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Where Should You Work if Your Client Gives You $100 Million?

Where Should You Work if Your Client Gives You $100 Million? If you are lucky enough to have your client, dearest friend or family member deciding to give you...

Should You Be a Wealth or Investment Professional?

Should You Be a Wealth or Investment Professional? Both Wealth Management and Investment Management are highly specialised areas in the financial industry.  Although many enter into...

How Valuable is Your Financial Advice?

How Valuable is Your Financial Advice? Is your financial advice valuable?  Would clients pay more for your advice?  Are you providing better advice than your...

Would You Give the Same Advice to Yourself if You Might...

Would You Give the Same Advice to Yourself if You Might Lose Your Job in the Next 6 Months Almost all financial advisory standards discuss...

When Should You Quit the Financial Industry?

When Should You Quit the Financial Industry? Have an interest in finance or investments?  You will likely be joining the financial industry. The hottest jobs includes...

Should You Give Portfolio, Investments or Stock Advice?

Should You Give Portfolio, Investments or Stock Advice? Between earning 5% returns on a portfolio and 50% stocks such as Apple or Alibaba, your conversation...

Is There Career Prospect as a Personal Banker?

Is there Career Prospect as a Personal Banker? Are you a fresh graduate or a few years in your career?  Thinking about switching to the financial...

7 Shocks for Advisors When You Get Your Financial Advisor License

7 Shocks for Advisors When You Get Your Financial Advisor License Are you a new wealth manager or financial advisor?  Did you just receive your financial...

What is an Independent Financial Advisor?

What is an Independent Financial Advisor? An Independent Financial Advisor (IFA) provides independent financial advice to clients. In an Independent Financial Advisory Firm, they rarely...

9 Reasons why you became a Wealth Manager or Financial Advisor

9 Reasons why you became a Wealth Manager or Financial Advisor Have you ever wondered why you became or wanted to become a Wealth Manager?  For...