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Million Dollar Round Table

23MDRTGC-64V: Multidimensional Wealth Planning Strategies for High-net-worth Clients

23MDRTGC-64V: Multidimensional Wealth Planning Strategies for High-net-worth Clients

Focus Session (Mandarin)

 

High-net-worth clients are becoming more aware of wealth planning, and their desire for global asset allocation is increasing. Wang shares how gaining access to this niche market and their financial needs begins with establishing a trusting relationship with them.

Speaker: Wen Xing Elton Wang

Regular price $40.00 USD
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