Broker Check

A Memory Worth Keeping

| July 31, 2018
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I have a business card holder from Tiffany's.  It's classy and elegant, and I never use it.  I have zero need for a business card holder.   
I keep it because it was a gift.  An older man, John, of blessed memory, gave it to me years ago.  He used it when he was a banker in New York City.  John didn't need it anymore, and he thought it might be nice for me.  
 
I found it in my home office the other day, and I brought it to my office at AFG.  I still don't know what to do with it.  Obviously, the item itself has no value to me.  But the memory means something.  What should we do with unwanted gifts?  I suppose I could re-gift it to someone else—someone who carries business cards around in his pocket or her purse.  I'm kind of tempted to hang on to it, though, as a reminder of the gentleman who gave it to me. 
Here's the thing.  I wasn't that close to the man.  He was hardly a client.  He never had me design any plans for him, never purchased any financial products from me.  He had an old Guardian life policy he bought in New York decades before we met, and I was his servicing agent because he moved to Florida.  He would call me, and we would talk for a long time.  I think he wanted someone to talk to while his wife was busy with her activities.   
remember our first conversation.  I called him to introduce myself as a new servicing agent.  He spoke for most of the call, about an hour on the phone.  He asked me one question in that time.  I answered, "I don't know."  At the end of the call, he commended me for being, "very knowledgeable." 
His comment taught me I didn't have to talk a lot to seem knowledgeable.  It's a lesson worth being reminded of.  
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