Two speakers share how tailoring your financial planning strategy to address clients’ specific needs not only helps you understand their unique financial goals, challenges and values but also ensures they enjoy a customized client experience.
Two speakers share how tailoring your financial planning strategy to address clients’ specific needs not only helps you understand their unique financial goals, challenges and values but also ensures they enjoy a customized client experience.
Panida Krueawiwattanakul served as senior executive vice president at Allianz Ayudhya for eight years, specializing in comprehensive financial planning services for high-net-worth individuals and families. With a diverse professional background that includes roles as a flight attendant, executive in national organizations and entrepreneur, Krueawiwattanakul has received numerous awards throughout her career.
