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Godofredo Batas Peteza III

Aug 1, 2024

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

Godofredo Batas Peteza III; Bernadette Batalan Chavez; Pauline M. Casingal

Nov 15, 20245 min

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.