Having been a financial consultant for 12 years now, I entered the financial services industry via the Advisors Alliance Group (“AAG”) internship programme. I decided to enter the industry full-time after graduating from Nanyang Technological University with a double degree in business and accounting, as I aspired to be of service to the friends and people around me. Throughout my career, I have received multiple Million Dollar Round Table memberships and International Dragon Awards (“IDA”). I was also part of Singapore’s first 100 IDA team in history to achieve the 100 IDA Team Award 2019. On top of that, I am a member of AIA Financial Advisers Pinnacle Club 2020.
Anything is possible if you dream and think big. As a financial consultant, I believe it is very important to have that willingness to learn and leave your ego at the door — rejection is part and parcel of the industry, and you need to learn how to overcome that in order to truly grow.
Learn from your seniors.
I started out in this industry as an introverted rookie with no sales background, and I am definitely not the first. But I am grateful to the seniors I have met in AAG, like Randy and Ray, who have helped to shape me into the financial consultant I am today and instilled that confidence in me to better serve the people around me.
Stay connected personally.
Personal branding is important for financial consultants these days, and it is important to differentiate yourselves from other consultants, such as by using social media. As the industry and world get increasingly high-tech, we need to embrace these changes while simultaneously maintaining that personal touch that technology cannot replace.