I was given the opportunity to explore the financial advisory industry when an NUS Business School senior invited me to an exclusive entrepreneurship workshop featuring his self-made millionaire mentor. My paradigm shifted when I met that mentor, who gave me enlightening perspectives on personal development and entrepreneurship which were refreshingly different from the entrepreneurship modules I attended in school and business programmes I’ve invested in. I discovered how I could get a head start as a student in my career, business and life through learning about the profession and essential skills such as networking, sales and leadership. More importantly, the abundant mentorship here has groomed me in my character and values towards growing into a better person, son and leader to the people around me. I see myself growing more, and wish to help others grow as well, and that’s why I eventually married this carer. This business has brought me to places I’ve never been before and impacted my life tremendously, and I wish to be able to do the same for others.
Come up with creative solutions.
Personally, I focus a lot on personal development and entrepreneurship, which allowed me to constantly improve myself and innovate my financial advisory know-how. This has allowed me to devise creative solutions to better educate my clients, such as writing my own adulting guide (The Simple Wallet) to help them simplify personal finance and adulting, as well as video content to share with them useful frameworks and principles in finding clarity in the planning of their life including finances.
Take the leap of faith.
To all incoming financial consultants, I would advise you to take the leap of faith and explore for at least 2 years to truly understand if this is for you. This is not a dream profession of many, but it has helped many achieve their dreams.
Go back to your purpose.
Beyond just professional and personal growth, I envision raising the standards of financial advisory as a whole, so that all financial consultants would be well known, well-liked and well respected by everyone in the future. We need to give the people around us that assurance that someone would be there for them in times of need, to give them peace of mind and make their lives better off than before.