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Results: 10

Cultivating genuine relationships with prospects and centers of influence [Christianne Santos]

Christianne Santos

Sep 4, 20234 min

Cultivating genuine relationships with prospects and centers of influence

Christianne Santos from the Philippines shares why she believes financial advising is about who you are, not just what you do.
Unlock success through impactful sessions and learnings

Christianne Santos; Pauline M. Casingal; Cedrick Cruz

Dec 20, 20233 min

Unlock success through impactful sessions and learnings

Three MDRT members from the Philippines share their career and personal growth learnings from their training sessions.
Serving underserved markets

Christianne Santos; Arlene Genove, RFC; Paolo Lipana

Oct 12, 20235 min

Serving underserved markets

Three MDRT members in the Philippines expand their client base to serve a wider demographic. 
From linear career paths to diverse portfolio careers

Eric Gabriel Gamilla; Christianne Santos; Jeanette Angeles Hilot

Jan 4, 20247 min

From linear career paths to diverse portfolio careers

Three multi-hyphenate MDRT members from the Philippines share how they have managed the dynamic demands of having portfolio careers. 
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.

Ariana Ubina

Jun 10, 20214 min

The 3 P’s of building relationships with clients

Melissa Delos Santos shares her 3 P’s of building relationships with clients, earning her MDRT membership and Top of the Table qualification.
Balancing support and independence as financial advisors

Mayeth Panggo Picar; Cleveland Crisostomo; David Damian

May 23, 20244 min

Balancing support and independence as financial advisors

While financial advisors are tasked with providing financial advice to their clients, they also need to ensure they are in the best financial health in their personal lives. MDRT members from the Philippines share how they strike a balance between supporting their families and achieving financial independence.  

Ariana Ubina

Sep 7, 20216 min

These are the must-have client servicing skills, according to MDRT members

Four MDRT members share their must-have pandemic-proof client servicing skills.

Liz DeCarlo

Aug 18, 20205 min

Picking up the pieces

Oliveira increases financial education and looks at behaviors to help her struggling clients.
12 ideas to get your mind right, attract referrals and improve your marketing

Michael DePilla

Apr 20, 20228 min

12 ideas to get your mind right, attract referrals and improve your marketing

Members share 12 ideas for aligning with the clients' perspective, getting through unpleasant tasks, affordable gifts that look expensive and recommending the joy of giving.