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Results: 3

Trust-building ideas for skeptical clients image

Marlon Vernon Teka De Leon, LUTCF

May 12, 2025

Trust-building ideas for skeptical clients

Long-lasting client relationships are built on trust, and that doesn’t happen overnight. An MDRT member shares what he consistently does to build connections and trust with clients. He also discusses how financial advisors might be inadvertently jeopardizing client trust.

Practice retirement

Marlon Vernon Teka De Leon, LUTCF

May 1, 20255 min

Practice retirement

De Leon has been planning his hybrid lifestyle with a goal to retire early.