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Advisor Perfects Delivery Of Funny Story In Front Of Mirror, Determined Clients Will Like Him More From It
"The key is you can't rush the part where the waiter comes back," said advisor, rehearsing for an upcoming review meeting.
5 hrs ago
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Matt Haze
Advisor Orders Extra Bouncy House For Client Appreciation Party, Believes It Will Bring In $20 Million In AUM
"Just like the market, people remember a good bounce," said advisor who has never once been asked about a bouncy house by a prospect.
Jul 6
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Matt Haze
Compliance Officer Retires After 30 Years Of Saying "No"
Departs after a career saying no to 14,682 social media posts, 3,847 seminar ideas, and one request to do literally anything fun.
Jul 3
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Matt Haze
Local RIA Discovers Client Actually Read Entire ADV, Immediately Retires
"I didn't think anyone would actually read all 47 pages," says advisor who now has to explain what "best execution" means.
Jul 1
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Matt Haze
1
June 2026
Local Advisor's Phone Rings 47 Times In One Day As Market Drops 3%
Same clients who ignored advisor's calls for six months suddenly very concerned about "long-term strategy."
Jun 29
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Matt Haze
1
Advisor Buys $25,000 Sales Coaching Program, Confident This Is The One That Will Make Him Actually Pick Up The Phone
Program joins three prior coaching packages, two masterminds, and a $4,000 'high-ticket closing' bootcamp, none of which were opened past the welcome…
Jun 15
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Matt Haze
2
Advisor Introduces Fourth Successor In Three Years, This One Definitely "The One"
"Thompson, 64, says David is 'nothing like the last three,' a phrase he has now used four times.
Jun 4
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Matt Haze
2
May 2026
Local Advisor Spends $10,000 To Add Three Letters To End Of His Name That No Client Will Ever Ask About
"It really shows my commitment to the profession," says Arthur Pendelton, CFP®, ChFC®, CLU®, RICP®, AIF®, whose clients still introduce him as 'my money…
May 14
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Matt Haze
2
2
"Markets Hit All-Time Highs!" Says Advisor to Client Who Just Paid $6.47 for Gallon of Gas
Market Insights Newsletter Makes No Mention of Why Client Can't Afford to Retire Despite Portfolio Being 'up 12% year-to-date'
May 11
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Matt Haze
2
Goldman Sachs Compliance Department Wins Battle Against TikTok Influencer, Loses War Against Recruiting Gen Z Talent
On Friday, Goldman Sachs Compliance announced it had successfully terminated analyst Katie Morrison after her TikTok account, which featured videos of…
May 4
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Matt Haze
2
April 2026
BREAKING: Broker-Dealer Finally Approves Advisor's Social Media Post After 6-Month Review Process
The social media post gets a total of 5 likes on Instagram, one of them from your high school ex.
Apr 28
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Matt Haze
2
Local Advisor Spends 21 Hours Building Financial Plan Client Will Glance At For 90 Seconds
But client will have many questions about it when the market is down by 5%.
Apr 27
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Matt Haze
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