January 24, 2022

How to create a seamless client takeover with Raymond Chan

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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
VKA Wealth Planners Website

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