Financial Planners South East Asia

Financial Planners South East Asia


How to create a seamless client takeover with Raymond Chan

January 23, 2022

In this episode, Gwen chats with Raymond Chan. He is a Licensed Financial Planner and Business Development Manager of VKA Wealth Planners based in Kuala Lumpur, Malaysia


Raymond shares how he started in the Financial Advice industry as his mother's administrative associate to later acquiring his mother's clients and how they've helped their clients along the process.


Raymond Chan LinkedIn: https://www.linkedin.com/in/chan-chun-lim-raymond-515b9915/

VKA Wealth Planners Website: https://vka.com.my/


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