Is Your Wealth Manager Your Trusted Adviser or a Salesperson?

Tuesday, July 1st, 2008  |  Investment Planning

Whilst compensation is the focus of many financial salespeople, Providend continues to provide an insurance service which only breaks even the cost of providing it. This is because it believes that wealth management is not just about selling products. It is about being the client’s trusted adviser, understanding his needs and providing a total solution for that need. Read on as Chris illustrates the above through an example.