Teachers
After interviewing teachers I found that they knew financial advisors could help them, but they were intimidated to take the first step because finances were a difficult and sometimes confusing subject to approach.
“I really need somebody to speak to me in layman’s terms, like, I don’t want the legal mumbo jumbo. I don’t want to talk necessarily stocks and investments right off the bat...”
— Kylie Dykema, Graphic Communications Teacher
— Kylie Dykema, Graphic Communications Teacher
Teachers want a financial advisor who is:
Relatable
Trustworthy
Down-to-Earth
