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Results: 2

How to navigate Malaysian culture for financial planning [MDRT Member Cindy Tan]

Cindy Tan Sheu Chen

Jun 23, 2023

How to navigate Malaysian culture for financial planning

Cindy Tan Sheu Chen, a 13-year MDRT member from Malaysia, shares how she carefully develops financial plans that best fit her clients from different cultural backgrounds.
Navigating clients toward financial clarity

Cindy Tan Sheu Chen; David Ooi You Wai ; Dina Mashida binti Masron

Feb 16, 20245 min

Navigating clients toward financial clarity

Financial advisors in Malaysia share how they guide clients toward financial clarity through simple yet effective strategies.