You’ll hear from:

Joseph Tan, ChFC, CLU
Abigail Venida Yabot

Episode breakdown:

0:27 – Focusing on the client’s magic numbers
2:41 – Recognizing the impact of unselling
4:17 – Serving as the “prudent mom” for clients
7:38 – Learning retirement lessons from a colleague’s experience
11:36 – Becoming a godparent to clients’ children