“You deserve quality advice. When choosing an institution to be your wealth adviser, do not choose a platform that is primarily set up for transactions rather than in-depth wealth management discussions.”
In this episode, I will reflect upon the operating processes of the financial planning and wealth management sector as compared to that of fast food production.
Important note: Understanding a client’s need for returns as well as his ability and his willingness to bear risks must be done before any recommendations are given.
View the full list of podcast episodes published here.
The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.
Music courtesy of ItsWatR.
For more related resources, check out:
1. Providend’s Money Wisdom Podcast Episode 32: Is Your Financial Adviser Worth His Salt?
2. Conversation with Our Clients: Interview with Richard Hong
3. Retire Well in a High Interest, High Inflation Environment
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.
