I feel good about where I am professionally now with a comfortable income as an Agency Leader. I am excited to wake up every morning to lead a team and having come so far after close to twenty years in the financial services industry.

Having started out in exactly the same way as a young newbie since I left the army, my natural curiosity and eagerness to learn became my core reflexes as I widen my connection to grow the business. My ability to maintain calmness even during pressure attracts audience who see that as a positive attribute and helped me earn their respect as an advisor who is poised and confident. I constantly review my customers’ feedback of me to check and improve myself.

The financial industry continues to evolve year after year, especially in areas of digitalization and automation. I am constantly optimistic that I can contribute value to my customers, and my profession will continue to be rewarding to both my personal development and financial growth. If anyone is considering to embark on a midcareer switch, my advice is to have open conversations with mentors or veterans to assess your priorities and options in planning the move.

Today, I am able to spend time with my loved ones, enjoy personal self-care and appreciate new hobbies. While success is an ongoing journey for me, it is my bowl of “bak chor mee” that is my goto food for humble satisfaction and quiet happiness.