How can you establish yourself as a trusted advisor by communicating your values? Wong Hui Delia illustrates techniques that can improve relationships with clients and create a consistent stream of referrals.
How can you establish yourself as a trusted advisor by communicating your values? Wong Hui Delia illustrates techniques that can improve relationships with clients and create a consistent stream of referrals.
Wong Hui Delia has been in the financial services profession for 21 years, specializing in estate planning. Known as the “dream protector” by the many families she works with, her value proposition is to build strong, close-knit relationships with her clients.
