A financial consultant for 2 years now, I am an economics and mathematics graduate, with a keen interest in the arts. Interestingly, I was a professional magician during my student days, and I knew about my company through performing at one of our events. Thereafter, I joined their internship programme and never looked back since.
In an ideal career, I look out for income, impact, and personal growth. With a financial advisory career, not only is there unlimited income potential and personal growth, but its independence also allows me to serve my clients with the values that I hold dear to me.
A lifetime journey
Journeying with my clients, colleagues and friends in this lifelong career keeps me motivated. Nothing can replace the deep friendships that I’ve forged over these years. One of my clients, who was a stranger-turned-friend, was going through a difficult break-up and had no one to turn to. However, I was glad that I could be the first person to comfort her and her children and be there to guard their financial well-being. As financial consultants, nothing is more rewarding than knowing that your work is appreciated and that the relationships forged go way deeper than a mere transactional one.
Have integrity, humility and drive
I believe it is important to have integrity, humility and the drive to succeed. As financial consultants, we deal with sensitive family issues and our clients’ financial well-being. As such, integrity is of utmost importance. Nevertheless, it is a difficult industry and requires us to be self-motivated and coachable. Thus, humbling oneself to serve others, and having the drive to succeed, are quintessential to a financial consultant’s success.