Search

Are your clients too focused on investments? In this video, a Top of the Table member explains why holistic financial planning leads to better outcomes. Learn how addressing taxes, risk management, estate planning and client behavior can help advisors build trust and guide clients toward lasting financial security. 

What does it take to keep going when no one's watching? Ng Jian Da traces his path from a financially tight upbringing to a career built on bringing out the best in himself and his clients. 

Danielle Caangay, a four-year MDRT member, uses reels as a strategic extension of her advisory practice, turning common client misunderstandings into clear, 90-second explanations. Guided by structure and consistency, her content simplifies complex financial concepts while building trust at scale. 

Cristine Tan, a 22-year MDRT member from the Philippines, started in real estate helping clients make major property decisions, where she realized the conversation was really about stability, priorities, and long-term direction. That insight led her into financial advising. For her, success is not a closed deal, but helping clients stay confident and on track through every stage of their lives.

Kathy Omecillo has built a diverse client base across different parts of the Philippines through intentional fieldwork and on-site prospecting. By meeting people face-to-face, understanding their needs, and maintaining consistent follow-through regardless of geography, she has developed a stable and highly engaged client base.

A psychology graduate who entered financial advising straight out of college, Raia Restrivera brings behavioral insight into every client conversation. By understanding how people perceive timing, risk, and value, she helps individuals and families recognize gaps between their financial priorities and their actual plans — guiding them toward clearer, more intentional financial decisions.

Specializing in high-net-worth clients, LJ Jalandoni built his practice by shifting from transactional selling to relationship-driven advising. By understanding the mindset, priorities, and long-term goals of affluent individuals, he helps clients make strategic financial decisions that align with their goals.

Dhruv Jariwala shares how disciplined morning routines, purposeful client engagement and consistent follow-ups create the foundation for long-term success in financial advisory.

Rely on your firm’s reputation and history to set you apart in competitive situations.

Learn when to see your clients — and when not to.