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The perils of one-seat closing: Why financial advisors should be wary
Godofredo Batas Peteza III, a seven-year MDRT member from Quezon City, Philippines, cautions against the one-seat closing approach and provides alternative methods that strengthen client trust.Navigating complex modern family landscapes
These days, modern family structures come in many forms, from blended families to same-sex couples. Financial advisors in the Philippines share how they successfully provided specific financial planning needs to such clients and navigated complexities while ensuring all parties' goals are aligned.
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