I studied marketing in school but developed an interest in financial planning after seeing my family’s lack of financial management. I found that many families were equally unprepared for financial planning, and my desire to assist these families motivated me to pursue a career as a financial consultant. I started my career as a student advisor and have never looked back since. I strive to be a financial consultant who can give impartial advice and views to as many people as possible. I aspire to be the change in an industry that is often misunderstood and to leave a good impression on anyone with whom I come into contact.
The finest details are critical.
My greatest strength as a financial planner is the degree of detail I provide clients during the planning process, while still considering their overall financial portfolio from cash-flow budgeting and asset allocation to housing preparation and risk transfer.
I believe financial planning can also be more data and numbers-driven – rather than relying solely on emotions. Thus, financial choices should be taken objectively in order to meet emotional needs. My ability to simplify complicated financial jargon into simple layman terms gives me that competitive edge.
Building a competent team.
I am currently an aspiring associate director leading a team of 12 driven and competent financial consultants. The most important traits that I look for in potential financial consultants are being filial, driven, coachable and likeable.
Demonstrating my worth.
What I am most proud of is being able to work in an area where I can make a difference in other people’s lives. This was achieved by learning from my mentors and developing my worth while gaining the trust and confidence of my partners. I owe a debt of gratitude to my clients, mentors, and colleagues for their contributions to my thus-far fruitful journey.
Treat the process as if it’s dating.
My advice for anyone seeking to join the industry is to never leap to conclusions too quickly; instead, spend some time dating the profession. Make certain you understand what you’re getting yourself into. Determine whether your priorities are compatible and whether current processes will help you achieve your goals rapidly and effectively. Finally, it’s entirely up to your feelings; follow your instincts.