A spin-off of the RAD (Rate-A-Date), I present to you the RAFAD (Rate-A-Financial-Advisor-Date)…
Name: The Rock
Age: 46
Status: Divorced a couple of years, and clearly still bitter. Three kids, I think? I know of two boys for sure, but read something online about a daughter too? Says he has 50/50 custody.
Job: Financial Advisor, of course, but that’s his side gig. He’s an academic and an author of several controversial books, which I will not get into because Google. He’s seen and done and worked and lived a LOT of life. Feels like Financial Advisor is just a blip on this guy’s radar – not that he’s not focused – he’s just got a lot going on.
Lives: Not sure! But I know where his office is. I imagine he lives North of his office, which is not close to me. However, the good news is that he works very flexible hours and can meet me in the evenings (for work? For play? Hm.)
Length of Date/Meeting: 3 hours
We Did: Met at a restaurant in between my place and where I know his office is. He was running late, which was fine with me. I sat at the bar for a bit and ordered a champagne and then got a table and he showed up. We ended up eating dinner, which was kind of unexpected for a first meeting with a financial advisor that I don’t even know if I will hire, but of course, our first meeting felt like something more than a business meeting.
He Looked: A lot like The Rock, hence the name. Tall, athletic, chiseled. Almost comical when you look at him from one angle, and absolutely gorgeous when you look at him from another. Very healthy-looking. He wore dress pants and a dress shirt. Nice timepiece. Nice shoes. Extremely well put together.
I Looked: I wore what I had worn to work – simple black dress with flutter sleeves. Oh, I did change my shoes to my super tall patent leather peep-toe pumps. Not exactly sure why I wanted to look sexy-ish for this guy, but I wanted to. I guess it was for the same reason I wrote yesterday that you might read a RAFA(D) today! I clearly had some expectations of something other than a strictly business meeting, eh?
First Impression: He reminded me so much of my work buddy and salsa dancing partner, Jose. He’s fast-paced, moving and shaking and has a LOT of energy. Nice, smart, quick, talkative. A little overwhelming.
Convo: Wow. The guy is a talker! We probably talked personal stuff for the first two and a half hours before we got down to the meat of the financial opportunities! We talked about everything under the sun (from local stuff to politics to religion – yes, DEEP and HEAVY convo), but I have to say we mostly talked about relationships. He found out a couple of years ago that his wife was having an affair with a much older man (as in, 20 years older than her), and I don’t think he’s gotten over that at all. He’s bitter. He was also very curious about my past and what I want for my future. By the time we finally got to the financial stuff, I felt like I was talking to both an old friend and a potential boyfriend and several iterations in between. He was concerned about my financial situation in that he didn’t so much as come out and say my finances have been mishandled, but he did say that there are a LOT of opportunities for me. He said he was pleased that I was in good shape as far as someone about to turn 50, but that I could do much better in the areas of investment and simply getting myself organized with a will and other legal documentation. He said he could be highly involved or not, depending on what I want to accomplish, but he has many, many recommendations for me, should I choose to hire him.
High Point: Having good chemistry with the guy. Never at a loss for things to say. Felt like he’s very competent as a potential financial advisor.
Low Point: Confusion as to whether or not it was a date???? It felt VERY date-y.
How It Ended: So. Not only did we end with a handshake, but he walked me to my car, and as we walked he put his elbow out for me to hold while we walked. Like, he was being chivalrous, but in a more date-y way than if it were a business transaction. Thank goodness he didn’t go in for a kiss! As we got to my car he held my car door open, I got in and we waved goodbye.
Chances Are: Well. After we actually discussed finances, there were a lot of things that he wanted to get copies of for his information and so that he could formulate a proposal. He asked that we get together again (SOON) so that he could stay focused and get to work on the plan! He even suggested tonight, but I told him I couldn’t meet tonight…how about Wednesday? So we’re meeting again on Wednesday!
Date/Meeting Rating: I have to give it a B as both a date and a meeting because I’m confused as to what the hell that was?! If it was a date, it was a solid B…an A for the excellent conversation once we got past the ex-wife stuff, but a strong C for CONFUSION. If it was a meeting, it was a solid B… again, an A for the content of the plan creation and formulating an execution plan, but a strong C for CONFUSION!
I felt certain chemistry, but I want the guy as an advisor! I don’t want to date him. I need his clear-headed advice, not his hormones. And I’m not 100% sure if I’m reading him correctly anyway. Do I bring it up? This situation is ROCKY!
Help!
xox,
GS
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