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  • Importance of follow-ups for case closure

Aug 31 2022 / Global Conference

Importance of follow-ups for case closure

As everyone continues to move toward a digital working environment, Lim addresses the importance of conducting proper follow-ups during the planning process when face-to-face meetings are not possible.

By Yismin Lim

Topics Covered

Financial planning

Featured in this video

Yismin Lim

 Yismin Lim is a seven-year MDRT member from Singapore.

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