You can find great benefits in embodying your values and championing social causes you genuinely believe in when reaching out to Generation Y and Z prospects and clients.
Adriano Torreon, a four-year MDRT member from Bohol, Philippines, dedicates himself to helping underprivileged students complete their college education by channeling some of his commissions into scholarships. He started supporting four scholars with his father and his wife. He now has 10 scholars under his wing and aspires to expand his efforts to 20 in the coming year. One of his motivations for working hard as a financial advisor is for him to be able to support more scholars.
This unique role as an education advocate has given Torreon valuable insights into the younger generation’s financial needs and literacy. As a financial advisor, he educates his young clients about the importance of insurance and general financial literacy. Torreon’s advocacy is widely known in his hometown, facilitating referrals and connections with the youth.
His devotion to service has underpinned his work as a financial advisor. “I believe that fulfillment is found in serving others. This commitment has gained the trust and confidence of clients, which, in turn, has helped me in our work securing and protecting people’s future.”
Therese Panganiban writes for Team Lewis. This was excerpted from “How the embodiment of values connects with younger clients.”
ITS ALWAYS BETTER FOR BODY , MIND AND SOUL TO GIVE BACK TO SOCIETY LIKE EDUCATION + MORAL SUPPORT + AND THE HELP OF KNOWLEDGE.IT WILL RETURN LIKE A BOOMRANG.
Yes it’s very important you have given a nice idea for handling young clients.
Fulfillment of clients is the main sale for the advisor , to secure his or her future , must be continued he main moral of an Insurance consultant.
De suma importancia el dar información a los jóvenes qué desconocen su futuro financiero en México es lamentable el gran desconocimiento sobre las alternativas de ahorro, proteccion y retiro.