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How to Choose a Wealth Adviser You Can Trust (S3E07)
Manage episode 411209561 series 3146218
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Welcome back to part two of this nine-part mini-series, where we delve into the wealth management journey of our clients.
Being a trusted adviser to our affluent clients for the past two decades, we have been receiving many questions about who we serve and the work that we do for our clients. So we decided to put together a collection of all the stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance to challenges they faced before meeting us, and their experience working with Providend.
In this week’s Money Wisdom episode, our co-host Isaac probed our Deputy CEO & Chief Advisory Officer, Evelyn Goh, with several difficult questions on the common issues faced by clients in their search for a trusted wealth adviser. Evelyn addressed the elephant in the room when talking about the "4Cs" that possibly frustrate clients when all they desire is for their needs to be met. She also shared the painful truth that no single adviser can be competent in all areas of a comprehensive wealth plan, and why is that so?
Stay tuned for our next podcast episode, where our co-host Jin will be talking to Chris about his article in The Business Times. Following that, our next episode will be part three of this new series, so please look forward to that!
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.
Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.
Mentioned in this episode:
Grab Your Very Own Money Wisdom Book Today!
Some longtime listeners might know that the inspiration behind this entire podcast was our CEO, Chris’s book titled Money Wisdom: Simple Truths for Financial Wellness. If you are interested in getting your very own signed copy, please check out the link here: https://providend.com/publications/
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