Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.
Aileen Mari Palmes is a financial advisor at Insular Life, with 12 years of experience in the life insurance profession. Having a background in the hospitality industry, she is known for combining service and authenticity to build lasting client relationships. Her expertise lies in service-led growth strategies, client retention and insurance portfolio cleanups. Through this unique approach, she has doubled her business and continues to mentor fellow advisors in building authentic, scalable practices.
