通过综合理财规划引导和帮助客户分析现有财富或资产的配置情况，并发掘需求，然后介绍相应的保险产品和解决方案。

To use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable insurance products.

youdao

通过综合理财规划引导和帮助客户分析现有财富或资产的配置情况，并发掘需求，然后介绍相应的保险产品和解决方案。

To use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable insurance products.

youdao