Today was my meeting with Mr. IRS Seal. We had scheduled to meet at 9:30am. I was worried about what to wear, but I did manage to find something. Not business-y, but a few steps up from jeans and a t-shirt. My navigation system said it would take 30 minutes to get there, but he is in the city and it was rush hour, so I allowed an hour. At around 9:15am I knew I was going to be late. There was so much traffic and I wasn’t moving very fast. I hate that feeling of knowing I’m going to be late and not being able to do anything about it. I got to his office at 9:45 and rang his buzzer and he let me up.
I said, “I’m sorry I’m late.” He said, “In my head you’re not late.” In his calendar he wrote that I would be there at 9:30, but in his head he thought our meeting was at 10:30. So he didn’t know I was late. Whew.
And guess what he was wearing? Jeans! And sneakers. And a dark green shirt, untucked. And the piece de resistance – bright yellow elastic bands around his ankles. He rides his bike to work and those elastics prevent the jeans from getting caught in the gears. I have no idea why he doesn’t take them off when he gets to work, maybe he thinks he’ll lose them.
So far so good.
We talked for a while, and he is extremely nice. His name is Brian, by the way, so no more Mr. IRS Seal. He is a little younger than me I think, but he has two little kids. He lives 10 minutes away from his office, which is why he can bike to work. I bullshitted my way through a little speech about the kinds of things I do, and tried to make it seem like I knew what I was talking about. Which actually I did kind of know what I was talking about. I told him that can I organize anything including financial papers, but I have no idea about anything financial, so whatever is on the page is greek to me. He asked me questions like, “What would your perfect client look like?” I asked him if he charges a referral fee. I don’t know how I came up with that question, but it sounded professional. He said there would be no referral fee, as a matter of fact he thinks he should pay me to take care of these clients!
We got into a little discussion of how he ended up where he is. He used to be in the corporate tax world, he actually worked for a large accounting firm, and it happens to be the one that my brother-in-law works for, and he knows my brother-in-law. For a big city, it’s a small world. He went out on his own three years ago. He said that a year ago he went through his client list, and decided to get rid of the clients who he felt didn’t value the work he was doing with them, and the clients who didn’t seem interested in putting work in on their end. I loved him at this point. Wow, a man with values. He left the corporate world, bikes to work, wears jeans, chooses his clients based on his values and not the bottom line. What kind of financial advisor wears jeans? The kind I’d like to have if I had a financial advisor.
I gave him a bunch of cards, and we’ll see if any of his clients call me. He said that if they do, he and I could talk about what I can do to be sure the client has what he needs in order to best serve the client. I told him what I charge, which isn’t much and made me feel somewhat unprofessional, but I did say that most people are not willing to pay a lot for my services, and I’m not in it for the money, but for the ability to help people.
I have a good feeling about this guy, I never expected to meet anyone like this who does financial work for a living. He is definitely an NF personality, my kind of guy.
