10/12/2022
✨Re-vist 2022 with me (Work Edition)✨
Scrolling through my photo album brought about lots of emotions, looking back I am grateful for being able to form deeper connections with my Clients & Friends this year! 💛
(Ps. If you’re not inside & we’ve met, means we no photo tgt. Let’s take one the next time we meet okie)
Transiting from a Student Advisor to a full-time advisor, I asked myself how can I elevate the partnership that I have with my clients, hence it brought about the idea of a Specialised On-Boarding Package for my Clients.
It contains:
📝 Personalised Life Script,
📄 Policy Summary,
📞 Emergency Contacts,
🖊️ Pen
(hint: more to come in 2023) ☺️ something for my client to bring along for all the reviews we have!!!
🌻 Lastly, a big Thank You for all the memories & conversations I've had with all of you 🌻
To MOREEE meaningful conversations in 2023 😄