与所属领域的专家交流联系、从顶尖金融专业人士身上了解最新趋势与洞见,并在主场会议聆听影响力人士的励志分享——同时展开迈向事业进步的伟大旅程。
百万圆桌商店和百万圆桌基金会展位,联谊及娱乐
百万圆桌商店和百万圆桌基金会展位,联谊及娱乐
通过 20 分钟的快闪演讲,聆听百万圆桌赞助商成员的分享,了解相关知识与专业经验,重点探索他们的百万圆桌之旅及经验。
Nethan Jing Xiang Chew is currently managing a team of 100 advisors, 50% of whom are MDRT members, while also pursuing a bachelor's degree in law.
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Erica Dhawan 是深谙 21 世纪团队精神、协作和创新的国际公认泰斗、演说家和顾问。她被 Thinkers50 评选为全球 50 大管理思想家之一,著有两本畅销书,且经常为《哈佛商业评论》(Harvard Business Review)、《快公司》(Fast Company) 和《华尔街日报》(The Wall Street Journal) 撰稿。Dhawan 曾在多个全球平台发表演讲,主题包括“运用创新战略,解锁集体力量”、“打破距离壁垒,构建信任文化”及“创造有效参与度,确保公司竞争力”。
Erica Dhawan is an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation. Named as one of the top 50 management thinkers in the world by Thinkers50, Dhawan is the author of two bestselling books and frequently appears in the Harvard Business Review, Fast Company and The Wall Street Journal. She has spoken across many global platforms on topics such as using innovative strategies to unlock the collective power of teams and building a culture of trust across any distance and creating authentic engagement to ensure competitiveness.
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Jamie McDonald 的童年历经苦难,但他顽强成长,成年后继续披荆斩棘,挑战身体耐力极限:他曾连续 12 天不间断地骑行静态单车,完成了相当于从 Bangkok(曼谷)到其家乡 Gloucester(格洛斯特)长达 14,000 英里的旅程,还曾在跑步机上跑了七天,达到的里程数绝无仅有。他参与这些挑战都是为了尽力为需要他帮助的儿童筹集资金。他的动力来源于回报那些在他幼年生病时为自己提供过关爱的医院和组织,以及尽量帮助更多儿童战胜重病和残疾。
Jamie McDonald beat the odds that were stacked against him as a child and went on to complete challenges as an adult that pushed human physical endurance to the limit: He spent 12 days nonstop on a static bike, completed a 14,000-mile bike ride from Bangkok to his hometown of Gloucester and spent seven days running on a treadmill — covering a greater distance during that time than any human being ever has — all to raise as much as he can for the children who need his help. His motivation is to give back to the hospitals and organizations that cared for him when he was a sick child and to help as many children as possible overcome their own serious illnesses and disabilities.
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主场会议广邀思想领袖和知名演讲者带来精彩励志的演讲和丰富的业内知识,涵盖金融服务、销售策略、行业实践和工作生活平衡等主题。
主场会议是全球会议最大的舞台,广邀精选会员演讲者、行业领袖、百万圆桌基金会和执行委员会,带来精彩励志的演讲。
百万圆桌商店和百万圆桌基金会展位,联谊及娱乐
通过 20 分钟的快闪演讲,聆听百万圆桌赞助商成员的分享,了解相关知识与专业经验,重点探索他们的百万圆桌之旅及经验。
Ai Tee Ooi 在寿险行业拥有超过 25 年的经验,并连续 9 年带领她的团队跻身顶级行列。她认为实现目标靠的是坚持不懈和踏实肯干的精神。
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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专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
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.
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Chia Fang Hsieh 是百万圆桌台湾分会的第十任会长,在金融服务业成就卓著,曾荣获众多奖项。
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.
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Takako Kai is a former nurse who joined Prudential Life in 2004, becoming one of the few female executive life planners at the company.
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Pu Li 为中国理财顾问协会创始人和 Shengrui Investment 的创始合伙人。他拥有清华大学和香港中文大学金融硕士学位,并曾在沃顿商学院进修商业分析专业。Li 深耕金融服务领域 18 年,为国内外多家大型保险公司提供咨询服务。
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.
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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.
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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.
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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.
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Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.
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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.”
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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.
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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.
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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.
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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.
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专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
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.
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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.
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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.
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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.
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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".
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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.
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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.”
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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.
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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.
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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.
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Toshihiro Tsubohara joined Prudential Life in 1999 and has achieved a high level of success during the last 17 years.
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Wei Wang 现任公司主管,负责提升个人业绩,招募和培养新顾问。他拥有九年的金融服务行业从业经验,始终致力于推广全人理念。
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.
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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.
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Danyi Zhang 通过分析近 690 名客户及其家庭的财务数据,确定他们的共同目标,并提供灵活的全方位产品组合,帮助他们避开金融风险。
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.
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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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主场会议广邀思想领袖和知名演讲者带来精彩励志的演讲和丰富的业内知识,涵盖金融服务、销售策略、行业实践和工作生活平衡等主题。
Mohamad Manmohan Abdullah,ChFC、CLU 是广受欢迎的金融服务演讲者,曾在世界各地许多研讨会上发表演讲。多年来,作为 35 名百万圆桌会员的导师,Abdullah 也热衷于分享他的知识。
Mohamad Manmohan Abdullah, ChFC, CLU, is a sought-after financial services speaker who has presented at many seminars worldwide. Abdullah is also passionate about sharing his knowledge as a mentor to 35 MDRT members over the years.
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Anna Hung Chan 于 2004 年加入金融服务行业,是一名活跃的百万圆桌会员。
Anna Hung Chan joined the financial services profession in 2004 and is an active MDRT member.
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Eunice Chen 在寿险营销领域工作了 30 年,自加入该行业以来,每周都会成功签约三份以上的保单。她认为安全的重要性、活动量和信念的力量,是为客户尽量提供最全面服务的关键。
Eunice Chen has worked in life insurance marketing for 30 years and has signed more than three policies every week since joining the profession. She believes the importance of security, the amount of activity and the power of conviction are keys to providing clients with the most comprehensive services possible.
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Richard Dobson Jr.,CFP 从事金融服务行业超过 40 年,并担任一家国家注册投资咨询公司负责人逾 15 年。他著有《让简单成为你的超能力!》(Make Simplicity Your Superpower!) 一书,并一直担任个人理财顾问。
Richard Dobson Jr., CFP, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.
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Romel Rivera Garganera 之所以能成为成功的金融服务顾问,是因为他发现了几个关键而实用的策略,帮助他跻身百万圆桌会员之列,随后又成为了顶尖会员。
Romel Rivera Garganera has found success as a financial services advisor due to his discovery of several crucial yet practical strategies that helped him become an MDRT member and then a Top of the Table member.
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37 岁那年,Louis Andrew Ang Gimenez 离开了一家对其人际关系造成负担的公司,毅然投身金融服务业。从那以后,他找到了自己真正的热情和目标所在,他认为这不仅是他的事业,同时这份工作还带给他使命感。
Louis Andrew Ang Gimenez joined the financial services profession when he was 37, after departing from a business that was causing a strain on his relationships. He has since found a true passion and purpose for what he considers not just his career but his vocation.
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Lee Chi-Hsiang,CFP、MSF,纽约大学斯特恩商学院金融硕士,在过去的 20 年里,他为客户提供各种各样的服务,满足他们不同的需求。Lee Chi-Hsiang 相信创新是为其事业保驾护航的最好方法,他不断学习新技能并了解最新信息,以便更好地服务客户。
Lee Chi-Hsiang, CFP, MSF, received his master's degree in finance from NYU Stern School of Business and for the past 20 years has provided various services for his clients, fulfilling their diverse needs. Believing that innovation is the best way to protect his career, Lee Chi-Hsiang continues to learn new skills and become educated on the latest information available to better serve his clients.
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Jaslyn Ng 任职金融服务总监,曾荣获理财顾问和领导领域的顶尖殊荣。2022 年,在涵盖 12 个亚洲国家/地区的第七届最值得信任保险代理及顾问奖颁奖典礼上,她被评为年度最佳区域数字代理人的首位。迄今为止,Ng 已为 400 多名客户提供财富保障和积累服务,这与她保护生命、确保孩子在任何情况下都能继续学业,以及帮助客户获得足够退休资金的使命保持一致。
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.
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Yeoh Tan Fung Jenny,RFP,具有护士医学背景的她将医学与金融专业知识相结合,帮助客户了解保险的益处,以真诚的关怀和同理心为客户服务,确保客户的财务稳定。
Yeoh Tan Fung Jenny, RFP, combines a medical background as a nurse with knowledge as an experienced financial professional to educate her clients on the benefits of insurance coverage to ensure financial stability while servicing them with genuine care and empathy.
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Yung Sze Hon Solomon 于 2012 年加入现在的公司,多年来取得骄人成就,赢得多个不同的奖项,包括 2019 年年度保险销售冠军和 2020 年杰出青年寿险经理。
Yung Sze Hon Solomon joined his company in 2012 and has won many different awards for his accomplishments over the years, including insurance champion of the year in 2019 and outstanding young life insurance manager in 2020.
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百万圆桌商店和百万圆桌基金会展位,联谊及娱乐
通过 20 分钟的快闪演讲,聆听百万圆桌赞助商成员的分享,了解相关知识与专业经验,重点探索他们的百万圆桌之旅及经验。
Pei Leng Chuah 从事金融服务行业已有 15 年,她的团队不断发展,目前有 60 名顾问。她希望在 2025 年前成为终身会员,并继续获得顶尖会员的资格。
Pei Leng Chuah has been in the financial services profession for 15 years and has grown her team to 60 advisors. She hopes to become a Life member by 2025 and to continue qualifying for Top of the Table.
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专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
Ya-Wei Chiang 现任金融服务业务主管,负责帮助刚刚入行的年轻销售人员培养技能,实现职业发展。她始终将客户需求放在首位,通过保险和税务规划相结合的方式,协助客户制定周全的资产保全规划。她曾于 2018 年接受台湾地区知名财经媒体平台《经济日报》(Economic Daily News) 的采访。
Ya-Wei Chiang currently works as a business executive in financial services, supporting the talent and development of many new, young salesmen. With clients' needs as her top priority, Wei assists clients in the successful planning of asset preservation, especially in combination with insurance and tax planning. In 2018, she was interviewed by Economic Daily News, the largest financial media platform in Taiwan.
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Sim Gakhar, CHS, BSc, works with self-employed professionals, executives and entrepreneurs to help them build their businesses, grow their retained earnings tax free, leave a long-lasting legacy and protect their biggest asset: themselves. Her problem-finder referral ecosystem makes her a solutions provider for the prospects she wants most.
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Lau Wah Shui has 12 years of experience in the financial services profession. Due to social movements and the pandemic, she found it necessary to adjust her business focus from 95% domestic market to 100% Hong Kong market. Lau Wah Shui chose to thrive during these difficult times, and the effort paid off: Her productivity increased three times in the first half of the year compared to the previous year.
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Bhushan Limaye is a chartered accountant with more than 25 years of experience in the financial services profession. He specializes in wealth creation, wealth protection and risk management, with a focus on mutual funds, fixed deposits, life insurance, medical insurance and various types of taxation.
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Sunjay Nath is an internationally renowned speaker who travels globally, sharing insights on leadership and performance. In 2005, he became the youngest Canadian and third youngest in the world to earn his CSP designation, and he was inducted in the Canadian Speakers Hall of Fame in 2018. Best known for his 10-80-10 principle, Nath uses this methodology to combine best practices with small wins to help empower audiences to reach their stretch goals.
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Masahide Nemoto graduated from Hitotsubashi University with a major in sociology and then from law school at Gakushuin University. He later joined Gibraltar Life.
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Stuart Shee Yew Kuen, AFC, is the founder of Advisors in-Sync, an agency dedicated to empowering lives. He is an active MDRT member and mentor and has spoken in more than 60 cities across 16 countries on sales and agency leadership topics. Shee Yew Kuen authored the bestselling book “Work of Heart” and donates all his speaking fees and book sale profits to various charities.
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Jensen Siaw is a global performance coach who has worked with top sales producers, business leaders, senior executives, performing artists and professionals since 2006. His clientele includes multinational corporations, government bodies, universities and global insurance companies, and his coaching style with financial advisors focuses on how to create inner world alignment between work and home life. Siaw has reached close to a million people through his keynotes, radio talk shows, virtual seminars and at many MDRT events.
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Thattana Sritaraksa discovered the solution to achieving MDRT qualification was changing the way she worked with her manager. Once that adjustment was made, they both found great success — and haven’t looked back since.
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Wenxing Elton Wang 是 HarvestHorizon (Shanghai) Management and Consulting Co. Ltd. 的创始人兼总经理。
Wenxing Elton Wang is founder and managing director of HarvestHorizon (Shanghai) Management and Consulting Co. Ltd.
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Mohamad Manmohan Abdullah, ChFC, CLU, is a sought-after financial services speaker who has presented at many seminars worldwide. Abdullah is also passionate about sharing his knowledge as a mentor to 35 MDRT members over the years.
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专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
Katsuya Chosokabe joined Prudential of Japan in 1996 and specializes in business succession and estate planning of small- to medium-sized enterprise owners.
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Fen Ding 有着 20 年的金融服务行业从业经验,对于高效的销售技能与有效的客户管理策略之间的区别了如指掌。
Fen Ding has 20 years of experience in the financial services profession and has mastered the difference between possessing efficient sales skills and utilizing effective client management strategies.
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Fung Wai Hong Daniel is a regional manager who leads more than 40 colleagues, including professional accountants and young university graduates. He has been a guest speaker at many MDRT events and was selected by Prudential Malaysia to speak at a meeting in Hong Kong, China, about how to recruit professionals to expand the team. He also received the Outstanding Trainer Award at the 2022 Hong Kong Trainer Competition.
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Danielle J. Genier, CLU, CFP, is the founder of Genier Financial Services Inc., which provides full financial planning. At this point in her career, she specializes in working with clients who are 10 years prior to retirement, retired or small-business owners. Genier is very passionate about this profession and enjoys helping her clients and mentoring the advisors and staff in her office.
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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.
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Ryan Lau Le An has found great success as a financial services advisor: He achieved Million Dollar Round Table Court of the Table qualification before he graduated from his university. Upon graduation, he consecutively qualified for Top of the Table. Ryan Lau Le An speaks professionally for Malaysia’s MDRT community, educates members of financial institutions throughout Malaysia and regularly works with wealthy business owners on successful financial strategies.
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Wenping Li 是一名业务主管,并且是中国保险营销联盟的精英会员和一位高净值认证导师。
Wenping Li is a business director, elite member of the China Insurance Marketing Alliance and a high-net-worth certified mentor.
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Ryan Jake Perkins has worked at Genier Financial Services Inc. for the last seven years and has been the principal of the firm for the last year. He specializes in serving professionals, young business owners and next-generation wealth clients.
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Sirinun Phuttal has been in the financial services profession for 16 years. As sales division executive for the last eight years, Phuttal has been driving her team to achieve excellence through deep understanding and motivation.
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"Crazy" Kazim Raza is a sales trainer and motivational speaker with more than 20 years of experience in the sales training in life insurance industry. Prior to founding Kazim’s Institute of Leadership, he worked as associate vice president of marketing and training for a leading insurance technology organization. He has trained more than 300,000 financial advisors, most of whom are clients from the Life Insurance Corporation of India, on concept-based selling and a whole personality development program. His slogan is "don't Sell, educate people"
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Shadé Zahrai is known for her remarkable ability to translate the latest in neuroscience and psychology research into practical and actionable strategies that drive mindset shifts and behavioral change in a systemic way. A bestselling author and Harvard-trained leadership coach, Zahrai is principal and director of her leadership development company, Influenceo Global Inc., where she leverages the latest insights in high performance and leadership into commercially sound strategies to help companies such as McDonald’s, Microsoft and JP Morgan keep emotional intelligence at the core of their work.
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(注册时售票活动。仅限 2023 年的内阁会员和顶尖会员参加)
通过 20 分钟的快闪演讲,聆听百万圆桌赞助商成员的分享,了解相关知识与专业经验,重点探索他们的百万圆桌之旅及经验。
百万圆桌商店和百万圆桌基金会展位,联谊及娱乐
专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
Surachet Chontrakul is currently the vice chairman of the GAMA Thailand’s research arm.
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Michiyo Imada began her career as a government employee before joining Sumitomo Life in 1991. She currently focuses on worksite marketing, has accumulated about 5,500 individual policies and is passionate about mentoring the next generation of advisors.
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Venkatesh Kalyanam, BA, CFP, is founder and director of Vision Financial and author of the book “Anchoring Success.” He has discovered the key to serving clients well while also enjoying the work he does at any stage of his career.
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Calvin Lee joined the financial services profession in 2008. He was president of the Financial Services Managers Association of Singapore and currently serves on their board of governors. The digitally savvy leader has been recognized for employing the power of social media and technology to run his agency, which specializes in retirement adequacy planning, legacy planning and employee benefits.
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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.
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Leung Ka Chun Eddie has won various awards in financial planning competitions and is a member of many industry associations.
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Lim Yee Von is a Generation Y financial advisor from Malaysia who has received numerous awards for her personal sales portfolio accomplishments. She has spoken at various MDRT events and other conferences around the world and initiated the first webinar-based sharing platform in Malaysia on topics related to finance, leadership, mental health and well-being.
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Yi Sheng Liu 擅长运用技术指导合作伙伴和进行业务拓展。2021 年,在台湾地区疫情封锁期间,Liu 先人一步,邀请客户通过视频电话购买保险,确保了疫情期间销售的持续增长。
Yi Sheng Liu specializes in using technology for partner mentoring and business outreach. In 2021, when Taiwan was impacted by the pandemic lockdown, Liu was the pioneer in enabling clients to buy insurance via a video call, which enabled sales to grow despite the lockdown.
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Jia Lyu 是私人财富管理领域的专家,并且是自闭症儿童综合教育组织的家庭慈善大使。
Jia Lyu is an expert speaker on the topic of private wealth management and is a home charity ambassador for Autistic Children’s Integrated Education.
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Kyoko Miyakawa worked as a government employee before transitioning to the financial services profession, joining Sumitomo Life in 1991. Miyakawa mainly focuses on worksite marketing and has helped secure nearly 5,500 individual policies. She enjoys mentoring the next generation of advisors and hopes to one day transfer her existing clients to them.
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Jayang Nagrecha reached great heights in his career by understanding the true concept of life insurance and how to convey the many diverse facets of it to clients.
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Agnes Ng Tan has been a financial advisor for 10 years and strives to find a sense of holistic balance in all areas of her life, which she believes is essential for nurturing stability and achieving success.
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来自中国北京的 Jie Tang 于 2005 年开始从事金融服务行业,目前掌管着公司内规模最大和百万圆桌会员数量的团队。2023 年,她的目标是再帮助 100 名理财顾问成为百万圆桌会员。
Jie Tang, of Beijing, China, joined the financial services profession in 2005 and currently has the largest team with the highest number of MDRT members in the company. Her goal for 2023 is to help an additional 100 advisors become MDRT members.
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专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
Sudhakar Gabriel has been in the life insurance profession for more than 21 years. While Gabriel focuses on the referrals and recommendations side of the business, his specialties also include retirement solutions and business insurance.
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Josh Han, ChFC, CIAM, began her career as a Financial Consultant and qualified as a MDRT member in her 12th year. Her passion and conviction for the work grows each time she experiences how her works done during good times made a difference. Josh currently leads a team of financial advisors who run their practice with the mission of having their clients lead the quality of life they deserve, regardless of times, easy or rough.
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Ho Man Chio joined the financial services profession soon after graduating. He has 15 years of experience in the business, with 10 of those years managing teams. He now oversees six teams and has helped 15 advisors become MDRT members.
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Almira Elma Kintanar has held senior executive positions at a multinational bank as well as worked at a telecommunications company, filling roles in sales operations, compliance and marketing. She is currently a senior financial advisor at a multinational life insurance company and an MDRT mentor.
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Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He has found great success utilizing his strategy for handling objections in record time and is eager to share his method with fellow financial advisors.
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Masashige Obana graduated with a bachelor's degree in economy from the University of Tokyo and has experience in designing IT strategies and investment management systems, mainly for insurance companies. He founded Corporation Hokan in 2017, and some of his initiatives include jointly hosting the InsurTech Startup Meeting at FINOLAB in the financial district of Tokyo and actively promoting the use of technology in the insurance arena.
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Napatcha Pongwattanakitkul เป็นเจ้าของเว็บไซต์วางแผนการเงิน wangpaan.com ซึ่งนำเสนอผลิตภัณฑ์ประกันภัยที่หลากหลาย ไม่ว่าจะเป็นประกันชีวิต สุขภาพ และบำนาญ ตลอดจนผลิตภัณฑ์การลงทุนและบริการวางแผนภาษีอย่างชาญฉลาด Pongwattanakitkul ให้ความสำคัญกับวางแผนการเงินแบบองค์รวมและมีความเชี่ยวชาญด้านการคุ้มครองทรัพย์สิน
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Nanut Sa-Nguanwit ตัวแทนประกันชีวิตที่มีความเชี่ยวชาญกว่า 20 ปี และเธอมีความหลงใหลในการทำงานร่วมกับเพื่อนร่วมงานเพื่อให้ได้มาซึ่งข้อได้เปรียบสูงสุดในการวางแผนทางการเงินให้กับลูกค้า เธอยังคิดว่าการพัฒนาตัวเองอยู่เสมอเป็นสิ่งสำคัญในการพัฒนาไปสู่การเป็นที่ปรึกษาที่ดี ซึ่งจะสามารถนำลูกค้าไปสู่ความมั่นคงทางการเงินได้
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Jantamas Taikul มีประสบการณ์มากกว่า 30 ปีในฐานะตัวแทนประกันชีวิตและมากกว่า 10 ปีในฐานะที่ปรึกษาทางการเงินเธอเชื่อการติดตามข่าวล่าสุดอยู่เสมอเป็นสิ่งที่จำเป็นอย่างยิ่งเพื่อเป็นเป็นที่ปรึกษาที่เชื่อถือได้และสามารถปรับปรุงชีวิตของผู้อื่นได้
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Jing Zhou 拥有 8 年的金融服务行业从业经验,销售成绩斐然,恪守道德,备受认可。
Jing Zhou has eight years of experience in the financial services profession and has been recognized for her sales performance accomplishments as well as her ethical behavior.
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主场会议是全球会议最大的舞台,广邀精选会员演讲者、行业领袖、百万圆桌基金会和执行委员会,带来精彩励志的演讲。
主场会议是全球会议最大的舞台,广邀精选会员演讲者、行业领袖、百万圆桌基金会和执行委员会,带来精彩励志的演讲。
英语是 2023 年百万圆桌全球会议的官方语言。百万圆桌将为主场会议演讲提供同声传译服务(当至少 50 名注册会员要求用同一种语言进行传译时)。
嘉宾演讲者:邀请思想领袖和非会员主题演讲嘉宾带来发人深省的故事和行业内容,主题包括金融服务、销售策略、行业实践和工作与生活平衡。
百万圆桌开讲:这场节奏明快的会议将在星期二早上举行,其特色在于由百万圆桌会员分享极富创新和创意的业务概念。就提高业绩、增进客户互动策略及改善行业实务提出建议。
2023 年会长致辞:聆听 2023 年百万圆桌会长 Peggy Tsai,RFP、CCFP 的励志分享和信息,开始美好的星期一。
百万圆桌基金会:认识 2023 年慈善合作伙伴,并了解百万圆桌基金会为全球带来的持续影响。
主场会议对话:与一名精选嘉宾演讲者进行深入对话。
这些会议提供特别专属内容,作为全球会议的附加会议。每场会议均设有会员资格要求,建议预先注册。
首次与会者会议**: 这是专为首次与会者而设的专属互动会议,帮助大家结交朋友,了解享受会议的最佳方式。不要错过和同事一起的这段特别经历,共同庆祝成功,获得鼓舞,让美好收获的悠扬余韵,持续至新加坡四日会议以后的更长日子
内阁会员/顶尖会员日程**: 与其他内阁会员及顶尖会员一起出席这场独家会议,令您的全球会议体验更上一层楼。(此活动仅开放于 2023 年内阁会员和 2023 年顶尖会员参加。)
内阁会员及顶尖会员公开论坛**:内阁会员和顶尖会员将有机会在本次全长 90 分钟的会议(星期三上午)期间交流与互动并参与他们关心的主题谈话。按语言分组的非正式圆桌讨论。(此活动仅开放于 2023 年内阁会员和 2023 年顶尖会员参加。)
百万圆桌全球服务会议**:这四场特别会议仅限百万圆桌全球服务成员参加,专为金融服务业的团队领导者而设。这些会议汇集团队管理策略和鼓舞人心之道,将助您在领导力之旅中加速前行,并与全球服务的其他成员建立联系。(这些会议以英语演讲;不提供传译服务。)
专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
通过 20 分钟的快闪演讲,聆听百万圆桌赞助商成员的分享,了解相关知识与专业经验,重点探索他们的百万圆桌之旅及经验。
通过成为项目统筹委员会 (PGA) 志愿者来增强会议体验。与来自世界各地的新朋友建立人脉关系,同时扮演重要角色,使其他与会者在全球会议中得到愉快的体验。了解更多信息,并在注册会议时报名加入七个专案小组之一。
志愿者必须参加 PGA 启动仪式,时间为 8 月 26 日(星期六)16:30。因此,敬请及时抵达新加坡,聆听特别演讲,获得有关您的志愿者任务的重要细节,并与团队中的其他人见面。所有志愿者都必须是百万圆桌会员。会议室将于 16:00 开放。
2023 年百万圆桌会员、现任百万圆桌全球服务成员、MDRT Academy 成员、学员和代理人团队经理均有资格注册参加。与会者的配偶、子女、亲属、朋友或业务伙伴不得注册或参与任何官方会议和活动。
立即成为会员了解更多关于百万圆桌师徒制辅导计划的详细信息。
如需注册代理人团队经理计划,请创建个人档案并发送电子邮件至 agencymngmtprogram@mdrt.org, 以全面开通注册资格。如有百万圆桌 ID 号,请提供。
了解更多关于 MDRT Academy 的详细信息。
了解更多关于百万圆桌全球服务的详细信息
MDRT considers the safety of our members our top priority and will continue to follow guidance from the World Health Organization (WHO) and the Centers for Disease Control and Prevention (CDC) to host an in-person event that is safe for all in attendance. Therefore, adherence to health and safety protocols will be mandatory.
绩效、领导力、主动性,这些都是使百万圆桌会员表现出众的品质——也是百万圆桌选择产品以帮助会员继续迎接增值市场的挑战时所追求的品质。
百万圆桌商店展示了业内最好的教育资源。留意 B 大厅内的交流区指示牌,了解如何在网上订购百万圆桌商店的书籍、会议专刊、奖牌、服装以及更多百万圆桌品牌商品。
全球会议期间,百万圆桌商店恕不处理任何实体交易。
百万圆桌基金会向世界各地的慈善组织捐款,展现百万圆桌会员的慷慨、服务和影响力。了解更多关于百万圆桌基金会的信息。
在 2023 年百万圆桌全球会议上,百万圆桌基金会将与 All Hands and Hearts International 携手合作——该组织通过世界各地的志愿者力量,致力解决受自然灾害影响的社区的即时及长远需要。
参观基金会展位以慷慨解囊,并了解志愿者机会。