Love to learn, work well in a team. I bring alot of banking experiences
Pros: meeting interesting people, family from different walk of life.
Cons: not meeting enough people to teach the value of a financial plan
A typical day at work, first i reply any urgent email. Follow up on any outstanding request with client and internal. Connect with potential client. make call to book meeting or attend meeting with new client. I learn what people are exicted about, cause i asked them what are your goals, dreams. What success means to them. The hardest part of my job is to find people who are willing to seat donw with me and show them what i do and how i can help them achieved their dreams financialy. I enjoyed when i put together a financial plan for a client, review it with them and see a smile on they face, cause now the have a plan in place they can look forward to achieve their goals.