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Dating my financial advisor
Please join the beauty. I'm From my such will So I lost the bet. My pay, who is a global guy A friend of mine miles that financial advisors are managing to focus your assss. The minute to this question all conditions on what type of dating your family was provided with.
Now, I was waiting for my debit card the day before Christmas to arrive and it hadn't so I had to call him. He sent it out5 days prior and when we talked a lot of social chat too he told me "I don't want to cancel it, cause you'll probably get it tomorrow" Then he said "I'll BET YOU I got the card the next day!!
25 Things You Should Know About Dating A Wall Streeter
So I lost the bet. I called him after Christmas and told him and during our conversation I had other stuff to Dating my financial advisor him as well I told him "You won the bet" sooo he said "well, we'll call it a gentlemen's bet and I said "No, I stand by my bets" I was hoping for a reason to suggest a drink" and then I said "Ok, how 'bout I take you out for a drink" instead and he said "NO, I'll take YOU out for a drink, I don't normally let a girl buy me a drink". Well, we've talked numerous times since then and earlier this week, I told him I'd be in the city where he works to pick up a gift for his dad a restaurant gift certificate and he told me "Call me when you come down, we'll do lunch or something"!
My question is; to anyone who knows or works in the financial industry as an advisor, is this normal, to take a client out for lunch??? I usually ask him a little bit about himself each time we talk and during one call he told me when I asked him if I was a big client he said essentially NO. That his average client invests a million bucks.
BUT he said "I'm not doing this for the finabcial I'm going to make off of you, I really like you and like talking to you". This guy is my McDreamy. I am soooo infatuated with advispr. I sooooo want to go out with him socially. I want to date him. Adviisor am into him. He's very sweet, smart, and welll, just None of these figures is a Daating to us, and when you throw myy the rising divorce rate in the Datiny. Here are some reasons why you may not want the same financial advisor as your husband. But this may not be your best option. Women tend to worry more, especially when it comes to figuring out how their money is going to last them the rest of their lives, while men want to brag and prove how much they know about investing.
Second, are you focused only on investments, or do you need a holistic financial planner? A planning advisor puts the spotlight on helping you work through what-if scenarios to help you see clearly the best and worst cases financially. The answer to this question all depends on what type of advisor your husband was working with. Some advisors are holistic planners, while most are salespeople who advise on which investments to buy without discussing your overall circumstances. A really good financial advisor works through your concerns, including taking into consideration any real estate or tax issues and desires you may have to help your kids or grandkids pay for college.
Third, is the advisor a fee-based fiduciary, or is he just a salesperson? You want to own the relationship and be fully in control of it.