Testimonials

"The Wealth Management Center is an endeavor so professionally run, made even more so by its Chief Knowledge Officers. Of particular mention is Mr Ricky G So, whose lectures are a mix of decades-long experience, credible anecdotes, and the sort of candor that is so difficult to find these days. The finer points of finance become understandable without sacrificing either nuance or process because of Ricky's classroom management and training skills. By taking the points of view of finance professionals, salespersons, and customers, he consistently presents a compelling case for the continued professionalization of the finance industry and consumer education.”

- Chadwick Co SY SU, Assistant Professor of Organizational Communication and Philippine Arts, College of Arts and Sciences, University of the Philippines Manila

"Ricky So has been one of our valuable speaker for our branch. His topic on Market Analysis was very timely and relevant to further sell our products to our clients. Not only has it been a very useful tool for our advisor to encourage clients to invest, it also help the clients themselves to secure their future. He has immensely helped the Sequoia branch achieve its goal.

I urge everyone to listen to Ricky. His lectures and business tips are something you need to look forward to. You won't regret attending any of his lectures."

- Susan Lee, Sequoia NBO Branch Manager, "The #1 Branch of Sunlife" Sunlife of Canada, Phils, Inc.

"Ricky So has been the financial adviser of our organization for many years. Ricky is very generous with his time and provides useful insights on how to handle our investments when we consult him. He provides us options to consider and objectively shares the pros and cons of each. Because he is a teacher, he does the same to clients so we can make informed decisions."

- Elizza S. Senseng, MD, FPPS

"Power of Questions seminar is very powerful. Learning how to ask questions properly and sequentially that will lead client to understand what we want to convey and therefore, to close them."

- Janette Tan Lee, CEPP®, CWP®, FChFP®, 2-time MDRT, 5-time Court of the Table & 5-time Top of the Table, Sun Life of Canada, Phils, Inc.

"Ricky provides quality learning programs for financial advisors who are serious in their craft and wanted to level up their investment acumen. I highly recommend his programs for its content and value to our expertise. I am glad to have enrolled in some of his programs. He truly is one of the industry’s best.”

- Nina Solomon, RFC, Unit Manager, Star Bright Financial Advisors, MDRT Lifetime Member, Philamlife

"As a financial advisor/consultant, I want not only to know about insurance, I also want to give advice to clients on where to put their investments exactly.  After I enrolled in Sir Ricky’s Investment Club class, I can now understand the fundamental and technical side of investing at its very core.  Not only can I advise confidently now because I have him as my mentor, but I do my own investments as well.  In fact, in following one of his advices that he told me to invest into, I gained 50% in just 4 weeks.  Looking forward to more learnings and guidance with you in your new endeavor, “The FAST Exchange.”

- Dr. Pinky De Leon-Intal, 9-time-MDRT-Qualifier, Registered Financial Consultant, Certified Investment Solicitor. Creator of My Finance MD

"Ricky has raised my level of awareness of the advantage of investing in the long term and  I have personally pinpointed and chosen my investing principles based on several encounters with him. In managing my sales team, I make sure that everyone starts off on the right foot by hearing from one of the best in the industry."

- Rachel Agustin, Unit Manager, MDRT Qualifier, Philamlife

"I pray that you continue to be the selfless man that you are sharing to people your knowledge and your vision to help Filipinos in their goal to be financially capable. May the constant praise, admirations, accolades that you will surely attain through the years still sustain that unassuming and modest core that is Ricky So."

- Marita Lansang, Founding Agent of NCMF, MDRT, Philamlife

"The perspective shared had brought enlightenment on which industry to invest and which stock post the highest potential of growth under the new global and local trend. Investors who follow the recommendation of investment guru Ricky So, was able to gain huge margin from their stock investment as well as position in variable unit link products."

- Alex Yu, Exec. Financial Advisor, Axa Global

“Power of Questions gave me a fresh perspective in approaching and opening conversations with a client. In addition to the current scripts and handling objection techniques, PoQ actually helps by putting the client and the advisor on the same page.  The technique of asking the right questions instead of telling about the features and benefits actually makes the client think along the same line with the advisor and vice versa. When a client answers a question, it makes him/her a collaborator of the solution. It does not land as a hard sell nor a power close. But it is a subtle but powerful conceptual selling technique. It’s not scripted but a proactive questioning technique, which leads the client and the advisor to the right solution.”

- Nilo Matunog, RFP, CIS, AWP, District Manager, Philam Life, Cebu Matunog Associates

“I have gained so much insights from Ricky So for almost more than a decade of knowing him. I would consider him as one of my mentors when it comes to understanding Investment. Deep learning such as this is difficult to achieve except through the ongoing process of mentoring. I wholeheartedly recommend both the process in general, and Ricky as a mentor in particular. It has made me a better Investor, Financial Wealth Planner, and now that I'm handling advisers, I can now share with them the knowledge & skills I've learned from Ricky all these years.”

- Julie Prado Miranda, Financial Wealth Officer of FWD, 10-yr MDRT, Consistent Elite Circle member, RFC, CISol, Gama Intl Awardee