After being in the marketing industry for about a year, I realised that my growth turned stagnant, and I wanted to achieve more and become someone my parents could be proud of. With ageing parents who are retired, I knew I had to do more and achieve more in the shortest time possible. Hence, I decided to take the leap of faith in this career, which changed my life for the better.
Don’t believe the stereotypes.
Many people have this preconceived notion that being a financial consultant means losing friends, but instead, it has given me the chance to reconnect with friends whom I haven’t spoken to in a long time, and who have eventually become part of my support system in this challenging career.
A long-term journey of building relationships and learning more.
Coming from a humble family, my parents were never financially well off. This industry allowed me to spend more time with them, and provide my family with a better life. Without this line of work, I would have never realised the importance of insuring myself and others! In my short 2 years in this industry, I realised the most important part of financial advisory is learning how to break down complicated financial jargon into simple, layman concepts for our clients to understand. This is our responsibility and goes a long way to building lasting relationships with our clients.
Financial advisory is not without its challenges.
Despite the benefits of having a financial consulting career, the biggest challenge is helping your clients see past the stigma and stereotypes of the industry, and help them realise the potential they can achieve with the proper guidance and advice. Accountability to our clients, and perseverance and hard work are what will help them get past these obstacles. I’m a problem solver, but also a friend to my clients, and I am someone who will always be there for them in times of need.