I once believed that training hard as an athlete and making a good living were mutually exclusive. At least that was how I felt when I was working as a banker at Standard Chartered Bank and putting on 20kgs while trying to make $20K a month. When I was invited to explore financial planning, I discovered that I could better serve my clients as a financial advisor instead of as a banker.
The flexibility and control the career offered me meant that I never had to seek the mystical work-life balance, and I discovered work-life integration instead. Not only was I able to offer a more tailored portfolio to meet the needs of my clients, but I am also able to integrate my daily habits to support both my commitments as an athlete and my professional goals.
Remember who you serve
Financial planning is a career that allows you to impact the lives of your clients in very real and tangible ways. In specific scenarios, it can impact generations. It’s important to remember that we serve our clients and it’s our duty to have their best interests at heart. It’s easy to make the right recommendations when your heart is in the right place.
Financial literacy is a universal human right
Freedom is a basic human right, hence, financial freedom should also be a universal right. And the path towards that destination is financial literacy. I have seen my own family struggle with poor management and decision making due to a lack of basic financial literacy. I hope to help as many families break out of this cycle of ignorance as possible.
An advisor’s difference
Life might be short, but it’s the longest endeavour you and I will ever embark on. It’s the greatest challenge and the most meaningful journey. It’s our own personal Everest, and having an advisor or guide can make a difference between reaching the summit in good form or falling off a cliff face. The world is only becoming more volatile, disruptive and complex, and advisors are well-positioned to grow, preserve and distribute the wealth of our clients. An advisor can be the difference between multi-generational wealth or a life shortened by an illness