理財諮詢服務 (3小時服務) LMS主要是為客戶提供專業的理財策劃服務，當中包括財富管理及分析，就保險、投資、退休、儲蓄、風險管理規劃等方面作出建議，協助客戶達成財務目標。 全面分析客戶的財務狀況 為客戶策劃資產配置及財富傳承方案 定期或按需要檢討客戶的財富管理計劃，作出適當調整 為客戶鑽研各種新的投資組合或機會 與客戶的顧問如律師或會計師會面，了解客戶的財務狀況和財政目標 與客戶維持長期關係，並拓展潛在客戶市場 Financial advisory services (3hours) LMS mainly provides customers with professional financial planning services, including wealth management and analysis, making recommendations on insurance, investment, retirement, savings, risk management planning, etc., to help customers achieve their financial goals. Comprehensively analyze the client's financial situation and plan asset allocation and wealth inheritance plans for the client. Review the client's wealth management plan regularly or as needed, and make appropriate adjustments. Research various new investment portfolios or opportunities for the client. Meet with the client's advisors such as lawyers or accountants. Understand the customer's financial situation and financial goals Maintain long-term relationships with customers and expand the potential customer market