I was not very well-versed in finance when I was studying mechanical engineering, but it was always a topic I was curious about but never had the time to learn. However, interning at an engineering company made me realise that my heart wanted to learn more about finance, and to start learning about investing. That was when I met Lucas, my mentor who helped me step into the financial advisory industry. He taught me everything in investments and insurance, on top of learning how to manage my personal finances. Since then, I decided the financial consulting path was the one for me, as I wanted to also help the people around me make smart financial decisions.
Financial consulting has its ups and downs, but what you gain is invaluable.
If I hadn’t become a financial consultant, I wouldn’t have had the immense opportunity of reconnecting with old friends and building new, meaningful friendships. Now, life feels like having a big family where we can all assist one another in different ways. I’ve also made many friends within the company itself, which helps spice up my life as we are all like-minded in drive and goals. Life has certainly become better after becoming a financial consultant, despite its ups and downs.
Have the heart to learn.
As long as people have the heart to learn, they will succeed as financial consultants. Many times, I meet potential financial consultants who showcase a flair for the role. However, the challenge is for them to see the true purpose behind the job scope. Without finding true meaning behind the job and the heart to learn the demands of the role, it would be tough to find the drive and motivation to keep going.
Do it for others.
When it comes to being a financial consultant, you should be able to want to do it for yourselves, your friends and your family such that you wouldn’t mind the struggles that come your way. I feel that all financial consultants should be determined in giving their best for their clients, and never give up. Some days may hurt when receiving rejections, but we need to understand that it is never about us, but about the clients. At the end of the day, financial advisory is still fun as it makes every friendship meaningful, and gives us a larger purpose to do well financially while making personal finance fun. In my role, I’ve played as a listening ear, a matchmaker, and sometimes even an elder sibling to my clients!