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    Personal Reflection As A Financial Professional

    Uploaded by

    Jacob Adienge
    This document is a personal reflection by a student on becoming a future financial professional. The student discusses how they will be motivated to assist individuals and companies in developing personalized financial plans and managing their funds. They will help clients sort through financial issues and develop both short and long-term financial goals. The student views becoming a successful financial professional as developing a satisfied customer base and receiving referrals. They look forward to earning a living by providing tailored services like retirement and investment planning. The student is inspired by the potential to change lives and earn an open-ended income based on their performance.

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    Personal Reflection As A Financial Professional

    Uploaded by

    Jacob Adienge
    35 views3 pages
    This document is a personal reflection by a student on becoming a future financial professional. The student discusses how they will be motivated to assist individuals and companies in developing personalized financial plans and managing their funds. They will help clients sort through financial issues and develop both short and long-term financial goals. The student views becoming a successful financial professional as developing a satisfied customer base and receiving referrals. They look forward to earning a living by providing tailored services like retirement and investment planning. The student is inspired by the potential to change lives and earn an open-ended income based on their performance.

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    Reflection Homework

    Original Title

    Personal Reflection as a Financial Professional

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    This document is a personal reflection by a student on becoming a future financial professional. The student discusses how they will be motivated to assist individuals and companies in developing personalized financial plans and managing their funds. They will help clients sort through financial issues and develop both short and long-term financial goals. The student views becoming a successful financial professional as developing a satisfied customer base and receiving referrals. They look forward to earning a living by providing tailored services like retirement and investment planning. The student is inspired by the potential to change lives and earn an open-ended income based on their performance.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    35 views3 pages

    Personal Reflection As A Financial Professional

    Uploaded by

    Jacob Adienge
    This document is a personal reflection by a student on becoming a future financial professional. The student discusses how they will be motivated to assist individuals and companies in developing personalized financial plans and managing their funds. They will help clients sort through financial issues and develop both short and long-term financial goals. The student views becoming a successful financial professional as developing a satisfied customer base and receiving referrals. They look forward to earning a living by providing tailored services like retirement and investment planning. The student is inspired by the potential to change lives and earn an open-ended income based on their performance.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 3

    Running head: PERSONAL REFLECTION 1

    Personal Reflection as a Future Financial Professional

    Student’s Name

    Institution’s Name

    Personal Reflection as a Future Financial Professional


    PERSONAL REFLECTION 2

    Financial professional entails service delivery to the people and interactions with other

    individuals, especially on financial matters. It gives an individual the experience of viewing

    society different concerning how people behave when they have money and when they do not

    have money. As a financial professional, I will be motivated to assist individuals in managing

    their funds by developing a personalized financial plan (Rufino, Payabyab & Lim, 2017). I will

    help them manage their funds while sorting through their financial issues. I will consider myself

    a successful financial professional by finding clients and developing the customer-base portfolio.

    It is because my satisfied clients will always tend to give me referrals, which are a crucial source

    of the new business, and it will make me experience success. I will also be motivated to assist

    my customers in developing their financial goals for both the short-term and the long-term. I will

    assess the stages of life for my clients, their risk tolerance, as well as their potential investments.

    I will be earning a living through assisting people to sort their matters like choosing an

    investment, the insurance, and various financial products. I will be motivated by offering tailor-

    made services for my clients, such as retirement planning, the general analysis of investment,

    estate planning, educational planning, and tax planning. I will be inspired by changing the lives

    of many individuals in the society, who will make recommendations to others that their success

    in the financial matters was through me (Agrawal, 2017). I will be motivated by income potential

    and the upside opportunity of being a financial professional. The financial service delivery

    believes in the philosophy of “Eating what You Kill” for the performance-based approach in

    rewarding its individuals. It gives me the room to believe that I can always earn what kind of

    cash I aspire to get, whether millions of dollars since the industry gives me the open check to fill

    based on what I want to earn.

    References
    PERSONAL REFLECTION 3

    Agrawal, D. (2017). A study on role of Financial Advisor and Investor Behavior towards Mutual

    Fund Industry in India. Age, 20(29), 27.

    Rufino, H., Payabyab, R. G., & Lim, G. T. (2017). Competency Requirements for Professional

    Accountants: Basis for Accounting Curriculum Enhancement. Review of Integrative

    Business and Economics Research, 7.

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