As a Life Planning Advisor, I would always think from multiple perspectives. For example, what would a customer want from a Life Planning Advisor? It is the quality of services offered, and the experience of advisor in the industry.
I have seen a lot throughout my time in this industry since 1996, which has given me the experience to handle various situations that my clients face, and with it, comes the trust between my clients and I that I deeply value.
I treat my clients as if they were my extended family, and in my clients' time of need, I would dedicate my service and support through my work. Being in this industry has allowed for my clients and I to grow, just like a family would.