Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.
Magali Bernal holds a master's degree in financial services from The American College of Financial Services. In 2007, she established Trasciende Hoy, a company focused on developing and executing wealth management strategies. Bernal helps her clients transcend more effectively and across generations through asset protection.
Dayra Irene Chávez served as Country Chair for MDRT’s MCC Zone 11, Panama, from 2016 to 2018. She has a remarkable 17-year career as an insurance agent and is the founder and CEO of D.C. Asesores de Seguros S.A., a brokerage specializing in personal and general insurance as well as surety bonds. Chávez served as president of the National Association of Insurance Producers of Panama from 2021 to 2023 and is currently a member of the advisory board of the National Association of Insurance Professionals of Panama. She is also the host of her successful podcast @dayraasegura.
Alexandra de Jesus García Yanez is an insurance agent at Seguros Monterrey New York Life. With more than five years of experience in the financial services profession, she has earned recognition for her focus on financial education for young people, especially women, empowering them to build a strong future with a long-term perspective. García Yanez has gained significant recognition for her performance, including Legión Platino, Club Diamante and Club Atlantis. She has also been both a champion and a runner-up in her company's Northern Zone for three consecutive years in the life insurance category.
Yertizell González is a successful insurance broker and a founding partner of GYP Seguros Panamá, with 15 years of experience in the insurance industry. The awards she has received for her outstanding professional performance include Top 1 New Agent in 2011, Top 1 Agent in 2014 and Top 5 Agent at ASSA.
