A not so typical client..

I've been approached by a few "questionable" people over the past couple of weeks regarding managing their assets as a Financial Advisor. The reason why I say "questionable" is because I know their money comes from things that are not seen as.. let's just say socially acceptable careers. That being said, what they do is not illegal, but it's just kind of frowned upon by the majority of society.

What's the etiquette here? They actually have a fairly high amount of investable assets, enough to meet my minimums, but again I'm worried about reputation here by representing them.

 

Hey GWillis, I swear if I had a silver banana for every lonely thread I posted too I'd be richer than @compbanker ...

  • My not-so-secrets to success and send nasty emails- to anyone. Especially not clients. 5) Respect the admins. Appreciate what they ... intention of dropping that "A" from my tag at then end of this year. These not-so-secrets to ... months, I've been approached on a few occasions by college-aged folks asking the typical question: ...
  • Choice of Major (not the typical situation) country I come from is not so sophisticated in those terms and I just want to experience the thrill of ... I climbed the corporate ladder fast,so I do know how to layout a deal and present stuff to clients.Also it ... I have been accepted in University of Maryland and my major is still undecided so I can take the ...
  • Job recommendations for not so great communicators communication (e.g. clients, outside vendors, etc.). I am ok with internal communications with co-workers, ...
  • Private Capital Advisory- Typical analyst deliverables and day-to-day work Hey guys, So I know people have explained what PCA is on here, but can I get some insights about ... advising funds on whether to sell their assets off or not but what specifically does the analyst do to ... owned by clients? Marketing materials to raise funds for clients? Market/industry research to support ...
  • EY FSO Advisory Typical Projects EY works on. I don't want to just be doing the client's back-end regulatory work. I would ... does (so ask your contacts there). If there is at least some exposure to strat, it might be a good ... client's organization in the ops world- most engagements I've worked on, I'd be meeting with the ...
  • Typical Hedge Fund Hours UBmonkey: Normally I'm in at 7 usually out by 7 or 8 sometimes later. I average 60-70 but I'm not ... zones including New Zealand so risk is most certainly a global thing that doesn't care about what ...
  • So, did Gordon Gekko have clients, or traded for himself? In the first movie, we see him a few times in the office with some Japanese dudes, but it is not ... clear if they are potential business partners or clients. In the second movie, he specifically says he ... clients or running any type of fund, therefore the question is, was Gordon Gekko only in business for ...
  • More suggestions...

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