As leader of a team of more than 200 financial advisors, Nilo Matunog has the challenge and opportunity to mentor, influence and inspire people to become ethical professionals. In the beginning of his career in the financial services profession, he had to search for role models he could emulate and establish the benchmark with which he would measure himself.
“I did not start strong nor perfectly. I had my own share of learning experiences that enriched my practice and the way I relate with clients and fellow professionals,” said the five-year MDRT member from Talisay City, Philippines. “When I started building my team, I decided I needed a set of operating behaviors and values to guide the way we do business.
“The MDRT Code of Ethics is the best set of guidelines to follow. We pass it on to everyone in the team through consistent and monitored training and mentoring, best practice sharing and group study,” Matunog said. “The leaders in our team have also responded and followed the model by cascading the attitudes and behaviors we need to cultivate. It must transcend from being an aspiration and an achievement to a way of life.”
Excerpted from the Round the Table article “Modeling ethics for your team. Also, hear more about the importance of values from a Past MDRT President in the video, “The value of doing what’s right.”
Great Iessons learnt