Changing Financial Advisors? A few thoughts from my optometrist.
I am just back from the optometrist office, equal parts exhilarated and exhausted. If you’ve seen me crying lately in a meeting or wearing sunglasses indoors, don’t worry. I am not losing it.
I had a weird problem with my eyes.
Turns out I have something called “lens adherence syndrome”. After 33 years of wearing rigid gas permeable (aka hard) contact lens, my left eye has rebelled like a toddler at bedtime. At first, I was terrified. I imagined reverting back to wearing my Coke-bottle glasses, because this is what I looked like when I did:
Ugh. I did not want to lose my ability to wear contact lenses. But clearly my current contacts weren’t working for me anymore. My doctor gave this hopeful option:
“Mindy, you have two choices. You can either stay with your current contacts and we will make some adjustments. It will likely not work as well for your eyes. The other option is to switch to soft contact lens.” Hmmmmmmmmm.
Soft contacts? I’ve kind of wondered before if those might be BETTER for me…
Are you like me when it comes to change and uncertainty? Both nervous and excited at the same time? The doctor explained there would be period of adjustment and lots of trial and error. That it might be painful. But he also said I would be WAY more comfortable long term.
Maybe you’ve felt the proverbial twitch in your eye when you’ve outgrown your current financial advisor. Maybe you are looking for an approach that “fits” you better. Maybe something has happened in your life that makes you see this relationship in a different light.
Look, I know it’s not the same. Contacts don’t have ‘feelings’. It’s not awkward when you have to say goodbye to them because it’s not working. You don’t sit in their office and discuss your portfolio. Your contacts are not your brother-in-law’s college roommate. Change can feel painful when it involves other humans.
But some of the underlying emotions are the same. The same anxiety about something new and different can creep into your brain. And the same potential long-term benefits await you on the other side.
My eye doctor told me I have “unique prescription”. As someone who is far-sighted with an astigmatism, I am a major outlier in the contact lens bell curve. Therefore, my needs are unique and different. And not only do I need soft contacts, but a special kind that is tailored to me.
Questions to Ask When Interviewing an Advisor
Use these questions to find an advisor that is tailored to YOU. It’s okay to change if it’s not working, even if they’ve been around for 30 years.
I’ll be “seeing” you soon, I hope!
Schedule a conversation with Truman Wealth to find out if I might have a unique financial prescription for a new phase in your life. I’ll be “seeing” you soon I hope!
Live a wealthy life. - Mindy
This article is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your investment strategy for tax considerations. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. ]
