Monday, March 18, 2013

Taishin National Bank 03-18-13

The visit to Taishin National Bank felt like I was visiting an Edward Jones office in the US. Their Wealth Management Team uses many if the same financial services practices that we do. They focus on customer need, lifestage and risk tolerance before making any recommendations and all of the product offerings are placed through a rigorous peer review before being offered to their clients. This was a very special vocational visit for me.

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