At a social gathering or party, what do you say

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May 7, 2009 12:53 pm

At a social gathering or party, like a wedding, birthday party, etc...what do you say when someone asks "What do you do?".

 
I want to let them know that I can likely help them but I don't want to come off as too forward during those social circumstances.
May 7, 2009 1:13 pm
haulin79:

At a social gathering or party, like a wedding, birthday party, etc...what do you say when someone asks "What do you do?".

 
I want to let them know that I can likely help them but I don't want to come off as too forward during those social circumstances.
 
It depends on what you do.  Is there anything you specialize in or do you mostly try to be as generic as possible?
 
Whatever you say, I would try to make it conversational.  If you say, "I'm a Financial Advisor" or "Wealth Manager", lump you with every other advisor.  You could say, "I help people not lose money in this market" or "I help people protect their money" or "I do safe money" or whatever you specialize in.
May 7, 2009 1:25 pm

You could just answer, Women

May 7, 2009 1:53 pm
Ron 14:

You could just answer, Women

 
That's funny.  I'm going to use that when I'm out prospecting at the bars next time.  Thanks Ron!
May 7, 2009 2:32 pm

I say I help people save for retirement, Save money on their taxes, plan for education.. etc..

May 7, 2009 4:41 pm

i'm a legit bernie madoff

May 7, 2009 10:37 pm
MISS JONES:

I say I help people save for retirement, Save money on their taxes, plan for education.. etc..




Yawnnnnn........

May 8, 2009 9:01 am

I just tell them I'm a financial advisor with Edward Jones.  Then they respond with "Oh yeah, I'm with (biggest producer in region)..." 



I respond with "great, he really knows what he's doing"  (ugh, why did I come to this stupid thing?)
May 8, 2009 11:30 am
HAAIC:
MISS JONES:

I say I help people save for retirement, Save money on their taxes, plan for education.. etc..

Yawnnnnn........





I don't care if you think it's boring.. Guess what? This business is boring and we are boring. It works for me.



Miss J



May 8, 2009 11:43 am

I agree with Miss Jones. I always tell people that exciting investments are overrated. The Chinese say “may you live in exciting times” as a curse.  Slow and steady wins the race.

May 8, 2009 12:00 pm

Miss Jones I notice your posts as of late have a little attitude to them.  I feel the same way, I'm tired of the bullsh*t, but you need to find your "happy place"  this last 18 months has been stressful for us all and have probably taken years off our lives.  I will disagree that this business we are in is boring and I know I'm definately not boring.  From what I read, you're not boring either, a little testy right now but not boring.  You don't really think the last couple of years have been boring do you?  I will also agree with half of Tenacious D, this may be a curse we are living in. 

May 8, 2009 7:23 pm

"f*** you. That's who I AM!"

May 8, 2009 9:11 pm

hmmm...is someonewouldntexpect another name for miss jones?
Otherwise, that last reply simply does not make sense.


May 8, 2009 10:16 pm
[email protected]:

hmmm...is someonewouldntexpect another name for miss jones?
Otherwise, that last reply simply does not make sense.



It does if you've ever seen Glengarry Glen Ross.

May 8, 2009 10:55 pm

ah! saw it, didn't like it...couldn't take the whining about the "good leads".
nobody likes a whiner...ain't that right Miss Jones.

May 8, 2009 11:01 pm

The answer depends on who asked the question. If a guy or girl with a young kid asked, you specialize in 529 College Savings Plans and helping young families prepare for the future.



If a retired couple asked, you specialize in helping active retirees put together a portfolio that provides them with the income they need to enjoy the lifestyle they desire.



If a wealthy middle aged person asked, you specialize in helping successful local business men and women minimize taxes and plan for an active retirement.



You get the point. You're a specialist. What you specialize in depends on who you're talking to.

May 8, 2009 11:08 pm

Jack of all trades, master of none ?

May 8, 2009 11:10 pm

just kidding

May 8, 2009 11:11 pm

Master of one trade using a large bag of tools.

May 9, 2009 1:41 pm
MISS JONES:
HAAIC:
MISS JONES:

I say I help people save for retirement, Save money on their taxes, plan for education.. etc..

Yawnnnnn........





I don't give a f*** it you think it's boring.. Guess what? This business is boring and we are boring. It works for me. What works for you 'Brain Child'? I get loads of business from networking events. Maybe I just run with a better crowd than you! Don't hold that against me. J/K



Miss J






Sounds like you DO give a f***.