A lot happened this week. I had 32 60-second radio ads running in advance of a seminar I held last Thursday. The radio station did a very professional job on the ad which included background music. During the week, as a result of the ad, I received a few calls from people I knew who heard my name during the spot.
They would call and after a minute or so, say, "Is this Mike…" Some were former clients and some were not, but they all know where I am now and that's a good thing.
I also had several individuals either sign paperwork or indicate they would like to move their accounts to me. In fact, this week was so busy getting ready for the seminar and filling out new paperwork that my financial planning has come to a screeching halt. I suppose when the dust settles, things will return to normal as financial planning is such a foundational tool in working with clients. At the seminar, several people indicated they would like to sit down and talk so now it's time to follow up. Many of them were unfortunate enough to have put money into the Stanford International Bank CD. A large number of people lost a lot of money in this scam–money they expected to be there for retirement. It's a very sad situation for everyone involved.