Session Description

As consumers for financial services become increasingly skeptical, demanding and inundated with information, there is a dire need for financial services practitioners to re-position themselves in the market. Enter the Wealth Planning Model, which has proven to be an extremely effective and widely-used tool with three key benefits: promoting trust through its educational approach, providing clarity on relevant issues through its integrated approach, and generating opportunities and long-term business through its holistic approach. The result? Satisfied clients, sales growth and sustainable business!

Biography

Bernard Lim, CFP, CSFE, is the CEO of Wealth Hub Pte Ltd. With more than 25 years of experience in the financial services industry, he has been able to translate his skills and knowledge in wealth planning into transferrable ideas and concepts, like the “Wealth Planning Model,” used by many MDRT producers. He is in high demand as a speaker and trainer, consistently achieving above 90 percent feedback ratings. Lim’s unique training methods, especially on estate and legacy matters, have helped more than 2,500 practitioners in Singapore raise their competency in wealth planning.

Wealth Hub Pte Ltd
14 Robinson Road, #08-01A Far East Finance Building
Singapore 048545 Singapore

Email: bernardlim@wealthcollege.com.sg
Phone: +65 9679-1650
Website: www.wealthcollege.com.sg