My mom was diagnosed with stage three colon cancer in 2014 and to date, the total expenses incurred are almost $500,000. My mother and I are beneficiaries of insurance payout, which greatly helped ease the financial burden of medical fees, and I hope to help others learn and similarly benefit from proper financial planning through my work as a financial consultant.
My key motivational drivers.
My commitments and responsibility to my clients are the key drivers that keep me motivated as a financial consultant.
Fulfilling promises to clients.
I strive to fulfil the promises made to my clients who have placed their trust in me and to value-adding to their lives and help them fulfil and protect their dreams through financial planning.
Being a good listener.
It is important to understand what matters most to my clients, and I always think in the best interests of my clients. I believe these are my biggest strengths as a financial consultant as well as my biggest unique selling point.
Learning from challenges, setbacks, adversity, and victory.
My proudest achievement in my journey so far is the person that I’ve become after 9 years in this industry. The lessons that I’ve learned have shaped me into the person I am proud to be today. This is also in part thanks to all my leaders and mentors and people around me throughout this journey, from sharing their experiences, life lessons, and giving advice to me, and always guiding me in life through sharing their values and principles.