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My Financial Advisor Journey

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I never saw myself as a financial advisor. After college, I was certain of the path I would take: Apply at a university, get a master’s degree, acquire experience-work 8 hours a day-and then pursue a Ph.D. degree. That’s all! It seemed clear to me that this was the right path. 

However, as I mature, I realize that my responsibility is becoming heavier each day. The same with the money I need every day to suffice the needs and bills of my family. Andaming bills na kailangan bayaran. Marami ng deductions from salary because of the loans I have from different bank entities. Puro ako labas ng pera, wala manlang pumapasok sa akin. I have to fit up my salary for a month.

Napakahirap and sobrang bigat! 

Tapos eto pa, the major shift was, I had dreamed of building our own house. Last February 2021, I was able to talk to an Engr. He gave me an estimation of how much the plan house would cost me. Then boom, wala pang ¼ yung perang na isave namin. But believe it or not, I’d still push it. Di natakot si lola mo. And right now, sinisimulan na sya.

Pero dahil gusto ko, at ginugusto ko, kailangan kong gumawa ng paraan para matuloy yung munti kong pangarap para sa aking pamilya. I have to do something about it. Sabi ko sa sarili ko, I need a side hustle. Kailangan akong maghanap ng partime. To tell you, I started my career at blogging, I did buy cryptocurrencies (pero di ko talaga magets),  and lastly, nagnetworking ako.

So Here’s How it Went Down:

Bago ko simulan, share ko lang na meron na akong plans or policy sa Sunlife before Year 2020. My advisor asked questions to get to know me, my goals, and gauge how much I knew about investing. Then ayun, may dalawa akong plans don. Today, it is starting to build its cash value. Kumuha ako kasa alam ko sa sarili ko na sakitin ako, kunting galaw-galaw lang, napapagod agada ko. Ayaw ko din maging pabigat sa pamilya ko if ever may mangyaring masama sa akin.

Pero TBH wala sa isip ko ang pagiging isang Financial Advisor (FA) kase mas gusto kong magtrabaho ng 8 hours a day. Mas social, nasa office lang, kahit pagod everyday, pero atleast regular job. But that was my perspective back then and it changed since nagging independent ako at nagkaroon ako ng pangarap para sa family ko.

So fast forward tayo, here’s the transition. It was April 2021. Wala akong ginagawa, habang nakaquarantine, andaming pumapasok sa isip ko, Alam niyo kung lalaki lang ako, mag-aadonis nalang ako. HAHAHAHA kidding aside. Naging blessing in disguise nang nakachat ko si yung financial advisor ko, parehas kase kaming into e-commerce at trading, we share the same vision. And to make the long story short, sabi nya saken “Bakit di ka nalang maging FA? Lahat ng worries mo kayang sagutin pag nagFA ka”. That’s When I decided to be an FA.

I owe everything to the Lord dahil pinakilala Niya ako sa mga taong kagaya nila Ate Dacs, Sir Mhyk, Sir Jong (my advisors and mentors). I knew that talking to them is an answer that I prayed long to God. So, I decided to have meeting and then they scheduled me for an initial interview. I felt right then and there that they really cared about my goals and helping me get there. The way they pushed me made it seem like we’d be working together to accomplish my goals, and I always respond well to being part of a team. Nagustuhan ko talaga. Kase nga ang motivation ko in doing this is makaalis na sa sitwasyon na puro rent ng bahay at ma-achieve ang goal ko na magkaroon ng sariling bahay at financial stability. 

I passed the initial interview and I’m ready to do the training. 1st of day training, hindi sya madali, kalaban ko yung internet connection, pero dahil gusto kong gawin to, naghanap ako ng spot na pwede ko matapos agad ang trainings. Pinagsabay ko din ang pagaccomplish ng requirements. Ganyan ako ka persistent at natapos ko lahat ng trainings and requirements in 3 days. Good Job to me!

It took two months bago ako nakapag exam. Habang naghihintay, madami akong pinasukan na other sidelines like networking. Sinasabay ko din sa pagrereview ko as FA. To tell you, Nawala din yung drive ko kase nga ang tagal nung progress ng exam, hindi ako nagkapaghintay. Pero, I reminded myself to always look in the beauty of waiting. Ayon na nga, binigay saken ni Lord na makapasa ako.

After I passed the exam. I immediately started my client prospeting. I messaged them one by one using the social media messaging app. Now, I spend my days strategizing with clients so they can best utilize their financial resources to achieve their life goals. It is extremely satisfying to know that soon I will be creating positive change in their financial lives. I want people to experience the freedom and confidence that comes with knowing they are on track toward their goals with a sound financial plan in place.

Thank you for reading my journey of how I got into this job. I hope I got you inspired. 

God bless us all!

From

Anonymous

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This is a collection of every man’s journey towards growth, development, fulfillment and success.

This website also showcases the pain, struggles, failures and criticisms one has to face in order to find his/her own place in this world.

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