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

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

Update: 2021-05-18
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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

 

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

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

Kate Holmes