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Ever have a client meet at your home office?

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DucatiSportGT View Drop Down
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    Posted: Jul/06/2021 at 1:25pm
With all the remote working over the last year, just wondering if anyone's had a client meet at their home. One of my clients is in my neighborhood and insists on meeting at my home because he doesn't want to drive to my office. Kind of weird but whatever.
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missionshooter View Drop Down
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No fucking way in hell am I meeting with a client at my house.

3 Options:

Zoom, My office, or Fuck OFF
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Post Options Post Options   Thanks (0) Thanks(0)   Quote gregsanberg Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 1:58pm
yeah that's a little weird unless you guys are personal friends already
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Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 3:26pm
Tell him securities law doesn't allow you to use your house as a meeting location. It's sort of true.
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"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 3:26pm
Yep. Zoom motherfucker. Don't come to my house.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote DRCap Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 3:33pm
You may still not want to do this, but if he's in your neighborhood then why not meet at his house? We've all done it and thats definitely less weird.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote bc2051 Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 3:38pm
I just recently did this with a client.  First and last time.  I scheduled it plenty in advance to get his dumbass out of there before my kids got home but he stayed two hours. Hard to run them off at your house. He’s dropping F-bombs 20 feet from where my kids are doing homework and my oldest is making sure not to miss one 
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Mike Damone Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 3:42pm
No fucking way.  "Oh, so this is what my fees have been paying for"
"Sorry about the mayonnaise, guys."
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Moraen Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 3:50pm
Originally posted by DRCap DRCap wrote:

You may still not want to do this, but if he's in your neighborhood then why not meet at his house? We've all done it and thats definitely less weird.

^This.
I come in peace. I didn’t bring artillery. But I’m pleading with you, with tears in my eyes: If you fuck with me, I’ll kill you all. - General James Mattis

Fiduciary as Fuck - iMo
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Post Options Post Options   Thanks (0) Thanks(0)   Quote DucatiSportGT Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 3:53pm
Originally posted by Moraen Moraen wrote:

Originally posted by DRCap DRCap wrote:

You may still not want to do this, but if he's in your neighborhood then why not meet at his house? We've all done it and thats definitely less weird.

^This.

Yeah for sure. Just never had anyone even suggest meeting at my house before. Caught me off guard.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Hacksaw Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 4:02pm
Fuck no.

Their house?  Sure.  Mine? Fuck that.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote WarPig Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 4:19pm
Originally posted by missionshooter missionshooter wrote:

No fucking way in hell am I meeting with a client at my house.

3 Options:

Zoom, My office, or Fuck OFF

End thread. 
Call me Ike
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 4:43pm
Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by Moraen Moraen wrote:

Originally posted by DRCap DRCap wrote:

You may still not want to do this, but if he's in your neighborhood then why not meet at his house? We've all done it and thats definitely less weird.

^This.

Yeah for sure. Just never had anyone even suggest meeting at my house before. Caught me off guard.
How do they even know where you live?
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Moraen: Book it. Trump wins by a huge margin.
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DucatiSportGT View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote DucatiSportGT Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 4:45pm
Originally posted by Wet_Blanket Wet_Blanket wrote:

Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by Moraen Moraen wrote:

Originally posted by DRCap DRCap wrote:

You may still not want to do this, but if he's in your neighborhood then why not meet at his house? We've all done it and thats definitely less weird.

^This.

Yeah for sure. Just never had anyone even suggest meeting at my house before. Caught me off guard.
How do they even know where you live?

Referred by a friend.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Nathan Explosion Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 4:53pm
Originally posted by bc2051 bc2051 wrote:

I just recently did this with a client.  First and last time.  I scheduled it plenty in advance to get his dumbass out of there before my kids got home but he stayed two hours. Hard to run them off at your house. He’s dropping F-bombs 20 feet from where my kids are doing homework and my oldest is making sure not to miss one 

wait what.......dude....unless this was in the garage sucking down beers while watching hockey type of "appointment" fire the fucker......ohhhh sorry give it to some poor newbie that will provide better Human Centered Complete Wealth Management(TM) to them.


Edited by Nathan Explosion - Jul/06/2021 at 4:53pm
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Post Options Post Options   Thanks (0) Thanks(0)   Quote bc2051 Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 5:47pm
Originally posted by Nathan Explosion Nathan Explosion wrote:

Originally posted by bc2051 bc2051 wrote:

I just recently did this with a client.  First and last time.  I scheduled it plenty in advance to get his dumbass out of there before my kids got home but he stayed two hours. Hard to run them off at your house. He’s dropping F-bombs 20 feet from where my kids are doing homework and my oldest is making sure not to miss one 

wait what.......dude....unless this was in the garage sucking down beers while watching hockey type of "appointment" fire the fucker......ohhhh sorry give it to some poor newbie that will provide better Human Centered Complete Wealth Management(TM) to them.

It’s amazing the whore I’ll turn into for the right size client.  This guys a POS and wouldn’t have a penny if not for his Mother, but he pays about 15k/yr in fees. Worst part is he thinks we are friends 
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luvindy View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote luvindy Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 6:26pm
This thread is exactly why this board is so fucking great.
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 6:57pm
Originally posted by bc2051 bc2051 wrote:

Originally posted by Nathan Explosion Nathan Explosion wrote:

Originally posted by bc2051 bc2051 wrote:

I just recently did this with a client.  First and last time.  I scheduled it plenty in advance to get his dumbass out of there before my kids got home but he stayed two hours. Hard to run them off at your house. He’s dropping F-bombs 20 feet from where my kids are doing homework and my oldest is making sure not to miss one 

wait what.......dude....unless this was in the garage sucking down beers while watching hockey type of "appointment" fire the fucker......ohhhh sorry give it to some poor newbie that will provide better Human Centered Complete Wealth Management(TM) to them.

It’s amazing the whore I’ll turn into for the right size client.  This guys a POS and wouldn’t have a penny if not for his Mother, but he pays about 15k/yr in fees. Worst part is he thinks we are friends 

Why didn't he come to your office? 
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18
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Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 6:58pm
I visit two clients at THEIR houses (both have medical issues). But unless I had a dedicated home office with separate entrance, no way I would bring a client to my house. I only live a mile from my office, so I would never really have a need to anyway. 
"If Bellicheat pulls that rabbit out of his a$$ with this kid at quarterback, I'll personally kiss his ring." - Sporsfreak, 09/20/16

"Jags/Vikes Super Bowl. Write it down" - Sportsfreak 01/19/18
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Conrad Dobler Quote  Post ReplyReply Direct Link To This Post Posted: Jul/06/2021 at 7:20pm
No fucking way.

Boundries.
What if the forum was limited to FAs only?
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