20/07/2024
This week, our management team JUM Kobi and OM Anne will be representing Atlas Financial Group in this year's MDRT Conference of Prudential Corporation Asia happening in Beijing, China.
Young, driven professionals elevating financial and insurance advisory with integrity, expertise, and real impact.
20/07/2024
This week, our management team JUM Kobi and OM Anne will be representing Atlas Financial Group in this year's MDRT Conference of Prudential Corporation Asia happening in Beijing, China.
20/03/2024
Making money is just one of the ways to build wealth. Whatโs more important is how smart you are in spending (and keeping) it! Check this out ๐ฑ
Credits to No Nonsense Personal Finance ๐
04/02/2024
One of our biggest nationwide collaborations is back, as two of our best practitioners will impart to you their story of success in Pru Life UK.
Catch our very own Senior Wealth Planners, Jacob "Kobi" Tolentino & Anne Sepillo in tomorrow's nationwide "Build Your Business" virtual webinarโa free career preview about being a Financial Consultant.
Discover your own story of success and join the Number 1 Life Insurance Company while helping people get the most out of life.
We hope to see you tomorrow!
Register here: https://forms.gle/4X5anbK3VJGRZoS27
19/01/2024
Savings are like superheroes for your wallet! ๐ช Today, let's talk about building that emergency fund. What's your go-to savings tip? Share or Comment below! ๐ฐ
03/01/2024
New year, new financial chapter! What are your money goals for 2024? Let's kickstart this journey together. โจ
02/10/2023
Celebrating my first year with Pru Life UK!
When I initially joined Pru Life UK, my only goal was straightforward which is to acquire and manage my own protection and investment plan.
I was confident that this plan would secure my future.
Then, one day, I asked myself, "Bakit hindi ko ito ishare sa mga tao kung alam ko naman na makakatulong ito sa kanila?"
This question made me realize to share this opportunity with everyone, believing it could help them too.
I began offering my services as a financial advisor to fellow Filipinos. Every insurance application I submitted brought me a sense of fulfillment. It gave me a new sense of purpose in life helping every Filipino achieve their financial success.
My first year with Pru Life UK has been an incredible journey. What began as a personal quest for financial security has evolved into a mission to assist my fellow Filipinos in achieving their financial goals.
I look forward to more years of helping others through my journey with Pru Life UK.
To my clients and future clients, cheers to more years of celebrating lifeโs milestones.
-Gem Herrera
02/10/2023
Understanding your cash flow is essential to the foundation of your financial health.
Here are 3 quick tips you can do now to optimize your cash flow.
Check this out!
02/10/2023
Why is "21" significant for all parents to consider in the financial planning world?
Check this out!
21/08/2023
Congratulations to one of our Atlas advisors, Anne Sepillo, for bagging the number 19 spot out of 41,000+ Pru advisors nationwide in terms of number of clients secured year-to-date as of June 2023. Hereโs to more lives to be secured for the remainder of the year. Cheers! ๐
02/08/2023
"๐ช๐ต๐ฎ๐ ๐๐ฎ๐ ๐๐ผ๐๐ฟ ๐ด๐ฟ๐ฒ๐ฎ๐๐ฒ๐๐ ๐น๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด ๐ณ๐ฟ๐ผ๐บ ๐๐ต๐ฎ๐ ๐๐ผ๐ ๐ฑ๐ผ ๐ฎ๐ ๐ฎ ๐ฐ๐ผ๐ป๐๐๐น๐๐ฎ๐ป๐?"
Honestly, this just gets even more difficult to answer the more experience we get,
The first years in the industry are the most crucial, and let me tell you why:
As advisors, we realize that we are the same: humans with dreams that we want to make a reality.
However, in reality, not all will take my recommendation, it's their decision. But does that mean I ๐๐ฎ๐๐๐ฒ๐ฑ ๐บ๐ ๐๐ถ๐บ๐ฒ? ๐ก๐ผ. Because I did my advocacy of reaching out, educating, and empowering. That is the very result of what we advisors want to achieve in each person we meetโ๐๐ผ ๐ฝ๐ฟ๐ผ๐บ๐ผ๐๐ฒ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐๐ฒ๐น๐น๐ป๐ฒ๐๐.
As I love to say to my fellows in the industry:
"Is it better to keep reaching out to all people and get some "No's"?
Or is it better to reach out to only a few people you are more certain will affirm your services?
The second option is efficient and ๐ด๐ฟ๐ฒ๐ฎ๐ ๐ณ๐ผ๐ฟ ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐!
But what if critical illness struck the person you did not approach? and they were not prepared when ๐๐ผ๐ ๐ต๐ฎ๐ฑ ๐๐ต๐ฎ๐ ๐ฝ๐ผ๐๐ฒ๐ฟ ๐๐ผ ๐ต๐ฒ๐น๐ฝ ๐๐ต๐ฒ๐บ secure that protection that they were unaware of?"
So, my greatest learning so far is that our advocacy should be the prime reason why we do what we do, above anything else, whatever the outcome.
This will motivate us to meet more Filipinos who are unconsciously in need of financial security.
Reflecting today, my 5 years are 5 years of strengthening ๐๐ฎ๐ถ๐๐ต.
Faith in what we do.
Faith that we are improving the country.
Faith that we are spreading His goodness through our advocacy every single day.
This faithful motivation is what will make new advisors 5 years into 25 years of service in their career.
๐ช๐ฒ ๐น๐ผ๐๐ฒ ๐ผ๐๐ฟ ๐ท๐ผ๐ฏ ๐ฏ๐ฒ๐ฐ๐ฎ๐๐๐ฒ ๐ผ๐ณ ๐ผ๐๐ฟ ๐๐ฎ๐ถ๐๐ต ๐ถ๐ป ๐ถ๐๐ ๐ด๐ฟ๐ฒ๐ฎ๐ ๐บ๐ถ๐๐๐ถ๐ผ๐ป!
Fellow advisors, do you agree with me? If you do, share this post and share your thoughts in the comments!
Thanks for reading!
Cheers,
Jacob Tolentino
15/07/2023
I remember the times when our teachers would give us an assignment to answer:
โHow do you see yourself 10 years from now?โ.
As an eight-year-old back then, I would write down a lot of things and the career that I want to partake in.
One funny line I remember writing was:
โI want to wear corporate attire like my mom and dad!โ
10 years later, I was able to wear one in a big event I applied to and even received a national award for a business presentation!
I was also eight when I won a mini-speech festival competition.
And today, it feels so surreal to me that Iโm now speaking in a huge event in front of hundreds of people, empowering them to also find their voice and spotlight as champions.
Itโs amazing that those small patterns we envisioned and created in the past really form part of the present and future.
Would you also write down your goals now and be excited to meet the version of you in the future?
Friends, Iโm rooting for you!
(Photo taken from one of my talks in Pru Life UK this year)
-Anne Sepillo
10/07/2023
Our Atlas co-founder, Anne Sepillo, has once again been invited to be the speaker in Pru Life UKโs upcoming grand career preview. She will be personally presenting the business and life of a full or part time financial consultant in Pru.
Join us this Wednesday at 7PM at Acacia Hotel Alabang. Message us or any Atlas financial consultant to register. See you there!