I started out my financial advisory career as a second-year student back at SMU in 2017. Coming from a local university, I originally dismissed the idea of becoming a financial consultant. Having spent years in this career now, I realise the prospects of this career are something that many students turn a blind eye to. From my perspective, financial advisory gives everyone an equal platform to excel, and there are no limits to what you want to achieve here.
A coach, rather than a mentor.
I always regard myself as a coach rather than a mentor or leader to the team. Being a coach, I must be relatable to them and communicate well with them. It is crucial that we remain sensitive to their emotions and their stories. It is an invaluable feeling when financial consultants trust and depend on me to help them, be it inside or outside of this career.
Staying versatile during a pandemic.
The Covid-19 pandemic taught me to be versatile and adaptable to changes. The game-changer to me was being able to meet and sign deals with clients online. I believe the introduction of this hybrid model has brought more advantages in helping us be more productive and efficient. Mentoring in a digitalised world has also taught me to be more engaging when coaching others through a screen.
Work hard anyway, and success will be found.
Starting out in this career is never easy. When you have no achievements, little credibility and are faced with certain social stigmas, only those that are motivated for the right reasons will strive to better themselves and learn continuously. The day we rest on our laurels is the day we stop growing. Every day, I am thankful for all my clients and associates who have trusted me in this journey.