REAL TALK
When I was practicing as an attorney in Lexington in my late 20s and making my first big salary, I went to meet with a financial advisor. I wanted to know how to make good decisions - how much should I pay off of my debt, should I save for a down payment or for retirement, etc.
"If you don't have $100,000 to invest today, we can't really have a conversation."
I was SO frustrated and defeated. How in the world would I ever get $100,00 efficiently if I didn't have help making good decisions?
BUT
As a result of this rejection, I found a great advisor who was ready to work with me on the baby steps. And she introduced me to Thrivent, an awesome organization built on the principles of service and education. They were ready to meet me at the beginning of my journey.
Years later, when I joined Thrivent as an advisor, I had to decide what type of practice I would run and who I would meet with. And I knew from day 1 that I would ALWAYS be committed to making time to talk with people at ANY point on their journey. And even if they didn't have a dime to invest, I could always give them 1) education, 2) encouragement, and 3) the dignity of a meeting.
It's what I wanted for myself, and it's what I'm committed to giving back.
Today, so many people I meet say "I don't have any money, you don't want to talk to me."
Thats nonsense!
Your financial decisions are happening now, and you deserve the opportunity to meet with someone.
For a profession that likes to waive around terms like "fiduciary" or "best interest" about their advice, we are so quick to turn around and cherry pick who we work in ways that benefit us and leave others (who desperately need advice) behind. We can do better.
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See thrivent.com/social for important disclosures.
