
In this episode, we're going to discuss the importance of closing the clients "Today". For most financial advisers, this can be quite a challenge especially when the right foundations are not set during the meeting with the client. Listen and find out how to handle the objections when you close your clients "Today".
Nov 28, 2021
27 min

Would you rather BUY or RENT a house? Which one is the right approach for you? Find out!
Nov 21, 2021
35 min

When talking to High Net Worth clients, we often think that we need to sound smart. We use highfalutin jargon to impress our prospects but instead it confuses them. In this episode we will share how you can use simple analogies to make your prospect realize the value of what you are offering.
Nov 12, 2021
26 min

"May insurance na ako eh" or "Lagay ko na lang sa business ko mas malaki pa kikitain".... Have you heard this from your businessman clients? In this episode we will tackle how you can approach them the right way.
Nov 5, 2021
37 min

During this pandemic, a lot of people lost their jobs and really had a hard time coping up financially. In this episode we will talk about some of the jobs that can help you generate income amidst the pandemic crisis.
Oct 31, 2021
31 min

In this episode we will talk about what is the difference of Health/Life Insurance and Health Cards. Is it really beneficial to have both?
Oct 22, 2021
39 min

Don't compare page 1 of your book to page 100 of another person...
See, it's easy to fall into the rabbit hole of constantly comparing yourself to others until it paralyzes you. Instead, focus on who you are. What really makes you unique and stand out?
Oct 8, 2021
47 min

When Income stops, how will you pay your expenses? Having peace of mind when income suddenly stops enables you to make rational decisions. Emergency Fund is often set aside by most Filipinos because it is not their priority. In this episode we will share some strategies for you to start building up your Emergency Fund.
Oct 1, 2021
51 min

When doing business, It is important that you not only focus on what you are offering. Be flexible enough so that you are able to cater to your client needs. Want to learn more? Tune in!
Sep 24, 2021
46 min
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