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S2E23: The Brain Behind - How Does Your Wealth Adviser Value-Add Beyond Providing Monetary Incentives?
Manage episode 375432089 series 3146218
Sisällön tarjoaa Providend Ltd. Providend Ltd tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
In this fast-paced financial landscape where businesses are in pursuit of faster revenue, interactions between wealth advisers and clients are highly transactional such that the value is often placed on the sale of products and not actual advice itself.
In this episode, our CEO, Christopher Tan, shares what value you should be expecting from your adviser and emphasises the importance of consumers’ demands in improving the overall financial landscape.
Meanwhile, stay tune for our next episode where we share our views on buying a car in Singapore, balancing lifestyle goals and financial considerations.
The host, Nataly Ong, is Deputy Head of Brand Experience at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-2/
Music courtesy of ItsWatR.
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