BFM 89.9

HIGHLIGHTS 
Podcast  >  Enterprise  >  Open For Business  >  Wealth Vantage's Non-Product Pushing Mission, 7 Year Journey, And 20X Growth Ambitions

Wealth Vantage's Non-Product Pushing Mission, 7 Year Journey, And 20X Growth Ambitions

Rafiq Hidayat, Co-Founder, Wealth Vantage Advisory | Idham Idris, Co-Founder, Wealth Vantage Advisory

30-Jan-24 10:00

Wealth Vantage's Non-Product Pushing Mission, 7 Year Journey, And 20X Growth Ambitions

On this episode of Open For Business, we speak to Wealth Vantage Advisory’s Rafiq Hidayat and Idham Idris about the business of financial planning, what it needs to do to keep up with the times, and why they believe that AI won’t replace Financial Planners.

We also explore the reasons behind starting this relatively new firm and why they broke away from the commission-driven agency mentality to focus on comprehensive financial planning, what’s behind their ambition to grow by 20X by 2026, and recruitment strategies given that ​ the number of Financial Planners is key to driving a firm’s revenue growth.

Produced by: Roshan Kanesan

Presented by: Roshan Kanesan


This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  economymanagingfinancial wellnessyoung finance

Tags:  ofbbb2023financial planning firmfinancial services industryfinancial planningfinancial advisoryfinancial plannersfinancial literacyfinancial services





Play / Pause

Listen now : The 6AM Stretch

Today’s Shows



6:00 AM

The 6AM Stretch

7:00 AM

World Market Watch

Kingsley Jones, Chief Investment Officer, Jevons Global

7:15 AM

Morning Brief

7:30 AM

Morning Brief

Goh Cia Yee, Criminal Lawyer

7:45 AM

Top Story

Lavanya Venkateswaran, Senior ASEAN Economist, OCBC Bank

8:00 AM

The Breakfast Grille

Ramjeet Kaur Virik, Managing Director, Dutch Lady Industries

8:30 AM

Morning Brief

Tomas Dvorak, Senior Economist, Oxford Economist

8:45 AM

Morning Brief

9:00 AM

Opening Bell

9:15 AM

Opening Bell

9:35 AM

Pressing Matters

Cédric Alviani, Director, RSF Asia-Pacific Bureau

10:05 AM

Open For Business

11:05 AM

P&L

12:00 PM

Enterprise Explores

1:00 PM

The Breakfast Grille Repeat

2:05 PM

Today I Learned

3:05 PM

Earth Matters

4:05 PM

Health & Living

5:00 PM

Top 5 at 5

6:00 PM

Inside Story

7:05 PM

Today I Learned [REPEAT]

7:30 PM

Just For Kicks

9:00 PM

GGWP

10:00 PM

Wavelength