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Results: 5

Best branding practices of a critical illness advocate

Cleveland Crisostomo

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.

Enhancing service with Filipino values

Catherine Tsang; Jorinah Manabat; Cleveland Crisostomo

Jul 22, 20246 min

Enhancing service with Filipino values

Filipino financial advisors show how they integrate Filipino cultural values into client servicing.

The parent trap: Helping parents juggle conflicting protection priorities

Catherine Tsang; Cleveland Crisostomo; Kathlyn Anne Sarmiento

Jun 21, 20245 min

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

Mayeth Panggo Picar; Cleveland Crisostomo; David Damian

May 23, 20244 min

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 they strike a balance between supporting their families and achieving financial independence.

Empathy as a superpower

Cleveland Crisostomo

May 9, 20244 min

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.