Asian Wealth Solutions Forum 2019 - Exclusive Insights - Ian Black

Ian Black of AAM Advisory

Nov 13, 2019

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1. Are professional advisors (law firms, etc.) too transactional in their approach to solutions? Do they need to be more holistic in their approach to the pricing, delivery and ongoing management of solutions?

Video transcript

1. Are professional advisors (law firms, etc.) too transactional in their approach to solutions? Do they need to be more holistic in their approach to the pricing, delivery and ongoing management of solutions?

Historically, the answer to that question would be a resounding yes to both. There is a decided movement to long-term relationships. And certainly, ourselves as a firm, we are building relationships with clients, which lasts for the long-term. We work with clients on an ongoing retainer basis, and should we cease to add value or the client's needs change, then the relationship can evolve or cease. But, the need to kill something to eat today should never be part of wealth management. It's inappropriate and it really is about the long term.

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