Financial Advisor

Lessons Learned From Being An Financial Advisor For 15 Years

Lessons Learned From Being An Financial Advisor For 15 Years

"You say it's your birthday. It's my birthday too, yeah. They say it's your birthday. We're gonna have a good time!" — The Beatles

It’s that time of year again. My Birthday/Merino Wealth’s Second Annual Referral Month. All month long we’ll be celebrating the good work we do, the trust that our clients put in us, and the fact that I’m another year older and wiser. 

Just like a lot of you my birthday can lead me to think about the past. I’ve been an advisor for 15 years (crazy, right!?) and I’ve learned a lot of lessons.

Mansplaining and Your Money

Mansplaining and Your Money

Mansplaining /ˈmanˌsplāniNG/ (noun) the explanation of something by a man, typically to a woman, in a manner regarded as condescending or patronizing.

“She met with several Financial Advisors and they all treated her like a stupid girl. So eventually she got to the point where she figured she’d just have to choose one of these guys that would treat her like a stupid girl.” This isn’t the first time I’ve heard something like this and it won’t be the last. This is a quote from a woman who referred her sister to me. She’s definitely not “a stupid girl” and shouldn’t have been made to feel that way.