新媒网 · 跨境数据社区

Working with EL has been one of the most challenging experiences in my career: Naturally a detailed-oriented person, he would arrive at our meetings with 📑 a thick stack of documents ✍️ thoroughly read through and highlighted 📌 post its containing his annotations and questions We would then spend the next 1-2h addressing his questions. With him, it was less on stories and visuals and feelings. ❌ It was more on facts, logic, information and details. ✅ This experience helped to sharpen my knowledge and understanding of my financial plans and products - to ensure they were logic proof and clear. Thank you for giving me this opportunity to further improve myself as a financial professional! ☺️

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✔️Associate Financial Planner® ✔️Life-Licensed Underwriter Open for discussion anytime, just PM Me.

Because financial planning should be for *everyone* — not just the wealthy, and not just men.