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The original was posted on /r/twoxchromosomes by /u/huixing_ on 2023-08-27 13:13:42.
For some background, I also work in the financial services industry and make much more money than my fiancé does. The assets we have are because of my job, and fiancé has very little knowledge of financial planning and investing.
We decided we wanted to find a financial planner together, so we set up an appointment.
Right away, the advisor asked us our jobs, and then made a jab at me about why I need an advisor if I work in a similar field. I just joked that even lawyers have lawyers. He then proceeds to start firing off a bunch of financial jargon while asking me about what I do, none of throws me off. We continue with the meeting.
Now here’s when I really started to get annoyed.
Every time he had a question about our accounts, assets, life insurance, savings methods, financial goals, etc., he would only look to my fiancé. At first my fiancé would just pause and wait for me to answer, but after this happening 3-4x, he kept telling the advisor to ask me since I’m the one who handles it. The advisor would talk to me, but then the next question would be directed back at my fiancé.
The final straw for me was when he started listing off what they do and can offer us. He was talking to us both at this point, but then he stops and starts looking directly at me. Now he starts to very simply and plainly explain to me what a brokerage account is, what investing is, how they use “these things called stocks and mutual funds” to grow our wealth. And he continues on this incredibly dumbed down explanation (even after he damn well knew my job and qualifications). Never once looked at my fiancé (who is the one who would have needed this explanation!) during this.
Needless to say, he won’t be becoming our advisor.
Edit: anyone else post in here and experience men totally missing the point of your post in the comments?