I have always been interested in investments since I was young, and have been doing it ever since I turned 18. Then came the opportunity in my first year of university, when my friend asked me to consider doing it professionally. That was my first exposure to the financial advisory industry as a viable career path and I decided to take that leap of faith.
Knowledge that impacts.
Being a financial consultant has allowed me to spread the knowledge of proper financial planning, and I’m grateful to have helped many friends kickstart their investment journey. They usually start getting more financially savvy on their own initiation after that, which warms my heart to see how every solution and knowledge can help make a positive impact on others’ financial lives.
We must never take our competencies for granted because the market and regulations are always changing, along with our clients’ financial situations. We should constantly adapt to the changes around us, and provide solutions that best fit our clients’ interests at that point in time.
A lifelong partnership.
Always think and act in the best interest of our clients. This way, we can build lifelong partnerships with them, rather than having a one-off experience. With my clients, I’d wish to be their trusted friend, knowing that whatever solutions I have advised them will also be the same for me, if I were to be in their situation.