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[MUSIC PLAYING]
[MUSIC PLAYING]
[MUSIC PLAYING]
[MUSIC PLAYING]
Capitalism keeps getting wilder.
With so many candidates chasing
so few positions,
some jobs now require more from
you.
In major firms, secretaries not
only
organize schedules and agendas.
Now they have to be willing to
get free used.
That's how I ended up in this
stock market company.
But I didn't just come here to
be a secretary.
I have a secret goal.
Yeah.
Mm-hmm.
Absolutely.
No, we already went over that,
dude.
Come on.
Come on.
Have a little more faith in me.
Seriously.
Yes.
Mm-hmm.
Yes.
Yes.
Uh-huh.
Well, you let me know.
Because I mean, if I need to be
on standby,
I could just be on standby.
But we have to really run.
We have to really run and get
this done.
Dude, the market's moving fast.
I'm looking at it right now.
I have every possible screen
open.
All right, Mr. Miller.
I've been reviewing your
investment portfolio.
I do too.
Yeah.
It looks like we have some good
options for you.
OK.
I'll be on standby.
Is there any specific markets
that you're
trying to look into investing
your money toward?
Yeah, absolutely.
OK.
Well, I can definitely suggest
that.
It's definitely looking like it's
been on the rise lately.
Yeah, of course.
Let me pull up your profile in
just a moment.
Yeah, that looks like a good
move to me.
Yeah, I'm still here.
Well, thank you for taking my
recommendation.
You know I always want to make
the best investments for you
and all of my clients.
And you're definitely one of
our most valuable ones.
Great.
Yeah, well, we could definitely
make that investment for you.
I think you have a great
portfolio here.
And seems like a great decision.
May as well hit it while it's
on the rise.
If we don't upload the mid-pitch,
it's going to be a problem.
I'm telling you, dude, it's
moving fast.
We have to jump on that.
That's why I said it.
Great.
So let's set up another call
maybe for--
You make a decision at all?
How about Wednesday at 2 PM?
By then, we should really see
how the market's moving.
And we should be able to make
an analysis on what
the next move we should do for
you.
Yes, yes.
I hear you.
Absolutely.
Ask him if he wants to buy or
sell on the 10%?
I'll be ready.
Mr. Miller, how were you
feeling about considering the--
Yeah.
--the buying of--
Of the NASDAQ on the--
Of the NASDAQ.
Mm-hmm.
Let me see.
What do you got down there?
Just a moment, Mr. Miller.
And it's going to go up by 10%.
You still there?
Yeah.
It looks like that specific
market's
going to be on the rise about
10% in the next quarter.
Make sure he buys now.
So I would invest right now.
Great.
Great.
Yeah, let me put that down on
your portfolio here.
- I'm gonna write that down
right there.
Make sure that we sign an
appointment
for Mr. Miller next Tuesday.
- Tuesday?
- Next Tuesday, when I am.
- Okay, tell me.
- You have a phone call.
- Got it.
Should I move the appointment
with Mr. Forrester then?
'Cause we had him on that same
day.
- I hear you.
- You can move the appointment
from the fourth to the sixth.
- Do 4,000 shares.
- Okay.
- This is.
- I'm looking at the--
- She said that her schedule
was flexible this week, so.
- Okay.
- I'm gonna record.
- Yeah, short that position and
literally, like,
give it like five minutes.
Actually.
Okay.
Yeah, I'll be here, all right.
- Okay, let me.
- Suck her other nipple.
- Put that in the notes as well.
(kissing)
- We gotta make sure that, um,
that we keep everything in line
for all of our clients, you
know?
- Absolutely.
- Mm-hmm.
- The clients only home for.
- Yeah.
- Yes.
- All right.
- Yeah.
- Hello?
- Yeah.
- Yeah, Mrs. Sanchez, how are
you?
- How did that work out?
- Yes, of course I wrote it.
Yeah, absolutely.
I'll have my secretary check on
that for you
right now, actually, all right?
I'll give you a call back.
Hey, Rachel.
Have you been able to crunch
the numbers
on the Tech Inc stocks for me?
- Well, yeah, as you can see
right here,
their stocks have been fluctuating
wildly
over the last few days.
- They've been fluctuating
wildly, you say.
How so?
- Well, I mean, here, it's at 2%,
and then it goes up to five,
but then it immediately drops
down to like one.
- That's strange.
- Yeah.
- Okay.
Can you like analyze that for
me,
and try to figure out why those
patterns
are moving in those directions?
- Of course, of course.
- Is it something to do with
the current market?
- I mean, that's part of it,
but I think it's just like the
company themselves, you know?
- Okay.
- Yeah.
I mean, there's been a lot of
talk in the industry.
I don't know if you know that.
- Yeah.
- Yeah, just, I mean, I have a
source
in the Wall Street Herald,
and they say that a lot of
their employees
are going to accuse the
shareholders.
- Accuse the shareholders?
All right, let me make a call
real quick,
and let some of our clients
know about that.
- Yeah.
- They're not gonna wanna be
with that much longer.
- Hey, Carl.
- Hi, how are you, John?
Good, good, yeah.
- Beautiful.
- All right, I just wanted to
let you know,
- Yeah. - that the,
- Just a couple more minutes,
that'd be good.
- forecast on Tech, Tech Inc. -
All right, thanks, boss.
- It looks like it's, it's been
a little erratic lately.
Yeah.
So, I would, yeah, I'd pull out
of that right now,
and wait until it becomes more
stable.
- And then we can pull out.
- So, great, great, okay.
Yeah, I think that's the right
move.
Yeah, I'll leave that note for
ya,
so when you come in, we could
discuss it a little further,
make sure it's still the
direction we wanna move.
Great.
- Yep, just a moment, Bob, I'll
be back with you.
- Mm-hmm.
Okay, cool, yeah, your
appointment's set for
next Wednesday at eight a.m., I'll
see you in my office,
okay?
Great, great.
(sighs)
Hi.
Mr. Manano, yes, yeah, I've
been looking at your profile
here, and I wanted to let you
know about Tech Inc.
It looks like that is something
that's been
a little inconsistent lately,
we might want to pull out.
(grunts)
Yeah, okay, so I would, yeah, I
would invest that money
in a different profile, maybe
something more consistent.
(grunts)
Yeah, perfect.
I'll make that change for ya.
Oh yeah, we're always happy to
help over here at the firm,
you know that.
(grunts)
Absolutely.
Well, thank you for trusting us
with your finances.
(grunts)
We're always gonna try to make
the right decisions
for you here, you know that.
Now if you don't make any money,
we don't make any money.
(laughs)
Yes, perfect.
Great.
All right, sounds like a plan.
We'll get right on that for ya,
and I'll get you a call
back later on today with the
information you requested
regarding the stock profile,
okay?
Perfect.
All right, you enjoy the rest
of your day.
I'll talk to you in a little
bit.
Great.
(kisses)
Yeah, Bob, you there?
Mm-hmm.
Rachel, how do you feel about
this stock profile here?
Is it--
I'm a little busy with other
calls right now, Bob.
I think it's on my eyes, yeah.
Okay? Okay.
All right.
All right, yeah.
Oh.
I had a great weekend, Mrs.
Johnson.
Thank you for asking.
Tell her there's this new
company.
I've heard a lot about good
things.
Yeah, you too.
I hope you had a great weekend
with your family.
I want to tell you about a new
company about--
They're expected to grow their
earnings.
Yeah, I'm back, Bob.
They're called Krop.
You know how it is.
K-R-O-P, Krop Incorporated.
Yeah, we're gonna do 4,000
shares.
All right, yeah, Krop Incorporated.
Yeah, 'cause it's at the
perfect price today, to be
honest.
Krop like corn, yes, Mrs.
Johnson.
Krop, C-R-O-P. It's a K.
K. K.
Oh.
No, if we don't do that now, it's
not gonna work.
Bob, you have to get on that.
K-R-O-P.
I kinda got my hands full.
Yes, exactly.
Everyone's gonna wanna get on
this one.
I'm a little tied up right now,
Bob,
'cause I gotta get mad calls.
All right, let me know how it
is.
Yeah, call me back when you
stop.
Absolutely.
Perfect.
Yep, you got it.
Yeah, I'll make that change for
you right now.
Thank you for your customer
loyalty.
We appreciate having you.
All right.
Yeah, great.
All right, we'll talk soon.
Thank you.
Great.
All right.
Hello, thank you for calling
the investment firm.
How are you today?
Who do I have the pleasure of
speaking with?
Oh, yeah, of course.
We're always looking for new
clients.
What kind of investments are
you hoping to make
with your savings here?
Hi.
This is-- Wonderful.
--investment firm.
We might wanna set up, we might
wanna set up
another round, actually.
The recent investments that you
were seeing today.
Yeah, okay, Bob.
Yeah, that's definitely a
market that we could help--
That's perfect.
--we've got a big team on here--
Yes.
--reviews that specific type of
stuff.
All right, just give me a call.
So-- I mean how everything goes,
all right?
Definitely. Awesome.
Yeah.
Yeah.
Great, great.
Yeah, so we'll link your
accounts together,
and we'll have the business and
personal profiles
all connected to the same one.
Okay.
Yeah, it's not an issue at all.
So for the non-tech, that 17,
do you want to buy or sell?
We're gonna sell. Okay.
We'll do sell.
So it looks like it's gone from--
Sell.
83, 87, 0.14-- And you talked
to Mr. Peterson, too, right?
Yes, we did. Mm-hmm.
82, 27, 99, just in the last 24
hours.
So I think it would be a good
idea to pull out of that one
and invest the money into a
more sure thing.
I don't know, probably-- Just
keep working on
the reports market. Probably
maybe in the--
Yes, sir. Transportation market,
or the medical, 'cause they're
always in the marketplace,
so you could get a good share
of it,
and then we could figure out
what to do with the rest,
based off of what your goals
are.
(sighs)
All right. Great.
We'll make those moves for you
right away.
I'll have my team right on it.
Now, when it comes to the other
investments,
did you want to try to reallocate
those funds
into a different profile, or
were you happy
with the current status?
(sighs)
Yes, that was me you spoke to.
Of course I remembered.
I made sure to put it as a
priority in my notes.
Okay. Great, great.
So, it looks like-- We're doing
it right.
Fantastic, keep it up. It looks
like I've got some--
We're fine. Some positive
results here.
A lot of the markets that you
were looking to invest into
are in a good place right now.
A long working half.
Definitely something that I
would suggest.
Some of our other clients have
had some great success
with it.
I mean, you could take my word
for it,
or you could do your own
research.
You'll probably find the same--
You know, we here at the firm,
we need you to be successful
for us to be successful.
So, exactly.
Great, yeah, so.
You know, I always try to make
the right suggestion
for my clients, but I also
always do recommend, you know,
doing your own research.
If you aren't sure, I wouldn't
want you to invest
in something that you aren't
100% confident about,
but you can be reassured.
Me and my team did do the
research,
and I wouldn't suggest it if I
didn't think
it was the right decision.
All right, great.
Yeah, that seems like a good
idea.
How about you give me another
call back around
tomorrow early evening?
Yeah, I'm here.
Great, I'll mark you down for--
Beautiful.
Okay. 4.30 p.m.
That is wonderful news, sir.
We'll touch base back on this
tomorrow, okay?
It's all looking well.
All right, bye-bye, you too.
Thank you for choosing the firm.
All right.
I'm so glad to hear.
Thank you for choosing us, yes,
absolutely.
Wonderful news.
All right, I'll talk to you
soon.
All right, bye-bye.
(door opening)
Thank you, sir.
Hi, am I speaking to Miss Volkowksi?
Yes, yes, this is Tom from the
firm.
I was just returning your call.
Yeah, absolutely, I remember
you.
(sighs)
Yeah, I know there's a lot of
different options
for you to choose from when it
comes to investing
your finances in the right
place,
so I'm very glad that you
decided to come back to us.
You know we appreciate you as a
client.
Great.
Mm-hmm.
Yeah, we could definitely do
that for you.
I'll get my team on it right
away.
We were actually, we just had a
meeting this morning
about making sure to expand our
market research
into those sorts of things.
Investment firms.
So I think--
Oh, it's very good to hear your
voice.
My team has that right on their
head right now, so.
I'm so happy to hear it, I'm so
glad.
Let me show you this.
I'm gonna get one of my top
guys on it for you.
We had this new opportunity, I'm
so excited to tell you
about, but I have a couple
other calls.
Can you come out if I give you
a call back?
Yeah, make sure you tell him
about Crop.
Absolutely.
Awesome, awesome.
Yeah, I have this exciting new
opportunity.
One of them being proud of me
by all accounts.
Yeah, it's a--
We're gonna double on next year.
Yeah, they're gonna double in
the next year,
but I'll give you the detail a
little bit
when I call you back, okay?
Bye-bye.
Perfect, perfect.
All right, talk to you soon.
I'm telling you, we're the wave
of the future.
(heavy breathing)
How's your progress reports
going?
So good.
I have everything down here
that you'll need.
Awesome.
Mr. Chibori, my favorite client.
How are you today, sir?
Oh, fantastic, thank you.
I hope you had a great holiday
as well.
(sighs)
Oh, yeah, yeah, I caught the
game.
Uh-huh, it was a good one.
Definitely, definitely.
Well, yeah, the reason I'm
calling is 'cause I wanted
to talk to you about your
current investment profile.
It looks like we have some
positive results,
but there's also a couple
markets that you're tapped into
that I think it would be a good
idea
to pull out of at the moment.
Yeah, you saw that?
Yeah, exactly.
I don't know if it's gonna be
going back up right away.
They took a big hit with that
negative media they got.
(sighs)
Yeah, I would pull out of it,
and you can invest your money
somewhere else. (sighs)
Do you have any ideas of where
you might wanna invest
your money into?
Is there anything that you've
been,
that you've had your eye on
lately
that you may be passionate
about?
Any specific sorts of
investments, you know,
transportation, medical,
anything like that?
My team, my team definitely can
suggest you some.
Yeah. - Investment firm.
- Okay.
- Bob, you must call me like 20
times a day, dude.
- Yeah, there's problem, there's
definitely--
- Yeah, we're working on it
right now.
- There's definitely a good
investment free thing.
- Yeah, for sure. - How about,
I get my team to research the--
- Okay, Bob, I'll talk to you.
- Yeah, I'll get my team to
research the companies
that are looking successful
lately,
that are moving in the right
direction,
and we will give you a call
back with a list of bad
information for you, okay?
We wanna give you some options,
obviously.
All right, great.
Well, thank you, and you have a
wonderful afternoon.
Enjoy your golf trip.
All right, talk to you later,
Mr. Shabari.
Thank you again.
Bye-bye.
All right, perfect.
Yeah, I'm sorry that you had a
bad experience
with that other firm, but you
can rest assured
that here we will be making
sure to invest your money
in the right places.
Yeah, investing your money
should be a positive experience.
You shouldn't be stressed out
knowing, yeah, exactly.
- With that information, - I
will double check for you.
- your question as soon as
possible.
All right, great, bye-bye.
- Yeah.
- So I've been doing research,
and I really think that
crop industry is-- - Well, we're,
yeah,
I think we're gonna short it,
actually.
- Oh, yeah? - We're just gonna
keep going
and going and going out.
- Okay, I mean, yeah, it looks
like there's profiles.
- Yeah, I'm kinda just feeling
it out.
The market's gone crazy today,
so it's up, down, down.
- Look at that right there.
- We'll find the right point to
like--
- Is that crops? - Yeah.
- Yeah, and I mean, they're
just gonna keep rising.
- Yeah, we're gonna find the
right point to short it.
I'm just looking at the
position.
- And you know, they're a
coffee company.
I don't know if you knew that,
but they're a coffee company.
And they've just revolutionized
the industry.
- We might pull out and-- -
That's--
- Yes.
- Yes, I checked on it.
It's doing fantastic. - Oh,
your market research,
what has it been showing lately?
- Well, they're just gonna keep
growing,
because they've created a
patent on making coffee
where they use a computer
algorithm.
- How's that work? - I
understand.
- Well, they created this
algorithm to show--
- Yes, yes, yes, we'll be right
out.
- How different people want
their coffee.
And so therefore they can
create personalized coffee
grounds
for their different customers.
And it's just gonna revolutionize
everything in the industry.
You know, and they're not just
stopping at coffee either.
- You need little faith, I can
teach you.
- They're going into tea and
other beverages.
- You do this once a month
where we get another--
- Just to create-- - I told you,
I got you.
- Brand new way of tweeting
things,
so that everyone could get
their own coffee,
just the way they want it. -
Okay.
- That's very, so Rachel, do
you think that you can make
a list of the clients that you
think that this might be
a good opportunity for? - Okay,
back to you.
- Of course. - Ones that it
fits their,
you know, their profiles. - Of
course, of course.
- Yeah. - I think it's gonna be
a good thing for a lot of our
clients to get involved in.
- Good, okay.
Yeah, make a list for me.
- Well, I told you, listen, I
told you with this stock,
you can't just like watch it
daily like that,
up and down, up and down. - Try
to make it all--
- You have to look at the long-term
growth potential.
The growth potential of the
stock is very long.
Yes.
Yeah, and as I told my other
client,
you actually, you guys are in
the same position.
With that other one, we're
probably gonna pull out,
like, well, the market's gonna
be a little crazy today,
but we're probably gonna pull
out like
in the next 10 minutes.
Yeah.
I think we're gonna be at a
comfortable position
in like the next 10 minutes for
that, so.
- That's good stuff. - Yeah.
- Thank you, Rachel. - Thanks.
- Thank you for choosing an
investment firm.
Give me a call.
All right, I'll talk to you.
(door opening)
Hi, Ms. Peterson.
Yes, yep, this is the firm.
Nice talking to you.
Okay, so the reason I'm calling
is because--
- Excuse me, Rachel, I'm sorry.
- My secular is looking into
some new investment
opportunities
for our clients and we came
across a new company
that I thought you might be
interested in.
Yeah, of course.
You'd rather talk about it in
person?
Yeah, what's an appointment for
you?
Rachel. - Yeah, same.
- Peterson.
- Thank you, Peterson.
- Someone works best for you.
Monday or Tuesday, what times
do we have available Monday?
- We're gonna have 3 p.m. or
five.
- For either day? - Yes.
- Okay, Ms. Peterson, so on
Monday and Tuesday,
we have a three o'clock and a
five o'clock available.
Would either of those work well
for you?
Oh yeah, I know five's a little
late.
We'll put you in for three,
Tuesday?
- Tuesday. - Great, okay.
All right, see you then. - 3 p.m.
- Enjoy the rest of your
evening.
- Thank you.
You got that down? - Yeah,
Peterson.
Tuesday, 3 p.m., got it.
Make sure you calm down, Mr.
Chairman.
- You guys up there?
- Hi, nice to speak to you. -
Johnny, I told you.
- Mr. Marshall.
- Come on, Johnny.
- Yes, great, great. - You?
- Okay, well you did say you
wanted us--
- I hear you, I hear you. - To
do a return call
if we came across any new
opportunities for you.
- Great.
- Yeah, well that is the reason
I'm giving you a call.
- Absolutely, Johnny. - Yeah,
make sure it's,
they got K-R-O-P. - My team
came across
a new opportunity that I
thought--
- You know I would have a link
down.
- That I might be interested in.
- No, it's a new company, it's
all--
- Drop it. - It's a coffee
company,
and it, yep.
Exactly, they've been innovating--
- We're gonna do fantastic. -
Yeah, just like--
- Something like 30, 40-- -
Half the company.
We positioned ourselves right.
- The situation is,
it's personalized coffee.
- I told you it was gonna
happen.
- Yeah.
- Yeah, it's a personalized
coffee company,
so you can decide what levels
of caffeine,
what flavors you like. - All
kinds of new flavors.
- Yeah, so just a-- - Yeah, uh-huh.
- Yeah, it's interesting, right?
Why don't you look into it a
little bit, and--
- No, well, 48% of the stock
came in.
- Does she wanna get something
on the books now?
They wanna get something on the
books?
- So, I've set a couple
appointments
for this upcoming week.
You put them down on your
calendars.
- Right? - Okay.
- Turn on my calendar as well.
- So we've got a pretty busy
quarter coming up.
- Wow.
- So we do have-- - Is there
any other new markets
that you've been looking into
that I should tell our clients
about when they come in?
- No, I really think this is
the one
that's gonna take everyone to
the top.
- Okay. - Okay, beautiful.
- It's definitely
unconventional, sort of.
- First day. - Yeah.
- Investment, but-- - Everyone
drinks coffee.
Everyone loves coffee. - That
is true.
But sometimes unconventional
ones make for the best.
Financial gains, so.
- Okay, beautiful.
Just have your people call my
people
and we'll set up lunch.
Is that fair?
Thanks, that'd be great,
honestly.
Yeah, we're gonna have to just
postpone until next week,
'cause honestly, everybody in
the office is really busy
right now, to tell you the
truth.
The market's been going crazy
today,
so we just, a lot going on.
We got our hands tied.
- I mean, I think you're gonna
wanna invest
in this one personally, too.
- Oh, yeah? - Yeah.
- Well, why don't you take a
look over my portfolio for me
and make some moves, okay? - Of
course.
- I trust your judgment. - Of
course.
I mean, I think you're gonna
wanna buy a lot of shares.
They're just gonna go straight
to the top.
- I hear you.
Okay, beautiful, so. - Great.
- Like I said, my people will
call your people.
You're gonna get a phone call
from my girl Rachel.
She's absolutely-- - Oh, yeah.
- Sorry, we could take care of
that one, okay?
I have a bunch of clients
coming in today, so.
- Yeah. - I don't know if I
have
the time to do it myself. -
Okay.
- Yeah, when you're dealing
with Rachel,
you're in good hands, trust me.
- I'll take a look at your
portfolio and see where we can--
- She'll give you a call, okay?
- Need to sell.
- Beautiful. - Where we should
buy.
- Thanks for calling. - Perfect.
- That's what I had before,
right?
- Yeah.
- Such a useful secretary. - Uh-huh.
I'd love to be of use in any
way I can.
- So, I called Miss Miller and
Mr. Peterson.
Neither of them wanted to make
the investment over the phone
because it's a new sort of
investment for them.
- Right. - But they're coming
in,
so if you could assign them to
someone that's gonna be
in the office while their
appointments are.
- Of course. - That would be
great.
- I mean, wouldn't you wanna
take care of them personally?
- I would, but I have a
business meeting on Tuesday at
three
when Miss Miller decided she
wanted to come in, so.
- Oh, okay. - We're gonna need
someone else
to assist her with the-- - Okay,
well, I'm sure,
I'm sure Freddie can do it. -
Yeah, she's easy.
I don't think Freddie will have
a problem.
- Yeah.
- Oh, by the way, Rachel, just
to let you know,
Miss Peterson, she loves those
little edible arrangements,
so when she comes into the
office,
make sure you have those
ordered.
- Yeah, of course. - Beautiful,
thank you.
- I'll make sure that happens.
She's not allergic to anything,
right?
- Not that I know of.
I will double check.
I'll send an email out now that
I'm not busy, so.
- Okay.
- Good job going above and
beyond for the time.
- Yeah.
I think we all should go above
and beyond.
- Well, you've been doing a
great job
at gathering the clients for me
lately.
- Thank you, sir. - I
appreciate it.
- Yeah, I like to be helpful.
- Yeah, well, it's been equating
to a pretty good turnaround
'cause a lot of the clients
that you made a list for
have decided to make
appointments, so.
- Oh, good.
Yeah, I really think the crop
is the next big thing.
- Me too. - Yeah.
- Yeah, it looks like it's
rising right now, live.
- Uh-huh.
I was just gonna keep going up
and up.
- Great. - Uh-huh.
- Well, great job making sure
to get on top of that
and figuring that out.
- Thank you.
- That is such a huge win.
Let's go, let's go.
Oh, man. - Oh, yeah.
- And the market's about to
close, dude.
Just in time, dude.
Oh my God, I told you.
We would, all the tape is like,
ten minutes.
(clicking)
Yes.
- Hi, Mr. Pearson, you still on
hold?
- Perfect. - I'm so happy.
- Yeah, we'll get that figured
out for you right now.
- Okay, awesome, I'll get back
to you.
- Perfect.
- Rachel, you recommended crop
earlier in the day
and I must have had several
clients invest in it,
but I'm just now Googling it
and the CEO is your husband?
- Looks like my job here is
done.
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