One day at the bar…
(estimated read time 40 seconds)
Stranger: I don’t get what financial advisors/planners do? I don’t understand what? Like it seems worthless to me?
Me: I can totally see why that would feel that way to you.
Especially based on what you read.
You know if I read the news about financial advisors.
I sort of get the same feeling but let me ask you a question;
“Why are you doing all this?” “What is important about money to you?”
We had a 45-minute conversation sitting at the bar.
Stranger: Wow that’s what you do!
Me: Yea, that’s what I do. That’s what real financial advisors do.
Stranger: That’s a whole different world like “Aligning my use of capital with what I say is important to me” right?
Me: I can tell you I tell you story after story after story about that.