Helping Asian Wealth Management Communities interact

What is client advice?

Donald Soo of Malabar AI

Nov 7, 2017

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1. What does the world 'advice' mean to you?

2. Do you think this industry needs to become more professional?

3. What's the benefit of giving proper advice - and not just pushing products?

4. What's important when your trying to understand the needs of your clients?

5. What are you trying to discover?

Video transcript

1. What does the world 'advice' mean to you?

2. Do you think this industry needs to become more professional?

3. What's the benefit of giving proper advice - and not just pushing products?

4. What's important when your trying to understand the needs of your clients?

5. What are you trying to discover?

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