Cold Call: Meg Green

RR: As a rep with AIG, how have you handled client concerns? MG: Since we're independent, our clients are comfortable that it's Meg Green & Associates they're doing business with; our brokerage firm is Royal Alliance Associates. We've never presented ourselves as part of the AIG Advisor Group, so there was little to explain. RR: With client assets declining, some advisors are considering changing

RR: As a rep with AIG, how have you handled client concerns?

MG: Since we're independent, our clients are comfortable that it's Meg Green & Associates they're doing business with; our brokerage firm is Royal Alliance Associates. We've never presented ourselves as part of the AIG Advisor Group, so there was little to explain.

RR: With client assets declining, some advisors are considering changing the way they charge clients from fees on assets to retainers. Are you?

RR: No, we feel this is not a time to make changes. Our clients are taking their lumps; we are too.

RR: If you weren't a financial advisor, what would you be doing?

MG: Perhaps working in television; more charitable work. More play time, for sure, and babysitting for the grandchild.

RR: What's your investment philosophy?

MG: Know what you want your portfolio to do, diversify and keep lots of cash around for the bad times.

RR: What is the most reckless thing a client of yours has done or thought about doing to their portfolio?

MG: I'm in Florida. Too many people played the “flipping” game in real estate and weren't “sitting down when the music stopped.”

RR: What is your favorite means of communication? Phone? Email?

MG: Both are equally good for me; phone is warmer and easier most times. Email is efficient all the time.

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