Watch & Learn
Why FinEdge Does Not Have Sales Targets
When a monthly quota has to be met, the product that gets recommended is the one that closes the quota. FinEdge removed that pressure entirely: its Investment Managers carry no sales targets and no product quotas, so there is nothing to push a recommendation away from the investor's goal.
Sia Dev·Brand Communication Team·24 September 2025·1 minute 04 seconds
What this covers
The video names the consequence rather than the principle. No sales targets means no cold calls, no product pushing and no upselling — three specific behaviours that follow quota-driven selling and that investors recognise immediately.
What replaces the target is a sequence: understanding, then planning, then discipline, then trust. The claim made is modest and checkable — that clients stay for years and refer people they know, and that this is the only measure the firm treats as an outcome.
Ask what your Investment Manager is measured on. If the answer is a product quota, the recommendation is not really about you.
Full transcript
FinEdge Video Content Review — Why FinEdge Chose No Sales Targets, section 6 Full Transcript. Supplied by Leadership, 27 August 2026.
Sia Dev:
Why FinEdge chose no sales targets.
In most of the financial industry, advice isn’t really about advice at all. It’s about sales targets.
Advisors are expected to hit numbers every month, to sell a quota of products, no matter what. And when hitting a target becomes more important than doing what’s right, clients end up with investments that may look good on paper, but don’t actually serve their goals.
At FinEdge, we’ve chosen to step away from this system entirely.
We have no sales targets.
That means: no cold calls. No product pushing. No upselling.
Our Investment Managers aren’t driven by quotas. They’re driven by values, by the belief that true wealth comes from investing with purpose, through a disciplined journey that’s truly yours.
Because real investing success doesn’t start with a sales pitch. It starts with understanding, planning and trust.
And that trust is the only number we measure.
It’s why our clients stay with us for years, and why so many of them choose to refer their friends and family to us.
At FinEdge, the only outcome that matters is your investing success.
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