I’m trying to invest in the big world of finance. Today was my meeting with a financial advisor.
Last year, I spoke with another financial advisor, and boy, this man was a shadow of what you saw in The Wolf of Wall Street. The guy I spoke to today was like speaking with your conservative Grandpa.
He was a young, kind man, who knew how to speak with professionalism. I also wanted to come off as a dude who mean business, so I put on a nice coat on. I’ve never done this, so it was definitely out of character. I still welcomed the decision because I understand people have different attitudes toward the clothing of other people. So what? All I had to do was put 10 more seconds into my outfit and I might get better customer service? Big deal.
The conversation started simple. It was small chit chat about how beautiful Utah is, and the different hikes found outside of the valley.
Then it got a little too complex. He started saying big words, and talked big numbers. I immediately thought, “What did I get myself into?”
So, I just sat there and tried to take in all of the information as best as I could. As mentioned, he is a patient man who will take the time to explain financial concepts to.
I was happy with the meeting overall.
Towards the end, I was a little overwhelmed and vulnerable with my lack of knowledge. I let him know that he can really take advantage of me and I wouldn’t know.
His reply was beautiful, but cliche once written down. I’ll spare you the details.
Hopefully in the future, I’ll look back and think there was nothing ever to worry about.