I have a customer Ive gotten to know well over the past two years. He owns a very successful business and is very wealthy and generous to me.
Out of all the regular customers Ive had in the past 8 years, I trust him and enjoy my time with him most. Hes respectful, classy, and overall a good person.
He knows I make good money, and that Ive made and saved a lot of money in my dancing career. In the past two months or so he has been trying to get me interested in the stock market. He brings me pamphlets from Putnam and Fidelity and tries to explain the benefits of investing to me.
Im going through a major life change right now, and haven't put much thought into it aside from my conversations with him.
Christmas is coming up soon, and he told me for Christmas he would like to invest $5,000 in my name divided among five of the top investment firms. He said even though that's not a ton of money, he just wants to show me what can happen when you invest and the profits that can be made.
Heres the kicker. He wants me to give him my full name, birthday, etc. so he can move forward with this. He asked me for that info yesterday, and I said I wanted to look over the pamphlets some more in case I found something specific I would like the money to be invested in. (That was bullshit, I just didnt want to give my personal info)
I have googled him before, and I know he is who he says he is. (54, married, business owner, Ive seen his black card, Bentley, etc.) I have no doubts about that. Should I do this? Or would that be totally crazy?
I truly feel like he has good intentions, but is there something negative that could come from this that Im not thinking of? I can be pretty naive in some areas......



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Don't kill 'em, girl!
You can use his same tone and volume level when stating how you'd like to handle this shared adventure. You don't have to J.A.D.E. meaning you don't have to justify argue defend or explain why you want to do his experiment/gift differently. You don't have to worry. You have the power to redirect this situation.

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