AGE/Wachovia Road Show

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Jul 17, 2007 11:26 pm

Just returned from the AGE/Wachovia Road Show. It started two hours late.

No new information available. Mostly just an attempt to get us to stick

around. Danny has certainly been to charm school. Came across as pretty

genuine in his opening remarks. A little more rigid when speaking o him in

person after the meeting. I was really impressed with Jim Hayes, President

of the Private Client Group. Spoke with Jim for several minutes after the

meeting over a few Bud Lights and found him to be smart, easy going and

flexible about how to deal with various issues that several people brought

up.    



I would be interested in other advisors impressions.

Jul 17, 2007 11:27 pm

You are a shameless name dropper.

Jul 17, 2007 11:30 pm
Jul 18, 2007 7:29 am
Jul 18, 2007 7:41 am
ymh_ymh_ymh:
Jul 18, 2007 8:51 am

Why are they bothering with these meetings when they actually have nothing to say? We have questions and they just give us back feel good script. I say build the firm and give us facts! You do realize the front $ contract is coming soon.

Jul 18, 2007 10:29 am

Why are they bothering with these meetings when they actually have
nothing to say? We have questions and they just give us back feel good
script.

Have Gulfstream V Will Travel..

  http://en.wikipedia.org/wiki/Gulfstream_V

Jul 18, 2007 10:59 am
Bache&co:

Why are they bothering with these meetings when they actually have nothing to say? We have questions and they just give us back feel good script. I say build the firm and give us facts! You do realize the front $ contract is coming soon.


1. They want you to be able to look them in the eye and ask your question. Not a bad policy.


2. They really don't have all the answers yet to your questions. This is a process of trying to combine "the best of both firms". I'd be more worried if they DID know all the answers and just said, "here's how we do it @ WS...."


3. Contract is 'supposed' to be here this week.