{"id":4274,"date":"2024-06-27T17:35:03","date_gmt":"2024-06-27T17:35:03","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/?p=4274"},"modified":"2024-06-27T17:35:03","modified_gmt":"2024-06-27T17:35:03","slug":"the-globe-and-mail-from-grads-to-future-advisors","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/the-globe-and-mail-from-grads-to-future-advisors\/","title":{"rendered":"The Globe and Mail: From grads to future advisors? Here\u2019s what the next generation of wealth professionals should know"},"content":{"rendered":"<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-4275\" src=\"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2024\/06\/the-globe-and-mail-grads-to-future-advisors.jpg\" alt=\"Grads to Future Advisors\" width=\"1200\" height=\"800\" srcset=\"https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2024\/06\/the-globe-and-mail-grads-to-future-advisors.jpg 1200w, https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2024\/06\/the-globe-and-mail-grads-to-future-advisors-300x200.jpg 300w, https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2024\/06\/the-globe-and-mail-grads-to-future-advisors-1024x683.jpg 1024w, https:\/\/advisor.wellington-altus.ca\/thewonggroup\/wp-content\/uploads\/sites\/31\/2024\/06\/the-globe-and-mail-grads-to-future-advisors-768x512.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/p>\n<p style=\"font-weight: 400\"><span style=\"font-weight: 400\">Senior Wealth Advisor and Portfolio Manager <\/span>Maili Wong has contributed to a new article in <strong>The Globe and Mail<\/strong>, discussing what the wealth management industry is looking for when hiring new advisors.<\/p>\n<p style=\"font-weight: 400\"><a href=\"https:\/\/www.theglobeandmail.com\/investing\/globe-advisor\/advisor-practice\/article-from-grads-to-future-advisors-heres-what-the-next-generation-of-wealth\/\" target=\"_blank\" rel=\"noopener\">Read the whole article here<\/a>. Here&#8217;s what Maili had to say:<\/p>\n<p>&nbsp;<\/p>\n<blockquote>\n<p class=\"c-article-body__text text-pr-5\">Maili Wong, senior wealth advisor and portfolio manager at Wellington-Altus Private Wealth Inc. in Vancouver, says new entrants to the wealth management industry used to be assessed based on factors such as school grades or their performance in a competitive sport.<\/p>\n<p class=\"c-article-body__text text-pr-5\">Today, as clients seek holistic solutions to their complex financial situations \u2013 such as second or third marriages, extended families and successful businesses \u2013 wealth management firms are looking for critical thinkers who can come up with the best strategies.<\/p>\n<p class=\"c-article-body__text text-pr-5\">Knowing how to work within a team has also become a must-have skill for advisors, Ms. Wong adds.<\/p>\n<p class=\"c-article-body__text text-pr-5\">This advisory model is more successful when it\u2019s supported and delivered by a team, she says, with different people specializing in investment analysis, financial planning, portfolio reviews, administration and compliance. \u201cOne advisor alone cannot successfully do all of that in this environment.\u201d<\/p>\n<p>&nbsp;<\/p><\/blockquote>\n<p class=\"p1\"><i>If you have any questions about how this relates to you or your investment portfolio and financial plan, please give us a call at <\/i><a href=\"tel:7786552410\"><span class=\"s1\"><i>778 655 2410<\/i><\/span><\/a><i>\u00a0or email us at\u00a0<\/i><a href=\"mailto:thewonggroup@wellington-altus.ca\"><span class=\"s1\"><i>thewonggroup@<\/i><\/span><\/a><a href=\"http:\/\/wellington-altus.ca\/\"><span class=\"s1\"><i>wellington-altus.ca<\/i><\/span><\/a><\/p>\n<p class=\"p1\">Sincerely,<br \/>\n<b>Maili Wong<\/b>, CFA, CFP, FEA<br \/>\nSenior Portfolio Manager &amp; Senior Wealth Advisor<\/p>\n<p class=\"p1\">Wellington-Altus Private Wealth Inc.<\/p>\n<p class=\"p1\">Board Director<\/p>\n<p class=\"p1\">Wellington-Altus Financial Inc.<\/p>\n<p><strong><em>Maili Wong is a senior portfolio manager and senior wealth advisor at The Wong Group at Wellington-Altus Private Wealth and the Amazon best-selling <\/em><\/strong><strong><em>author of \u2018Smart Risk.\u2019 She has over two decades of experience in the finance industry and was named a Top Wealth Advisor and one of the Best in Province in the 2022 rankings produced by The Globe and Mail and SHOOK Research.<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Senior Wealth Advisor and Portfolio Manager Maili Wong has contributed to a new article in The Globe and Mail, discussing what the wealth management industry is looking for when hiring new advisors. Read the whole article here. Here&#8217;s what Maili had to say: &nbsp; Maili Wong, senior wealth advisor and portfolio manager at Wellington-Altus Private [&hellip;]<\/p>\n","protected":false},"author":85,"featured_media":4275,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","footnotes":""},"categories":[421],"tags":[491,67,486],"class_list":["post-4274","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-press","tag-globe-and-mail","tag-maili-wong","tag-press"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Globe and Mail: From grads to future advisors? 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