I come from a single-parent family as my father passed on from cancer when I was 5 years old. My mother brought my younger sister and me up single-handedly and I really respect her for that. Before joining the financial advisory industry, I had a few sales and marketing jobs. I became a financial consultant through my close friend, Joyce Lin, who had been in this industry for many years. She was always telling me about how rewarding this career can be, and I finally plucked up the courage to join her after 5 years.
A career with purpose
I joined this career for 2 main reasons. Firstly, I witnessed the struggles my mother went through raising me and my sister up and saw first-hand how a family can be financially impacted without insurance coverage, as my father had little to no coverage. Secondly, I couldn’t find a sense of purpose in my previous jobs and didn’t achieve the level of growth that I wanted. It was only after seeing how rewarding financial consulting was for my friend that I finally decided it was time for a career change.
Nothing keeps me motivated more than seeing the level of trust that clients place in me, and them showing appreciation for the things that I do for them. It really gives me a sense of purpose to be able to be there for them and their families should anything happen.
Think in your clients’ shoes
I really look out to mentor people who have the drive and tenacity to want to go forward in the financial advisory industry in the long run. They need to have that compassion to think in their clients’ shoes and do what is best for them rather than themselves. These are the key things to succeed and go far in this career. The road might not be easy, but as long as you persevere, nothing is impossible.