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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
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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8 May 2022
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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24 Apr 2022
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.orgContact number: +63 917-576-9207
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