I joined the financial advisory industry 6 years ago, right after I graduated with a Bachelor’s of Science.
The art of listening.
Being in the financial advisory industry requires one to possess several soft skills, and it has especially taught me the art of listening, empathy and communication skills. These are lifelong skills that are definitely invaluable for this career and beyond, and I’m thankful for the opportunities that have enabled me to grow professionally and personally.
Personal financial planning and insurance are deeply personal matters, and it requires a financial consultant to have compassion, while also possessing the right competencies to derive the best solutions for their clients. Strive to be there for your clients always, and look towards bringing about a positive impact on their lives.
Be a friend to your clients.
Financial consulting is a job that is more than simply looking after their finances. It’s a long-term commitment that requires one to forge deeper bonds with their clients and act as a friend who will be there for them during times of need.