Three key skills for successful financial advisers
Communication, prospecting and effective time management are critical success factors for any financial adviser, says Adeline Tan, financial advisory director at SingCapital, and a winner of Hubbis; "Standard Life Excellence in Financial Advisory Awards" in Singapore.
The role of advisory processes in breeding IFA success
SingCapital's Adeline Tan, a winner of Hubbis' "Standard Life Excellence in Financial Advisory Awards" in Singapore, is very focused on putting in place efficient processes at every stage of her advice - from prospecting to portfolio reviews - to ensure quality and consistency. She is now implementing this approach for her team, too.
Giving better presentations to clients
Advertising guru Alyque Padamsee provides some tips on presentation skills for wealth managers.
Making financial advertising more effective
Advertising guru Alyque Padamsee provides his views on current financial advertising and how it could be more effective.
Aligning with client interests
Dennis Harhalakis of CTBC Private Bank explains how the alignment between the interests of the firm and those of the client is a vital ingredient for building long-term relationships.
How to articulate the value of a fee-for-service model
Roy A. Varghese of iFAST Financial explains how advisers can convey the value of a fee-for-service model, and highlights the need for advisers to receive more education and mentoring.
The building blocks for one-stop-shop holistic advice
As investors embrace the concept of holistic advice and warm to the concept of fees for service, industry players need to broaden their capabilities and encourage fresh talent to enter the wealth space, says Alfred Chia, chief executive officer of independent financial advisory firm SingCapital.
Differentiating wealth offerings in Indonesia
Few Indonesians buy financial products. And for those who do, the range to choose from is relatively limited as a result of regulation. For wealth managers looking to stand out from the competition as they try to acquire customers and boost their market share, it is all about thinking outside the box.
How to be a successful family adviser
To be able to effectively work with family units and develop long-term relationships requires a certain approach along with various skills and attributes, says Jessie Leo, adviser at Professional Investment Advisory Services (PIAS).
The value of putting family first
The inaugural winner of Hubbis' "Standard Life Excellence in Financial Advisory Awards" in Singapore prides herself on being a family adviser. Jessie Leo of Professional Investment Advisory Services (PIAS) focuses her energy on developing the skill-set, knowledge base and insights to excel in managing family relationships. And she is setting an example to her industry colleagues.
Articulating value to ensure client retention
Andrew Hendry of M&G Investments explains how private bankers can engage clients to ensure their advice is relevant and effective.
Starting the journey to becoming a best-in-class adviser
To create a profitable and viable business, and outperform peers, an adviser should be able to tick the following boxes below, according to David Bellingham, chief executive officer & responsible officer of Professional Investment Advisory Services (PIAS) in Singapore.
Singapore's largest IFA on reinventing the role of advice
The global push towards transparency and fee disclosure in financial advice will force IFAs to move beyond product centricity and fine-tune their value propositions. They will need to develop skills to apply industry and client information strategically if they want to be survive and thrive, says David Bellingham, chief executive officer & responsible officer of Professional Investment Advisory Services (PIAS), in an interview with Hubbis.
How to deliver a money-can't-buy concierge service
There are several guidelines for offering concierge-type perks to private clients which make a real difference, according to an interview with Julie Kong, regional head for South & South-east Asia at Aspire Lifestyles.
Taking client relationships to the next level
In an interview with Hubbis, Julie Kong, regional head for South & South-east Asia at Aspire Lifestyles, explains the value the firm can provide wealth management players in terms of strengthening customer relationships - and also gives a sneak-peek into affluent clients' demanding lifestyles.
How to be an excellent IFA
David Bellingham of Professional Investment Advisory Services explains the qualities and attributes of excellent financial advisers, and looks at how they can grow their client base.
Adapting to the need for more client focus
Stefan Mueller, managing director, head of advisory, product and sales within Credit Suisse's private banking & wealth management division in Asia Pacific, tells Hubbis about the bank's objectives across markets, clients, products and its overall platform.
The value of getting to know clients in Thailand
Financial institutions in Thailand need to provide a more clearly differentiated wealth management offering by genuinely knowing their clients if they can stand apart from the growing number of firms vying for a share of the ever-larger base of wealthy individuals in the country.
Serving clients across the wealth spectrum
Koh Kar Siong, managing director and regional head of DBS Treasures & Treasures Private Client, talks to Hubbis about what it takes to be able to meet the emerging needs of clients, and reveals some of the bank's educational initiatives in the wider community.
Being a good financial adviser
Shelton Chellappah of IPP Financial Advisers explains what it takes to be a competent and effective financial adviser in wealth management today.
The changing role of client advisers in Asia
The widespread regulatory crackdown that has forced relationship managers (RMs) in Asian wealth management to be more vigilant in terms of the way they take care of a client's portfolio requires them to now be much more focused on managing risk and suitability.
How to become a model financial adviser
David Bellingham of Professional Investment Advisory Services outlines the characteristics and traits of successful financial advisers, and explains the pitfalls of not doing the right thing for clients.
How to be a good relationship manager
Philipp Piaz of Finaport reveals the traits, skills and characteristics of successful relationship managers (RMs) in Asian private banking and wealth management today.
Adapting to a new landscape to service UHNW clients
Mykolas Rambus, chief executive officer of Wealth-X, talks to Hubbis about how he thinks private banks and other firms targeting ultra high net worth individuals should adapt their models and priorities to provide value in today’s environment.
The art of asking clients questions
Anthonia Hui of AL Wealth Partners explains why it is so critical to ask clients questions, and outlines the types of questions which work as well as the approaches that wealth managers should adopt.
How to add value in your job
Andrew Bryant of Self Leadership International explains how individuals can get more emotionally engaged in their jobs, and in turn how they can add more value to both clients and employers.
Setting and achieving goals successfully
Andrew Bryant of Self Leadership International explains how individuals can set and work towards achieving specific goals, and avoid falling short of these objectives.
How to be a better communicator
Andrew Bryant of Self Leadership International looks at the characteristics of good communication, and the traits of good communicators, and explains how to improve dialogue with clients and other people.
Developing your own leadership style
Andrew Bryant of Self Leadership International looks at what it takes for people to develop their own leadership style and work towards being a successful leader.
Being a leader
Andrew Bryant of Self Leadership International explains what leadership means and its significance within organisations, and also looks at becoming a leader.