#4 WELL-TRUSTED FRIENDS OR “WTF”

WTFs are laureled and tenured advisers. Through years of service, they cross a relationship Rubicon among their client base—from stockbrokers to personal friends. They’re widely labeled as “the best.” They’ve been around forever. They still bring best practices and solid thinking to their everyday advice.

These stockbrokers are tired, though. They’re resting on their laurels and no longer going the extra mile. Not open to new ideas. It’s now difficult to separate personal from business, and given the confusing relationship, you may find yourself wondering, WTF. This begs an obvious question. And we want to hear your story no matter how you classify your broker—SQUID, ZOMBIE, or any of the categories described to date.

What’s your WTF moment with your stockbroker? Tell us about it.

Norb Vonnegut