A financial consultant for 3 years now, I made a mid-career shift after realising the impact I could bring to others around me. Since I took that leap of confidence, I’ve never looked back since.
Always put yourself in your clients’ shoes.
I strive to do the best at recommending appropriate solutions for my clients, and I find it helpful to always think from their point of view after learning about their financial background as well as financial needs. By empathising with their situations, we are able to do our jobs better as financial consultants.
Help the people around you.
From my clients to fellow advisors, I believe that we should help the people around us as long as we have the means to do so. In this profession, kindness begets kindness, and it goes hand in hand with exercising compassion in your duties.
A path of no regrets.
I feel grateful to be able to serve my clients for 3 years, and I aim to do so for many more years to come. As a mid-career switcher, I would say this was the best career move I’ve ever made, and it’s a way of life that I do not regret choosing!