Finance Savvy Mom

Finance Savvy Mom Finance Savvy Mom is managed by a mother-daughter team of Sunlife Financial Advisors, Ms. Lara Mercado and Ms Teresita Lardizabal.

12/08/2020
03/08/2020
02/08/2020

"You dont buy life insurance because you are going to DIE, but because those you LOVE will continue to live" ๐Ÿ’›

Photo credit to the owner ๐Ÿ“ธ

20/06/2020

Happy Father's day to all fathers and father figures out there! โ˜€๏ธ๐Ÿ˜Šโค๏ธ

12/06/2020

One of the good things that we can do for our country is to remain educated and make informed decisions that consider the common good. Today is Independence Day. May we all remember that the concept of freedom that we have now is made out of yesterdayโ€™s brave acts. One simple way to practice courage is by admitting our mistakes.

A BIG thank you to all our clients for making us  #1!!! โคโคโค
04/06/2020

A BIG thank you to all our clients for making us #1!!! โคโคโค

For the 9th straight year, Sun Life has retained the top spot in the life insurance industry! We dedicate this milestone to our clients and partners who inspire us to pursue excellence and constantly innovate. As we celebrate our 125th anniversary, we promise to uphold our mission of helping Filipinos achieve lifetime financial security and live healthier lives. It is and will always be an honor to be your lifetime partner to a brighter future.

Read more here: https://businessmirror.com.ph/2020/06/01/sun-life-of-canada-led-phl-life-insurance-sector-in-2019/

Have a good week ahead Finance Savvy Peeps! ๐Ÿ˜Š๐Ÿ‘๐ŸŒž
31/05/2020

Have a good week ahead Finance Savvy Peeps! ๐Ÿ˜Š๐Ÿ‘๐ŸŒž

Have a great weekend Finance Savvy Peeps! โ˜€๏ธโ˜€๏ธโ˜€๏ธ
23/05/2020

Have a great weekend Finance Savvy Peeps! โ˜€๏ธโ˜€๏ธโ˜€๏ธ

Take this long weekend as a chance to rest and replenish the energy and inspiration you need to recharge. Have a bright Saturday! ๐ŸŒž

22/05/2020

โญโญ๐†๐จ๐จ๐ ๐๐ž๐ฐ๐ฌ, ๐‘๐ž๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ข๐ณ๐ž ๐Ÿ๐ŸŽ๐Ÿ๐ŸŽ ๐•๐ข๐ซ๐ญ๐ฎ๐š๐ฅ ๐„๐ฏ๐ž๐ง๐ญ ๐ก๐š๐ฌ ๐›๐ž๐ž๐ง ๐œ๐จ๐ง๐Ÿ๐ข๐ซ๐ฆ๐ž๐! [๐“๐ข๐œ๐ค๐ž๐ญ ๐‘๐ž๐ฅ๐ž๐š๐ฌ๐ž ๐ƒ๐š๐ญ๐ž: ๐Ÿ๐Ÿ“๐ญ๐ก ๐Œ๐š๐ฒ ๐Ÿ๐ŸŽ๐Ÿ๐ŸŽ]

Imagine this, you being able to tap on the exact same sales strategies I have been using these two months and implement them in your own sales process, wouldnโ€™t that be awesome?

Restrategize 2020 will be a 4 hour online meet up aiming to achieve just that. It is specifically designed for you to learn how I restrategize my system and processes that brought me from closing 3 CASES to more than 10 CASES average a week. ๐Ÿ’ช๐Ÿผ

The purpose of me showing you how I do it is because I donโ€™t want you to just survive the coming months, I want you to THRIVE! Follow what has worked for me and start restrategizing your process. ๐Ÿ™Œ

It took me a long week to look at the bigger picture.. to understand what should be adjusted in my process in these circumstances. I was so paranoid, every single factor that might affect my sales that I went to tweak it. And if you have been in the industry long enough, you will understand that there is no single formula for consistent results, itโ€™s a combination of multiple strategies.

Now, this exclusive online session is also for me to show you how important it is to be adaptable and to have multiple strategies when you are doing your sales. When you have enough experience to know what works and what doesn't, the only direction for your sales is UP.

๐—›๐—ฒ๐—ฟ๐—ฒโ€™๐˜€ ๐˜„๐—ต๐—ฎ๐˜ ๐˜†๐—ผ๐˜‚ ๐˜„๐—ถ๐—น๐—น ๐—น๐—ฒ๐—ฎ๐—ฟ๐—ป ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐Ÿฐ ๐—ต๐—ผ๐˜‚๐—ฟ๐˜€:

โœ… 1st hour: Traditional VS New Method
โœ… 2nd hour: My personal strategies for the upcoming months
โœ… 3rd hour: Adjusting and refining your Sales Cycle
โœ… 4th hour: Mastermind session + QnA

๐Ÿš€ BONUS: Iโ€™ll even show you some case studies from my own clients throughout the session!

So, who is this session best for? This session is for all full time financial advisors who want to see x3 the results just by implementing my strategies and learn to restrategize your sales process effectively.

So hereโ€™s the GOOD NEWS, the online session will be held as below:
๐Ÿ“Œ ๐Ÿฒ๐˜๐—ต ๐—๐—จ๐—ก๐—˜ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฌ
- 2.00PM (Singapore time)

P.S. You wonโ€™t need to download any application, we will send you the link before the event starts!

Weโ€™ve sold out our previous 32 mentoring family event tickets and for Restrategize 2020, our platform is only able to hold 500 participants at once (220 Seats have already been booked by a few agencies).

Therefore, to make it fair we will be officially releasing tickets for sale on 25th May 2020 (UTC +8).

โญ๐“๐ˆ๐‚๐Š๐„๐“ ๐†๐ˆ๐•๐„๐€๐–๐€๐˜โญ

I will be picking 3 lucky winners to attend this event with a FRIEND for FREE. All you have to do to take part is:
1) Share this post
2) Comment and Tag at least 2 friends in the comments: โ€œI want to attend Restrategize 2020 with (Friend Name) & (Friend Name)โ€

Winners will be announced in 48 hours time, all the best!

Want to save but want better earnings than most banks? Want to diversify and find more ways on how to make your money wo...
18/05/2020

Want to save but want better earnings than most banks? Want to diversify and find more ways on how to make your money work for you? Want to start investing but do not know where to start? Want to invest in stocks but do not have the time to manage your investments on a daily basis?

Then this webinar is for you!

Sun Life Asset Management brings you โ€œMutual Funds 101,โ€ a FREE webinar on the basics of investing in mutual funds happening on May 27, 2020, 2-3pm.

In this webinar, weโ€™ll give you an overview of basic investing concepts, how mutual funds work, how to invest in mutual funds, and how to open an investment account.

Your journey to prosperity begins here! Click this link to register: bit.ly/MF-101-May27.

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Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm
Saturday 9am - 5pm

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