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re: Anybody else have friends who are financial "advisors"?

Posted on 7/31/15 at 11:12 am to
Posted by NYCAuburn
TD Platinum Membership/SECr Sheriff
Member since Feb 2011
57002 posts
Posted on 7/31/15 at 11:12 am to
Tell him no problem if he waives his commission
Posted by 3nOut
Central Texas, TX
Member since Jan 2013
28766 posts
Posted on 7/31/15 at 11:58 am to
i keep most of money stuff separated from friends. my only exceptions are on flat rate situations.

i have a friend that is the #1 realtor in town and a top 10 Remax realtor in Texas. there's no problem using him there.

one lawyer friend did my will at his flat rate he does for everybody else.

one friend does my taxes and charges the same as everybody else.

another friend owns a series of auto repair shops and i make sure to not ever let him know if we have one in there so he doesn't try to give a discount or anything.

that's about the list of things i'll use friends for. for me, anything else is asking for trouble.
Posted by Tantal
Member since Sep 2012
13772 posts
Posted on 7/31/15 at 3:05 pm to
quote:

 I also don't expect a friends and family discount, business is business


Same here. I have friends that do side jobs (fence building, heating and A/C, etc.). I do business with them because I know they're honest and I trust them not to screw me. I pay the going rate and would never expect to pay less.
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