"The world is moving so fast these days that the man who says it can't
be done is generally interrupted by someone doing it"

- Elbert Hubbard



Wealth Management 2.0

Are You Ready?



Discover !


Question 1

Alignment of interests is a must to foster longevity of relationship between Clients, Wealth Managers and Institutions.


Question 2

You know how to protect your client’s interest. Would you prefer to be a Partner and spend time with your Clients, rather than being an employee working for someone else?


Question 3

Efforts of experienced Bankers contribute to organization success much more than the institution’s support itself.







Question 4

Institutional support is undoubtedly valuable, but it is NOT worth a majority share of your earnings.

Proportion of support attributed to the financial services institution?




Your Revenue-share should be:


65%

Proportion of support attributed to the financial services institution?


Your Revenue-share should be:




65%

Question 5

Shouldn't you and your family enjoy the benefits of your book, through an annuity, even after you retire?


Question 6

Your efforts contribute to your organization’s lasting success. Shouldn’t you have a share of it via equity?


Question 7

Your team builds on your experience; and you deserve a fair share of their revenue too.


Question 8

Your payout shouldn’t be limited or deferred by your organization’s ‘perceived’ constraints.






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