Let the koolaid drinking begin!!!!

 
Jan 24, 2008 12:43 pm

Koolaid? At a steakhouse? In any event, thanks all. I will probably do the blazer/collared shirt/ nice shoes route, but I'm still up for additional advice.

Jan 24, 2008 2:29 pm

good lord, relax.  sportcoat and dress slacks is plenty. 

Jan 24, 2008 2:51 pm

Don't hit on rl wife--damm, I knew I screwed something up!

Jan 24, 2008 2:52 pm

Dcnew, have fun and don't worry about it!

Jan 24, 2008 3:05 pm

Make sure that your wife doesn't wear the same dress as the RL's wife.  Had this happen at a summer regional meeting one time and the RL's wife had the nerve to ask the newbie's wife to change.  When she refused, the RL's wife was livid.  I got a picture and sometimes would like to email it to all of the Jone's guys and gals in the region.  Have fun and eat the most expensive thing!!

Jan 24, 2008 3:31 pm

YES...by all means order the biggest most expensive steak and the finest bottle of wine.

Jan 24, 2008 3:36 pm
theironhorse:

good lord, relax.  sportcoat and dress slacks is plenty. 

 
Unless you have 6 pack abs, I'd at least add a shirt and some shoes to the wardrobe.
 
The typical Jones business meeting is shirt and tie.  But if you go in your oxford shirt, sportcoat, and dress pants, you'll be fine.  Remember, the RL isn't going to be investing any money with you.  You don't really need to impress him/her with your wardrobe. 
 
They're going to talk about your background, your hobbies, the market, shopping, food, trips, kids, locations, etc.  They're not going to grill you on your grasp of MPT.  If you don't know what MPT is, good.  Don't worry about looking it up before your dinner.  The other couple will probably be your region's mentor coordinator or the new mentor they've assigned to you.  Possibly another new Jones FA.  Who knows. 
 
Like I said, don't worry too much about it.  Jones is picking up the tab so don't be shy on what you order.  The RL isn't paying for it either, so he won't worry about what he orders.  Hopefully your wife with click with the RL's wife and they can have their conversation while you and the RL have one of your own.  Enjoy. 
Jan 24, 2008 5:02 pm
Spaceman Spiff:

Relax, have fun. It's not going to be another interview. They want to get to know you. Just enjoy the dinner and the conversation.




I dont think relaxing when u are with ur boss is a good idea. They'll be watching u like a hawk in the sky. Your table manners, how much u drink, enthusiasm abt ur job etc. You'd be a fool to relax when u are under scrutiny.

Jan 24, 2008 5:06 pm

Of course it's not happy hour with your buddies, but it's not a job interview either.  He already has the job.  The RL isn't his boss.  They really do just want to get to know him.  So, I would certainly tell him to relax and enjoy the free meal.   

Jan 24, 2008 5:13 pm

Ditto to Spiff.  Been there..done that.

Jan 24, 2008 7:37 pm

I know all about the MPT, but you'll never have to regurgitate it to any Clients/prospects, DCnew.

 
Once you're licensed, all you need to be able to do is find the American Funds Sample Portfolios. (And don't forget, sell A shares!)
 
 
 
I still can't believe people pay us as much as they do to invest their money for them.