I began my journey as a financial consultant while I was a student at the National University of Singapore. At the time, I was studying computer engineering, but decided to postpone my studies to focus on my career.
To support my family and serve my friends around me, I have strived to be excellent in this profession. The sacrifices I have made to insure a better future for the people I care about has brought me immense satisfaction, and I have discovered a passion for compassion.
Be a better son and better friend.
I have learned, most importantly, how to be a better son and a better friend to the people around me; to be caring and empathetic to other people’s life journey and learn from their experiences.
There will always be obstacles along the way as a financial consultant. However, being a financial consultant gives you the opportunity to be ever growing. There is no limit to the extent of knowledge you can learn to overcome adversity, and as a result become more proficient to serve your clients.
Have an indomitable spirit.
Recruiting potential financial consultants holds the challenge of selecting the right candidates for the job, determining which candidate can be someone who can strive for excellence just like you or hopefully be even better than you. You need to spend time with them and uncover their inner goals and determine if their values align with yours, before committing and nurturing someone to become a new financial consultant who’s responsible for the finances of many other clients. Most importantly, one should have an indomitable spirit to achieve their goals.
Treat all clients like they are your friends.
Aside from advising on their finances, I have taken to also support my clients in their personal lives and sometimes even advising them on their personal issues. Many of my clients I treat as my friends, and I genuinely hope to see them be well in all areas of their lives.