A financial consultant for 3 years, I initially wanted to pursue a PhD in biotechnology before deciding to join the financial services industry. Due to multiple twists in my life, here I am as a financial consultant.
Inspiration is everywhere.
My greatest influence that inspires me to do what I do is simply the people around me — after all, they are the ones that I am driven to help, educate and protect. Financial consulting is very much a people’s job.
You’re always learning.
As a financial consultant, you need to be humble with a learning attitude. The industry is unique in the sense that it allows us to develop not only professionally, but personally as well. With the people that we meet along the way, there is always something to learn from them and we should never take that for granted.
Building a connection is important.
Being a financial consultant is really never about making a sale and being done with it. It is a job that is all about building not just connections, but lifelong ones.