• It's a Small World: Living and Working with Clients Globally with Hui-chin Chen [Ep85]

  • May 18 2021
  • Length: 33 mins
  • Podcast

It's a Small World: Living and Working with Clients Globally with Hui-chin Chen [Ep85]

Listen for free

View show details

  • Summary

  • Global conference tickets: https://bit.ly/globalfpconf

    Join the IA Community (IAC) for 80% off conference tickets here through May 31st: https://bit.ly/IAComm

    As the world reopens and remote work continues, you or your clients may be thinking about moving internationally for fun, career or marriage. This presents unique challenges and opportunities from a financial planning perspective and is the focus of this episode.

    I'm joined by Hui-chin Chen who is the owner of Pavlov Financial Planning, where she works with globally mobile clients, and the Founder of The CIGA Network, Where independent advisers located around the world come together to provide comprehensive financial advice covering their clients’ global footprint.

    In this episode, we're chatting about what you should be thinking about if you're looking at moving abroad, considerations for globally mobile clients and some of the top things to think about - including whether this is an area you really want to focus on.

    Show notes at https://innovatingadvice.com/post/episode85

    Join the IA Community https://bit.ly/IAComm

     
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about It's a Small World: Living and Working with Clients Globally with Hui-chin Chen [Ep85]

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available