It’s interesting that there are people doing jobs for others and they have no actual idea what the person they are working for does. A while back I mentioned that I was having “retirement envy” and that I was starting to wonder how I was doing on progression towards that goal (an evaluation) and possibly planning for the future. I have an acquaintance/ friend that I have known for a long time and it was my understanding that he did financial planning, as well as insurance sales.

Well, I called and booked an appointment and talked with whomever was answering phones, a guy named Chris. He didn’t get a lot of info from me (didn’t even ask my last name) and didn’t really even ask what it was that I wanted to meet about. I let him know with the initial phone call I was looking at financial planning for retirement. He booked the appointment.

I got a call today to confirm the appointment and when I confirmed that I would be there, I again mentioned that I wasn’t sure what I was supposed to bring to the appointment. He said he would find out because he wasn’t sure. He called back and told me to bring documentation for insurance comparison. I let him know that isn’t what I was coming in for. That I wanted financial planning. I asked if I had misunderstood what services were being offered. Again, he didn’t know and was going to ask his boss.

Huh.

You would think that if you work there you would have some understanding of what your boss does and what services are offered.

Needless to say, the first impression of the office person isn’t a good one. Clueless Chris may be hurting the business if the communication is this clumsy about what services are offered by the office he works in.

I have a feeling the meeting this afternoon is going to get cancelled as I am not exactly looking for insurance (well, maybe some additional life insurance, but that isn’t high priority) at this point.