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1 - 10of 43

Results: 43

Create motivation and set goals to reach Top of the Table image

Victor D. Reyes, CLU, ChFC

Jun 12, 2024

Create motivation and set goals to reach Top of the Table

Reyes shares why establishing and sustaining your pursuit of clearly defined goals is an essential part of taking your practice to the next level. Learn practical steps to determine what you need to create and achieve this same success in your own business. 

Winning over the overseas skeptic

Kier Reyes Gumanit

Jan 3, 20234 min

Winning over the overseas skeptic

Gumanit shares how financial advisors can support migrant workers in securing their future.
Understanding the challenges and fears of Overseas Filipino Workers (OFWs)

Antonette Reyes

Jun 7, 20223 min

Understanding the challenges and fears of Overseas Filipino Workers (OFWs)

Kier Gumanit, a one-year MDRT member from the Philippines, shares how he approaches Filipino migrant workers, and how financial advisors can support them in securing their future.
Valuable skills for financial advisors that were first learned in other professions

Arlene Genove, RFC; Daryl Dann Apacionado; Lester Angelo Reyes

Dec 4, 20234 min

Valuable skills for financial advisors that were first learned in other professions

Having worked in different industries before becoming a financial advisor has helped three MDRT members from the Philippines developed skills which are significantly relevant in their financial advising careers. Learn how they used these skills to build their practice and meet clients’ goals.

Matt Pais

Jan 12, 20192 min

Staying organized with reluctant prospects

Keeping prospects in the pipeline can pay off in the long run.
Financial planning for freelancers

Krizzia Angelica Malicdem

Dec 20, 20222 min

Financial planning for freelancers

Krizzia Angelica Malicdem shares how she helps her clients achieve financial stability despite irregular income.
Branding and content marketing on Instagram

Julie Anne Baldemor

Dec 20, 20222 min

Branding and content marketing on Instagram

Julie Anne Baldemor shares how to get clients on Instagram
How financial advisors help clients achieve early retirement

Brylline Dhia Francisco-Concepcion

Dec 15, 20223 min

How financial advisors help clients achieve early retirement

Brylline Dhia Francisco-Concepcion shares early retirement tips
Debt management for clients and prospects

Edward Dela Cruz

Sep 6, 20223 min

Debt management for clients and prospects

How can financial advisors help prospects and clients improve their debt management? 
Serving clients and constituents

Arlene Genove, RFC

Jan 2, 20244 min

Serving clients and constituents

Genove balances a political career with helping clients navigate through life’s changes.