The Future of Financial Planning | GoalsMapper CEO in this Singapore FinTech Association interview
Financial advisors still using spreadsheets to plan for clients?
There’s a smarter way.
In this Singapore FinTech Association interview, GoalsMapper CEO Dato’ Wayne Chen shares why top MDRT, COT & TOT advisers trust GoalsMapper to plan professionally for their clients:
✅ Visualise goals & shortfalls clearly
✅ Stress-test real-life scenarios
✅ Win bigger cases, faster
Clients deserve clarity.
Financial Advisory practice deserves a tool that closes the gap.
👉 Learn more about GoalsMapper here: https://goalsmapper.com/contact-us/
This is a Mession Academy x Money Playschool collaboration.
Check out the full interview on @messionacademy
#fintech #insurtech #entrepreneurship
🚨 This video is for informational purposes only. It does not take into account the needs of any particular person and is not intended to provide, and should not be relied on for financial advice. When in doubt or in need of assistance, seek professional advice.
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