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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.

Simon D. Lister, DipPFS

Norfolk
,
,
United Kingdom
Total Membership Years:
18
Court of the Table Honors:
18
Top of Table Honors:
15

Simon D. Lister, Dip PFS, adalah Nomine MDRT 2025. Pada 2021, ia menjabat Anggota Dewan Global dan Ketua Dewan Penasihat Divisi Top of the Table dan saat ini menjabat Anggota Dewan Global Divisi Pengembangan Program Pertemuan Tahunan. Lister juga merupakan Ketua Area Divisi Komunikasi Anggota. Ia seorang Platinum Knight Yayasan MDRT dan anggota Inner Circle Society yayasan ini. Lister adalah seorang perencana keuangan independen dan direktur pelaksana ML Financial Associates, tempatnya berspesialisasi di bidang perencanaan pensiun.

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Simon D. Lister, Dip PFS, is the 2025 Nominee of MDRT. In 2021, he served as Global Council Member and Advisory Board Chair of the Top of the Table Division and currently serves as Global Council Member of the Annual Meeting Program Development Division. He also served as Area Chair of the Membership Communications Division. He is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates, where he specializes in retirement planning.

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Nominee Acceptance Speech

Pidato Penerimaan Nomine

Simon D. Lister, DipPFS
Jenis Sesi:
Panggung Utama
Bahasa Presentasi:
Inggris
Date of Session:
Start Time:
Lister
Bahasa:
Inggris
No items found.

Simon D. Lister, Dip PFS, formally accepts the nomination to become the newest member of the Executive Committee.

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Simon D. Lister, Dip PFS, secara resmi menerima nominasi sebagai  anggota terbaru Komite Eksekutif.

Alessandro M. Forte, CFP, FCII

Yorkshire
,
,
United Kingdom
Total Membership Years:
27
Court of the Table Honors:
27
Top of Table Honors:
27

Alessandro M. Forte, CFP, FCII, adalah salah seorang penasihat keuangan terbaik dunia, dari segi produksi, kualifikasi, dan kepatuhan. Ia telah berbicara di 92 negara, merupakan penulis buku laris internasional Dare to be Different (terbit dalam delapan bahasa), dan telah membantu menggalang dana lebih dari 24 juta dolar untuk sekian berbagai badan amal. Saat ini, ia menjabat Presiden Yayasan MDRT. 

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Alessandro M. Forte, CFP, FCII, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 92 countries, is the author of the international bestseller “Dare to be Different” (published in eight languages) and has helped raise more than USD 24 million for numerous charities. He also currently serves as the MDRT Foundation President. 

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MDRT Foundation

Yayasan MDRT

Alessandro M. Forte, CFP, FCII
Jenis Sesi:
Panggung Utama
Bahasa Presentasi:
Inggris
Date of Session:
Start Time:
Forte
Bahasa:
Inggris
No items found.

Forte, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

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Forte, Presiden Yayasan MDRT, akan berbagi cerita tentang kontribusi Yayasan MDRT dalam mendukung berbagai badan amal di seluruh dunia dan isu-isu sosial yang menjadi kepedulian para anggota MDRT. Simak informasi cara menjadi relawan, berdonasi, dan mengajukan proposal hibah untuk lembaga yang Anda dukung.

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Carol Kheng, CHFC

Singapore
,
,
Singapore
Total Membership Years:
27
Court of the Table Honors:
5
Top of Table Honors:
4

Carol Kheng, ChFC, adalah Presiden MDRT 2025. Kheng telah menjabat berbagai posisi di Komite Eksekutif MDRT sejak tahun 2022. Ia pernah menjabat Wakil Presiden Divisi untuk Urusan Umum Program (PGA) Konferensi Global pada 2019 dan untuk Divisi Sumber Daya Anggota–Manajemen Praktik pada 2009. Kheng juga telah menjabat di Board of Trustees Yayasan MDRT, dan menyandang gelar Diamond Knight di yayasan ini. Kheng adalah seorang Master Financial Consultant di Prudential Assurance Company Singapore, dan merupakan anggota pendiri serta pernah menjadi ketua MDRT Club di perusahaan tersebut.

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Carol Kheng, ChFC, is the 2025 President of MDRT. Kheng has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources–Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

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Presidential Address

Pidato Presiden MDRT

Carol Kheng, CHFC
Jenis Sesi:
Panggung Utama
Bahasa Presentasi:
Inggris
Date of Session:
Start Time:
Kheng
Bahasa:
Inggris
No items found.

Carol Kheng, ChFC, makes her 2025 Presidential Address.

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Carol Kheng, ChFC, menyampaikan Pidato Presiden MDRT 2025.

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Ian Green DipPFS, Randy L. Scritchfield CFP, LUTCF, Peggy Tsai RFP, CCFP

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

Ian Green, Dip PFS, adalah Presiden MDRT 2021 dan Anggota Dewan Global dan Ketua Dewan Penasihat Top of the Table 2017. Ia menjalankan kantor perencanaan keuangan milik keluarga dan, sebagai promotor konsep Manusia Seutuhnya, mengaitkan sebagian besar kesuksesannya dengan ilmu yang ia petik dari MDRT.

Randy L. Scritchfield, CFP, LUTCF, adalah  Presiden MDRT 2022. Ia juga penyandang gelar Excalibur  Knight dan seorang anggota Inner Circle Society Yayasan MDRT  serta pernah duduk di Board of Trustees yayasan ini. Scritchfield adalah pendiri dan presiden  Montgomery Financial Group, sebuah kantor perencanaan pensiun. Riwayat  kerelawanannya yang luar biasa di MDRT meliputi enam kali menjabat di Dewan  Manajemen MDRT dan sembilan kali menjadi Ketua Komite. Posisi pemimpin yang  pernah dijabatnya di MDRT adalah, antara lain, Wakil Presiden Divisi dan  Ketua Dewan Penasihat Top of the Table dan Wakil Presiden Divisi Pengembangan  Program Pertemuan Tahunan. Scritchfield juga telah berkali-kali menjadi  pembicara di acara Pertemuan Tahunan MDRT, Pertemuan Tahunan Top of the  Table, dan di ajang-ajang internasional mewakili MDRT.

Peggy Tsai, RFP, CCFP, adalah Presiden MDRT 2023 dan seorang Diamond Knight dan anggota Inner Circle Society Yayasan MDRT. Menjadi penasihat di Shin Kong Life Insurance Co., Tsai telah memenangkan penghargaan prestasi penjualan No. 1 di perusahaannya selama tujuh tahun berturut-turut. Tsai telah banyak menjabat posisi pemimpin secara sukarela untuk MDRT, yang meliputi Wakil Presiden Divisi Komite Komunikasi Anggota (MCC) Divisi 2, Ketua Regional MCC, dan Ketua Zona MCC. Tsai juga telah menjadi relawan untuk beberapa peran di berbagai pertemuan MDRT dan telah menjadi pembicara di Pertemuan Tahunan MDRT. Selain keterlibatannya di MDRT, Tsai juga menjadi pembicara di hadapan ribuan audiens profesional keuangan dan menjadi kontributor untuk berbagai publikasi di wilayahnya.

Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs a family-owned financial planning firm and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.

Randy L. Scritchfield, CFP, LUTCF, was the 2022 MDRT President. He is also an MDRT Foundation Excalibur Knight, a member of its Inner Circle Society and has served on its Board of Trustees. Scritchfield is founder and president of Montgomery Financial Group, a retirement planning firm. His extensive MDRT volunteer history includes serving on MDRT’s Management Council six times and as a Committee Chair nine times. Among his leadership roles, Scritchfield has served as Top of the Table Divisional Vice President and Advisory Board Chair and Divisional Vice President of Annual Meeting Program Development. Scritchfield has also spoken at numerous MDRT Annual Meetings and Top of the Table Annual Meetings, as well as internationally on behalf of MDRT.

Peggy Tsai, RFP, CCFP, served as the 2023 MDRT President and is a Diamond Knight of the MDRT Foundation and a member of its Inner Circle Society. Tsai, an advisor with Shin Kong Life Insurance Co., has won the award for No. 1 sales achievement in her company for seven consecutive years. Tsai has held numerous volunteer leadership positions for MDRT, including Divisional Vice President of Membership Communications Committee (MCC) Division 2, MCC Region Chair and MCC Zone Chair. Tsai has also volunteered in several capacities for MDRT’s meetings and has presented at the MDRT Annual Meeting. In addition to her MDRT involvement, Tsai has spoken to numerous audiences of financial professionals and has contributed to industry publications in her region.

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MDRT Past Presidents panel discussion: From early consistency to long-term impact

Diskusi panel Mantan Presiden MDRT: Konsistensi dahulu, dampak abadi kemudian

Ian Green DipPFS, Randy L. Scritchfield CFP, LUTCF, Peggy Tsai RFP, CCFP
Jenis Sesi:
Panggung Utama
Bahasa Presentasi:
Inggris
Date of Session:
Start Time:
Bahasa:
Inggris
Mandarin
No items found.

How did some former MDRT Presidents first get involved with the organization, and what advice do they have for early- and mid-career advisors about fostering productivity and elevating their qualification each year? Join three MDRT Past Presidents for this unique, essential discussion on individual paths to success, universal best practices, and how any member can give to and gain more from MDRT.

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Seperti apa cerita tiga mantan Presiden MDRT pertama kali  terlibat dengan organisasi ini dan apa saran mereka untuk para penasihat yang  berada di tahap awal dan tengah karier terkait produktivitas dan peningkatan  kualifikasi tiap tahunnya? Simak paparan tiga Mantan Presiden MDRT dalam  sebuah diskusi unik dan penting tentang ragam jalur menuju kesuksesan,  praktik baik yang berlaku universal, dan cara anggota untuk berkontribusi dan  beroleh manfaat lebih dari MDRT.

Andrew Ang, ChFC, CIAM, Japheth Chong, Joie Lim, ChFC, AEP, Subhas Nathan

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

Andrew Ang, ChFC, CIAM, is a seasoned financial services professional and agency leader with Prudential Assurance Company. He specializes in wealth management, financial planning, estate planning and team leadership. He has received awards for his work and holds an advanced diploma in wealth management.

Japheth Chong, is a financial services director with the Eminence Group, co-leading a group of 200 advisors and junior leaders. Chong specializes in branding and coaching Gen Z advisors. He has received numerous awards, including StarClub qualifications and Multi-Million Dollar Agency. He holds a degree in business management from Singapore Management University.

Joie Lim, ChFC, AEPP, is the group director of Luminance, which consistently ranks among the top groups in her company, achieving the Multi-Million Dollar Agency and Multi-Million Dollar Group awards yearly.  She co-authored a book with top financial services leaders, contributing her valuable insights on female leadership and building a learning organization.

Subhas Nathan is a senior financial services director with Prudential Assurance Company. He leads the Eminence Group, which has more than 200 advisors. Nathan specializes in uniting the organization and motivating each advisor to high levels of performance. He has a Bachelor of Science in physics and has received multiple Million Dollar and Multi-Million Dollar Agency awards.

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MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Andrew Ang, ChFC, CIAM, Japheth Chong, Joie Lim, ChFC, AEP, Subhas Nathan
Jenis Sesi:
MDRT Center for Field Leadership
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
13:30
Ang, Chong, Lim, Nathan
Bahasa:
Inggris
No items found.

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

Kim Pong Lim, Shuk Ping Joyce Wu, Steven Yam, CIAM, ChFC, Cheng Huann Yeoh, ChFC, CIAM

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

Kim Pong Lim, a global partner of SoundWave Global, is the CEO and founder of StrengthsAsia. As a coach, speaker and LEGO Serious Play facilitator, Lim is on a mission to teach people how to connect meaningfully with others. He is the master trainer for SoundWave and the first of 20 Gallup-Certified strengths coaches in the world.

Shuk Ping Joyce Wu is a branch manager with AIA International Lted. She has worked in financial services for 17 years and has been a leader for nine years. Her agency specializes in protection and retirement planning. Wu has a bachelor’s degree in translation from the Chinese University of Hong Kong and was the recipient of the Distinguished Salesperson Award in 2015.

Steven Yam, CIAM, ChFC, is an agency leader with 41 years of experience in the profession. He is an MDRT Quarter Century member and has won numerous awards throughout his career. He has helped other leaders develop their own personal mastery, enabling them to impart their knowledge and skills to their teams. He has coached agency leaders and top producers to have breakthroughs in their performance.

Cheng Huann Yeoh, ChFC, CLU, is a senior director with Great Eastern Life. He has been in the financial services profession since 2010 and in leadership since 2015. With more than 10 years of experience as a practitioner and trainer, Yeoh specializes in training, performance management and leadership development.

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Panel discussion: Every advisor can be MDRT

Kim Pong Lim, Shuk Ping Joyce Wu, Steven Yam, CIAM, ChFC, Cheng Huann Yeoh, ChFC, CIAM
Jenis Sesi:
MDRT Center for Field Leadership
Bahasa Presentasi:
Inggris
Date of Session:
Senin, 25 Agustus 2025
Start Time:
13:30
Lim, Wu, Yam, Yeoh
Bahasa:
Inggris
No items found.

Three MDRT Center members share their experiences of helping their advisors achieve MDRT. Discover how to build an MDRT culture, understand motivations that propel advisors to higher production levels and develop a system that keeps advisors achieving year after year.

Chan Ching Laam Natalie, Chiu Sze Yuet Jessie, Hong Chun Po Bo Bo

Quarry Bay
,
Hong Kong
,
China
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Chan Ching Laam Natalie adalah seorang Director of Wealth Management dengan pengalaman jasa keuangan selama lebih dari delapan tahun. Ia menerima penghargaan Silver Award for Best Financial Planner Hong Kong pada 2017, berkali-kali meraih penghargaan QAA Quality Consultant Award Hong Kong, dan Gold, Silver, dan Bronze International Dragon Award. Ia juga pernah menjabat di Komite Komunikasi Anggota (MCC) MDRT sebagai Ketua untuk Hong Kong dan Macau dari 2018 hingga 2021.

Chiu Sze Yuet Jessie adalah seorang Executive Director of Wealth Management dan life risk planner bersertifikat. Ia pemegang gelar master di bidang ilmu manajemen sumber daya manusia dan telah berpengalaman selama delapan tahun di jasa keuangan Banyak penghargaan telah diraihnya, antara lain, Outstanding Salesperson Award ke-53, Outstanding Young Insurance Professional Hong Kong pada 2020, Quality Consultant Award, dan Best Recruitment Award.

Hong Chun Po Bo Bo adalah seorang Sales Manager dan Team Lead di FWD Life Insurance Co. Ltd., dengan spesialisasi di bidang produk asuransi berorientasi proteksi. Ia berpengalaman selama 21 tahun di profesi jasa keuangan, secara eksklusif bekerja di perusahaan yang sama.

Chan Ching Laam Natalie is a director of wealth management with more than eight years of experience in financial services. She is the recipient of Hong Kong's Silver Award for Best Financial Planner in 2017, multiple Hong Kong QAA Quality Consultant Awards, and the Gold, Silver and Bronze International Dragon Awards. She also served on MDRT’s Membership Communications Committee as Chair for Hong Kong and Macau from 2018 through 2021.

Chiu Sze Yuet Jessie is executive director of wealth management and a certified life risk planner. She holds a master’s degree in human resources management and has eight years of experience in financial services. She won the 53rd Outstanding Salesperson Award, Hong Kong’s Outstanding Young Insurance Professional in 2020, Quality Consultant Award and Best Recruitment Award among many others.

Hong Chun Po Bo Bo is a sales manager and team lead at FWD Life Insurance Co. Ltd., specializing in all protection-oriented insurance products. She has 21 years of experience in the financial services profession, working exclusively for the same company.

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Panel discussion: Inheritance and innovation in insurance

Diskusi panel: warisan dan inovasi di bidang asuransi

Chan Ching Laam Natalie, Chiu Sze Yuet Jessie, Hong Chun Po Bo Bo
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Mandarin
Date of Session:
Senin, 25 Agustus 2025
Start Time:
15:00
Bahasa:
Mandarin
No items found.

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

Ingin tahu cara praktisi asuransi kawakan dan muda menjanjikan dalam mengangkat standar layanan nasabah mereka? Tiga orang anggota MDRT akan beragih strategi untuk memadukan nilai-nilai tradisional dengan teknologi mutakhir dan metode canggih guna merawat relasi dengan nasabah high-net-worth.

Leung Yu Ying, Tai Wing Keung

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

Leung Yu Ying berpengalaman 12 tahun di profesi jasa keuangan dan saat ini bekerja di AIA International Ltd. Ia meraih peringkat 10 Besar pada Greater Bay Area Performers Open Competition 2024 dan merebut tempat kedua di ajang Outstanding Customer Service Individual Award Hong Kong 2022, kategori Field Service. Ia juga telah menyelesaikan Program Pelatihan Fasilitator Mindfulness 2023 dari City University of Hong Kong.

Tai Wing Keung menduduki posisi Regional Director di FWD Life Insurance Co. (Bermuda) Ltd. dan memegang gelar sarjana ekonomi dan keuangan. Dengan lebih dari satu dekade pengalaman di sektor finansial, ia juga merupakan agen berlisensi Hong Kong Securities and Futures Commission dan telah meraih beberapa penghargaan, termasuk Outstanding Salesperson, Outstanding Financial Planner, dan Young Insurance Professional of the Year.

Leung Yu Ying has 12 years of experience in the financial services profession and currently works at AIA International Ltd. She was awarded the Top 10 of the 2024 Greater Bay Area Performers Open Competition and won second place in the 2022 Hong Kong Outstanding Customer Service Individual Award, Field Service category. She has also completed the City University of Hong Kong (creative media) 2023 Mindfulness Facilitator Training Program.

Tai Wing Keung serves as regional director at FWD Life Insurance Co. (Bermuda) Ltd. and holds a bachelor's degree in economics and finance. With more than a decade of experience in the financial sector, he is also a licensed representative with the Hong Kong Securities and Futures Commission and has won several awards, including Outstanding Salesperson, Outstanding Financial Planner and Young Insurance Professional of the Year.

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Introverts and extroverts become well-rounded MDRT

Introver dan ekstrover berpadu menjadi MDRT seutuhnya

Leung Yu Ying, Tai Wing Keung
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Kantonis
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
15:00
Bahasa:
Kantonis
No items found.

How can different personality types embrace the MDRT Whole Person concept? Two MDRT members share how they have benefited from this balanced approach and how that has helped drive business consistency and MDRT qualification.

Seperti apa cara ragam tipe kepribadian merangkul konsep Manusia Seutuhnya MDRT? Dua orang anggota MDRT akan bercerita tentang manfaat yang mereka rasakan dari metode hidup seimbang ini dan andilnya dalam memacu konsistensi bisnis dan kualifikasi MDRT.

Gregory B. Gagne, ChFC, Thian Lung Jong, John F. Nichols, MSM, CLU, Cheng Huann Yeoh, ChFC, CLU

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

Dua anggota keluarga MDRT, yaitu MDRT Academy dan MDRT Center for Field Leadership, dapat membantu Anda dan para praktisi lainnya untuk belajar dan berkembang di setiap tahapan karier. Ketahui selengkapnya tentang manfaat MDRT Academy dalam memacu langkah penasihat menuju kualifikasi MDRT dan MDRT Center dalam menyediakan sumber daya bagi para manajer keagenan.

Thian Lung Jong mendirikan lembaga nirlaba "Bring It On!" pada 2019 dan terus aktif berkontribusi bagi masyarakat. Ia penulis tiga judul buku dan telah berbicara di lebih dari 80 ajang di seluruh dunia. Ia duduk di Board of Trustees Yayasan MDRT dan pernah menjabat Anggota Dewan Global (GCM) Divisi Urusan Umum Program (PGA) Pertemuan Tahunan MDRT 2024 MDRT.

John F. Nichols, MSM, CLU, adalah Wakil Presiden Pertama MDRT 2025. Ia anggota 25 tahun MDRT dengan 20 kualifikasi Court of the Table dan 18 kualifikasi Top of the Table. Nichols pernah menjabat Anggota Dewan Global Divisi Keanggotaan MDRT pada 2020 dan Ketua Komite Anggaran Rumah Tangga dan Kode Etik MDRT pada 2019. Pada 2022, ia menjabat Presiden Yayasan MDRT dan menyandang gelar Royal Order Excalibur Knight sekaligus menjadi anggota Inner Circle Society di yayasan ini. Nichols adalah pendiri Nichols Consulting LLC, sebuah kantor konsultan asuransi disabilitas yang diakui di level nasional.

Cheng Huann Yeoh, ChFC, CLU, adalah seorang Senior Director di Great Eastern Life. Ia telah menekuni profesi jasa keuangan sejak 2010 dan menduduki jabatan leader sejak 2015. Dengan lebih dari 10 tahun pengalaman sebagai praktisi dan pelatih, Yeoh berspesialisasi di bidang pelatihan, manajemen kinerja, dan pembinaan leader asuransi.

Gregory B. Gagne, ChFC, is the 2025 Immediate Past President of MDRT. Gagne has served in multiple roles on the MDRT Executive Committee since 2021. He previously served as Top of the Table Global Council Member and Advisory Board Chair in 2020 and as Program Development Division Global Council Member in 2019. He also has served on the Board of Trustees of the MDRT Foundation, for which he is an Excalibur Knight and a member of its Inner Circle Society. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution-planning services.

Thian Lung Jong founded the nonprofit organization "Bring It On!" in 2019 and continues to actively give back to the community. He is the author and co-author of three books and has spoken at more than 80 events worldwide. He is on the MDRT Foundation Board of Trustees and served as Global Council Member of the 2024 MDRT Annual Meeting Program General Arrangements Division.

John F. Nichols, MSM, CLU, is the 2025 First Vice President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 18 Top of the Table qualifications. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a nationally recognized disability insurance benefits practice.

Cheng Huann Yeoh, ChFC, CLU, is a senior director with Great Eastern Life. He has been in the financial services profession since 2010 and in leadership since 2015. With more than 10 years of experience as a practitioner and trainer, Yeoh specializes in training, performance management and leadership development.

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How the MDRT Family of Brands can be a resource in each phase of your professional journey

Family of Brands MDRT sebagai sumber daya di tiap tahap perjalanan karier Anda

Gregory B. Gagne, ChFC, Thian Lung Jong, John F. Nichols, MSM, CLU, Cheng Huann Yeoh, ChFC, CLU
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
16:30
Bahasa:
Inggris
No items found.

In case you missed it, the MDRT family has grown: The MDRT Academy and the MDRT Center for Field Leadership can help you and other advisors learn and grow at every career stage. Learn more about how the MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Dua anggota keluarga MDRT, yaitu MDRT Academy dan MDRT Center for Field Leadership, dapat membantu Anda dan para praktisi lainnya untuk belajar dan berkembang di setiap tahapan karier. Ketahui selengkapnya tentang manfaat MDRT Academy dalam memacu langkah penasihat menuju kualifikasi MDRT dan MDRT Center dalam menyediakan sumber daya bagi para manajer keagenan.

Paresh B. Shah, CFP

Jericho
,
NY
,
United States
Total Membership Years:
18
Court of the Table Honors:
13
Top of Table Honors:
6

Paresh B. Shah, CFP, adalah Managing Principal PareShah Partners dan CEO Merkkuri Wealth Advisors. Sebagai ahli strategi kekayaan selama 28 tahun terakhir, Shah membantu nasabah orang pribadi dan badan usaha dalam menyusun strategi finansial inovatif yang melindungi hari ini dan membangun hari depan. Ia berspesialisasi di bidang dana pensiun dan kongsi laba, perlindungan aset, perencanaan warisan, dan perencanaan suksesi bisnis, serta ikut membawakan acara gelar wicara “Money & Prosperity”. Profesionalisme dan pengabdian aktifnya di komunitas, termasuk jabatan saat ini sebagai anggota Board of Trustees Yayasan MDRT, menjadikannya praktisi tepercaya di profesi jasa keuangan.

Paresh B. Shah, CFP, is the managing principal for PareShah Partners and CEO of Merkkuri Wealth Advisors. As a wealth strategist for the past 28 years, Shah helps individuals and businesses create innovative financial strategies that protect today and build for tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning, and co-hosted the talk show “Money & Prosperity.” His professionalism and active service in the community, including his current role as a member of the MDRT Foundation Board of Trustees, make him a trusted advisor within the financial services profession.

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The phone does ring: Getting introductions from centers of influence

Telepon akan berdering: dikenalkan ke prospek oleh pusat pengaruh

Paresh B. Shah, CFP
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Senin, 25 Agustus 2025
Start Time:
13:30
Shah
Bahasa:
Inggris
No items found.

Shah has built his practice on introductions from accountants. Learn his four-part process to establish this fruitful dynamic, including a guide to creating your own road map that you can use to begin the process yourself.

Shah telah majukan bisnisnya dengan perkenalan dari para akuntan. Pelajari empat tahapan Shah dalam menghadirkan dinamika bermanfaat, termasuk panduan menyusun peta jalan untuk merintis proses Anda sendiri.

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