cover of episode 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]

2021/5/18
logo of podcast The Innovating Advice Show

The Innovating Advice Show

Frequently requested episodes will be transcribed first

Shownotes Transcript

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)