+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources

Search

1 - 4of 4

Results: 4

How financial advisors can ensure continued relevance amid today’s rapid technological advancements 

Bea Paulene D. Pelayo

Sep 15, 2023

How financial advisors can ensure continued relevance amid today’s rapid technological advancements

Bea Paulene D. Pelayo, a one year-MDRT member from Valenzuela City in the Philippines, shares the skills and tools needed to keep pace with today’s technological advancements and provide the best client experience.  

 

How the embodiment of values connects with younger clients

Adriano Torreon; Christianne Santos; Bea Paulene D. Pelayo

Oct 4, 20234 min

How the embodiment of values connects with younger clients

Staying true to your beliefs and championing social causes can go a long way when reaching out to younger clients. Find out how three MDRT members from the Philippines does it.
New financial attitudes and behaviors emerging among Filipinos

Antonette Reyes

Sep 28, 20234 min

New financial attitudes and behaviors emerging among Filipinos

Three MDRT members from the Philippines share recent changing dynamics observed among clients and prospects 

Kevin Brown, FIC, FICF

Feb 6, 201932 min

The hero effect – Being your best when it matters the most!

Get ready to change your “ordinary" thinking. Brown shares a simple yet powerful philosophy that will drive your every thought, every action and ultimately every result you achieve both personally and professionally. You’ll be empowered to practice and reach beyond your EDGE experience to do something remarkable!