Entering my fifth year as a financial consultant in August 2022, I got my start in the financial advisory industry when I was introduced by a friend to AAG, and realised that it was a culture and environment where I thought I could thrive in.
Taking care of loved ones
Nothing brings me greater joy than being able to plan the futures of my friends and family, contribute to providing peace of mind to my loved ones, and to be able to tell them that everything is being taken care of.
Words of affirmation
My strongest motivator, and a reminder of why I do what I do, is when I receive testimonials from my clients detailing the level of trust that they have in me, knowing that I have done well in making them feel that they’ve made the right choice in having me as their financial consultant.
Have that passion in you
In order to succeed in the financial advisory business, it’s important to see the meaning behind the work that we do, and know that it is an environment that allows one to succeed as long as they try. There are people in the industry that will believe in you and support you, so seek out the right mentor to understand how this business works and be really determined.