Posing these quick-fire questions to a shortlist of wealth managers will help you arrive at a good match quickly, much in the style of speed dating.
The leading marketing engine and pioneer of intelligent solutions for the financial services industry, findaWEALTHMANAGER.com, discusses how it has managed to thrive in an industry that usually is averse to innovation.
Wealth Management today is still as traditional as it was since the beginning. Worst it has largely become seemingly homogeneous.
Ask anyone to tell you what the difference is between UBS, Credit Suisse and Deutsche Bank, and their eyes would probably glaze over. Even though those institutions all have websites that espouse their own set of “unique” values and differences, but at the end of the day, aren’t they all the same?
But do they look the same?
Yes, very much.
That being said,wealth management is still clearly necessary. Without wealth management we would not be able to achieve, or at least, focus on our more important priorities and goals in life.
So wouldn’t it be great if there was a way we, as investors, could easily tell the difference between them and identify the ideal wealth manager to help us reach our goals? Well, you’re in luck.
Lessons learnt from the 2008 financial crisis, the founders of findaWEALTHMANAGER.com (FWM) saw how the industry has been slow to adjust to the digital age of the 21st century, and decided there had to be a better way.
After all, both people and financial products are complex. Finding the right partner to develop the right solution in order to suit the right client is challenging unto itself.
But we at FWM, however, have simplified this process.
We have developed an elegant solution that streamlines this process through our intelligent platform which sifts through complex data across our wealth management partners to instantly recommend up to 3 partners specially tailored to meet your needs.
On a technical level, our sophisticated proprietary algorithm connects multiple data points amongst clusters of data, establishing unique relationships between seemingly disparate data, creating intelligent matches between clients and wealth managers to ultimately provide up to 3 customised data-driven recommendations.
Translation: we help you find your best wealth manager in a very smart way.
FWM began in 2012 in the UK as an idea. An idea that financial security and financial freedom should not be an arduous task, but rather one that is seamless and transparent. Thus, only 3 years later, FWM has grown rapidly, recently moving its headquarters to Singapore in 2015, and in the process has won acclaim in both Europe and Asia, achieving Wealth Briefing’s Europe Award 2015 for Most Innovative Client Platform. And has also been featured in the Financial Times, The Sunday Times, and The Daily Mail, amongst others.
Clients have repeatedly echoed the same sentiment:
FWM did not just save me time and money, but also found me a partner that finally understood my goals.
Because the math is simple. 34% of clients in 2015 claimed they were unhappy with their wealth manager. Why? Because referrals and word-of-mouth is as time-consuming as it is unreliable, risking potentially hundreds if not millions of dollars in both current and future earnings. So why leave it to chance? Even if you’re not unhappy, and you have cash lying around, or are looking to grow your retirement fund, or simply need more tax efficient solutions to meet the demands of your portfolio, then this solution is for you.
If by taking two minutes out of your life you could free up countless hours in the future, wouldn’t you do it?
You can start the process of finding a professional to manage your wealth by trying our smart online tool. Or, if you would like to discuss your situation further with our straight-talking team, please do get in touch here.
Bottom line: our service is risk-free, no obligation to sign up, and no service fees attached. Clearly, there is nothing to lose, and only everything to gain. So take that first step and let us help you find you your ideal wealth manager now.