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1 - 10of 41

Results: 41

Building wealth through wellness [Will Grape Chua]

Will Grape Chua

Apr 28, 20255 min

Building wealth through wellness

Once conscious of his weight, Will Grape Chua transformed his lifestyle to align with the health-focused insurance he promotes. Through daily workouts and a balanced diet, he boosted his energy, productivity, and overall well-being. Now a sought-after speaker, he inspires clients and colleagues, proving that wellness—like financial success—requires long-term commitment. 

Financial advisor on call

Mardeo Vellon

Jan 1, 20255 min

Financial advisor on call

Vellon shares the best insights and strategies to engage doctors.

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. 

Financial security as a dream destination [Maryam Carol Valeña]

Maryam Carol Valeña

Sep 19, 20246 min

Financial security as a dream destination

How a former travel agency representative in the Philippines helps clients achieve their life goals with financial advice. 

Enhancing service with Filipino values

Catherine Tsang; Jorinah Manabat; Cleveland Crisostomo

Jul 22, 20246 min

Enhancing service with Filipino values

Filipino financial advisors show how they integrate Filipino cultural values into client servicing.  
4 lessons from dad

Allen Clark Alas-As Oracion

Jul 1, 20245 min

4 lessons from dad

Oracion applies classroom wisdom from his father, a teacher, to his advising career.
The parent trap: Helping parents juggle conflicting protection priorities

Catherine Tsang; Cleveland Crisostomo; Kathlyn Anne Sarmiento

Jun 21, 20245 min

The parent trap: Helping parents juggle conflicting protection priorities

Financial advisors can play a big role in helping Filipino parents strike the balance between investing in their children’s education plans and securing their health or retirement to avoid burdening them in the years ahead.
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.  
Wealth prescriptions from a pharmacist turned advisor

Jacqueline Vallester

May 15, 20245 min

Wealth prescriptions from a pharmacist turned advisor

A former pharmacist, Jacqueline Vallester, shares how she integrates her skills from her previous profession as a financial advisor.
Warming up to cold markets

Kiven Roie Lino Colong

May 9, 20244 min

Warming up to cold markets

Kiven Colong shares his cold market journey to engage small businesses in his community.