How Providend Guides Clients Through Lifelong Wealth Planning Conversations (S3E21)

Providend's Money Wisdom

Welcome back to part eight of this nine-part mini-series, "The Story of Our Clients’ Wealth Journey", where we explore the wealth management journey of our clients.

As Asia's leading fee-only wealth advisory firm, we have received many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospective clients shared with us. These stories range from why they sought guidance, the challenges they faced before meeting us, and their journey with Providend.

In this week’s Money Wisdom episode, our co-host Isaac talks to Evelyn, our Deputy CEO & Chief Advisory Officer, about what happens after the planning is done for our clients and the importance of lifelong conversations. The planning is much like a wedding, but afterwards, maintaining a healthy marriage requires regular conversations, as clients' situations will change through different seasons.

Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times.

Music courtesy of ItsWatR.

The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.

The full list of Providend’s Money Wisdom podcast episodes from Season 3 can be found here.

Did you know that our Providend’s Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.