Steve Jobs once said “You cannot connect the dots looking forward but you can only connect the dots looking backwards.” How true that is. The first turning point in my life was when I decided to pursue design studies at Nanyang Polytechnic instead of entering junior college. I had always wanted to be a designer because I believe I can communicate messages powerfully through my work as a designer. It was the pursuit of this path that led me to know my current boss Sunny, and with that, an awakening that I can do much more. I now communicate the powerful message of love through what I do, and instead of designing publications, I’m really blessed to get to help design lives. Some of my accolades include being a recipient of the International Dragon Award (IDA), as well as being a member of the Million Dollar Round Table (MDRT).
Integrating work and life.
My work has become my life and I enjoy spending time with my clients who have now become my friends, and with also my colleagues who are like family to me. I enjoy their company over meals and drinks, playing sports like badminton, or singing songs together. In my free time, I enjoy jogging, reading, and watching interesting dramas and documentaries.
Focusing on fundamentals.
One thing I have learned in my journey is to focus on fundamentals, not on results. Fundamentals such as how to prospect, how to ask questions, how to create interest and value, how to present concepts, how to do fact-find well, how to close and how to get referrals. Fundamentals are the building blocks of our career whether as a financial consultant or as a leader. If your fundamentals are not right, you get better at doing the wrong things. If your fundamentals are good, you get better at doing the right things. This is something that new financial consultants should definitely know about as they build up their careers in this industry.
My biggest inspirations.
I am privileged to have met my mentors Chuan, Sunny, Terence and Ray and they, along with role models such as Tony Gordon and the late Norman Levine are the greatest influences who inspire me as a financial consultant.
Remembering the primary role of financial consultants.
The fundamental purpose and role of a financial consultant have not changed in the last 50 years and I do not see it changing in the future. Our primary role is to provide security for our customers through proper planning and more importantly, to motivate them to take action. The methods to reach out to customers may have changed, but the fundamental problems of dying too soon, living too long, or having bad health along the way, will always remain. As long as there is a risk, there is a need for us and what we do.