MDRT

As a former HR professional turned financial advisor, Whin Principe guides clients with a Whole Person approach that emphasizes empathy, inclusivity, and overall well-being, rather than focusing solely on policies and numbers. By combining understanding with financial expertise, he helps families navigate life's uncertainties, protect loved ones, and make choices that strengthen their confidence, peace of mind, and holistic health.

Nguyen drives success by helping clients seeking medical insight and physical strength.

At MDRT, we never stop learning. That’s why we created MDRT Learn: to equip members with ideas, skills and connections that support lifelong professional growth. Bringing together our existing industry-best curated content and event programming with new, purposefully built, on-demand courses, MDRT Learn helps teams and individuals reach new levels of performance.

A former office assistant turned financial advisor, Joanne Palad built her practice on the power of organization and attention to detail. By turning administrative skills into a structured, client-centered approach, she helps individuals and families gain clarity, coordinate their insurance policies, and make informed financial decisions.

If you're interested in growing your investment mix with clients, a Court of the Table member breaks down the four-step process behind his results, which gives you a practical, proven roadmap.

Kathy Omecillo has built a diverse client base across different parts of the Philippines through intentional fieldwork and on-site prospecting. By meeting people face-to-face, understanding their needs, and maintaining consistent follow-through regardless of geography, she has developed a stable and highly engaged client base.

Bothra grows female clientele with all-women staff.

Are your clients too focused on investments? In this video, a Top of the Table member explains why holistic financial planning leads to better outcomes. Learn how addressing taxes, risk management, estate planning and client behavior can help advisors build trust and guide clients toward lasting financial security.

Cristine Tan, a 22-year MDRT member from the Philippines, started in real estate helping clients make major property decisions, where she realized the conversation was really about stability, priorities, and long-term direction. That insight led her into financial advising. For her, success is not a closed deal, but helping clients stay confident and on track through every stage of their lives.

A psychology graduate who entered financial advising straight out of college, Raia Restrivera brings behavioral insight into every client conversation. By understanding how people perceive timing, risk, and value, she helps individuals and families recognize gaps between their financial priorities and their actual plans - guiding them toward clearer, more intentional financial decisions.