How Do I Even Begin?

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Are you a rookie financial advisor that has no idea where to start? Or maybe you are still thinking of attending a training to become one but have no confidence, because you can’t think of any leads? Well, either way … Read More

As a Financial Advisor: Internal Values Project Externally

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Being a Financial Advisor is work. Work means that you have to exert physical, mental, and even emotional effort to get it done. While the travel incentives and bonuses are more than rewarding, sometimes you cannot help but feel exhausted. … Read More

How I Manage My Time From Working An 8-hour Job To Working From Home

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“Time management requires self-discipline, self-mastery and self-control more than anything else.” – Brian Tracy Managing my time working from home is a big challenge coming from fifteen years working an 8-hour job. My body clock and rhythms were used to … Read More

Being a Mother Makes you Perfect to be a Financial Advisor

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The Insurance Business is a growing industry in the Philippines. Consequently, most of those who provide insurance are mothers… but why?   Well, there are reasons why many mothers choose to be a financial advisor:     1. Work-Life Balance … Read More

Why I Left My 15 Year Career To Become A Full Time Financial Advisor

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“Mommy, look!” my three-year-old son said, as he came up to me holding a book and pointing his finger at an open page. “I wrote here.” he said excitedly. My already big eyes widened as I saw his scribbles on … Read More

5 Steps To Help You Deal With Rejection When You Are A Financial Advisor

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They say if you are a financial advisor, you eat rejection for breakfast, lunch and dinner.  That’s true.  If you are luckier, even sometimes with snacks in between.   Growing up, we all had our own experiences with how we … Read More

How To Be A Financial Advisor Even If You Have A Full-Time Job

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DID YOU KNOW?:  You can be a Financial Advisor even if you have a full-time job. Yes, you read it right! Why quit your job if you can do both? After working for 5 days a week, you finally got the time … Read More

6 Steps on How to be a Financial Advisor

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Have you ever got up one day and suddenly felt sick and tired of everything? The everyday struggle just to get to work on time, the paper works that have piled up, the horrible boss that has been shouting all … Read More

I am a Millennial, am I fit to be a Financial Advisor?

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As a co-millennial who I may say that is very self-centered, we have a lot of things that we wanted to do in this competitive world of eagerness and goals. There are a lot of stuff to do out there … Read More

7 Signs You Are Meant to be a Financial Advisor

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So, you are curious or contemplating to be a Financial Advisor?  But you are not sure if you can or you have what it takes?If you are praying for signs whether you would want to take the plunge of not, … Read More

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