Change of a Dress?

An episode title from Sex and The City, but I found it fitting for a recent experience.

Last week I was excited.

I had an appointment to see an office I wanted to lease.

Greeted by a very nice, slightly older gentleman; he kindly offered me coffee or water.

- He wasn’t the broker; he was the owner of the building.

- Instead of giving me a tour of the office space and the amenities, he sat me down.

The nice man talked about himself, his family, his background.

He let me know he did his homework on me.

- I’m thinking to myself, this is odd.

- This might be more of an interview.

- I’m slightly confused because I’m the potential client.

Then he says .. the building is more like a club and there is a locker room.

Clearly, I’m female, so I ask if there is a women's locker room.

He doesn’t answer the question.

I’m trying to be polite, not act too much like my old self, and remind myself things are different here in the south…

• But I’m getting impatient.

• He is wasting my time.

• I have a client lunch in 20 mins.

Then I have no choice, I interrupt him after 10 mins and tell him I have an early lunch with a client.

He ignores this and asks me questions:

• where I live,

• where do my kids go to school,

• he makes some assumptions about my business.

Now it’s 11:25 am, and I have to leave for my lunch meeting.

Apparently, he tells me I have passed three out of the four requirements to get in.

He doesn’t tell me the 4th requirement ….

He then suggests we see the space, and I tell him I don’t have time.

I’m disappointed and he walks me to the door.

Reflecting on this, I wonder:

• I wonder how many times an advisor talks about him or herself, their team, how many years they have been in business.

• I wonder how many advisors talk about themselves instead of asking good questions.

I have come to learn how much I love being part of a community, especially one at

Eleanor’s Place founded by Jennifer Morgan.

I love the amazing women who I have

- become friends with,

- learned from their valuable business lessons and

- apply those lessons to my practice.

We strengthened each others' businesses.

We bring each other up.

A special thank you to Megan Roth, Dana Zavatkay, Meaghan Timko, Mary Kate Wichrowski, Kim Bartlett, Susan Charnaux, and Leslie Tessler

Sometimes it can be better to work within a community of women vs. a competitive environment among men.

Your Friendly Wealth Engagement Guide,

Tiffany Kent, Tiffany@wealthengagement.com

Empowering women to take control of their future!

Disclosures: Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward-looking statements cannot be guaranteed.

This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.