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Results: 5

New face-to-face strategies that financial advisors must consider in 2024 [Pauline Casingal]

Pauline M. Casingal

Dec 4, 2023

New face-to-face strategies that financial advisors must consider in 2024

Pauline M. Casingal, a one-year MDRT member from Makati City, Philippines, shares new techniques financial advisors can embrace to respond to the changing demands and preferences of prospects and clients.
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. 

Debunking mentoring myths

James Alomajan Peralta Jr.; Pauline M. Casingal; Cedrick Cruz

Jan 19, 20245 min

Debunking mentoring myths

Mentoring misconceptions that hinder the growth of financial advisors.
Finding the optimal online and offline branding blend in 2024

Jeanette Angeles Hilot; Pauline M. Casingal; Angelika Lola

Jan 12, 20245 min

Finding the optimal online and offline branding blend in 2024

Three MDRT members from the Philippines share how they find the optimal online and offline blend for effective branding and client servicing.
Unlock success through impactful sessions and learnings

Christianne Santos; Pauline M. Casingal; Cedrick Cruz

Dec 20, 20233 min

Unlock success through impactful sessions and learnings

Three MDRT members from the Philippines share their career and personal growth learnings from their training sessions.