Today I was approached by a financial planner from an international firm. I’ve not heard much about the firm. I happened to see a link from some blogs and when I visited, I registered myself for some market information to be sent to me.

What the financial planner suggested was a placement with the firm in some private equities of a US based company. I was listening to the guy for a good 25 minutes. He told me all about the prospects of the company and even gave me a website I could visit to check out the price quote for myself. At first I listened intently, but as he went on and on, although he’s a great conversationalist, I found it to be too much of a drag. It didn’t seem like he wanted to end the call until I said I’ll buy some equities!

I told him that I’ve given him more time than intended and that I had to get back to work. I asked him to leave me his email and if I’m really interested after doing my own research, I would contact him. But he still went on being pushy and saying how I should enter ino the opportunity quickly, within the next 2 days so that I could make some money.

With that attitude, he actually pushed me further away from the sale than he thought. I might still check on the company and the opportunity it presents, but I might not be buying it from him. The last thing I need is a pushy and aggressive financial planner!