My journey started during an internship with AAG during my final years at Nanyang Technological University when I wanted to learn more about the financial advisory industry. The workplace environment was something unique and different that I hadn’t seen in my other internship experiences — everyone was willing to help one another, and share their business tips so that we may learn from them. Most importantly, it was the mentorship that I valued the most, as my mentor had put in countless hours to show me different perspectives of the financial advisory industry and helped me throughout my journey as a financial consultant.
Helping one another.
Being a financial consultant, you have to be forthcoming about sharing your knowledge. I choose to empower and educate my peers with financial knowledge so that we have the necessary financial literacy to all achieve our financial independence.
The learning never stops.
Lifelong learning is a no-brainer for all of us. I am constantly learning from my clients and friends, as everyone is in a unique situation worth studying. Likewise, the solutions I offer to each of them are distinct and different as well. There are also certain aspects of finance that I learn from my friends that I wouldn’t have been exposed to being in this industry, so I enjoy being a teacher and a student at the same time to my clients.
Come in with an open mind.
Apart from a willingness to learn, financial consultants should also have an open mind. You have nothing to lose, but everything to gain! Don’t be too quick to jump to conclusions, or follow a stereotypical perception of what a financial consultant should be. Go out and explore, and experience for yourself before deciding what entails the job of a financial consultant, and what role you wish to play for your clients.