As a financial professional, I keep on improving and equipping myself with more knowledge to give more value to my clients.
Last May 17, along with my Sun Life colleagues, we completed a two-day workshop conducted by Ron Sy and Jeff Luspo of ABC Academy. We learned how to provide ideas, concepts and tools to realign with our clients’ life goals. We are now more equipped to provide a broader overview of the importance of financial planning and provide an actual personalized financial plan to our valued clients.
Financial Advisors play a major role in changing the Philippines through proper financial planning.From the Workbook by Ron Sy and Jeff Luspo