It's not easy for financial consultants to have clients follow them throughout their careers. But Sim Boon Wah, 2021 Court of the Table qualifier and financial services director of Infinity Wealth Management achieves this with the majority of his clients.
Watch celebrity host and presenter Diana Ser interview Boon Wah, as he shares his best practices and methods to achieve that. Stay till the end of the video, as he also reveals how he got his son to do his own financial planning too.
This is brought to you by Infinity Wealth Management, a group of financial consultants representing Professional Investment Advisory Services.
More from Infinity Wealth Management:
Infinity Wealth Management Financial Ecosystem: the unparalleled springboard for financial consultants
New perspective and willingness to learn got him his MDRT in 9 Months - Infinity Wealth Management
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