Member-only story

Personal Finance

How Not to Hate Your Financial Advisor

Mariko O. Gordon, CFA
10 min readSep 19, 2022

I posed a not-so-innocent question on social media:

“What’s the one thing you hate most about financial advisors/financial educators/financial services?

Don’t be shy. Let it rip.”

And boy, did you ever.

You didn’t trust them, understand them, liked the way they treated you, and worst of all, felt they came between you and your money.

Whew.

That’s some pretty loaded stuff.

The good news? It’s an easy fix.

The bad news? It’s on you to fix it.

When we let our money be a reflection of our inadequacies, insecurities, shame and self-judgments, we are living a nightmare —

Our wealth-building bus swerves around hairpin curves while the driver cackles maniacally, and we sit in the back, white-knuckling the armrests and praying out loud. The true horror: we’re also footing the bill. 🤦🏻‍♀️

“Give them pleasure — the same pleasure they have when they wake up from a…

--

--

Mariko O. Gordon, CFA
Mariko O. Gordon, CFA

Written by Mariko O. Gordon, CFA

Built $2.5B money mgmt biz from scratch. Coaching badass women to build & love their businesses, manage their finances, and make sure the thrill is never gone.

No responses yet