𝑇ℎ𝑟𝑒𝑒 𝐸𝑥𝑝𝑒𝑟𝑡 𝐼𝑛𝑠𝑖𝑔ℎ𝑡𝑠 𝑓𝑟𝑜𝑚 𝐹𝑟𝑎𝑛𝑐𝑖𝑠 𝐾𝑜𝑛𝑔 𝑎𝑛𝑑 𝑅𝑒𝑥 𝑀𝑒𝑛𝑑𝑜𝑧𝑎

In celebration of National MSME Month, Sun Life Philippines ignited a spirit of entrepreneurial excellence at its recently held event in Dusit Thani Davao, “The Winning Edge: Be a Business Game Changer for a Stronger 2024”.

The event, which was attended by over 160 Davaoeños, provided valuable insights and actionable strategies from two renowned guest speakers, Francis Kong, one of the most respected business speakers in the country, and Rex Mendoza, a renowned businessman and speaker.

“Empowering business owners with the knowledge and tools they need to thrive is part of our commitment to help our clients achieve lifetime financial security,” said Cary Casipit, Head of Client Segments Marketing of Sun Life Philippines. “We believe that by connecting them with renowned speakers and fostering a supportive community, we can enable them to achieve their full potential.”

The informative sessions highlighted key themes, such as:

𝟭. 𝗗𝗼𝗶𝗻𝗴 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗻𝗼𝘄 𝗶𝘀 𝗮𝗹𝗹 𝗮𝗯𝗼𝘂𝘁 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝗶𝗲𝘀.

As Francis Kong said during the event, “Today, we don’t create our brands; our clients are the ones who create it.” Businesses are increasingly recognizing the power of building communities. This involves fostering connections and shared experiences with customers, creating a sense of belonging and shared values. Beyond selling, this approach cultivates customer satisfaction and loyalty. No matter what stage your business is in, at the end of the day, success is marked by strong customer focus.

𝟮. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘄𝗲𝗹𝗹𝗻𝗲𝘀𝘀 𝗶𝘀 𝗯𝘂𝗶𝗹𝘁 𝗼𝗻 𝗮 𝘀𝗼𝘂𝗻𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆.
At the event, Rex Mendoza talked about the importance of financial wellness in the context of business. As a business owner, achieving financial wellness involves more than just securing profits; it’s about fostering stability and growth for the long term. Strategic investing plays a crucial role in achieving this, as this provides a more goal- focused approach. This is where a financial advisor comes in, as they will be there to help business owners come up with an investment strategy built on diversification, risk management, and sustainability.

𝟯. 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 𝗶𝘀 𝗳𝗮𝗶𝗹𝘂𝗿𝗲.
While achieving financial success for a business is crucial, it can be considered a hollow victory without a plan for its continuation. Both Francis Kong and Rex Mendoza emphasized the importance of succession planning during the event. By implementing a thorough succession plan, businesses can cultivate talented individuals equipped to carry the torch, ensuring the company’s longevity.

“At Sun Life, our clients are at the heart of everything we do. This is why we came up with the Sun Future-Proof program, Sun Life’s financial planning approach that was developed specifically for business owners. The program covers both personal and business goals and was designed to address financial needs at different stages of the business,” said Casipit.