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Best "Client freaked me out when..." stories

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Feb 9, 2010 5:22 am

I totally forgot another classic.  Client of mine got up from her chair after the appointment and a fuzzy, triangle, toupee looking fell out from her dress.  I didn’t dare touch it with my hands, so i picked it up with a pencil and took it to the guy that I thought might know about what this mysterious foreign object was.  He proceeded to tell me that it was a Merkin.  Look it up for yourself!

Feb 9, 2010 9:18 pm

Needless to say, I was glad to be done with the cold calling phase of my career.

  Are you out of the business now or just a big swinger?
Feb 10, 2010 2:42 am

No, I made over 25,000 calls in 4 years and decided to focus more on seminars and referrals.  Once I was making a decent enough income to start putting money back in to the business seminars just made more sense for me.

Feb 11, 2010 1:58 pm

[quote=Tissot]I cold called this lady about 6 years ago, fresh out of college and working for Merrill Lynch.  She was a sweetheart but something wasn’t quite right with her voice.  After about 5 minutes of chit chat she mentions that she has MS.  I say, “oh, you’re with Morgan Stanley, that’s great!”.  I felt really bad after that one.

  Another time, I cold called a lady while a broker from my office was doing a review at her home.  She handed the phone off to him and he said, "Don't F***ing call my clients again."    Needless to say, I was glad to be done with the cold calling phase of my career.[/quote]   The reaction you got from your colleague should be an indication to you that you are doing something right and should keep calling. Your colleagues reaction was designed to shut you down, not keep you going. That was no way to react to you.  He had no right to treat you that way. Your reaction sounds like it shut you down. Keep going. You hit a qualified prospect cold calling. Not one you can work with, but the prospecting technique itself - the cold calling was working.    
Feb 19, 2010 2:11 am

I have a client whom I took out to lunch one day.  He ordered steak I believe and in the midst of him chewing his steak I asked him a question.  He started to answer the question but stopped and started to turn blue.  He was choking to death right in front of my eyes and I couldn’t let that happen so got up used the heimlich maneuver and he finally came to life.  learn not to ask anything to old clients when chewing.   

Mar 2, 2010 1:51 am

I visited a prospects home one day and caught him in the yard about to leave in his truck. I pulled out my brochure and began to talk with him, and he lets me know that he is interested and would like to talk with me. He tells me to wait a minute, and he walks over to some shrubbery in his yard, whips it out and takes a leak, zips up his pants, walks back over to me and continues the conversation as if nothing strange ever happened.

Jul 8, 2010 8:22 pm

I had a meeting with a successful couple in their early 30's.  He arrived late and left early.  She was obviously pissed because he didn't listen and she was trying to get a handle on things.  He leaves, and she asks me to close the office door.  Then she says, and I quote:  "That's typical, he's such an a-hole, he's always running out when I need him, he even runs out when I REALLY need him"..........  I say nothing.  She continues:

"I guess what I really need is a new advisor and a good f--k"...............  I had the dumbest look on my face, I am sure.  I turned beet red, and she continued on like it enver happened...........:)

Jul 9, 2010 1:19 pm


So.....did you close it?!?!??!


The account? Yes.  Her?  No................:)