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Results: 2

A psychologist's guide to approaching client meetings [David Kuyunjik Damian]

David Damian

Jul 4, 2024

A psychologist's guide to approaching client meetings

David Kuyunjik Damian, a one-year MDRT member from Quezon City, Philippines, uses his training as a psychologist to probe and gather the most information from his clients to offer them the best possible life insurance products. 
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.