5 Reasons I Chose To Become A Financial Advisor

5 Reasons I Chose To Become A Financial Advisor

A lot of us spend a lifetime looking for the career that will fit us. I am blessed, it only took 15 years of my professional life before I found a purposeful career. It started with my husband being sold an insurance policy by his long time friend. He got interested in the opportunity but instead of him going into the business, he asked me to do it. Being the obedient wife, I just followed. Little did I know that it would be what I have been looking for.

1. We are not paid to enjoy our job because it ceases to become a job when we already enjoy doing it.

I was very apprehensive when my husband asked me to enter the life insurance industry. One, I did not know how to sell and second I am not fond of talking to people. I am an introvert. Truly, there is grace in obedience. Little did I know that I will be educating people on finance (which is my passion) and this is what will change their lives. What started out as a job now became my passion. Before I knew it, it became a part of me. Needless to say, I enjoy helping people reach their financial objectives to this day.

2. An important aspect of our life that serves to define who we become is our career.

Our careers serve as a manifestation of who we are and who we would like to become. Therefore, to do well in any career, it needs to be in alignment with our principles in life. This career challenged the best and the worst in me. Overtime, this made me acknowledge my limitations so I can go beyond them to live the kind of life we all preferred. Overall, this career brought out the best in me.

3. You will get all you want in life if you help others get what they want.

My prayer has always been to be in an industry that will empower other people. This is why my husband and I founded Saavedra Songalia and Associates and Entrepreneurs Accounting Academy. This is to empower businesses to reach their fullest potential. However, without a solution to their needs having known through our coaching, whatever we do will not be successful. Life insurance is overall a tool to transfer risks. Businesses and individuals need to transfer their risks so they can sustain the lifestyle that they have worked hard for. This is why I do what I do. I do not only sell life insurance. I sell programs using life insurance to help you achieve your dreams.

4. Financial literacy will sustain your standard of living.

Man at work needs a partner. We call this partner, money at work. Money at work needs to be big enough to let the family stay at their preferred standard of living. Nothing needs to change if something happens to man at work. After all, our dreams do not change with the demise of a loved one, right? We continue living. Protecting our life from risks, therefore, brings our priorities into perspective and our love for family to the forefront. It is as if we are saying: “Don’t worry I have you covered” and really mean it when the time comes. Having the choice, control and dignity at any point in our lives is financial freedom.

5. No amount of success will replace the failure of family.

A career that enables you to be present in the life of your kids is priceless. A career that gives you time to spend on what matters is God given. A career that provides for the needs of the family without taking you away from them is worth it. This is what I found in my career as a financial advisor. This is also why I am sharing this opportunity to everyone. As I grow my team, one step at a time, it is my fervent prayer that you who is reading this will be one of those who will be blessed with this opportunity. After all we are destined to be the best version of ourselves. Only the right mentor will bring you there. Join me. Together, let’s inspire one life at a time.

Let Us Start To Slowly Open The Economy

Let Us Start To Slowly Open The Economy

Yes, I am for the opening of the economy. This, however does not mean that I am not for health. Health will always be our wealth. Over the last several months, I have been in contact with a lot of individuals and organizations, probably making those months the busiest time in my life. I feel everyone. I understand what staying home and staying safe means. I did that. My family did that. We only went out for grocery, once every two weeks, and relied on delivery most of the time. I am sure all of us tried. All of us did what we can. It all came out beautifully. We all cared. This pandemic brought out a caring community. We finally understood that we all are interconnected. For once, we were able to appreciate the clear skies, the lack of traffic, our family, our skills and most of all our resilience. 

I have seen how businesses tried to come up with innovative ways to maintain the income of their employees. I have seen how the big corporations stepped up to help our government provide the needs of the general population. I have seen how we all submitted to authority, how we readily gave up our rights and freedom just to support the call to flatten the curve of Covid – 19.  We all have learned. 

We have learned that our lives can be altered in one instant. We have learned that even in isolation, we need the voices of people who care to keep our faith for better days ahead. We have learned that what we have is not enough; that we will constantly be in need of somebody else to complete our needs. We have learned that whatever we do, there is a Master, who plans all things. 

I have been a Financial Advisor since 2010 and a management consultant since I was 25. I have never experienced what I have experienced now. I have weathered the 2008 financial crisis. I have seen how the Philippines got back on its feet. What I have not seen in my entire career is the the utter confusion of people on how to move forward. Their uncertainty on what the future holds. Their fear on what is to come. We all had different experiences when we all went through shock, denial, frustration and depression before we finally tried to experiment on what will work so we can make a decision and move on to make changes so we can integrate in the new normal.  I greatly appreciate to have read all these concepts that the Kubler-Ross Change Curve speaks of because it finally gave a description to what I have been going through myself. This is why I know that we have learned. I know that the moment we get our income back, we will be more mindful and set aside amounts to create the financial foundation for our needs. 

These are unprecedented times. No one has the right formula. We all will experiment and see what works. I am for the opening of the economy because people need to sustain life. We are not made to be hidden. We are bound to socialize. I know that sounds bizarre because going out there will expose us to the virus. Yet we do know that staying locked down is not going to be sustainable, either. The gross inequality in our income levels makes this very difficult. We take care of those who need to earn to provide for their needs. We take care of the breadwinners who need to work to provide for their families. We all take care that we give an equal opportunity to those who need it the most. I understand the fear but we cannot let it cripple us. We learn from those who have opened their economies. We follow the safety protocols. We commit to a hygiene routine. We make sure to keep social distancing. We adapt. We subject ourselves to stringent health checks. We make sure we boost our immune system by eating well. We all need to do this and slowly open the economy. By opening the economy, we also slowly claim back our lives. We go back to basics and focus on what truly matters. Us. No virus should prevent us from living the life we were destined to live.