Reply to thread

Message

Sorry if I was confusing. Its never appropriate, professional, ethical or in any way acceptable for a financial professional to talk to anyone about anything but that person's issues. Not acceptable to say who is or is not a client much less any info about them. No different than doctor or attorney. Period. I submit its just a matter of interpretation as to what "you don't have to worry" means. Could mean they came to talk about bankruptcy today but that doesn't affect you. I submit that asking a financial professional to anticipate what your child will or will not take from that sentence is beyond his / her skill set. Maybe "talk to them" is a better answer. Maybe saying that would cause concern for a son or daughter. I submit no perfect answer but professional did nothing wrong. My feeling.

<blockquote data-quote="Smithmom" data-source="post: 740569" data-attributes="member: 23371"><p>Sorry if I was confusing.&nbsp; Its never appropriate, professional, ethical or in any way acceptable for a financial professional to talk to anyone about anything but that person's issues.&nbsp; Not acceptable to say who is or is not a client much less any info about them.&nbsp; No different than doctor or attorney.&nbsp; Period.&nbsp; I submit its just a matter of interpretation as to what &quot;you don't have to worry&quot; means.&nbsp; Could mean they came to talk about bankruptcy today but that doesn't affect you.&nbsp; I submit that asking a financial professional to anticipate what your child will or will not take from that sentence is beyond his / her skill set.&nbsp; Maybe &quot;talk to them&quot; is a better answer.&nbsp; Maybe saying that would cause concern for a son or daughter.&nbsp; I submit no perfect answer but professional did nothing wrong.&nbsp; My feeling.</p></blockquote><p></p>

[QUOTE="Smithmom, post: 740569, member: 23371"] Sorry if I was confusing. Its never appropriate, professional, ethical or in any way acceptable for a financial professional to talk to anyone about anything but that person's issues. Not acceptable to say who is or is not a client much less any info about them. No different than doctor or attorney. Period. I submit its just a matter of interpretation as to what "you don't have to worry" means. Could mean they came to talk about bankruptcy today but that doesn't affect you. I submit that asking a financial professional to anticipate what your child will or will not take from that sentence is beyond his / her skill set. Maybe "talk to them" is a better answer. Maybe saying that would cause concern for a son or daughter. I submit no perfect answer but professional did nothing wrong. My feeling. [/QUOTE]

Verification