August 23, 2021

How to keep clients for life with Hooi Hooi Lim

Share :

LinkedIn
Twitter

In this podcast, Gwen is joined by Hooi Hooi Lim, Young Professional Money & Life Coach, Director and Co-founder of CorePlus Advisory in Malaysia.

With almost two decades of experience in the financial industry, Hooi Hooi has had a tonne of wisdom to share around creating a meaningful and fulfilling career as a financial planner by cultivating a deep relationship with her clients and shares how she’s managed to do this.

Hooi Hooi Lim LinkedIn
About Hooi Hooi Lim
Coreplus Advisory Website

Join the XY platform:
App Store
Google Play
Desktop

Listen to the podcast on the links below or on your favourite platform

You can get a transcript of this podcast

General disclaimer for this podcast and all XY Education podcasts
https://www.xyadviser.com/disclaimer/

DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.