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.
Panupon Vungvilai, AFP, is the chief executive officer of FWB Life Insurance Public Co. Ltd., where he brings 32 years of experience to her role. With specialties in future and retirement planning, Vungvilai has been recognized as one of the top three experts at her company. She also holds multiple advanced professional certifications, further solidifying her reputation as a leader in the field.
