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How financial advisors can ensure continued relevance amid today’s rapid technological advancements

Bea Paulene D. Pelayo

Sep 15, 2023

How financial advisors can ensure continued relevance amid today’s rapid technological advancements

Bea Paulene D. Pelayo, a one year-MDRT member from Valenzuela City in the Philippines, shares the skills and tools needed to keep pace with today’s technological advancements and provide the best client experience.

How the embodiment of values connects with younger clients

Adriano Torreon; Christianne Santos; Bea Paulene D. Pelayo

Oct 4, 20234 min

How the embodiment of values connects with younger clients

Staying true to your beliefs and championing social causes can go a long way when reaching out to younger clients. Find out how three MDRT members from the Philippines does it.