Philosophy of Private Wealth Consulting
Source: Private Wealth Consulting
- Advisor’s remuneration based on results
- On average an advisor supports 40 clients.
- A comprehensive analysis of the Client’s financial situation
- Consulting based on a wide range of products
- There are no sales guidelines
A standard financial product sales model
- Approach guided by time efficiency
- Advisor’s remuneration - salary
- Services oriented towards the maximum use of available opportunities
- Cross-selling of financial products
- On average an advisor supports 400 clients.