Caller ID of Death
Below is a MRR and PLR article in category Business -> subcategory Small Business.
Caller ID of Death
Summary
In the world of brokerage, there's an unwritten rule: don't poach clients from colleagues because everyone works on commission. Our office phone system efficiently redirects calls from unmanned desks to available ones. When a call comes through, I can see the client's portfolio and usual broker. If they have a preference, I ensure their broker gets back to them. However, one time I broke this rule, leading to unexpected drama.
Article
In the brokerage industry, a critical unwritten rule is to never steal a co-worker’s clients, as our earnings depend on commission. Our office phone system is set up to transfer calls from unmanned desks to a colleague's desk until someone answers. When such calls come my way, I can access the client’s portfolio details and see which broker they usually work with. If the client prefers a specific broker, I pass on the message for their return call. But, ignoring this rule once led to a memorable incident.
Although we all have stocks to promote, our recommendations often vary, distinguishing us from one another. One day, a major client of a colleague called while my co-worker was on the final leg of a weeklong vacation. I knew his return call wouldn’t come until the next day. Coincidentally, I was promoting a stock that had hit a monthly low but was poised for a rebound. Confident in this stock, I faced a dilemma. Blatantly taking the opportunity could lead to backlash. I decided to take a subtle approach.
I informed the client that his broker had instructed me to discuss the promising stock, assuring him his broker would be back the next day. The client decided to make a significant purchase. To maintain integrity, I credited the commission to my colleague. I expected appreciation upon his return, especially if the stock performed well and pleased the client. By the end of the day, the stock soared by three points. Delighted for my clients’ gains, I didn’t think much of the sale to my colleague’s client.
The next day, my colleague was waiting at my desk. Spotting his client on my caller ID triggered a dramatic confrontation. He accused me of stealing his client, and others joined the misplaced outrage. I remained silent, aware they’d soon see I’d attributed the sale to him and that the stock had excelled. He finished his tirade and returned to his desk.
Each morning, our prior day’s activities are printed around 9:00 a.m., usually coinciding with my coffee break. Returning from the cafeteria, I found my colleague at my desk, now beaming. He’d inadvertently earned a handsome commission, and his client even called to express gratitude during my absence. We exchanged smiles, and he must have felt about two feet tall.
That day, I treated myself to a lobster lunch, courtesy of my colleague.
I truly appreciate caller ID.
You can find the original non-AI version of this article here: Caller ID of Death.
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