Back when I was a teenager, I rode my 10-speed bike to the grocery store and to my doctor’s appointments.
I scheduled my own appointments.
I managed my allowance down to the penny.
With a paper map, I walked all over Tokyo and Hong Kong by myself
while visiting my father when he was at work at IBM.
Boys in high school said I looked so much older than I was.
They said I looked like a mom, not a teenage mom, just a mom.
But as soon as I was with my father, either traveling somewhere or visiting him in Tokyo,
I didn’t have to think.
He did everything for me.
I didn’t even have to follow a map.
But now I feel stuck.
No one is telling me which direction to take to grow.
Until I got some feedback.
A client told me, that I’m not doing enough to empower female investors.
Ugh! As I just updated my code of ethics training, a Certified Financial Planner professional must act as a fiduciary and, therefore, act in the best interests of the Client.
But I don’t have time to educate women on the jargon and financial concepts.
If I explain P/E multiples, mutual funds, ETFs, monetary and fiscal policy, EBITDA, yield curve,
they will tune me out.
It's a specialized language.
Some rather have someone else manage their money and not worry about the details.
Just as I enjoyed it when my father did all the navigation for me.
It was so nice and relaxing.
Especially because I didn’t have to worry about money.
But writing this blog helps me find clarity and discover my voice.
According to Linda Rossetti’s book, “Dancing with Disruption”,
our voices gain strength thanks to the iterative nature of growth….
I need to keep taking steps.
I need to have my growth keep compounding.
“Growth and comfort never coexist…That's my biggest lesson. And it would make me start to look at risk as a positive, not a negative thing. And it would completely change my view of the world.”
— IBM's former Chairman, President and CEO Ginni Rometty shares her best piece of advice on an episode of Goldman Sachs Talks.
I need to get out of my comfort zone.
I will explore the idea of creating videos to explain and illustrate financial concepts.
This is an idea that I have played around with but have avoided for a long time…
If you feel stuck, please reach out, I know how it feels.
Thank you for reading!
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.