Select Language

Check Application Status

Resource Zone

Highly effective wealth planning model for sales growth

Bernard Lim, CFP, CSFE

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 0 Ratings Choose a rating
Please Login or Become A Member for additional features

Other formats

Audio 0:54:07

Note: Any content shared is only viewable to MDRT members.

As consumers for financial services become increasingly skeptical, demanding and inundated with information, there is a dire need for financial services practitioners to reposition themselves in the market. Enter the Wealth Planning Model, which has proven to be an extremely effective and widely-used tool with three key benefits: promoting trust through its educational approach, providing clarity on relevant issues through its integrated approach, and generating opportunities and long-term business through its holistic approach. The result? Satisfied clients, sales growth and sustainable business!

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments