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S2E23: The Brain Behind - How Does Your Wealth Adviser Value-Add Beyond Providing Monetary Incentives?
Manage episode 375432089 series 3146218
Providend Ltd द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Providend Ltd या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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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