“What’s your zodiac sign?”
“What places would you love to visit in your lifetime?”
“If you could be stranded on a desert island with any celebrity, past or present, who would it be?”
“Oh, you gotta ask him what his credit score is.”
“Uh, I don’t think I can get away with that one.”
“I know a good one! Boxers, briefs or commando?”
“Mom! I definitely cannot ask him that.”
And so it went at a recent office lunch celebrating Administrative Professionals Week.
My mom and I are flying out to Denver later this week to visit Jill.
Three generations
Jill is “seeing a boy” and I thought it would be fun to submit a “prequalification application to date my daughter” to this new dude in her life prior to our visit. I told the gals at the office my idea and they jumped all over it.
The questions came at me faster than I could write them down. Everyone was getting into it.
Of course many of the questions did not make the final cut (inappropriate, too personal, none of a mother’s business, etc.) but the 10 of so questions that did were pretty dang good.
I texted them to Jill.
“Mom, I love you but no way.”
I told her that I just thought it would be a funny ice breaker before we meet him in a few weeks. I let it rest.
Well, what do ya know? The next day my mom and I received a reply text back from an unknown number with the completed prequalification application.
I thought to myself before even reading the questionnaire that this guy has a great sense of humor.
Oh, but his answers were good too! Almost too good. Made me a might suspicious that Jill had helped him with his answers. But he swears a scout’s honor that he did not cheat on our little quiz.
When I told Andrew what my mom and I had done, he just shook his head disbelievingly. “Poor guy. He doesn’t know what he’s getting himself into.”
Hey, what can I say? I always like to be prepared for any situation.
This is one reason why we send out an Estate Planning Worksheet to our new prospective clients prior to our initial meeting. I review the completed worksheets in advance and start taking my notes.
The worksheet saves us valuable time during the meeting and also allows me the opportunity to prepare for unique circumstances for the client that should be addressed. I want to add the most value I can during our initial meeting, whether the “client” hires us or not for their estate planning.
But don’t worry, “Boxers, briefs, or commando?” is not a question we ask you lads on the worksheet we send out!
I suppose Jill’s dude has made it past round 1 of interviews. But that was just me. Wait until my mom gets her hands on him! Poor guy.
Kristen “Let’s Have Some Fun, Shall We?” Marks
P.S. Call us today to have your “prequalification” consultation application emailed to you, along with a copy of my book, How to Avoid the 10 Most Common Estate Planning Mistakes in Florida. 850-439-1191
