When an injury threw me off my original path of signing on to the army special forces, I decided to pursue finance at Singapore University of Social Sciences (SUSS) instead. While on the hunt for internships upon graduation, I chanced upon the Advisors Alliance Group (AAG), and the rest is history.
I am now a Platinum Club member, a recipient of the International Dragon Award (IDA) and a member of the Million Dollar Round Table (MDRT).
Honing the ability to hold valued conversations with clients.
Professional growth and the ability to hold valued conversations with clients are key drivers that keep me motivated as a financial consultant. My hope is to one day be able to shed the “salesman” reputation that financial consultants have, and for people I meet to be proud to speak to those in our profession. In order to be trusted advisers, we must be able to connect with people on a personal level, really be interested to know them and share about how we can assist them to achieve their goals financially when the need arises.
Being more than a financial consultant.
In days of technology today, there is almost no information that can’t be retrieved through the internet. Consumers are extremely savvy as compared to the past and the question I ask myself is why will they want to consult me? And if they do come to me, how can I best give my neutral perspective professionally?
My clients do not only view me as their financial consultant. Aside from work, I also play the role of their friend, workout buddy, basically someone whom they can hang out with socially and professionally. In MDRT, I learnt about the whole man concept. My life will never be complete if it’s all about work, therefore I always want to integrate people into my life whenever possible.
Always hungry for self-improvement.
I have an insatiable hunger for knowledge. I always attend courses to further develop myself professionally so that I can be differentiated from the typical salesperson. I truly see myself as a consultant rather than a salesperson. This hunger is one of my biggest strengths as a financial consultant and my clients have feedback that they appreciate my sincerity and professionalism.
Professionalism comes first.
I do not have a particular award I am most proud of – I am grateful to be able to achieve various recognitions during my journey so far as a financial consultant. Aside from the glam that the industry tend to portray to the general public, I remind myself that professionalism is key and that awards are secondary by-products if I execute my duties justly. When the time ever comes, we deliver what we promise during the point of transaction and give hope to people who needs it, at least financially and mentally knowing that they have prepared well for the eventual day that came.