Formerly an aircraft engineer, I made the career switch to financial consulting 7 years ago and have not looked back since. To me, the industry is the best showcase of one’s belief in doing good for others. In my role as a financial consultant, I don’t seek to only take care of my clients’ policies; I consider their financial portfolio holistically to provide professional advice on growth areas. As such, I am also an Associate Reit Investment Advisor (ARIA), Associate Estate Planning Practitioner, and certified in Retirement Adequacy Planning (REAP). Thus far, my accolades include the International Dragon Bronze Award 2020, 2021 (Agent Category), Million Dollar Round Table 2021, 2022, AIA FA Top Associate Director 2020 — 1st Runner Up, member of AIA FA Pinnacle Club 2021 (Gold Unit) and AIA FA Prestige Club 2020, 2021, 2022 (Titanium) and 100 IDA Team Award 2021.
Always remain goal-oriented.
Financial consultants no longer act as mere middlemen. We are professionals who provide financial planning advice and execute solutions that help clients achieve their financial goals. That is why our role in the industry has evolved beyond selling just policies; we now take care of finances as a whole.
Be sincere to your clients and teammates.
For everything that I do, I believe in doing it from the heart. We need to be sincere in our day to day work, as we directly contribute to the quality of our clients’ lives through financial planning. Likewise, as a leader, we also have to be sincere to our teammates as different team members have different needs and goals. We have to look out for each member and cater to their needs so that they can also achieve their professional goals.
Stay true to your compass.
As a leader grooming financial consultants, I always encourage newcomers to be prepared for the long haul, as the start is always tough. However, one should never deviate from his or her compass of serving the best interests of their clients, as that would yield them rewards in the long run. Ultimately, my motivation as a leader is to groom the next generation of leaders who will stretch the frontier of professionalism in the industry.