As a chartered accountant, I was an external auditor for 3 years and a management accountant for one year before making the career switch to financial advisory.
Deriving satisfaction from serving others.
Unlike my past jobs, I’ve grown to love being a financial consultant as the satisfaction from helping the people around me is tremendous and invaluable. This is a people’s business rather than one that deals solely with numbers, and with my financial expertise, I am able to translate numbers into meaningful figures for my clients to better understand what financial planning can do for them.
Demand for wealth management services will grow as wealth grows.
Financial planning is a two-way street in that by benefitting others, you are benefitting yourself as well. Therefore, it’s important that we always put our clients’ interests first as they’ve entrusted you with their financial portfolio, and depend on you to grow their wealth. Demand for wealth management services will naturally grow as one’s wealth grows, and this will help strengthen the bond and trust with your clients.
Serve with integrity.
I treat my clients like they are my close friends, and that is important to me as I believe that building trust is the key factor to succeeding in this business. We should conduct ourselves honestly to build that trust, and do the right things for them.