Matt Clark

Does he work for an actual registered investment advisor, like an actual firm?

No.

You keep saying, well, he's got some guys, he's like a middleman, and he's... I would get your money away from this guy ASAP.

Who's this family man?

Is it an actual cousin, a brother?

Okay, so he's a DIY investor, and he's just offering his services to you for a steep fee.

I mean, we haven't really agreed on the fee yet.

How much have you given him so far?

It's only $10,000.

But you'd be better off just doing this with an actual professional who's licensed.

Right, okay.

So how much money did you originally put in two and a half years ago?

Okay.

I was going to say, I was like, if it's still at $10,000, this guy needs to go to prison.

I mean, the market has done really well the last few years.

Or just say, hey, I've got – my wife and I, we decided we're going to work with an actual financial advisor at XYZ firm, and we're going to move our money over there.

Yep.

And if he gets real upset, that's a good clue that this was a bad idea to begin with.

But I'm glad you are at least up right now.

Usually this call ends with, and all the money's gone.