Canvas Rebel – Meet Sharon Nassir
We caught up with the brilliant and insightful Sharon Nassir a few weeks ago and have shared our conversation below.
Sharon, thanks for joining us, excited to have you contributing your stories and insights. We’d love to start by getting your thoughts on what you are seeing as some the biggest trends emerging in your industry
The wealth management industry has evolved significantly since I began my career 30 years ago. The internet, online trading and self-directed investment accounts have given investors more options and control over their finances. The role of the financial advisor has also evolved from stockbrokers who provided individual investment recommendations to now serving as financial advisors provide comprehensive planning. Acting as a Fiduciary is the biggest trend I see today. The shift away from commission-based compensation structures has helped eliminate conflicts of interest, while ensuring financial advisors are acting solely in the best interests of their clients. With commission-based compensations, advisors could be incentivized to recommend products or services that were not necessarily aligned with their clients goals. By removing this incentive, advisors can now focus on providing recommendations that truly benefit the client.
About AIRE Advisors
AIRE Advisors, an independent registered investment advisor based in Beverly Hills, California, empowers individuals, families and business owners to feel confident in their future, helping to protect and build their wealth while opening doors to opportunity. With a keen understanding of its clients’ needs, goals and aspirations, the global wealth consultancy provides diverse experience, independent and holistic advice, tailored investment solutions and global resources to support and inspire clients to create, expand and realize their legacies. For more information, please visit www.aireadvisors.com.
Aire Advisors, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Aire Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Aire Advisors, LLC unless a client service agreement is in place.
Contact:
AMIR MONSEFI, CEPA, CPFA, AWMA®, CPWA®
Co-Founder, CEO
888-688-AIRE