Getting solicitations from Financial firms for free dinner with a talk - worth it? (1 Viewer)

[b-snatchers]

Hi,

I am at that age that I am starting to get letters from different financial institutions for a free dinner with a talk that they give. I am just wondering if anyone did this and is it worth it?

We already have a financial advisor so I won't be switching but a free meal and a talk doesn't sound bad.

How aggressive are they during their pitch?

Thanks!

 

[Uruk-Hai]

This sounds akin to timeshare pitches at tropical resorts. If you're happy with who you're dealing with now, why do it?

 

[BlackCrowes]

Only if it’s Olive Garden

 

[beer 30]

Worth it?
Never

The meal or the advice. If you're at the age where you are getting these solicitations you should know that already.

 

[Mister CIA]

This sounds akin to timeshare pitches at tropical resorts. If you're happy with who you're dealing with now, why do it?

"Timeshare" was the first word that popped into my mind when I read the thread title.

 

[AAABatteries]

I don't mean this as snarky as it will sound but are you really that hard up for getting a meal?

 

[Dr. Octopus]

I don't mean this as snarky as it will sound but are you really that hard up for getting a meal?

and I'd imagine it's a very average meal.

 

[Max Power]

They'll load you up with alcohol and take your car keys. They'll drive you home if you join the team.

 

[cheese]

This sounds akin to timeshare pitches at tropical resorts. If you're happy with who you're dealing with now, why do it?

"Timeshare" was the first word that popped into my mind when I read the thread title.

Timeshare deal is way more bang for your buck. You can get like $2k for your 2 hours. A meal? Not even close to worth it imo

 

[arrow1]

Is it at The Red Lobster?

 

[TLEF316]

Yeah, no way I'm doing that for just a meal if I have no desire to work with them.

Now, if it's a round at an exclusive golf course that I can't otherwise get on....different discussion

 

[Gatorade]

I did that a few times when I got to the age where I would need the service. I did not have an advisor at the time. I did learn quite a few things during the meetings and eventually settled on a FA.
If you already have a FA, I don't see the point of going to one of these unless you are not currently happy with your situation.

 

[Chemical X]

here’s a tip…..on your next drive to work in the morning, stop at a marriott property or other hotel that has a free breakfast. wander in, make a waffle, steal a fruit. no hard sell and you got the meal!

 

[djmich]

Tough crowd lol

 

[El Floppo]

worth it? you doing it... totally worth it for us.

 

[TheWalkmen]

I did it once back in ‘07 and woke up the next morning in a van down by the river.

 

[msudaisy26]

They'll load you up with alcohol and take your car keys. They'll drive you home if you join the team.

What if you grab the wrong keys?

 

[Gatorade]

They'll load you up with alcohol and take your car keys. They'll drive you home if you join the team.

What if you grab the wrong keys?

Swap meet

 

[Psychopav]

I did this in the fall of aught 3 and woke up with only one kidney.

 

[shuke]

I hate obvious sales pitches, just as much as poorly veiled ones. No way is sitting through that worth a meal.

 

[DA RAIDERS]

I get ones for Mastros. The wife and consider going just for schtick purposes. Act either dirt poor or obscenely rich. Can’t decide.

 

[UncleZen]

I haven't been to one but I get the invites all the time. They are always for one of our local high end restaurants and it's for 2 people. I've been tempted. '

 

[BrutalPenguin]

I've been to a couple and they weren't bad. Nice restaurant, buy your own booze and a reasonably intelligent presentation that made me think about some things. No one on one pressure like with timeshares.

 

[gianmarco]

I've been to a couple and they weren't bad. Nice restaurant, buy your own booze and a reasonably intelligent presentation that made me think about some things. No one on one pressure like with timeshares.

Same.

Usually a nice steak dinner. Enjoy hearing other perspectives. Not pushy at all.

I suggest going and trying it out.

 

[Chemical X]

I get ones for Mastros. The wife and consider going just for schtick purposes. Act either dirt poor or obscenely rich. Can’t decide.

thurston howell iii accent activated?

 

[Grahamburn]

No such thing as a free lunch.

 

[fruity pebbles]

I wouldn’t eat a meal with someone I don’t really want to be there with, free or not.

 

[Don Quixote]

If you google the person doing it, anything come up in terms of reviews of their talk?

 

[brun]

I haven't been to one but I get the invites all the time. They are always for one of our local high end restaurants and it's for 2 people. I've been tempted. '

Same

 

[Dan Lambskin]

Soups not a meal

 

[Snoopy]

Soups not a meal

No soup for you!

 

[belljr]

Soups not a meal

Was it a cup or a bowl?

 

[Chemical X]

gold jerry, gold

 

[Terminalxylem]

No such thing as a free lunch.

Agreed, but the OP was asking about dinner.

I say go for it!

 

[Phil Elliott]

If it's at Chili's, "get the Awsome Blossum...because it's awesome!!!"

 

[Grahamburn]

If it's at Chili's, "get the Awsome Blossum...because it's awesome!!!"

Extra awesome.

 

[Judge Smails]

Enjoy your 4 oz filet and annuity

 

[JohnnyU]

I would think it isn’t worth it.

 

[b-snatchers]

Sorry if it was misleading, but I am not just going for the free meal. The talk does sound interesting and figured I would learn a few things before retirement.