JJT Premier Financials
By Jeremy Jessley Tan
JJT Premier FinancialsJun 18, 2020
Advisor Conversations 10 - Starting Your Own Franchise Business
One 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 start a franchise, what are the factors to consider before starting a franchise, how to pick your franchise brand and a lot more about the franchising business. So if you are considering this type of business, listen in and get some tips from someone who's done it a lot of times and has been very successful.
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
Google Podcast: https://bit.ly/2Zkn6aG
Also, please check out our Facebook page for more personal finance tips: https://www.facebook.com/JJTPremierFinancials
Subscribe to our YouTube channel: https://youtu.be/TX3Ds9QfaI8
Advisor Conversations 09 - Christine Dimaliuat and Rose Callo on Being Unit Managers for Financial Advisors
One 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: https://apple.co/3hfRCcq
Anchor: https://anchor.fm/jjtfinancials
Google Podcast: https://bit.ly/2Zkn6aG
Also, please check out our Facebook page for more personal finance tips: https://www.facebook.com/JJTPremierFinancials
Subscribe to our YouTube channel: https://youtu.be/TX3Ds9QfaI8
Advisor Conversations 08 - Ryan de Vera on Coffee and Business
In 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 in our conversations as we share some tips in starting and managing a business!
For your coffee fix, check out Cafe Vera: https://www.facebook.com/cafevera
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
Google Podcast: https://bit.ly/2Zkn6aG
Also, please check out our Facebook page for more personal finance tips: https://www.facebook.com/JJTPremierFinancials
Subscribe to our YouTube channel: https://youtu.be/TX3Ds9QfaI8
Advisor Conversations 07 - Misconceptions About Life Insurance
Life 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.facebook.com/thefamilymanph
Jhizelle Apuyan - https://www.facebook.com/TheVitalAdvice
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
Google Podcast: https://bit.ly/2Zkn6aG
Also, please check out our Facebook page for more personal finance tips: https://www.facebook.com/JJTPremierFinancials
Subscribe to our YouTube channel: https://youtu.be/TX3Ds9QfaI8
Advisor Conversations 06 - From "Part-time" to Life time with Financial Advisor Lineth Cruzat
In 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
Apple Podcasts: https://apple.co/3hfRCcq
Anchor: https://anchor.fm/jjtfinancials
Google Podcast: https://bit.ly/2Zkn6aG
Also, please check out our Facebook page for more personal finance tips: https://www.facebook.com/JJTPremierFinancials/
And watch us on YouTube: https://www.youtube.com/channel/UCJUHypA4bWugrsTnpmygVYw/
Advisor Conversations 05 - How to Stay Away from Impulse Buying
With 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
Google Podcast: https://bit.ly/2Zkn6aG
Also, please check out our Facebook page for more personal finance tips: https://www.facebook.com/JJTPremierFinancials/
And watch us on YouTube: https://www.youtube.com/channel/UCJUHypA4bWugrsTnpmygVYw/
Advisor Conversations 04 - When is the Right Time to Get Insurance
In 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
Anchor: https://anchor.fm/jjtfinancials
Google Podcast: https://bit.ly/2Zkn6aG
Advisor Conversations 03 - DJ Dimaliuat
In 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?
Advisor Conversations 02 - Argel Tiburcio
Argel 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 following platforms:
Spotify: https://spoti.fi/2UuFYRa
Apple Podcasts: https://apple.co/3hfRCcq
Anchor: https://anchor.fm/jjtfinancials
Thursday Talks 06 - Bam Santiago
Welcome 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/lifekite/
Connect with Coach Bam: https://www.facebook.com/bamsantiago88/
#ThursdayTalkswithJJT is also available on:
Spotify: https://spoti.fi/2UuFYRa
Apple Podcasts: https://apple.co/3hfRCcq
Anchor: https://anchor.fm/jjtfinancials
Advisor Conversations 01 - Gold Ambas
I 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 of one of our agency's youngest financial advisors, Golderick Ambas. Gold started this career when he was 20 years old and is now taking the next steps as he now leads and coaches his own team of advisors. He shares not only the rewards and successes he got in his 3 years as an advisor, but also the challenges and struggles he overcame to become better. Truly one of the most inspiring people I've been around with in this career.
If you have questions about being a financial advisor with Philam Life, feel free to share them in the comment section. If you are interested to be part of our team and become one of our premier advisors, message us so we can share with you the next steps.
Advisor Conversations is also available on our Facebook Page: https://www.facebook.com/JJTPremierFinancials/
Thursday Talks 05 - Factors to Consider when Buying Life Insurance
Factors 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/
Thursday Talks 04 - Missy Maramara Talks About Theater
I 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 challenges of those in the theater community, what lies ahead and moving forward despite the challenges.
Also, I would not want to pass up on the opportunity of knowing more about Missy's journey from her childhood days to her current success. Because I always believe that the best part of success is not the reward, but the journey to get there. Missy also gave a financial advise that you would rarely hear from someone outside the financial services industry.
This was absolutely fun! And I wish we had more time, but for now hope you enjoy this episode as much a I did!
Also available on Facebook:
https://www.facebook.com/JJTPremierFinancials/
#ThursdayTalkswithJJT
Thursday Talks 03 - Icel Dy shares her journey to success in sales
I'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.
Thursday Talks 02 - Creating multiple income streams with DJ Dimaliuat
One 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 about having multiple income streams, how to create them effectively, what are the challenges and how we can overcome them.
Hope you enjoy our conversation and more importantly, I hope you can pickup some learnings from our discussion.
Thursday Talks 01 - How to Financially Recover from COVID Crisis
In 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.