I was newly promoted to Associate Director in 2022 and have been in the financial advisory business for close to two years. I first started trading US equities six years ago and have always been entrepreneurial. Just before the pandemic, I founded the Youth Investors Club, a Telegram Club, to connect existing and budding investors, where I’ve hosted webinars to educate and share ideas with people from all walks of life. Through this venture, I realised that not everyone was passionate about or had the capacity to manage their finances. In fact, many tried and burned their fingers due to a lack of expertise and guidance. Realising a gap that needs to be addressed, I decided to become a financial consultant to bridge the financial planning gap and let others leverage my expertise to live the life they deserve.
Growing up, I had a passion for people development, so before I got licensed, I envisioned myself building a young, competent and driven team. Thanks to the guidance from my mentors, I recruited over 10 associates in my first year of business and was promoted to Associate Director in 2022.
A win-win career
Before joining the financial advisory industry, I ran multiple online and offline businesses with my friends and also had the opportunity to work in Hong Kong and Japan. Through these experiences, I understood that running a business requires two factors: financial capacity and human resources. I know that I could work my way up in investment banking to create capital, but one main thing I would lack is access to a larger network. The advisory business was a dream come true for me as I could pursue my passion in finance, and at the same time expand my clientele through value creation and build a win-win partnership in the long term.
Lead by example
I stay motivated by reminding myself to become a leader who leads by example, and this drives me to do better in this business. I understand that in order to continue to provide value to my associates and remain relevant in the business, I must walk the walk.
Have relentless drive
I believe that one of the most important traits of a successful consultant is drive. A relentless drive to succeed solves many roadblocks like competency, clientele expansion and consistency.