I joined the financial advisory industry 2 years ago and my core belief of the industry is that personalized service is essential when matching clients with the right financial products and services.
I am a recipient of the International Dragon Award (IDA), and a member of the Million Dollar Round Table (MDRT).
The importance of passion and constant self-improvement.
In order to build a career in this industry, one needs to first be passionate about helping others find financial security. It is important to find joy and love the work that you do as a financial consultant.
Secondly, you must be keen to constantly improve yourself. Just aim to be 1% better than who you were yesterday. Find small wins and breakthroughs every day to have exponential growth.
Personal touch and trustworthiness are traits that technology cannot replace.
I see the role of a financial consultant changing in the future in terms of outreach. Current technological advances have allowed us to see how we can be connected digitally and be even more efficient in present times. But one thing that will not change is the personal touch and advice a financial consultant can provide. I do think life insurance and mutual funds are purchased more emotionally than we think it is. So no technology can replace trustworthiness, especially in an age where there is an overload of information.