Making the career switch from hospitality to financial advisory in 2020 was a natural career progression for Kayla as both job scope has the common denominator in the ability to serve the needs of others. Being a financial consultant is more than a job or title to Kayla who enjoys being able to help her clients attain their financial goals while providing a positive financial service experience.
Kayla takes extreme pride in ensuring this positive experience for her clients – she has been praised for her clarity in translating financial language into comprehensible information and for her patience in answering their queries promptly. These work ethics have helped clients trust in her recommendations and in spite of being relatively new to the industry, her accolades now include the much coveted Court of the Table 2022 and 2023, an uncommon achievement among peers of her age.
Always keen to keep herself relevant, Kayla believes in always being adaptable to new technology which can better efficiently analyse market trends and identify investment opportunities. She looks forward to the future of AI and hopes it can be leveraged to process clients’ financial goals and better plan the steps to achieving them.
Passive referrals serve as one of the biggest testimonials one can hope to receive, and Kayla hopes to continue to grow her client base this way as she aims to achieve Court of the Table once again for Year 2024.