Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Financial Planners South East Asia

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by XY Media

42 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇵🇭

Podcast Overview

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.

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Publishing Since

5/5/2021

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Recent Episodes

May 22, 2022

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/ Join the XY platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

May 8, 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 Join the XY platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

April 24, 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 Join the XY platform:App Store: http://co.xyadviser.com/xyistoreGoogle Play: http://co.xyadviser.com/xygplayDesktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

42 total episodes available

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What is Financial Planners South East Asia?: 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.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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