Here are the 3 ingredients that I’ve observed (in no particular of importance, of course!)
1. Love money but not in a greedy way
It’s hard to describe exactly but I guess it is something that if you have this ingredient, you will immediately recognize what I meant. Good financial planners love to learn about money and make a lot of money but they never cross the line of having their passion become an obsession.
They don’t see what they do as a “job” but rather, an endless journey of growth and helping other people which brings me to the next ingredient…
2. Heart to Help
It is easy for a financial planner to say that he or she always puts the interest of client first but like we like to say in GEN, this should not be a client pitch but a client creed. More importantly, only those who are actually interested to help people will stay long to serve and reward clients for their trust.
The successful financial planners who I have observed, all have a strong belief in the importance of financial planning and sees financial planning as a way to help people.
3. Love to be cubicle free
One common reason given by candidates during an interview about why they are considering to be a financial planner is that they do not want to have a desk-bound job. Some learn about this “weakness” during their internship while others learn about this when they started work. Either way, the experience of a structured day is something that is unbearable.