Best branding practices of a critical illness advocate
Cleveland Crisostomo, a two-year MDRT member from Biñan, Laguna, Philippines, shares how he leverages his life experiences to be an effective critical illness advocate.
Filipino financial advisors show how they integrate Filipino cultural values into client servicing.
The parent trap: Helping parents juggle conflicting protection priorities
Financial advisors can play a big role in helping Filipino parents strike the balance between investing in their children’s education plans and securing their health or retirement to avoid burdening them in the years ahead.
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 theystrike a balance between supporting their familiesand achieving financial independence.
Empathy as a superpower
With his past experience as a nurse, Cleveland Crisostomo from the Phillipines shares how having empathy for his clients helps him build strong relationships with them.