So check this out.

Recently I received an email from someone who found me on LinkedIn. The person wasn’t a connection of mine, so I had no idea who he was or where he worked.

Let’s go through some of the items on the email (indicated by red letters A-F) and how it influenced my impression of this person. I changed personally identifiable information and will call him John Doe.

A LinkedIn interaction from some time back still sticks with me today. Why? He and I connected, then he immediately asked to review my personal finances so he could do for me what he had allegedly done for so many other “thrilled customers.” I told him “No thanks.” He replied back asking me why. Being the direct guy I am, I told him I thought it was insincere to connect with me and immediately want to review my personal finances and try to sell me on his service. He said he never asked me to send my personal finances through LinkedIn. At this point, the discussion was no longer about him trying to sell me a service; instead, I wanted to provide a teachable moment for him. I told him that sending personal finances through LinkedIn wasn’t the issue, but I didn’t want to divulge my personal finances to someone I didn’t even know who connected with me only 30 minutes ago. After another couple of interactions, he told me that “nice people” would agree to meet with him (I guess I’m not a nice person) and that he was rescinding his offer to meet (even though I already told him I didn’t want to meet with him). It was kind of like “you can’t break up with me because I’m breaking up with you first”. He then wished me the best. He made an impression on me for sure, just not one he wanted.

In a recent phone call I told the CEO of my insurance brokerage that after being a loyal customer for 15 years I had moved all my business to other providers. Given our long-standing relationship, I felt I owed him an explanation; not because I wanted to see someone fired, but because I wanted him to know my reasons for leaving so he could put any lessons learned to use.

It started about seven years ago when the person assigned to my business insurance seemed to lose interest in me. He wasn’t on top of my renewals, made me do work that he could have done for me, and didn’t competitively bid my insurance. I moved all of my business insurance to another agency. A similar issue happened in the past year with my personal insurance; I simply didn’t feel that I was important to my agent. The final nail in the coffin came when my bank notified me that my homeowners’ insurance had lapsed two months earlier without any notification from my insurance agent. I then reached out to another agency, who quickly bound coverage for me at 10 p.m. on a Saturday evening.