It may sound a cliché but everybody aims to find someone whom they can be compatible with. In the game of life, compatibility is the key to a harmonious relationship. These connections doesn’t have to be romantic ones, it can be a work partner, a friend or even your Financial Advisor.
Yes, you read it right. Being compatible with someone who advises you on your investments is fairly important as this can determine the success of your assets.
How to find the perfect Financial Advisor
Before my husband and I decided to purchase a plan under Sun Life, we had no idea on how to start with the investment. Luckily, a friend who just joined Sun Life as financial advisor at that time, kept in touch with us.
Yes, you read it right. Being compatible with someone who advises you on your investments is fairly important as this can determine the success of your assets.
How to find the perfect Financial Advisor
Before my husband and I decided to purchase a plan under Sun Life, we had no idea on how to start with the investment. Luckily, a friend who just joined Sun Life as financial advisor at that time, kept in touch with us.
Introducing our FA, Christopher John Blanco
He was very patient in explaining the details of the investment/insurance to newbies like me, that I did not have any feeling of the usual “selling the idea” that we get from insurance agents. There was a feeling of a win-win partnership and that getting the plan from this friend will protect our family from unforeseen events.
Thing is, my husband and I travels a lot and usually leave our 5 kids to our parents during our trips. Our parents being senior citizens can’t help but worry that in case “something happens” to us, how they are going to raise these kids. This has gotten me to thinking and became one of my gauging factor in getting the Sun Life plan. This friend/FA will be able to know first-hand if an unforeseen event happens and we trust him enough that he will be able to inform our parents about our back up plan.
How about those who does not have a friend who happens to be a Financial Advisor?
In perfect timing with the Financial Independence Month this June, Sun Life launches the #SunLifePerfectMatch campaign. With this platform, the country’s first and #1 life insurer aims to educate Filipinos on choosing the right Financial Advisor to help them with your financial goals. And with the Advisor Match tool, your perfect Sun Life advisor may just be a click away.
Thing is, my husband and I travels a lot and usually leave our 5 kids to our parents during our trips. Our parents being senior citizens can’t help but worry that in case “something happens” to us, how they are going to raise these kids. This has gotten me to thinking and became one of my gauging factor in getting the Sun Life plan. This friend/FA will be able to know first-hand if an unforeseen event happens and we trust him enough that he will be able to inform our parents about our back up plan.
How about those who does not have a friend who happens to be a Financial Advisor?
In perfect timing with the Financial Independence Month this June, Sun Life launches the #SunLifePerfectMatch campaign. With this platform, the country’s first and #1 life insurer aims to educate Filipinos on choosing the right Financial Advisor to help them with your financial goals. And with the Advisor Match tool, your perfect Sun Life advisor may just be a click away.
One just have to go to Sun Life website to access Advisor Match. Enter your location to generate a list of advisors in your vicinity. Each profile contains a short description of their credentials and how they can extend help – a very nifty way to show you what they have to offer. Such freedom to choose a Financial Advisor is both innovative and relevant, especially for consumers who want personalized service on-demand and at their convenience.
What are you waiting for?
Make that brighter choice! Advisor Match is about empowering Filipinos to be more exacting and selective when looking for a financial partner. To give you a better understanding, a series of online videos called “My Dream Advisor” puts a humorous twist on the challenging journey that comes with seeking one’s perfect advisor match. Taking a cue from the 90s dating game shows, the videos feature searchers faced with a rather disappointing line-up of advisor searchees – each embodying undesirable characteristics that have unfairly stereotyped life insurance agents for the longest time.
What are you waiting for?
Make that brighter choice! Advisor Match is about empowering Filipinos to be more exacting and selective when looking for a financial partner. To give you a better understanding, a series of online videos called “My Dream Advisor” puts a humorous twist on the challenging journey that comes with seeking one’s perfect advisor match. Taking a cue from the 90s dating game shows, the videos feature searchers faced with a rather disappointing line-up of advisor searchees – each embodying undesirable characteristics that have unfairly stereotyped life insurance agents for the longest time.
In determining your perfect match, Sun Life emphasizes four core values that every financial advisor should possess: (1) professional in doing business; (2) one who cares for your welfare; (3) a desire to win for your dreams; and (4) an inspiring commitment to serve rather than sell. These values are present in Sun Life’s over 11,000 financial advisors.
“We’ve seen a growing interest in personal finance lately with the number of inquiries and requests for advisor referrals doubling the past couple of years. We are happy to share that we are now empowering Filipinos to choose their very own Sun Life Advisor with just the click of a button. With Sun Life’s Advisor Match, they can be assured of finding competent and committed financial advisors to help them achieve their financial goals,” affirmed Sun Life Philippines Chief Marketing Officer Ms. Mylene Lopa. After all, finding your #SunLifePerfectMatch should never be difficult.
Go to advisormatch.sunlife.com.ph to experience the Advisor Match tool and learn more about finding the right partner in your financial journey.
Go to advisormatch.sunlife.com.ph to experience the Advisor Match tool and learn more about finding the right partner in your financial journey.
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