A financial consultant for 5 years now, I was a mid-career switcher who chose to join the financial advisory industry for its ability to impact people’s lives in significant ways.
Providing options to people.
With the multitude of options we have these days in financial planning approaches, having the correct advice and guidance from experts in the field is crucial. That’s why I stay driven to perform well for my clients, as I wish to maximize the upside potential of providing options to the people around me with my financial recommendations.
Be prepared to overcome obstacles.
A financial consulting career might be appealing to many, but surviving in this business long-term requires the possession of grit, tenacity and determination to overcome obstacles. This career is a simple, but not an easy one, and things may not go smoothly in the initial stages. However, as long as one works hard, the rewards will eventually come.
Hard work overcomes talent.
You don’t need to be financially trained or possess a finance degree to be a consultant. However, you have to make up for this lack of competency by being coachable and willing to learn and plug any knowledge gaps you have. Hard work of this level is necessary because we must hold ourselves accountable to our clients, and not betray the trust they’ve put in us to manage their financial portfolios well.