Tell us about how you contribute to the success of Carrick Wealth as an organisation.
Through my knowledge and experience I look forward to growing the Carrick Wealth team in Durban and to assist all the Wealth Specialists in successfully developing and growing their practices in order to become a ‘trusted advisor’ and, as such, are indispensable to their clients.
What is the best part about your job?
The best part is knowing, as a team leader, that I have been able to positively impact on the growth and development of my colleagues and their business. As an advisor, it is ensuring that I have provided my clients with the highest standard of professional advice and service, thus becoming their ‘trusted advisor’ and being indispensable to them.
What is a typical day at work like for you?
My typical day at work consists of a combination of assisting the Wealth Specialists with the ongoing growth, management and development of their practices as well as ensuring that I am growing, developing, and maintaining my own client base.