In this episode, I will reflect upon the operating processes of the financial planning and wealth management sector as compared to that of fast food production.

Important note: Understanding a client’s need for returns as well as his ability and his willingness to bear risks must be done before any recommendations are given.

The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.

View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/

Music courtesy of ItsWatR.