Guides
Practical, field-level guides on getting clients, following up without being pushy, booking more Clarity Calls and keeping clients for years — written in plain English for advisors working the Philippine market, by the founder of NudgeNow.
Online presence6 min read
Do financial advisors in the Philippines need a website? What a Facebook page cannot do — bookings, a quiz, your own domain — and when a page is enough.
Follow-up and keeping clients6 min read
Seven follow-up messages for insurance clients who stopped replying: copy-paste scripts for Messenger and email, with timing that never feels pushy.
Getting clients10 min read
How to get clients as a financial advisor in the Philippines: the 100-name warm market list, Facebook posts that work, referrals and follow-up that closes.
Getting clients6 min read
A financial advisor's warm market list is bigger than the 40 names most stop at. Build a 100-name list in one evening, then work it without feeling salesy.
A website, a client funnel and automatic follow-ups for Filipino financial advisors — live in minutes, free for 30 days, then ₱299 a month.