Jul 12 2022
What to consider when planning for your client’s long-term financial goals
The definition of success often differs from one client to another, and it is important in your role as an advisor to provide the guidance and expertise needed to help them meet these goals. Kalyanam Venkatesh, a 28-year MDRT member from Singapore, shares his best practices on how to create a comprehensive plan to achieve your client’s long-term financial goals.
By Kalyanam Venkatesh, BA, CFP