에이드리언 P. 베이커(Adrian P. Baker, Dip PFS)는 St. James’ Place Wealth Management Group의 선임 파트너이자 2023 MDRT 재단 회장입니다. 그는 사람들을 보살피는 사람들과 본인과 다음 세대를 위해 행복한 미래를 가꿔나가고자 하는 사람들과 일하는 데 깊은 관심이 있습니다. 형편이 어려운 가정의 아기들에게 무료로 두개정골요법을 제공하는 단체인 Baby Check Bath의 공동설립자이자 이사인 베이커는 기업가 정신을 지니고 있으며 세상에 긍정적인 기여를 하는 데 뜻을 함께하는 기업 대표들과 긴밀하게 일합니다.

데이비드 킹(David King)은 공인 영업 강사 및 영업 행동 컨설턴트로, 재무 서비스 전문가들에게 금융 수단이 예기치 못한 인생의 위기에서 그들을 어떻게 보호하는지 직접 확인할 수 있도록 돕는 데 주력하고 있습니다. 킹은 압박이 심한 영업 업계에서 재무 서비스 전문가들이 스토리텔링과 개인 경험에 대한 그만의 고유한 접근 방식을 활용하여 자신의 메시지를 증폭시킬 수 있도록 지원하며, 이를 통해 그와 같은 더 많은 사람이 도움을 받을 수 있게 하는 것을 사명으로 삼고 있습니다.

캐플란 모브레이(Kaplan Mobray)는 성공한 기업 임원으로 15년 이상 기업에서 근무했습니다. 그는 Fortune 500대 기업의 기업 마케팅, 광고, 브랜드 개발 및 인력 다양성 이니셔티브로 여러 차례 수상했습니다. 미국 프로 풋볼 챔피언 결정전 '슈퍼볼'에서 매년 NFL 선수와 팬들에게 자신의 메시지를 전하고 있으며 CNN, Fox, Businessweek, The Wall Street Journal, Ad Age 등 다양한 미디어에서 다뤄진 바 있습니다.

제시카 톰슨(Jessica Thompson)은 국제 재난 구호 비영리단체 올 핸즈 앤 하츠(All Hands and Hearts, AHAH)의 대표입니다. 인도네시아 가옥 재건을 돕기 위해 AHAH와 함께한 첫 3주간의 자원봉사는 AHAH의 사명에 대한 평생의 약속으로 바뀌었습니다. 톰슨은 현재까지 63,000명 이상의 자원봉사자 협조를 지원했으며 144개의 재난 구호 프로그램을 발족하고 수백만 명이 넘는 사람들에게 선한 영향력을 미치고 있습니다.

마티 윌슨(Marty Wilson)은 평생 커리어를 쌓으면서 회복탄력성에 대해 연구했습니다. 이는 그가 성공적인 커리어를 쌓고 또 다른 커리어를 향해 도약한 지칠 줄 모르는 사업가이기 때문입니다. 약사, 광고 카피라이터, 희극배우 경력을 지닌 윌슨은 베스트셀러 작가이자 강연자이며, 호주에서 올해의 코미디언 상(Australian Comic of the Year)을 받기도 했습니다. 또한, 50만 명 이상의 청중을 대상으로 농담과 유머가 건강 및 혁신의 분야에서 어떻게 행동 변화를 끌어내는지에 관해 강연을 펼쳤습니다.

Floriano Alencar has 26 years of experience in the financial and insurance profession, starting his career with Mutual of New York in 1997 in Brazil. Alencar joined Pan-American Life Insurance Company in 2005 and, as current vice president of sales and operations, supports international distributors and clients in multiple continents.

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Hozumi Hanada leads the Japanese division for The Pacific Bridge Companies and is president of Pacific Bridge Wealth Resources. Born in Yamanashi Prefecture in Japan, Hanada was an editor in Tokyo for 10 years before finding her life purpose in Los Angeles, California, USA. She is passionate about serving Japanese-speaking communities and works with financial advisors to help their clients in these areas achieve their hopes and dreams through global financial navigation. 

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Karen Faith Koh Tiang has more than 18 years’ experience in the life insurance profession and enjoys sharing with others how she achieved great success in her career.

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Ai Tee Ooi has more than 25 years of experience in the life insurance profession and has grown her team to the top division for nine consecutive years. She believes persistence and hard work are keys to achieving your goals.

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Rachod Pavachanrussamee has 12 years’ experience in the life insurance profession and believes work-life balance is critical for success. He has learned that participating in your favorite hobbies oftentimes yields limitless prospects.

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Thẩm Thị Kiều Oanh joined her current company in 2019 and quickly became the top agent for both premium and number of policies sold during her first year in the financial services profession. She is currently an area manager, overseeing 160 advisors and agency leaders.

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Jane Blaufus, CLU, is founder of The Blaufus Group Inc., based in Toronto, Ontario, Canada, and works with clients across Canada and the U.S. Her book and comprehensive planning binder have become acclaimed as two of the most actionable financial planning resources available today for families, individuals and business owners. With extensive experience in marketing, sales, executive leadership and business development, Blaufus has been invited as a guest expert speaker on national TV, radio and podcasts.

Chia Fang Hsieh is the tenth president of the MDRT Taiwan Division and has won various awards for her accomplishments in the financial services profession.

Takako Kai is a former nurse who joined Prudential Life in 2004, becoming one of the few female executive life planners at the company.

Pu Li is the founder of the Independent Financial Advisors Association in China as well as founding partner of Shengrui Investment. He obtained his master’s degree in finance from Tsinghua University and the Chinese University of Hong Kong and majored in business analysis from Wharton Business School. Li has been deeply involved in financial services for 18 years, providing consulting services for many large insurance companies at home and abroad.

Joshua Luke is the director of training and business development at Signature Image Academy International, a leading training consultancy that offers training courses, mass coaching, personal consultations and training certifications. Joshua is a multiple award-winning global master trainer, celebrity master personal branding consultant and business coach who has been featured in Singapore’s Men’s Health and U-Weekly magazines.

Namiki Ohishi is a former nurse who joined Gibraltar Life in 2009 and qualified for an executive-level status at the company in 2020. She has had great success as a financial advisor, closing two cases a week for nine consecutive years.

Witsanu Pudtaraksamanee, a former car salesman, transitioned to the financial services profession and has found great success for the past 20 years, earning recognition as the youngest advisor in the history of AIA Thailand to hold the high-level position of regional director.

Rajesh Tagore is a sales trainer who specializes in training through games, tools, demonstrations and visual aids. He is founder of Leader Factory, creator of a wealth kit that includes 20 different concepts to sell insurance more effectively and author of the book “When How and Whom Not to Recruit as Insurance Adviser.”

Wong Glen, who joined the financial services profession in 2013, reached Top of the Table status within three years of becoming an MDRT member. He is currently a regional director of an insurance company with a team of more than 100 people and hopes that the reputation and professionalism of the profession will one day equal that of lawyers and doctors.

France Zaguirre, a financial advisor at AIA Singapore, was born and raised in the Philippines before moving to Singapore at the age of 20 to begin a career in financial services, a decision that was rooted in his passion for service. Though he didn’t have a network of family, friends or money at that time, Zaguirre now serves as an MDRT mentor, volunteers at various charitable organizations and believes in giving back to society.

Shalyn Xiaoqi Lee, BSc, CIAM, is a financial services director who has led multiple million-dollar agencies. She is an advocate of balancing a successful business with leading an enjoyable home life.

Jaslyn Ng is a financial services director who has received top awards both as a financial consultant and a leader. In 2022, she was recognized as the top first regional digital agent of the year at the 7th Asia Trusted Life Agents and Advisers Awards ceremony, which spans 12 Asian countries. To date, Ng has managed more than 400 clients in wealth protection and accumulation, which resonates with her mission to protect lives, ensure children can continue their studies no matter what happens and help clients secure adequate retirement funds.

Bhupinder S. Anand, ACII, Dip PFS, is managing director of Anand Financial Architecture, based in London, England, UK. He has twice been awarded U.K.’s Independent Financial Advisor of the Year and is one of the profession’s favorite speakers, having spoken at major conferences all around the world and at MDRT many times. He also runs the Advisor Master Class coaching program and is author of “Smashing the Glass Ceiling: Breaking Through Your Personal Barriers to Success.” Anand has a unique insight into understanding the importance of how creative branding and positioning can influence the results we get from our clients.

Satontorn Bovontanasankun became a financial services advisor after her mother was diagnosed with Alzheimer’s. Inheriting the book of business her mother earned during her 30-year career, Bovontanasankun was a quick learner and credits her success to utilizing all the resources MDRT has to offer.

Cheng Ka Kit decided against working for the immigration department and opted instead to join the financial services profession, which has proven to be very successful for him. He achieved MDRT qualification with more than 150 policies — within six months after his graduation — and doubled his production the following two years.

Paveennuch Cheowtirakul has 14 years of experience in the financial services profession and is the director of the GA owner office. Her primary focus is word-of-mouth marketing.

Salzena Fernandes , presently ACFP and PFA , finished her bachelors and master’s degree in commerce, added cost accountancy and financial planning as the major subjects and began her career at Mahindra & Mahindra Automobiles Ltd as account and sales manager. She later transitioned to the financial services, starting her own firm, Sansal Financial Services. She offers comprehensive long-term savings, protection, and retirement solutions, as well as child education, tax planning , various risks management planning and wealth management services. For the last 15years she has made a difference to more than 2600 families across the globe with the goal to "make a finest difference to a family".

Every advice firm has blind spots when it comes to understanding the true value it delivers, Gardner says, and how to price and get people to pay for that deepest value. Utilizing nearly three decades of experience advising thousands of businesses, he touches on both the psychology of clients and advisors while sharing secrets that can help advisors exponentially grow their revenue.

Julianne Hertel, CLU, CLTC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.

Sol Hicks is the CEO and founder of Hicks Global Enterprises and has been an advisor for 52 years. He devotes much of his time to cultivating and mentoring other agents, 80% of whom become top producers themselves. He is a globally sought-after speaker, teacher and motivator, and the author of “Wise Guys Finish First,” “The Secret Life of a #1 Salesman” and “Making Disciples.”

Rajiv Jain, B Com, CFP, credits his success as a financial services advisor to establishing a healthy work-life balance through effective communication and listening skills.

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Bernard Lim, CFP, has more than 20 years of experience in training, coaching and presenting. He is the principal of Wealth College and founder of FinCARE, a social enterprise that makes financial wellness programs affordable and accessible through technology. Lim’s highly rated courses in financial coaching and estate and legacy have reached more than 10,000 financial services professionals through banks, insurers and IFAs.

Poonam Maurya has been in the financial services profession for 18 years, accumulating more than 1,000 clients over the years. She has found a simple strategy for success and enjoys sharing her ideas with others.

Jitpinun Santayanond has been in the financial services profession for 21 years and is currently the director of the sales division. She has found the best way to help clients plan their financial futures is through a systematic and methodological approach.

Toshihiro Tsubohara joined Prudential Life in 1999 and has achieved a high level of success during the last 17 years.

Wei Wang currently serves as a supervisor responsible for developing personal performance, recruiting and cultivating new advisors. He has nine years of experience in financial services and is dedicated to promoting the Whole Person concept.

Takashi Yoshimitsu is an author and experienced field manager at a domestic life insurance company who trains sales representatives to help them succeed. He became an independent advisor in 2002, founded K.K. Shaft and has offered more than 3,000 seminars throughout Japan to improve the quality of financial services advisors in the profession.

Danyi Zhang’s specialty is analyzing the financial data of her nearly 690 clients and their families to determine their joint goals and provide a complete and flexible product portfolio to help them avoid financial risks.

Su-Yen Wong is a professional speaker whose passion is to help audiences around the world navigate the intersection of technology, strategy and people and think differently about the future of work, reinvention, diversity and governance. Wong is an adjunct professor of global leadership and a highly rated guest lecturer who has spoken at universities across Asia, Europe, Latin America and the U.S. She serves on several boards for public, private and nonprofit organizations and is a bestselling author and award-winning photographer.

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