top of page
  • Writer's pictureSakthivel Thevar

Does the Career in Financial Planning come with a stigma?


Have you ever felt that pursuing a career in financial planning comes with a stigma? I have come to understand this after talking to many individuals who expressed that this was one of their biggest blocks to think about this option as a career.


Though I had once felt this way myself many years ago, running my own Advisory practice for 15 years has made me feel otherwise so I would like to unveil the truth and debunk the misconceptions surrounding this dynamic profession:


The Stigma

Many perceive financial planning as a mere avenue for pushing products, akin to salespeople promoting insurance policies. This misconception overshadows the real essence of our role.


The Reality

Financial planning is the art of crafting personalized solutions that empower individuals to achieve their financial dreams. It's about building a robust, client-centric business grounded in expertise, trust, and integrity.


Beyond Product Paddling

Advisors are more than just salespeople; but are architects of financial futures. The focus is on comprehensive planning, not product pushing, and delving into intricate details of an individual’s financial landscape, understanding their aspirations, and curating strategies tailored exclusively for them.


Profits through Solutions

Success is not measured by the number of products sold, but by the impact that is created. By providing viable solutions across diverse areas of financial planning from retirement and investments to estate planning, it’s about navigating complexities and achieving our clients' financial objectives.


Professional Grooming

Think like an advisor running your own advisory practice, just like a lawyer or doctor. The commitment to continuous learning, professional development, and ethical practices ensures is needed to be equipped to guide individuals on their financial journey.


Empowerment, not Salesmanship

The goal is to empower individuals with knowledge and strategies, not to push products. This comes with a commitment to strive and build lasting relationships, understanding that an individual’s financial well-being is the cornerstone of our success.


I believe it's time to change the narrative! Today, along with many others in this Industry we see it as our purpose to reshape the perception of financial planning and embrace its true essence in building a profitable business through personalized, strategic solutions.


Join the Movement to revolutionize financial planning together shattering myths. From Stigma to Success! Unleash your potential, define your success, and watch as your clients' aspirations become their reality.


If you're driven by a passion for genuine financial guidance, if you believe in the power of personalized planning, and if you're ready to be an advisor, not a salesman then let’s have a chat.

 

Sakthivel Thevar is an award-winning leader in Financial Services and a highly sought-after international speaker and Maximum Performance coach within the business and corporate circle starting his career in the most challenging way possible, as a military officer and Airborne Ranger in the Singapore Armed Forces.



I would love to share more about my career in the financial planning industry with as many individuals out there so let’s chat if I can add value to you.


 

59 views0 comments

Recent Posts

See All

Comentarios


bottom of page