I joined the financial advisory industry as an intern. Not fully understanding what being in the industry meant then, the internship provided many valuable insights into how it is a business that positively impacts the lives of people around us. Hence, I decided to kickstart my journey as a financial consultant even while studying accountancy at NTU. The decision to go full-time came when my mother discovered a tumour in her womb and had to undergo surgery that cost us $70,000. That was when I discovered that my family was not insured. This made me decide to provide professional, reliable planning for the people I cross paths with in my life.
A career that forges deep relationships.
Being a financial consultant has allowed me the time and energy to spend precious time with my family, and it has also fostered many deep relationships with the people I have met over the years.
Realise your potential to succeed.
The biggest challenge I’ve realised when recruiting new financial consultants is letting them see their potential to achieve success. As we work with variable income, many step into this business uncomfortable with not receiving a regular paycheck. As new consultants have little experience to witness the results they can achieve for themselves, it is important for mentors like us to provide the appropriate systems and platforms for them to realise their potential and keep going.
Have a heart for your clients.
All financial consultants should have a heart for their clients. We are in a position that allows us to provide a gateway of information tailored to their needs while acting as a friend, counsellor, and other roles that enable us to form strong bonds with.