We've launched the new forums! Read more here

The Official Banter Away Thread

McLovin said:
I have a serious question for you financial advisor thp members.

I'm a CPA, so naturally this time of year I speak to a lot of you to coordinate tax reporting and future decisions for mutual clients. That's all well and good. But inevitably, almost every one of you says, "Hey McLovin, after you slow down let's go grab a cup of coffee or lunch. I think I have several clients I can send to you." Which is loosely translated into English as "Let me spend $1.50 on a cup of coffee for you so you can send me 6-figures of annual income."

What's the most polile but direct way I can shut you down so you never ask me that again? This is a serious question because I don't want to offend anyone, but I'm tired of wasting time in these "get-to-know-you" meetings.
Click to expand...

I can offer three suggestions.

1. “You will have to give me dates early on, because my porn shooting schedule is planned way out early. But dont worry, I’m not in the films, just a director.

2. “Coffee? Man, before and after work, it’s alcohol only for me. Beer thirty bra”

3. “Do you know who the eff you are talking to? I was the captain of the effin Grandaddy. My time is worth more than a cup of coffee”
 
Gman79 said:
Well hello Fellow CPA (@McLovin) hopefully your doing ok with all these COVID Releases.... I guess there are two schools of thought, do you actively network for work? If you have an upcoming event, tell them that you are going to this great event and maybe we can talk there for a few moments. Do you do things after work related to networking? If so invite them to grab a drink.

I understand that this can be a "long game" but what happens if that person gets to know the CFO / CEO of a prospect not today or tomorrow but say in a couple years and you could have an instant in with one person or maybe multiple, would you take the time now and throughout the years to do it? :unsure:

If nothing else I have found out that its an easy way to get invited to games /events / other positive things by just taking 5 minutes to get to know someone. This might lead to other leads.

I agree with @MWard that if you dont have the time or want to devote to something else great way, hey low on time right now, but maybe a 10 minute call. Odds are the salesy people will never call so put it back on them to set up. People that genuinely want to help will follow through.

Hit me up would love to talk shop sometime.
Click to expand...


I don't get excited about new work anymore. Because we don't have anyone on staff I can just hand new work to, and my business partner (my mother) isn't really one to take on big projects at this stage of her career, it falls to me. And quite frankly, I don't want it. I want the money, but not the work. So, I opt for neither.

Would love to talk shop. Thank the sweet Lord above that we got filing relief. It sucks for our cash flow, but having to learn the 3 phases of COVID relief and advise hundreds of clients in such a short period of time has been brutal.
 
Snowman said:
Holy crap dude, that's a heck of a wakeup call! Glad to hear everybody was okay, but that had to jangle some nerves.
Click to expand...
Without a doubt— was quite the wake up call. Would prefer not to have another one like it for awhile.

Talked to the primary residence owner today, the strike blew out two walls in the house as it traveled down. Craaaaaazy stuff.
 
I am completely bummed. My kids entire baseball, softball and golf seasons have been cancelled.
 
I had never heard of John Prine. He died yesterday. Because of the news reports I hunted out his music. His genre isn't normally my cup of tea but my gosh, some of his lyrics.
 
Greg Kulbick said:
Yep. Still offer reduced rate memberships to faculty and students, but full private.
Click to expand...
Alumni SOL. Nice touch.
MWard said:
Right? They redid it and all but like... why? Were Killarn and Golden Eagle and Southwood? Not enough?
Click to expand...
Poor Don Veller.

I haven't kept up with this, obviously. Was this the plan all along? I cannot believe the university now owns a private golf course.

My grad school group had its offices adjacent to the dogleg on what I think was the 16th, at the time. I did not play much in those days, but I regret not going out there every afternoon when I was in school.
 
MWard said:
Right? They redid it and all but like... why? Were Killarn and Golden Eagle and Southwood? Not enough?
Click to expand...
Kilearn isn't what I've heard it was. They closed one of the nines a while back. Last time I played there it wasn't spectacular, but it was one of those channel 6 two rounds at four courses deals. Golden Eagle is still private, but its in a neighborhood, so that's easy to sustain. Southwood is semi-private, but still a great course. Their current deal is 300/mo all inclusive, but you can get out there for reasonable rates.

I've yet to play the new Seminole, but I've thought about calling the pro out there about lessons since he was the pro before they closed and we had worked together a little bit.
 
Duffer Waldorf said:
Alumni SOL. Nice touch.

Poor Don Veller.

I haven't kept up with this, obviously. Was this the plan all along? I cannot believe the university now owns a private golf course.

My grad school group had its offices adjacent to the dogleg on what I think was the 16th, at the time. I did not play much in those days, but I regret not going out there every afternoon when I was in school.
Click to expand...
They were hemorrhaging money until Century golf came in. Century's plan was to use the FSU course as a model of what they could do to failing courses so they could approach other schools in the same predicament. I have no idea how the plan to infuse over $8M into a Nicklaus/Nicklaus, Jr. redesign came to pass.
 
And a friend of mine just posted on Facebook that he got a hole in one out there today.
 
JB said:
I can offer three suggestions.

1. “You will have to give me dates early on, because my porn shooting schedule is planned way out early. But dont worry, I’m not in the films, just a director.

2. “Coffee? Man, before and after work, it’s alcohol only for me. Beer thirty bra”

3. “Do you know who the eff you are talking to? I was the captain of the effin Grandaddy. My time is worth more than a cup of coffee”
Click to expand...
So a no to these? Man some people are needy.!
 
JB said:
So a no to these? Man some people are needy.!
Click to expand...

been there. tried that. these vultures won't get off my ****.
 
McLovin said:
I have a serious question for you financial advisor thp members.

I'm a CPA, so naturally this time of year I speak to a lot of you to coordinate tax reporting and future decisions for mutual clients. That's all well and good. But inevitably, almost every one of you says, "Hey McLovin, after you slow down let's go grab a cup of coffee or lunch. I think I have several clients I can send to you." Which is loosely translated into English as "Let me spend $1.50 on a cup of coffee for you so you can send me 6-figures of annual income."

What's the most polile but direct way I can shut you down so you never ask me that again? This is a serious question because I don't want to offend anyone, but I'm tired of wasting time in these "get-to-know-you" meetings.
Click to expand...
The only correct answer is "Hey, let's make a day of it. Cover my tee time at 'fill in the blank" and we'll explore some options".

You're welcome. :LOL:
 
robrandalgz said:
The only correct answer is "Hey, let's make a day of it. Cover my tee time at 'fill in the blank" and we'll explore some options".

You're welcome. :LOL:
Click to expand...
I will start using that immediately... Nicely done good sir
 
Would pay top dollar for CBS to run last years Sunday Masters telecast and have Tiger sitting there commenting on anything & everything.
 
McLovin said:
I have a serious question for you financial advisor thp members.

I'm a CPA, so naturally this time of year I speak to a lot of you to coordinate tax reporting and future decisions for mutual clients. That's all well and good. But inevitably, almost every one of you says, "Hey McLovin, after you slow down let's go grab a cup of coffee or lunch. I think I have several clients I can send to you." Which is loosely translated into English as "Let me spend $1.50 on a cup of coffee for you so you can send me 6-figures of annual income."

What's the most polile but direct way I can shut you down so you never ask me that again? This is a serious question because I don't want to offend anyone, but I'm tired of wasting time in these "get-to-know-you" meetings.
Click to expand...
“I appreciate the offer, but I have a personal policy of no longer referring clients to other professionals after a bad experience that resulted in me losing a substantial client because of a poor referral experience. I’m sure you are great at your work, but I’m just not comfortable directing my clients to someone who can have such a substantial impact on their financial health. I think that is a decision they should arrive at on their own, and them doing so allows me to exercise my independent advice without potential conflict. I am sure you understand.”

After the second request:
“I already support two kids and a wife. I’m not in a financial position to be able to support you as well.”

After third request:
“Yeah, of course I will meet you. You may not know this, but I am the only person in the USA who is qualified as an Amway, Cutco, and Herbalife sales partner! I am really looking forward to delivering my custom PowerPoint presentation to you which outlines in detail why each of those product lines are not only vital to your health, wellness, and pleasure, but also how you can start your own business with those brands as well! When do you have an hour and a half free for that cup of coffee?”
 
BigDill said:
“I appreciate the offer, but I have a personal policy of no longer referring clients to other professionals after a bad experience that resulted in me losing a substantial client because of a poor referral experience. I’m sure you are great at your work, but I’m just not comfortable directing my clients to someone who can have such a substantial impact on their financial health. I think that is a decision they should arrive at on their own, and them doing so allows me to exercise my independent advice without potential conflict. I am sure you understand.”

After the second request:
“I already support two kids and a wife. I’m not in a financial position to be able to support you as well.”

After third request:
“Yeah, of course I will meet you. You may not know this, but I am the only person in the USA who is qualified as an Amway, Cutco, and Herbalife sales partner! I am really looking forward to delivering my custom PowerPoint presentation to you which outlines in detail why each of those product lines are not only vital to your health, wellness, and pleasure, but also how you can start your own business with those brands as well! When do you have an hour and a half free for that cup of coffee?”
Click to expand...

haha awesome.
 
Spent some time this morning looking for the smoke alarm that was beeping. Found it AND had a 9V battery to replace the dead one. I think it’s gonna be a good day!
 
I know there are a lot of people dealing with more dire situations than I am (an i and thankful for the blessings I have), but I really want things to get back to normal, whatever that looks like. It's an weird feeling driving to work and seeing 1/4 of the cars on the road. Luckily courses are still open around here and I can get out, but I cannot wait for things to normalize for everyone.
 
Canadan said:
Just spent the last hour in the basement.

Thanks, Tornado sirens - Not particularly entertaining.
Click to expand...

Yup, that was me and the wifey the night before. Tornado ripped through our area and totally destroyed my golf league course TurkeyFoot :oops: Tons of trees down. I am hoping it is cleaned up ready to go by May 5!
 
You must log in or register to reply here.
Back
Top