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S2E28: Banks vs IFA Firms vs Providend: How Are We Different?
Manage episode 378504018 series 3146218
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Previously from other big financial institutions, Joyce and Zhi Han both coincidentally applied for an advisory role at Providend after watching this video where Christopher, our CEO, shares the reason why he left the insurance agency - Joyce Chng, our Associate Adviser, and Toh Zhi Han, our Client Adviser, both coincidentally applied for a job at Providend after watching this same video where our CEO, Christopher, shares the reason he left the insurance agency - https://www.youtube.com/watch?v=HGfDoOIACGs
In this episode, we are glad to have Joyce, our Associate Adviser, and Zhi Han, our Client Adviser, share their past working experiences in the big banks and well-known financial advisory firms – from client acquisition to the advisory and wealth planning process - versus what they are currently doing here at Providend.
Meanwhile, stay tune for our next episode where we discuss one of the most complex and controversial form of insurance, Investment Linked Policies (ILPs).
The host, Isaac Ong, is Associate Adviser at Providend, Singapore’s First Fee-Only Wealth Advisory Firm.
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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