My cousin recently became a financial planner and is trying to build his clientele. He asked to have phone call with my husband and I to “tell us a little bit about what he does”. Even though I knew we didn’t need a financial planner I agreed to set up a call with him just because I thought it would be helping him out to have something on his work schedule. I figured I would give him the opportunity to tell us about what he does and then we would politely tell him no thank you. Well we had the meeting and he immediately started digging into our financial history, asking us how much income we make, what are assets are, asking our long term and short term goals, etc. leaving no opportunity to tell him we are not interested. He then set up our second meeting with him. This completely caught us off guard and I thought it was pushy and rude. Is this normal for financial planners?

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Title Of post: Are financial planners always so pushy?
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