I have a friend/old coach who I lost touched with years ago. We recently been exchanging emails about investing in stocks, bonds, and mutual funds. I don’t have a lot of money and I’m looking to put a little of the money I do have to work. Come to find out my friend is a CEO of a private wealth management firm. He told me to call him, but I’m a little shy. What should I be doing in this situation? I just don’t know what to say if I do call.
if he is a ceo of a private wealth management firm your little bit of money would mean little to him. if he is running money out of his basement and calling himself a ceo he may want your money and he will more than likely lose it.
disclaimer, this post is for information purposes only, no specific advice is provided or implied.