How can you understand clients’ goals, assess their current financial status, and define their vision and timeline to provide personalized retirement ideas, including tax planning and addressing emotional and lifestyle aspects? Guan shares how to ask the right series of questions to identify any gaps or problems before giving the solutions.
Jean Guan has been a financial services advisor at Prudential Assurance Singapore Ltd. for 16 years, diligently serving her 1,000-plus client base. Specializing in retirement planning, Guan achieved her first Top of the Table qualification in 2021 and strives to continue living the Whole Person concept to make a difference in the profession and within the community.
