I became a financial consultant 20 years ago when I was recommended by a friend. Back then, I wouldn’t have realised the impact I would have been able to make on those around me. But 20 years on, I have not looked back and I’ve found my purpose to continue serving my community.
Have a willingness to serve.
As a people’s business, it is important to be able to connect with individuals and win their trust in order to help them do their financial planning properly. By treating clients as a friend and encouraging them to be open with you, you’re better able to empathise with their various circumstances and propose the right solutions based on your expertise.
Don’t be afraid.
Being in this business requires one to have courage and perseverance, as the financial advisory industry is one that is rife with stigma and new consultants will encounter rejections. My advice is to never be afraid to meet people, and know that only the strongest ones who stay till the end will enjoy the fruits of their labour.
Surviving in this business is akin to running a marathon, rather than a sprint. We must have patience because results will definitely not come immediately, and it’s not an industry for those who simply want to get wealthy. That is not the true purpose of why we are in this business.