Cherie Wang is the founder of Planner Bee and is on a quest to simplify and automate insurance planning for everyone. As a Chartered Financial Advisor with 14 years of experience, Cherie ranks in the top 5% globally, bringing practical strategies to navigate financial pitfalls.
In this episode, we delve into Cherie's journey of streamlining the complex world of insurance planning. Discover how her innovative approach, focused on doing less to achieve more, is reshaping the landscape of financial services.