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Results: 43

Turning transactions into trust: Online selling lessons [Irish Aloyan]

Irish Aloyan

Jun 27, 20255 min

Turning transactions into trust: Online selling lessons

Irish Aloyan started as an online seller before entering financial advising. Her ability to identify the right clients, build trust without face-to-face interaction, and foster loyalty became useful skills in her career as a financial advisor. 

Adapting and building credibility in different markets [Jessyl Grace Patria-Torres]

Jessyl Grace Patria-Torres

Jun 24, 20256 min

Adapting and building credibility in different markets

Jessyl Grace Patria-Torres has built a thriving financial advising career by navigating the challenges of diverse markets in the Philippines. From overcoming initial hurdles in Manila to adjusting her strategies for the close-knit communities of Camarines Sur, she has consistently tailored financial solutions to meet the unique needs of each community she serves. 

Building wealth through wellness [Will Grape Chua]

Will Grape Chua

Apr 28, 20255 min

Building wealth through wellness

Once conscious of his weight, Will Grape Chua transformed his lifestyle to align with the health-focused insurance he promotes. Through daily workouts and a balanced diet, he boosted his energy, productivity, and overall well-being. Now a sought-after speaker, he inspires clients and colleagues, proving that wellness—like financial success—requires long-term commitment. 

Financial advisor on call
Jan 1, 20255 min

Financial advisor on call

Vellon shares the best insights and strategies to engage doctors.

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