Shows
JJT Premier FinancialsAdvisor Conversations 10 - Starting Your Own Franchise BusinessOne of the most common question I get when I do talks is: "Is franchising a good business?" I've had my experience about running a franchise business, but it was not successful, so I thought I'd invite someone who's had pretty good success in running a franchise business to help us out. One of my clients, Carla Canlapan, owns eleven Potato Corner franchises, one Nacho King, one Quickly and a Posh Nails franchise. So by sheer number of franchises she has, she would definitely know what she's talking about.
In this episode, we talk about how to s...
2020-09-231h 04JJT Premier FinancialsAdvisor Conversations 09 - Christine Dimaliuat and Rose Callo on Being Unit Managers for Financial AdvisorsOne of my goals in the next 12 months is to become a Unit Manager myself. So in this episode of Advisor Conversations, I invited my friends and colleagues from Philam Life Tin Dimaliuat and Rose Callo to share with me the secrets to their success in building a team of financial advisors. Hopefully, this episode can help those who aspire to build their own teams whether it be in the financial services industry or in other industries.
Advisor Conversations is also available on the following platforms:
Spotify: https://spoti.fi/2UuFYRa
Apple Podcasts...
2020-09-161h 19JJT Premier FinancialsAdvisor Conversations 08 - Ryan de Vera on Coffee and BusinessIn this episode of Advisor Conversations, I invited my good friend Ryan de Vera (financial planning advocate and entrepreneur) because one, I miss chatting with him and wanted to catch up and two, I wanted to know more about coffee! But seriously, I wanted to really talk to him about business. Since I know he is a serial entrepreneur, I felt he would be able to share a lot of tips on how to manage a business. And he did not disappoint! Of course the coffee talk both on and off the record was the bonus for me. Eavesdrop...
2020-09-021h 09JJT Premier FinancialsAdvisor Conversations 07 - Misconceptions About Life InsuranceLife insurance is an important aspect of personal finance. Despite this, less than 10% of Filipinos are insured. I would say part of reason why Filipinos are not aware how important insurance is or why they don't take action is because the don't fully understand how life insurance works and how it can be beneficial to them. In this episode of Advisor Conversations, we talk about the different misconceptions about life insurance that at times prevent an individual from getting his own insurance.
Joining me in this episode are my colleagues
Gian Liu - https://www.fa...
2020-08-1254 minJJT Premier FinancialsAdvisor Conversations 06 - From "Part-time" to Life time with Financial Advisor Lineth CruzatIn this episode of Advisor Conversations our inspiring guest Lineth Cruzat shares her journey in becoming a successful financial advisor. From being a fresh graduate with no market and financially challenged, Lineth was able to transition from being a "part-time" to a full-time and as she would aptly put it, life time financial advisor in just 2 years. She also talked about the challenges and the rejections she faced as she started her journey. Listen and be inspired with her story.
Advisor Conversations is also available on the following platforms:
Spotify: https://spoti.fi/2UuFYRa
2020-07-3046 minJJT Premier FinancialsAdvisor Conversations 05 - How to Stay Away from Impulse BuyingWith online shopping being so convenient these days as we can buy pretty much anything we want from the comforts of our home, what are some ways for us to make sure we don't overspend on stuff we don't need? How can we stay away from impulse buying?
In this episode my colleague Philip Caldito and I talk about the art of spending.
Advisor Conversations is also available on the following platforms:
Spotify: https://spoti.fi/2UuFYRa
Apple Podcasts: https://apple.co/3hfRCcq
Anchor: https://anchor.fm/jjtfinancials
Goog...
2020-07-2239 minJJT Premier FinancialsAdvisor Conversations 04 - When is the Right Time to Get InsuranceIn this episode I was joined by my 5am Club, Jay-Are and Marj, to discuss the right time to get insurance. What are the advantages of getting insurance when you have no dependents yet? Why should you still consider getting insurance when you are on your 50s/60s? And one of the more controversial topic in insurance - Should we insure our kids?
Hope you would find this helpful.
Advisor Conversations is also available on the following platforms:
Spotify: https://spoti.fi/2UuFYRa
Apple Podcasts: https://apple.co/3hfRCcq
...
2020-07-1146 minJJT Premier FinancialsAdvisor Conversations 03 - DJ DimaliuatIn this episode we talk about DJ's journey as a leader, what made him decide to take on the career of financial advisor and unit manager. What are the benefits of being a financial advisor and a leader. What do leaders look for in recruiting a financial advisor?
2020-06-301h 02JJT Premier FinancialsAdvisor Conversations 02 - Argel TiburcioArgel and I share almost similar paths to becoming financial advisors. We were employees in the IT industry and after years of facing the computer, we decided to take the leap to this career.
Listen in as Argel shares his journey, the preparation he made and how he was able to match his IT salary that took him 7 years to earn in the corporate world within 3 years as a financial advisor.
Argel's Page: https://www.argeltiburcio.com/
Argel's FB Page: https://www.facebook.com/personalfinancePH/
Advisor Conversations is also available on the...
2020-06-201h 04JJT Premier FinancialsThursday Talks 06 - Bam SantiagoWelcome to another episode of Thursday Talks! What I love most about doing this show is that I get to connect and know more about friends and at the same time learn new things about life in general.
In this episode, Life Coach Bam Santiago talks about his move from being a musician to getting into life coaching. We also went deep into the benefits of leadership trainings, the challenges of a life coach, a bit about depression and a lot more great sharing to learn from.
Learn more about LifeKite: https://www.facebook.com...
2020-06-1844 min
JJT Premier FinancialsAdvisor Conversations 01 - Gold AmbasI am very excited to share with you our new video/audio series - Advisor Conversations!
If you are someone who is curious about the life of a financial advisor, or you are looking into shifting careers but is uncertain whether being a financial advisor is the right fit for you or maybe you just want to learn and be inspired, eavesdrop into our Advisor Conversations to learn first hand from us financial advisors on what's our journey like in this career.
In our first episode, we are delighted to share with you the journey...
2020-06-1353 minJJT Premier FinancialsThursday Talks 05 - Factors to Consider when Buying Life InsuranceFactors to Consider when Buying Life Insurance
1. Purpose. Why are you Getting Insurance?
2. Coverage. How much Insurance Coverage do I need?
3. Type of Insurance. What Type of Insurance Should I get?
4. Supplemental Riders. What Riders should I add to supplement my coverage?
5. Advisor. Will my advisor support me after the sale?
#ThursdayTalkswithJJT can also be viewed on our Facebook Page: https://www.facebook.com/JJTPremierFinancials/
2020-06-1124 minJJT Premier FinancialsThursday Talks 04 - Missy Maramara Talks About TheaterI have always been fascinated by people in the theater community because of their passion for their craft. So in this episode I invited one of the very few people I know who is a lifer in the theater world. She is an actor, director, producer, theater arts professor and she was one of the reasons why I enjoyed The Joy of Improv class (Third World Improv's level 1 improv class) a couple of years back - THE Missy Maramara!
In this episode, we talked about the current state of theater in the midst of this crisis, the...
2020-05-2844 minJJT Premier FinancialsThursday Talks 03 - Icel Dy shares her journey to success in salesI've known Icel Dy since grade school and a few months after leaving the corporate world to immerse myself into sales, we reconnected and she shared the story of her beginnings in sales and how her success came about. I learned a lot from her story so I thought sharing it in #thursdaytalks would inspire our followers.
In this episode we talked about her shift from corporate world to sales, challenging aspects of sales, how to overcome them, and going out of your comfort zone.
Hope you enjoy this episode.
2020-05-2144 minJJT Premier FinancialsThursday Talks 02 - Creating multiple income streams with DJ DimaliuatOne of my goals for Thursday Talks is to share with you people who inspires me in some way or form. I want to pick their brain a little and learn how they become as successful as they are.
For this week's #thursdaytalks, I invited my Philam Life Unit Manager DJ Dimaliuat. Aside from being a unit manager, DJ is also the President of Driven Marketing (a real estate marketing company). One thing I admire about DJ is his business savvy and ability to balance his roles in both businesses.
In this episode, we talked...
2020-05-1351 minJJT Premier FinancialsThursday Talks 01 - How to Financially Recover from COVID CrisisIn this first episode, we share tips on how to financially recover from this lockdown where many are suffering from loss of income and continued pile up of expenses. Guests: Philam Life Financial Advisors Argel Tiburcio and Dennis de la Cruz.
2020-05-0624 min