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Results: 341

Paying it forward: Commitment to community education [Sonny Ongco Boquecosa]

Sonny Ongco Boquecosa

Jun 19, 2025

Paying it forward: Commitment to community education

Sonny Ongco Boquecosa, a five-year MDRT member from Cebu City, Philippines, firmly believes in the transformative power of education. As a financial advisor, he steers clients towards a secure financial future. He extends this mission further by supporting scholars from underserved communities, opening doors to upward mobility and economic empowerment for the next generation.

Beyond client servicing: How going the extra mile builds a sustainable practice [Normi Azirai]

Normi Azirai

Jun 13, 2025

Beyond client servicing: How going the extra mile builds a sustainable practice

Normi Azirai is committed to build lasting client relationships rooted in sincerity and trust, and her approach fosters loyalty, drives referrals, and creates a sustainable, people-first financial practice. She goes beyond servicing by supporting clients through life’s milestones and challenges to ensure they feel valued at every stage. 

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.

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. 

Building authentic long-term rapport with clients [Crystal Ong]

Crystal Ong

Jun 27, 20256 min

Building authentic long-term rapport with clients

How can you build more authentic relationships with your clients? Crystal Ong from Singapore offers her insights on how to nurture more meaningful and deeper relationships with clients. 

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. 

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.

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.

Deep roots

Robert Mearle Martin, CLU

May 1, 20255 min

Deep roots

Martin develops connections with high-net-worth farmers.