What is it like to work with your partner in the financial services profession? Eilton Ho and Shermene Chan, two MDRT members from Singapore, share how they managed to make it work by tapping on each other’s strengths to grow and improve their practice.

Taking an integrated approach to financial planning helps to add value to your role as a financial advisor by building closer relationships with your clients and helping them achieve their life and retirement goals. Eilton Ho, a three-year MDRT member from Singapore, shares his advice on how to craft an effective and comprehensive wealth planning approach for your practice.