Now I’ve seen it all.
A friend of mine recently told me about a financial advisory firm that offers:
A FREE financial plan
A FREE Clublink golf lesson.
All you have to do is book a meeting with the financial advisor and bring in your investment statements to qualify. I checked it out and indeed, the offer was on the advisor’s website in black and white.
It reminds me of an offer I received when visiting Las Vegas recently.
The friendly individual offered me and my husband:
Tickets to a show such as Cirque de Soleil or Donny and Marie (yikes!)
All we had to do was attend a 90 minute presentation and the “gift” would be ours.
Now, I wasn’t born yesterday, so I know a sales pitch (aka scam) when I see one and so we moved on while the salesperson was throwing every sales technique at us in the book.
Having chatted with a number of Vegas tourists, we found out that the 90 minute presentation is really a five hour, high pressure sales pitch for a time share investment.
My bottom line message is this.
If you want a financial plan, would you rather deal with a salesperson that offers one for “free” if you bring in your investment statements, or with a professional with no strings attached?
This information is of a general nature and should not be considered professional advice. Its accuracy or completeness is not guaranteed and Queensbury Strategies Inc. assumes no responsibility or liability.