和境外独立咨询机构的一次亲密接触(一)

和境外独立咨询机构的一次亲密接触

前些日子，接到一个电话，自称是境外XX集团的行业分析员，其公司是专门为一些投资机构及商业决策者提供专业咨询服务的公司，这次通过猎头公司获知我的相关信息，故邀请我成为他们的专家团成员，因为他们有客户想要向行业专家咨询浙江省内财富管理/私人理财顾问行业的基本情况。希望我为他的客户提供有偿的电话咨询服务。而且居然开出了200美元/小时的付费价格！

会这么好的事情，天上真地掉下馅饼了么？！

将信将疑，告知了自己的邮箱，想收到材料看一看无妨

收到的邮件表述很专业，登录该公司的网址了解相关信息，如其所说的确是一家专门为一些投资机构及商业决策者提供专业咨询服务的公司，这次想了解如下信息：

One of our clients, an analyst at an investment management firm in Hong Kong, would like to speak with a Council Member who is knowledgeable about private wealth management/advisory companies in Zhejiang. More specifically, the client would like to understand:

Broad overview of the private wealth management and advisory sector in Zhejiang: this includes commercial bank retail departments, private client divisions at securities firms and high net worth individual departments at fund management firms.

而且还有承诺：我们的客户在咨询过程中最感兴趣的是您所在行业的概况以及市场竞争环境。不会涉及您所在公司的信息。您可以自由选择您所感兴趣和被允许讨论的项目。您也可以在任何时间选择退出。

看样子不象是一场骗局，对我来说应该不存在什么风险，既然如此，这么好的事情试一下也该是挺不错呵！

于是我就填妥了他们在邮件中所附的信息表格，美滋滋地期待着200美金/小时的馅饼了。

昨天，真的收到了一封来自香港的电邮，称由该公司介绍,约我进行电话咨询，看来好事要成真了！（内容如下）

Mr. Ma,

Tim Cheng of XXX Group has passed your name on to me. Thank you for agreeing to have a phone consultation on the topic of "Private Wealth Management/Advisory in China".

Some of the specific issues I'd like to cover include:
-what is the competitive landscape of private wealth management service in China including foreign and domestic players
-what to focus when analyze a private wealth management business in terms of organizational structure and other operational aspects

-what are the strength and weakness of each players in the sector

Would any of these days/times work for you?
-10am Thursday
-2:30pm Thursday
- 5pm Thursday

I look forward to speaking with you soon.

Best regards,
XXX

哈哈，我得准备一下了，可要对得起这一小时200元的美金呵！