I have been in the financial services sector for over twenty years, ten of which were as a financial advisor and . Over the years I have seen my clients' investment portfolios grow and perform better than the financial and capital markets as a whole. Working for international financial advisory firms has been the pinnacle of my achievements in the industry given my exposure to financial markets and alternative investments.
In serving my clients I have had to apply my skills in choosing the right underlying assets for them, from Equities, Futures, Options, Bonds, Mutual Funds and FX among others. Evidently, I have become an expert and am willing to share my expertise through this platform as I also trade in these markets in a personal capacity. I have risen, over the years to become a Private Wealth Manager from top proofessionals, HNWI and UHNWI.
It is important to know and understand what wealth management entails for both professional and would be financial advisors and a few questions have to be addressed effectively. What is financial advisory in the first place? How do you as an expert give the best advice? What are the products that clients want? Are you able to rank them from top to bottom? What are the questions you ask to be able to give the best advice? Are you selling or advising? Are you working for a brokerage firm or a for a financial service provider and what is the diference? All of these, and more, are the questions that you should have answers on your finger tips to be a good Wealth Manager/Financial Advisor.
As a client to the wealth manager or financial advisor, what are your rights? How do you distinguish between good advice and bad advice? What is the information that you should equip your advisor with OR with-hold? How do you know if you are in the right hands? What are the questions to expect? How many meetings should you have before you can put pen to paper? How do you know if the particular investment is right for you? These are only a few questions that should be answered to your satisfaction lest you get bad or wrong financial advice.