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Results: 2

Building a financial roadmap for clients [Chen Hongyu]

Chen Hongyu

Nov 26, 20245 min

Building a financial roadmap for clients

Every client requires unique strategies to help them reach their financial goals. Learn how three-year MDRT member Chen Hongyu does it with a financial roadmap. 

Leveraging AI as a financial advisor

Joyce Chan; Chen Hongyu

Nov 26, 20244 min

Leveraging AI as a financial advisor

Financial advisors are discovering new ways to leverage the power of AI. From generating content to refining policy recommendations, find out how MDRT members from Singapore maximize their productivity with AI.