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Contenido proporcionado por Providend Ltd. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Providend Ltd o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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S2E32: The Brain Behind – Providend's Secret to Quality Advising and Strong Culture

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Manage episode 381305311 series 3146218
Contenido proporcionado por Providend Ltd. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Providend Ltd o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In a previous article written for The Business Times, Chris, our CEO, explained the different ways an adviser could be compensated – commission-based, fee-based, or fee-only. However, it is important to note that the different compensation methods alone do not determine if an adviser is the right one for you.

In this week’s Money Wisdom episode, Chris shares the three things you should take note of when choosing the right adviser for yourself and how Providend strives to uphold these in our day-to-day processes.

You can also read Chris' Business Times article here: Choosing a Wealth Adviser That Will Always Do the Right Thing for You.

Meanwhile, stay tuned for our next episode, where we discuss how an accumulator or a near-retiree should plan for their wealth respectively.

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.

  continue reading

109 episodios

Artwork
iconCompartir
 
Manage episode 381305311 series 3146218
Contenido proporcionado por Providend Ltd. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Providend Ltd o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

In a previous article written for The Business Times, Chris, our CEO, explained the different ways an adviser could be compensated – commission-based, fee-based, or fee-only. However, it is important to note that the different compensation methods alone do not determine if an adviser is the right one for you.

In this week’s Money Wisdom episode, Chris shares the three things you should take note of when choosing the right adviser for yourself and how Providend strives to uphold these in our day-to-day processes.

You can also read Chris' Business Times article here: Choosing a Wealth Adviser That Will Always Do the Right Thing for You.

Meanwhile, stay tuned for our next episode, where we discuss how an accumulator or a near-retiree should plan for their wealth respectively.

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.

  continue reading

109 episodios

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