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Financial Planners South East Asia Podcast is dedicated to driving the positive evolution of financial advice, specifically within Southeast Asia. Hosted by Gwen Lazarito from XY Adviser, this podcast showcases different financial advisers from across the Southeast Asian countries and explores the development of the Financial Advice industry from their country of origin. To join a professional network for financial advisers driving the positive evolution of financial advice www.xyadviser.com
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Sunday Jan 23, 2022
How to create a seamless client takeover with Raymond Chan
Sunday Jan 23, 2022
Sunday Jan 23, 2022
In this episode, Gwen chats with Raymond Chan. He is a Licensed Financial Planner and Business Development Manager of VKA Wealth Planners based in Kuala Lumpur, Malaysia
Raymond shares how he started in the Financial Advice industry as his mother's administrative associate to later acquiring his mother's clients and how they've helped their clients along the process.
Raymond Chan LinkedIn: https://www.linkedin.com/in/chan-chun-lim-raymond-515b9915/
VKA Wealth Planners Website: https://vka.com.my/
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