After completing my freshman year in university, I didn’t feel like I was learning much in school and thought my time could be put to better use. As I was always interested in finance and investing, I approached a close friend in the financial advisory industry to find out more and realised that this career might be suited for me. After being introduced to the culture, systems and people of AAG at AIA, I realised this was the right place for me to be and decided to take that leap of faith into the financial advisory career.
A people’s business
Besides all the numbers, financials and planning, I believe that financial advisory is a people’s business. Through my 2 years in this career, I’ve managed to strengthen my existing relationships with my family and friends, connect with peers and relatives whom I hardly spoke to previously or even forged meaningful relationships with, as well as make new friends through client referrals, parents’ friends, friends’ parents, business owners and many other groups of people. As someone who values relationships, this is one of the biggest takeaways of my career and how it’s value-added to my own life.
A career of constant growth
As a financial consultant, I believe we need to stay curious and keep learning to keep ourselves relevant. We’re constantly learning, growing, improving and serving more clients every day. We should strive to build better systems and refine our processes so that we can serve our clients better.
Be purposeful and have conviction.
I think the most important trait for all financial consultants is to be purposeful and have conviction. Have a clear mission and goal to serve your clients, and help them reach their goals and objectives by doing the right things. At the same time, we should serve our associates and guide them so that every one of them can succeed here in terms of personal development and finances, among others.