Must-read for financial planners❗Growing customers is as easy as pie

01-11-2023

We are delighted to have been invited to host a seminar recently, where we shared information on wealth inheritance with a group of financial planners.

Thank you all for your enthusiastic participation and support🤝🏻We are thrilled to receive feedback from attendees that they have successfully grew their client base and expanded their business through the methods we shared.

From time to time, we will hold free seminars at various companies to share information on wealth inheritance, including:

  • Wealth inheritance tools
  • Insurance Trust
  • Will
  • Strategies for growing client base and expanding business
  • Free trial of i-Brilli platform


Whether you would like to expand your business, grow your customer base, provide comprehensive financial planning for clients, or enhance your professional knowledge, our seminars are suitable and helpful for you. Financial planners can also enjoy exclusive discounts on the platform! You can help clients with a price as cheap as chips and even have the opportunity to grow your customer base.

If you would like to invite us to hold seminars or other events, or if you are interested in obtaining exclusive benefits for financial planners, please to contact us and learn more.