I joined the financial advisory industry immediately upon graduation. Initially, my family did not encourage me to enter this industry but the last 18 years have proven to be an amazing and rewarding journey. My accolades include being a member of the Prestige Club and achieving the Million Dollar Round Table (MDRT) award.
Humility and sincerity are key.
New financial consultants should learn to be humble and show their sincerity to people they meet. This is crucial as they build their careers in this industry. Being persistent and remaining optimistic is also something that is very important to be able to sustain in this industry.
Evolving and embracing technology.
As we move into the future, financial consultants need to evolve and embrace the efficiency that technology offers. When I first joined the industry, I used to have to print loads of documents whenever I met with a client. Now, I merely need to bring along my iPad with me. This has greatly reduced the preparation time before an appointment. Perhaps one day in future, the role of a financial consultant may be replaced by Artificial Intelligence (A.I) though I believe that is unlikely as AI can never replace the important personal touch and sense of humanity required to be successful in this role by having clients place their faith and trust in you.