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Results: 9

Maintaining service excellence throughout pregnancy [Kendall Revilla]

Kendall Revilla

Apr 24, 20254 min

Maintaining service excellence throughout pregnancy

Kendall Revilla shares how she successfully built a reputation for excellence in her financial advisory practice, which she has consistently maintained even while navigating the challenges of pregnancy.

Future-proofing the workforce: A corporate retirement planning guide [Nelilyn Gado]

Nelilyn Gado

Apr 23, 20254 min

Future-proofing the workforce: A corporate retirement planning guide

Financial advisors who are servicing business leaders can play a big part in future-proofing the client's workforce. Nelilyn Gado shares why she emphasizes the value of corporate retirement planning to such clients.

Striking the perfect balance between life and non-life insurance [Peter Torres]

Peter Torres

Jul 4, 20244 min

Striking the perfect balance between life and non-life insurance

Peter Torres from the Philippines provides insights into achieving harmony between life and non-life insurance plans. 
Engineering the best protection for clients in construction [Maricar Genon]

Maricar Genon

Jul 4, 20245 min

Engineering the best protection for clients in construction

Maricar Genon from the Philippines shares practical ways to engage construction industry clients. 
Unleashing the power of policy reviews

Denmark Coronel

May 15, 20245 min

Unleashing the power of policy reviews

Denmark Coronel shares how reviewing existing policies helped address clients’ coverage gaps. 

 

Overcoming a financial advisor’s internal self-doubts [Cedrick Cruz]

Cedrick Cruz

Mar 25, 20244 min

Overcoming a financial advisor’s internal self-doubts

Cedrick Cruz shares the strategies he employs to overcome career anxiety.

Women and Wealth: Empowering women toward financial independence [Jennelaine Dingalan]

Jennelaine Dingalan

Mar 22, 20245 min

Women and Wealth: Empowering women toward financial independence

Jennelaine Dingalan shares how she empowers women through financial education.
Debunking mentoring myths

James Alomajan Peralta Jr.; Pauline M. Casingal; Cedrick Cruz

Jan 19, 20245 min

Debunking mentoring myths

Mentoring misconceptions that hinder the growth of financial advisors.
Finding the optimal online and offline branding blend in 2024

Jeanette Angeles Hilot; Pauline M. Casingal; Angelika Lola

Jan 12, 20245 min

Finding the optimal online and offline branding blend in 2024

Three MDRT members from the Philippines share how they find the optimal online and offline blend for effective branding and client servicing.