Philosophy


Philosophy of Private Wealth Consulting

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

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.