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The interpreted language session assignments listed are tentative.  English is the official language of the 2024 Global Conference. MDRT will provide simultaneous interpretation for Main Platform presentations and selected Focus Sessions when at least 50 registered members request a common language. Final determination of interpreted session options will be determined after July 11.

Le Thi Phuong Mai

Ha Noi City
,
,
Vietnam
Total Membership Years:
11
Court of the Table Honors:
7
Top of Table Honors:
4

Le Thi Phuong Mai joined her current company in 2009 and has maintained the record for protecting a client with USD 8 million in sum assured with one policy.

CLOSE

Referrals: My path to four Top of the Table qualifications

Le Thi Phuong Mai
Session Type:
Sponsor Sharing Session
Presentation Language:
Vietnamese
Date of Session:
Thursday, August 29, 2024
Start Time:
2:30 pm
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Language:
Vietnamese
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Content Track:

Le Thi Phuong Mai struggled for three years after joining the financial services profession. She explains how driving referrals through multigenerational connections turned perpetual frustration into enormous success.

Wei Keith Chee

Kuala Lumpur
,
,
Malaysia
Total Membership Years:
4
Court of the Table Honors:
1
Top of Table Honors:
0

Wei Keith Chee, who began his career as a management trainee at Mercedes-Benz, joined the financial services profession in 2020 with very minimal knowledge. He has achieved remarkable results over the last several years, making him the youngest Court of the Table member in his company.

CLOSE

Believing in yourself and embracing the MDRT Whole Person concept

Wei Keith Chee
Session Type:
Sponsor Sharing Session
Presentation Language:
English
Date of Session:
Thursday, August 29, 2024
Start Time:
1:00 pm
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Language:
English
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Content Track:

Chee explains how advisors can maintain work-life balance while pursuing MDRT-related goals. Learn how mental, emotional and physical health are crucial in achieving long-term success and how the Whole Person concept drives productivity, relationships and overall success.

Chi Kit Jack Hui

Hong Kong
,
,
China
Total Membership Years:
9
Court of the Table Honors:
2
Top of Table Honors:
0

Chi Kit Jack Hui has more than 15 years of experience in the financial services profession and is eager to continue his MDRT journey and achieve Top of the Table as well as MDRT Life member status.

CLOSE

Be water, my friend: Finding fluidity and adapting to a new normal

Chi Kit Jack Hui
Session Type:
Sponsor Sharing Session
Presentation Language:
Mandarin
Date of Session:
Wednesday, August 28, 2024
Start Time:
4:00 pm
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Language:
Mandarin
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Content Track:

Facing rapid changes in the world's economy, what can advisors do to help clients most smoothly and successfully adapt? Hui shares how he utilizes different strategies to bring comfort and flexibility to a variety of client segments.

Surawut Pattanabandit

Bangkok
,
,
Thailand
Total Membership Years:
7
Court of the Table Honors:
5
Top of Table Honors:
3

Surawut Pattanabandit began his financial services career in 1996, finding great success through discipline and hard work. He developed himself and his market from small cases to big cases and is considered an expert in the high-net-worth market.

CLOSE

From zero to hero

Surawut Pattanabandit
Session Type:
Sponsor Sharing Session
Presentation Language:
Thai
Date of Session:
Wednesday, August 28, 2024
Start Time:
2:30 pm
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Language:
Thai
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Content Track:

How can you build trust with clients to develop relationships and drive referrals? Pattanabandit shares strategies to create client satisfaction and a continually growing practice.

Derrick Yip, ChFC/S, AEPP

Singapore
,
,
Singapore
Total Membership Years:
7
Court of the Table Honors:
0
Top of Table Honors:
0

Derrick Yip, ChFC/S, AEPP, has been a dedicated advocate for financial security for 12 years. With a commitment to continual growth and helping others safeguard their futures, Yip is passionate about sharing his experiences and strategies with his peers.

CLOSE

Non-intrusive prospecting: Strategies for engaging warm leads and finding new clients

Derrick Yip, ChFC/S, AEPP
Session Type:
Sponsor Sharing Session
Presentation Language:
English
Date of Session:
Wednesday, August 28, 2024
Start Time:
1:00 pm
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Language:
English
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Content Track:

Don’t miss these strategies for capturing attention and interest at casual gatherings and networking events — without being pushy. Yip shares how to seamlessly transition from conversation to setting up appointments, all while building genuine connections and fostering long-term relationships.

Angelica Lingganata

Jakarta
,
,
Indonesia
Total Membership Years:
4
Court of the Table Honors:
3
Top of Table Honors:
1

Angelica Lingganata has been in the financial services profession for 11 years, specializing in working with high-net-worth clients. With prior experience as an accountant, Lingganata was encouraged by her husband to join him full time as a financial services advisor and has found great success over the years.

CLOSE

Elevate your high-net-worth approach

Angelica Lingganata
Session Type:
Sponsor Sharing Session
Presentation Language:
Bahasa Indonesia
Date of Session:
Tuesday, August 27, 2024
Start Time:
2:30 pm
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Language:
Bahasa Indonesia
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Content Track:

Do you want to change high-net-worth clients’ perception of their relationship with you? Lingganata shares how you can adjust the way these clients see you by transforming your service and expanding your reach.

Chin Tai Yen

Hong Kong
,
,
China
Total Membership Years:
6
Court of the Table Honors:
0
Top of Table Honors:
0

Chin Tai Yen has successfully led his agency team to achieve a remarkable 107% growth in first-year commission in 2023, earning him the prestigious Best Growth Award–Gold.

CLOSE

Master your time management to accelerate your success

Chin Tai Yen
Session Type:
Sponsor Sharing Session
Presentation Language:
Cantonese
Date of Session:
Tuesday, August 27, 2024
Start Time:
2:00 pm
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Language:
Cantonese
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Content Track:

Efficiency and process are key for advisors looking to reach higher in their careers. Discover Chin Tai Yen’s time management techniques that can help you get more done in less time.

Augustine Seah Boon Kheong, BSc; Jaslyn Ng, CLU, ChFC/S; Candice Ong; Jaden Wang

,
,
Singapore
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Augustine Seah Boon Kheong, BSc, started his agency when he was 26 and now leads a team of nearly 70 consultants and staff members. He strongly believes that cultivating young leaders in the industry is key to fostering agency growth and success. Boon Kheong has received numerous awards over the years, including the President’s Club Award, the Multimillion-Dollar Agency Leader Award and the Million-Dollar Agency Leader Award.

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 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.

Candice Ong became a financial advisor at Prudential Assurance Corporation Singapore in 2016, soon after graduating from Nanyang Technological University. Ong is committed to building her online presence, and her promotion to financial services director allows her to continue sourcing and training future financial professionals.

Jaden Wang leverages his vibrant presence across social media platforms, such as Facebook, Instagram and LinkedIn, to engage with diverse communities and share his insights on various topics. As a distinguished recipient of the 2024 MDRT Culture of Excellence Platinum Agency Award, he embodies the MDRT Whole Person concept through his passion for connecting with others and unwavering commitment to excellence in the field of finance and insurance.

‍

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Use social media to attract new advisors

Augustine Seah Boon Kheong, BSc; Jaslyn Ng, CLU, ChFC/S; Candice Ong; Jaden Wang
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Wednesday, August 28, 2024
Start Time:
1:30 pm
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Language:
English
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Content Track:

Stop hunting for recruits and learn how to draw advisors to your agency by building a brand on social media. Three agency leaders who excel at social media explain how to develop your agency’s online presence and what platforms perform best for your recruitment and brand-building goals.

Jaden Wang

,
,
Singapore
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Jaden Wang leverages his vibrant presence across social media platforms, such as Facebook, Instagram and LinkedIn, to engage with diverse communities and share his insights on various topics. As a distinguished recipient of the 2024 MDRT Culture of Excellence Platinum Agency Award, he embodies the MDRT Whole Person concept through his passion for connecting with others and unwavering commitment to excellence in the field of finance and insurance.

‍

CLOSE

Use social media to attract new advisors

Jaden Wang
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Wednesday, August 28, 2024
Start Time:
1:30 pm
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Language:
English
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Content Track:

Stop hunting for recruits and learn how to draw advisors to your agency by building a brand on social media. Three agency leaders who excel at social media explain how to develop your agency’s online presence and what platforms perform best for your recruitment and brand-building goals.

Yuk Wing Ng, Paresh B. Shah, CFP

,
,
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Ng Yuk Wing Charleson started his financial services profession in 2015 as a director of operations before becoming regional director in 2020. As the company’s youngest regional director in Hong Kong, China, he and his team have been recognized with awards for excellence for their success.

Paresh B. Shah, CFP, has been a wealth strategist for the past 24 years, helping individuals and businesses across the U.S. create innovative financial strategies that protect for today and tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning. His professionalism and community service have kept him active in the U.S. and India.

CLOSE

Panel discussion: Minor adjustments that lead to big results

Yuk Wing Ng, Paresh B. Shah, CFP
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, August 28, 2024
Start Time:
9:00 am
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Language:
English
Bahasa Indonesia
Cantonese
Hindi
Japanese
Mandarin
Thai
Content Track:
Practice management

MDRT members share strategies that have utilized small-yet-deliberate changes to evolve their service and turn weakness into opportunity. Find out how you can replicate this success while overcoming challenges and developing additional techniques to reach greater heights in your business.

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