Artwork

Content provided by Providend Ltd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Providend Ltd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

S2E32: The Brain Behind – Providend's Secret to Quality Advising and Strong Culture

34:59
 
Share
 

Manage episode 381305311 series 3146218
Content provided by Providend Ltd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Providend Ltd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

104 episodes

Artwork
iconShare
 
Manage episode 381305311 series 3146218
Content provided by Providend Ltd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Providend Ltd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

104 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide