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Results: 345

Paying it forward: Commitment to community education [Sonny Ongco Boquecosa]

Sonny Ongco Boquecosa

Jun 19, 2025

Paying it forward: Commitment to community education

Sonny Ongco Boquecosa, a five-year MDRT member from Cebu City, Philippines, firmly believes in the transformative power of education. As a financial advisor, he steers clients towards a secure financial future. He extends this mission further by supporting scholars from underserved communities, opening doors to upward mobility and economic empowerment for the next generation.

Beyond client servicing: How going the extra mile builds a sustainable practice [Normi Azirai]

Normi Azirai

Jun 13, 2025

Beyond client servicing: How going the extra mile builds a sustainable practice

Normi Azirai is committed to build lasting client relationships rooted in sincerity and trust, and her approach fosters loyalty, drives referrals, and creates a sustainable, people-first financial practice. She goes beyond servicing by supporting clients through life’s milestones and challenges to ensure they feel valued at every stage. 

De-risking for instability

Panicha Markclay

Jul 1, 20252 min

De-risking for instability

Panicha Markclay prepares clients for a potential recession and enhances their financial security.

12 ideas to boost productivity and gain more clients

Michael DePilla

Jul 1, 20257 min

12 ideas to boost productivity and gain more clients

Tips for marketing, conducting seminars and turning a missed appointment into productive time.

Next-level client care

Elke Rubach, LL.M., CLU

Jul 1, 20254 min

Next-level client care

Connect with clients beyond sending flowers and cards.

Back on track

Mindy S. Helfrich, CDFA, CLTC

Jul 1, 20256 min

Back on track

Helfrich brings stability to both railroad employees and people going through divorce.

Turning transactions into trust: Online selling lessons [Irish Aloyan]

Irish Aloyan

Jun 27, 20255 min

Turning transactions into trust: Online selling lessons

Irish Aloyan started as an online seller before entering financial advising. Her ability to identify the right clients, build trust without face-to-face interaction, and foster loyalty became useful skills in her career as a financial advisor. 

Building authentic long-term rapport with clients [Crystal Ong]

Crystal Ong

Jun 27, 20256 min

Building authentic long-term rapport with clients

How can you build more authentic relationships with your clients? Crystal Ong from Singapore offers her insights on how to nurture more meaningful and deeper relationships with clients. 

Adapting and building credibility in different markets [Jessyl Grace Patria-Torres]

Jessyl Grace Patria-Torres

Jun 24, 20256 min

Adapting and building credibility in different markets

Jessyl Grace Patria-Torres has built a thriving financial advising career by navigating the challenges of diverse markets in the Philippines. From overcoming initial hurdles in Manila to adjusting her strategies for the close-knit communities of Camarines Sur, she has consistently tailored financial solutions to meet the unique needs of each community she serves. 

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