5 years ago, I left my corporate job and became a dual-licence representative – Remisier and Financial Advisor.

Not all my friends thought this was a good idea and there were some hurtful comments when I first shared my intention to be a financial advisor.

Today, my team has grown to 6 advisors, servicing more than 1,500 accounts and investing more than $20 million asset under advisory. While there will be people who could have accomplished more, I am pleased with my achievements thus far and will continue to strive for better results.

I first shared my story here. In the blink of an eye, 5 years have passed.

I would like to share 5 learning points that I have experienced in the past 5 years. These are relevant for you even if you have no interest working in advisory or broking services.