i just tell them what state my long term systems are in. That's simply what I'm doing at the moment (long term) ... nothing more nothing less.
Thats right inandlong......nobody needs that! I was a broker from 1996-2000......things never change......but one thing I did like about the last bull run was the explosion of online brokers and those great commercials.... I had a handfull of clients who would say things like, "I have a friend who uses X-Trade online and he's making millions" And I would say, "Well, If you feel confident enough you should open an account. Call my assistant with the accnt # and she'll wire money into it." Only 2 ever actually did. One was never honest about his losses, and the other finally admitted to me that he blew the $20k in 2 months. Both of them were immediately placed into what I affectionely called the "full boat" bracket. (In Seinfeld soup nazi voice), "No discount for you!"
I always ask upfront where I can send the bill. A 50% profit tip cost 1000$, A 100% profit tip cost 10000$. Without taxes. If they still ask for a tip, I give them one and send them the bill. My girlfriend always answer the telephone so they can't scream at me...