25MDRT-69A: Panel Discussion: Enhance Your Financial Approach to Distinguish Yourself with Our Exceptional Financial Planning Services

Thai Focus Session

Two speakers share how tailoring your financial planning strategy to address clients’ specific needs not only helps you understand their unique financial goals, challenges and values but also ensures they enjoy a customized client experience. - Panida Krueawiwattanakul; Panupon Vungvilai, AFP