Doesn’t a Financial Advisor remind you of teachers?

Financial advisor’s is a very versatile profession. They often assume the role of a friend, a mentor and sometimes even a teacher! Sharing their knowledge, scaffolding us, know our inner flaws and constantly finding ways to help us improve. Let us show you how your financial advisor has been a teacher in disguise, helping you to become a financially responsible adult!

  • When your advisors go into the depth of why they think a plan has more benefits for us or what plan will yield what result, secretly they are those Science teachers trying to break down one of those complex scientific theories into simpler terms for us.
  • When your advisor takes the emotional route to make you save and invest better, like talking about your child’s education, your dream car or retirement plans, they are covertly the English teacher who used to make us feel like she understands us and all our emotional needs! We all loved her, didn’t we?
  • When they keep giving you the push you need to make decisions for your financial future, they become the Co-curricular activities teacher, supporting and pushing us through stage fright during drama and recitals
  • And finally when they become just plain harsh, stating facts crudely to make us stop procrastinating or doubting them for our financial choices, they take the role of the heartless Math teacher we all dreaded!
  • And when your advisor takes stock of all your investment decisions so far, doesn’t it feel like report card time with the class teacher on Parent-Teachers Meet?

Since the ancient times, our culture has stressed on the importance of having a ‘Guru’, a ‘teacher’ who shows us the way and lights up our path towards knowledge and enlightenment. A teacher’s position is held in high regard in our culture and is someone to whom the learners devote their lives.

Did we remind you of all your teachers today? Well, that’s a Happy Teacher’s Day from us!

Author:

SLA Financial Solutions is a Leading Advisory firm based out of Jaipur. We are amongst the top 5 Financial Advisory firm with a team of 20 + people. We have been awarded twice by CNBC as best Financial Advisor across North India.