In an increasingly complex landscape, delivering exceptional estate planning services to affluent clients demands reinvention. Learn Lim’s simple yet powerful model to amplify your relevance by masterfully guiding conversations, injecting high value and unlocking new opportunities, including harnessing the capabilities of AI as an indispensable ally.
Bernard Lim has more than 30 years of experience in the financial services profession, specializing in estate and legacy planning. He has trained more than 10,000 financial services professionals globally and has mentored many MDRT members. Lim holds an upper honors degree from the National University of Singapore and is a frequent speaker at high-net-worth events in Asia and the Middle East.
