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 go-to food for humble satisfaction and quiet happiness.