A close friend of mine had entered the financial advisory industry before me, and I initially rejected the idea of joining him in this line. I was afraid this career would cause me to lose friendships. But after 2 months of careful consideration, I realised that the only way to truly understand whether this career was for me, was to explore and seek the answers myself. Since then, the rest is history.
The leap of faith is all it takes.
So far, the journey has been fulfilling and I’ve never regretted the decision I made to take that leap of faith at the start. I realised that if one were to take the time to understand and realise how much value and how much positive impact our products and services could bring to those around them, you could potentially gain 10 times more friends instead of losing any at all.
Secure insurability from young.
When I was in Primary 3, I lost my younger brother to a heart condition. That was when I also learnt that I, too, had 2 hereditary heart conditions that deemed me uninsurable from a young age. This is something I often share with my clients especially those with children, that it’s important to secure insurability for themselves and their loved ones from a young age, to prevent what happened to me from happening to them. Time and tide wait for no man.
Stay humble and grounded.
Never let the limelight affect the relationships you have with the people around you. Most importantly, always offer emotional support and be there for your clients during times of need, and treat them as if they were your family.