42 episodes

To join a peer development platform for financial advisers driving the positive evolution of financial advice www.xyadviser.com

The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

Financial Planners South East Asia XY Media

    • Business

To join a peer development platform for financial advisers driving the positive evolution of financial advice www.xyadviser.com

The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

    Becoming an Effective Unit Manager in the Insurance Advice industry with Kristoffer Jun ”Toffee” Yurong

    Becoming an Effective Unit Manager in the Insurance Advice industry with Kristoffer Jun ”Toffee” Yurong

    In this episode, Gwen chats with Kristoffer Jun "Toffee" Yurong who is a Senior Unit Manager AXA Philippines and a 2022 GAMA Global FLA Bronze awardee.

    Toffee shares how he became an effective Senior Unit Manager to a thriving team of 35 Financial Advisers, how he earned his GAMA qualifications 3 years in a row and his advice for aspiring Unit Managers in the Financial Advice/Insurance industry in the Philippines.

    Kristoffer Jun "Toffee" Yurong LinkedIn: https://www.linkedin.com/in/toffeeyurong/

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    • 45 min
    How Financial Advocates can demystify misconceptions about stock investing with Francis Louigi Pardillo Canizares

    How Financial Advocates can demystify misconceptions about stock investing with Francis Louigi Pardillo Canizares

    In this episode, we have Francis Louigi Canizares, a Registered Financial Consultant and a full-time trader in the Philippine Stock Market.

    Francis shares the top 3 misconceptions he has heard from clients about stock investing and how, as a specialist, to address these misconceptions. He's also cited several credible resources Filipino Financial Advisers can check on a regular basis to make sure they're up-to-date with the latest financial news:
    SEC Philippines website (advisories) https://www.sec.gov.ph/investors-education-and-information/advisories/
    PSE Disclosures https://edge.pse.com.ph/

    Francis Louigi Canizares LinkedIn: https://www.linkedin.com/in/francislouigicanizares/  
    Francis Louigi Canizares Email: canizaresfrancis@gmail.com

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    • 32 min
    The role of Financial Consultants with Grace Escobar

    The role of Financial Consultants with Grace Escobar

    In this episode, we have Grace Escobar, Executive Vice President of International Association of Registered Financial Consultants or IARFC, Philippine Chapter.

    She chats with Gwen about the role of Financial Consultants, how they help their Filipino clients and the future of the industry.

    Grace Escobar LinkedIn: https://www.linkedin.com/in/grace-de-vera-escobar-7692682a/
    Email: G.Escobar@iarfc.org
    Contact number: +63 917-576-9207

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    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 32 min
    What a Financial Coach can offer clients with Jay Adrian Tolentino

    What a Financial Coach can offer clients with Jay Adrian Tolentino

    In this episode, Jay Adrian Tolentino is back to talk about what he, as a Financial Coach, offers his clients. Jay Adrian 'Kuya Jay' Tolentino is The Purpose Driven Adviser - an Independent Financial Coach to Overseas Filipinos based in Dubai, UAE. He is also the host of Pera and Purpose podcast

    Jay talks about his journey in Financial Advice and becoming a purpose-driven adviser.

    Pera and Purpose podcast: https://open.spotify.com/show/34a28H6MAyONeyqfCU2Aoh?si=beb3e07705784b8e
    Purpose Driven Finance Facebook: https://www.fb.com/PurposeDrivenFinance

    Jay Adrian Tolentino LinkedIn: https://www.linkedin.com/in/jayadriantolentino
    Jay Adrian Tolentino Website: http://www.jayadriantolentino.com/

    Book Recommendation: Unshakeable by Tony Robbins

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    • 1 hr 12 min
    A Younger Financial Adviser for Parents with Rey Manigos

    A Younger Financial Adviser for Parents with Rey Manigos

    In this episode, we have Rey Manigos, a Financial Adviser from Sunlife based in the Philippines.

    Rey shares how she started in the industry and how her story has brought her to serve mostly parents as her client base.

    Rey Manigos Facebook: https://www.facebook.com/rey.manigos

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    • 47 min
    Creating LinkedIn posts to cultivate engagement and client conversion with Vivian Chin Hoi Shin

    Creating LinkedIn posts to cultivate engagement and client conversion with Vivian Chin Hoi Shin

    In this episode, Vivian Chin returns to the show to talk about her social media journey and how she's able to craft great, engaging posts that have helped her business grow by at least 80%.

    Vivian Chin is a Licensed Financial Planner from VKA Wealth Planners based in Malaysia. She's been in the financial industry for almost a decade.

    Vivian Chin Hoi Shin LinkedIn: https://www.linkedin.com/in/vivian-chinfp

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    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 23 min

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