Bernard Lim, CFP, CSFE
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!