As a financial advisor, how do I ask a client to go out with me?
Question:
I would not, unless you're getting a strong come-on signal. Be professional.
u do not---that is over stepping your bounds
juss say :- hey we're working fine atthis "financial" thing and i wanna make it more fun u wanna go out
I think there is nothing in that.
Profession is different from this.
Feel franck to clear with him is he ready to take on u.
if not so better try on other may be ur client or anyone.
But i think nothing wrong f u do with a client
Who ever your interested in, just take the small talk you have (and I know in your line of work you do have that) and turn it into finding out their interests. When you come across a mutual interest, take that chance to ask him / her out.
You dont. Business and pleasure do not mix. What if the date goes badly think of that.
Ask in the way you would any other date, be honest maybe even suggest changing advisors, at least your showing your genuine and not after their cash ;) !
You don't! Not during business hours anyway. Try to find out a way to "run into" her on off hours, then ask her to have a cup of coffee. The rest will unfold as it's supposed to.
"Hi, I just wanted your opinion on something. Would you think it was unprofessional for a financial adverser to ask a client out on a date? The situation never has cropped before and I would like your opinion. I just wanted to know if it was necessary to recommend another financial adviser for you."
She will either accept your date, in which case there will be a time she would make that choice; or she will not accept your date, in which case, you remain the adviser and she knows you are interested.
You just answered your own question, just come out and ask. You might be surprised by the response.
Don't mix business with pleasure ever.
IF YOUR COMPANY HAS A POLICY /"GUIDELINES" AGAINST SUCH "FRATERNIZING" WITH CLIENTS---WEIGH WELL THE POSSIBLE SANCTION(S) WHICH YOU MAY POSSIBLY INCUR IF DISCOVERY OCCURS---DOES NOT YOU JOB PAY YOU "HANDSOMELY" ENOUGH THAT YOU MAYBE WILLING to RISK THE CHANCE LOSING IT ?---SOME FOOD FOR THOUGHT!
Tell her you have to quit being her advisor because your personal feeling are getting in the way of your professional views. Once she is no longer a client, ask her out.
he,he, he thats funny...I'm getting divorced and I just last night told my friends that I don't want a boyfriend or another husband, I'll call him my "financial advisor" so I can kick him out whenever I want.
LUNCH DATE? try to hint at meeting up at some place outside of work...
"oh, look i'm going on my break at whatever o'clock, maybe we could catch up about this over coffee/lunch etc."
keep it casual, and only do it if ur absolutely ABSOLUTELY sure she's interested....
Can you go out with me?
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