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1 - 10of 26

Results: 26

3 tips for serving single mothers

Ariana Ubina; Luviminda Sacro

Nov 1, 20225 min

3 tips for serving single mothers

Women bear the brunt of COVID-19’s impact. Here’s how to help.
From college mentor to leader

Angelita Bestres Sequitin; Ginelle Patricia Sequitin

May 1, 20255 min

From college mentor to leader

Sequitin’s early financial literacy completes the family affair.

Three tips to serving the financial needs of single mothers

Ariana Ubina

May 10, 20224 min

Three tips to serving the financial needs of single mothers

Filipino women bear the brunt of COVID-19's impact. Here's how to help.
Useful digital tools and techniques for financial advisors in 2022

Ariana Ubina

May 3, 20224 min

Useful digital tools and techniques for financial advisors in 2022

Filipino financial advisors share how they tap on beneficial tech tools for digital transformation.
A home for orphans

Ariana Ubina

Apr 25, 20224 min

A home for orphans

Padilla explains how social media research and setting expectations ensure a positive transition for clients needing a new advisor.

Ariana Ubina

Mar 29, 20224 min

How financial planning empowers female clients #BreakTheBias

COVID-19 was a major blow to gender equality in the Philippines. The Philippine Statistics Authority reported that the country’s jobless rate hit 8.1% last year, with more women (8.3%) than men (7.9%) being laid off. Women in sectors most affected by the pandemic worked longer hours and faced more significant risks. As women struggled with various financial pressures, three financial advisors share how financial literacy and planning became a saving grace for their female clients.

Ariana Ubina

Mar 22, 20224 min

How to close bigger cases when prospecting

It boils down to your likeability, connectivity, and reliability.

Ariana Ubina

Mar 15, 20224 min

Fiction and non-fiction that inspired financial advisors' client servicing

Three financial advisors from the Philippines share their literary and cinematic influences.

Ariana Ubina

Mar 8, 20226 min

Invest in your mental health for personal growth

Three advisors spotlight the importance of caring for their mental health in a highly-competitive sales industry.

Ariana Ubina

Feb 8, 20224 min

A family of financial advisors’ path to personal and professional growth

Ginelle Patricia Sequitin shares her family’s path to continuous growth.