I have the mug on my desk!nisiprius wrote: ↑Wed Sep 25, 2019 5:51 pmThe "straight" answer is to politely decline the meeting with the Merrill Lynch advisor. I don't try to steal bait from mousetraps.
If you want a line to use, these essence is "never complain, never explain" with the emphasis on "never explain." Thank them as politely and cordially as seems appropriate, and simply say "but I have decided not to attend." If pressed for reasons, deflect and evade. "I do not require your services at this time," for example.
The smart-alecky answer would be to show up--carrying a Vanguard mug with you. (Nope, this isn't mine, mugs and stuff are a little hard to come by).
The story, likely apocrphyal, was that savvy IBM customers always made a point of having an Amdahl mug visible in their office when the IBM representative came to call (Amdahl Corporation, 1970-1997 once being a serious IBM mainframe competitor).
Remember the Vanguard At-Cost Café? It made a very, very brief appearance in 2013--in Philadelphia, New York, and Boston. They sold coffee for $0.26 a cup. Choice of Mutual Fund blend, ETF Roast and the decaf IRA Blend, or so they said; I couldn't manage to be in Boston for the few microseconds it was there.
And yes, I recall the at cost cafe! That was original and unique.