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1 - 5of 5

Results: 5

Arianne Francheska Sanchez Moya

Aug 13, 20219 min

Expanding your target market with TikTok: Build your brand and engage the TikTok community

Yani Moya, a TikTok financial educator and MDRT member from Quezon City, Philippines, talks about TikTok and how financial advisors can use the platform to expand their target market.
12 ideas to get motivated, create effective social media and deliver client service

Lee Hang Pui Wilkins; Mathew Ross Page; Ysabel Victoria Obediencia Benitez; Rajesh Chheda, ACA, CFP; Sheila Tan Bin Ann, ChFC, FChFP; Jose Victor Vuilleumier Valdez, LUTCF, FSCP; Adrian George, CFP, TEP; Somsap Dechburiram; Arianne Francheska Sanchez Moya; Kaplan Mobray; Cynthia Nallely Rodriguez Barbosa ; Naoki Masuda

Nov 1, 20227 min

12 ideas to get motivated, create effective social media and deliver client service

12 ideas to get motivated, create effective social media and deliver client service.

Elizabeth Diffin

Feb 12, 20219 min

The gender divide

Financial advisors must address unconscious gender bias when working with clients and prospects.

Matt Pais

Oct 29, 20213 min

The words that matter

Juanson’s background drives her toward MDRT grant for literacy program.

Ariana Ubina

Aug 5, 20214 min

Establishing your financial planning expertise to build credibility and trust with prospects

Four financial advisors from the Philippines share how to build credibility and trust with prospects during the first meeting.