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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.

Joey Lee has built a lasting career in the evolving insurance industry by building credibility, persistence, and trust. From closing deals in two minutes to forging lifelong client relationships, he proves that commitment and purpose-driven service are the proper foundations of success.

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

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

Connect with clients beyond sending flowers and cards.

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

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. 

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. 

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.