November 11, 2013
For freedom of time.
Help people's money work harder for them as well as protect their money via proper risk management.
Cold calling and Referral
I am a CFP, and I have also manage my own biz before, I help SME owners to protect their business if anything were to happen to them or their base of operation, as well helping them plan for business succession. I am also an international trader.
Well, I am the organizer, so of cos I will say my group is great! XD