About this ByteClass
- Lack of proper allocation of resources as they tend to place too much emphasis on liquidity.
- Not committing enough to important assets like insurance and savings due to the fear of being unable to commit.
- Inefficient allocation of resources and losing opportunity costs
About the Expert
Benjamin is a senior financial consultant at Prudential, best known for his methods in helping consumers maximize the potential of their finances. He specializes in portfolio restructuring and optimization, such that financial plans can remain relevant and updated.
He believes that every individual, regardless of financial background, can achieve success through systematic strategies coupled with the guidance of a competent financial adviser.
Benjamin grew up in a family of financial planners and has been well-equipped with three decades worth of knowledge and expertise. In 2020, he was top 10 in Prudential’s Top Rookie Financial
Consultants category and achieved MDRT for both 2021 and 2022.