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Results: 4326

Trust-building ideas for skeptical clients image

Marlon Vernon Teka De Leon, LUTCF

May 12, 2025

Trust-building ideas for skeptical clients

Long-lasting client relationships are built on trust, and that doesn’t happen overnight. An MDRT member shares what he consistently does to build connections and trust with clients. He also discusses how financial advisors might be inadvertently jeopardizing client trust.

Creating multi-generational financial security through legacy planning [Jo-An Darlene Chua]

Jo-An Darlene Chua

May 1, 2025

Creating multi-generational financial security through legacy planning

Jo-An Chua is dedicated to empowering Filipino families through strategic legacy planning. She guides multiple generations, from visionary business founders to their successors, in safeguarding their wealth and ensuring seamless transitions.

Creating content that converts: Short-form video ideas that attract clients [Cara Erica Suiza]

Cara Erica Suiza

May 1, 2025

Creating content that converts: Short-form video ideas that attract clients

Cara Erica Suiza has built a thriving financial advising career using short, creative videos that blend humor with insurance insights. These videos draw in a steady stream of clients, turning engagement into trust and inquiries into lasting relationships. Her success is a testament to the power of authenticity and creativity in driving results.

Insurance is protection against calamities and natural disasters

Ann Ruth Gochingco ; Ma. Lourdes “Odette” Adoro; Jessyl Grace Patria-Torres

May 1, 20254 min

Insurance is protection against calamities and natural disasters

Insurance is more than just a financial product in a country as disaster-prone as the Philippines — it is an essential tool that helps families and businesses recover and rebuild. MDRT members share how they guide their clients when natural calamities occur.

What not to do when it comes to personal branding on social media

Peline Toon Siow Ling ; Jerrick Eng See Hai; Lee Wan Qi

May 1, 20254 min

What not to do when it comes to personal branding on social media

In Malaysia’s digital landscape, social media is a powerful medium for establishing and enhancing your personal brand. MDRT members share some insights on what not to do on social media to maximize your personal branding.

Create your artwork

Joyce Chan; Gregory B. Gagne, ChFC; Aurora L. Tancock, CFP, FLMI

May 1, 20255 min

Create your artwork

Travel hacks, speaker frame and see what they're saying.

Simple tech hack that delivers value to clients

James Anthony Savage, EPC

May 1, 20253 min

Simple tech hack that delivers value to clients

Handy smartphone tip can boost client trust.

Making beautiful music together

Harpreet Singh Atwal, Dip FA, BSc (Hons); Vinny Dallo, ChFC, CLU; Sofia Dumansky, MBA, LUTCF; Joffrey A. Smith, MBA, CFP; Shane E. Westhoelter, AEP, CLU

May 1, 202514 min

Making beautiful music together

MDRT members develop strategies to create camaraderie and invest in office staff.

Math teacher brings classroom skills to advisor career

Jeanette Angeles Hilot

May 1, 20253 min

Math teacher brings classroom skills to advisor career

Jeanette Angeles Hilot taught mathematics for more than a decade before starting a family prompted her to leave full-time instruction and work as a tutor.

Practice retirement

Marlon Vernon Teka De Leon, LUTCF

May 1, 20255 min

Practice retirement

De Leon has been planning his hybrid lifestyle with a goal to retire early.