Finding Success as a Financial Advisor in Uncertain Times


Whether you envision it as a side hustle or a full-time job, financial consulting is hard work, but offers many benefits at the same time. The biggest benefit, however, is not just the attractive commission, but the knowledge that you are helping other Filipinos become financially secure.

“The mission to uplift people and change lives is exhilarating. More than income, more than income is the satisfaction of helping people,” said Paulo Tibig, bestselling author and motivational speaker, during a recent webinar.*

Tibig is known for its workshop brand “learnjoyment” and its books Strategies of a champion entrepreneur and Stand out without losing your values. Here he shares his insights and experiences as an entrepreneur with students, employees, business leaders and business people.

Lessons learned from the pandemic

Tibig pointed out that the global pandemic has made people aware of several things: the importance of nurturing relationships, learning to be grateful and appreciating one’s work as a way to provide for family members. . Health and financial security have also become top priorities for many people, with many realizing that they shouldn’t be complacent during tough times.

Dapat mas madiskarte (You have to be more innovative),” Tibig pointed out. “We also need to be better prepared because we are in a VUCA (volatile, uncertain, complex and ambiguous) period.”

He added that people should also monitor their adversity quotient, which refers to how well people will absorb or resist changes happening around them. Asked how he can be improved, Tibig said his improvement starts on the inside.

“You have to start with yourself. By conquering our inner fears, we can begin to deal with outer adversity. Pay attention to your mental toughness,” he advised, adding that adversity can strike at any time.

Preparation, planning, and conditioning can also help improve his adversity quotient.

“People who prepare or study early in the day are in their alpha state. The brain is at its peak state during the early morning hours,” Tibig said.

The Benefits of Being a Financial Advisor

In the current climate, financial advice has become an important profession. Although it is filled with challenges, it also has many advantages. It offers independence and flexibility in working hours. As financial advisors expand their network, they also gain leverage.

Being a financial advisor also brings immeasurable opportunities, with rewards commensurate with their efforts, according to Tibig.

Above all, fulfillment comes with hard work. Financial advisors play an important role in securing a family’s finances? preparation, that parents can send their children to school and that people can achieve their life goals. It is essential and very relevant work that has an impact on a person’s life.

The winning game plan

Tibig shared that there are three ways to be successful in the business. First, you have to understand yourself and understand others as well.

“Know your personality and check out the things that will help you build relationships with potential and existing customers,” he said, adding that you have to be flexible and adaptable.

Second, change your bedside manner. People’s perspectives and personalities vary, and a financial advisor should have different approaches in their arsenal to build deep connections with their clients.

Like a physician, Tibig said, a financial adviser should “identify the pain point, listen and remain attentive to their client’s needs, provide tailored requirements to the client, keep information clear and simple, and make financial advice light-hearted by telling stories. stories and injecting humor.”

Finally, financial advisors must learn to invest in themselves, their business and their clients. They should be mindful of their physical, mental, spiritual and social health. They need to find the time to learn more about their industry and how they can hone their skills. They should be open to mentorship and attend training sessions.

Likewise, financial advisors should ensure that they always look presentable and respond to their clients’ concerns as soon as possible. Be sure to provide them with the best pre-sales and after-sales service.

Find a winning partner

Succeeding in the industry is also about finding the right company that makes the best use of their skills, provides opportunities for continuous learning, and offers the best benefits. For Dawn Sanglay, that company is Insular Life (InLife), the first and largest Philippine life insurance company.

In the same webinar, the seasoned financial advisor and agency manager shared that she previously worked for another insurance company. During the pandemic, she experienced a light bulb moment that prompted her to move to InLife. The realization came after customers started asking for insurance products that addressed their concerns during the pandemic, and InLife had those products.

“These days, most customers buy from us not only because they know us, but because the products we sell to them will become important pillars of their financial portfolio and the future of their children,” said Sanglay, who is now regional sales manager. at In Life.

She added that her decision to join InLife was also influenced by the fact that it is a Filipino company.

“InLife has higher pay than others, and I felt they trust Filipinos and believe in their abilities. When someone believes in you, you start performing better,” Sanglay said.

She revealed that she received great feedback from her clients when they learned of her transfer to InLife.

“It’s a Filipino-run business. Filipinos will always highlight you and help you succeed,” she said. Sanglay became a member of the Million Dollar Round Table (MDRT) during her first year at InLife. This 2022, she qualified for the MDRT in the first quarter of the year.

To those considering a career as a financial advisor? Sanglay said “the harvest is plentiful, but the reapers are few”.

“It’s hard at first, but that’s the beauty of life. You learn every day. We are getting better every day,” she concluded.

*The webinar is part of InLife’s Business Opportunity Forum, a monthly event for people considering a career as a financial advisor.

To learn more about InLife, visit


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