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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.

Márta Borbála Király

Budapest
,
,
Hungary
Total Membership Years:
9
Court of the Table Honors:
5
Top of Table Honors:
5

Márta Borbála Király telah menggeluti profesi jasa keuangan selama lebih dari satu dekade. Fokus praktik jasanya adalah perencanaan keuangan untuk pengusaha, direktur, dan praktisi profesional. Ia membagikan ide-ide praktisnya di panggung presentasi di seluruh dunia dan senang mementori rekan sesama penasihat keuangan. Király juga pemegang gelar Gold Knight Yayasan MDRT.

Márta Borbála Király has been in the financial services profession for more than a decade. Her practice focuses on providing financial planning to business owners, executives and professionals. She shares her practical ideas at speaking engagements all over the world and is passionate about mentoring fellow financial advisors. Király is also an MDRT Foundation Gold Knight.

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Change your mind and qualify for Top of the Table

Ubah cara pikir dan raih kualifikasi Top of the Table

Márta Borbála Király
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
15:00
Király
Bahasa:
Inggris
No items found.

True change requires not just new techniques, Király says, but a fundamental shift in mindset and personality. Learn to identify self-limiting beliefs and gain practical strategies to overcome common challenges like fear of rejection and burnout, unlocking your potential to create new levels of personal and professional success.

Bagi Király, perubahan sejati tak hanya mensyaratkan teknik baru, tapi juga pergeseran pola pikir dan kepribadian yang fundamental. Simak cara mengenali keyakinan penghalang dan petik strategi praktis untuk atasi masalah lumrah seperti takut akan penolakan dan kelelahan, sehingga Anda mampu menggapai jenjang kesuksesan pribadi dan profesi yang lebih tinggi.

Priti Ajit Kucheria, LUTCF, CFP

Mumbai
,
MH
,
India
Total Membership Years:
24
Court of the Table Honors:
23
Top of Table Honors:
21

Priti Ajit Kucheria, LUTCF, CFP, adalah pendiri Kucheria Financial Services LLP, kantor konsultan yang menawarkan jasa perencanaan keuangan komprehensif. Sebagai top producer di perusahaannya selama 23 tahun, Kucheria telah menerima beberapa penghargaan atas prestasinya dan menjadi pembicara di berbagai acara perusahaan di seluruh dunia, menginspirasi dan beragih strategi dengan sesama rekan. Kucheria juga pernah menduduki berbagai jabatan pemimpin di beberapa komite dan satuan tugas MDRT, termasuk Anggota Dewan Global (GCM) untuk MCC dan Trustee Yayasan MDRT.

Priti Ajit Kucheria, LUTCF, CFP, is the founding principal of Kucheria Financial Services LLP, a family office offering comprehensive financial planning services. As the top producer of her company for 23 years, Kucheria has received several awards for her accomplishments and has presented at many company events worldwide, inspiring and sharing her strategies with her fellow advisors. Kucheria has also served in various leadership roles on several committees and task forces for MDRT, including as Global Council Member of MCC and Trustee of the MDRT Foundation.

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4 E’s to empower you to lead an enriched life every day

4 E untuk menjalani hidup yang kaya setiap hari

Priti Ajit Kucheria, LUTCF, CFP
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
16:30
Kucheria
Bahasa:
Inggris
No items found.

While it's easy to say we should maintain a work-life balance, few of us are able to consistently and holistically do so. Kucheria shares a simple technique that will empower you to lead an enriched, wholesome life while maintaining a balance of the body, mind, soul and spirit.

Menjalani hidup yang seimbang secara konsisten dan holistik tak semudah mengucapkan kata-katanya. Kucheria akan berbagi teknik sederhana yang berdayakan Anda untuk menjalani hidup yang kaya dan penuh sembari menjaga keseimbangan raga, pikiran, jiwa, dan rohani.

Soon See Chi

Raub
,
,
Malaysia
Total Membership Years:
21
Court of the Table Honors:
5
Top of Table Honors:
0

Soon See Chi berpengalaman selama 25 tahun di profesi konsultan asuransi dan bekerja di Prudential Assurance Malaysia Berhad. Ia berspesialisasi di bidang penjualan produk proteksi, khususnya asuransi medis, dan didaulat sebagai satu dari 10 agen terbaik nasional. Ia telah konsisten mencetak level produksi tinggi, dengan angka penjualan lebih dari 150 polis tiap tahun.

Soon See Chi has 25 years of experience in the insurance profession and works at Prudential Assurance Malaysia Berhad. She specializes in protection selling, particularly medical insurance, and was named one of the top 10 agents nationwide. She has consistently achieved high production levels, selling more than 150 policies every year.

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The key to achieving your goals

Kunci mencapai tujuan

Soon See Chi
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Mandarin
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
16:30
Soon See Chi
Bahasa:
Mandarin
No items found.

Soon See Chi shares how to consistently achieve your goals to ensure your long-term success in the financial services profession.

Soon See Chi akan berbagi cara untuk mencapai tujuan dengan konsisten guna pastikan kesuksesan jangka panjang di profesi jasa keuangan.

Leung Yu Ying

Hong Kong
,
Hong Kong
,
China
Total Membership Years:
6
Court of the Table Honors:
1
Top of Table Honors:
0

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.

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.

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Introverts and extroverts become well-rounded MDRT

Introver dan ekstrover berpadu menjadi MDRT seutuhnya

Leung Yu Ying
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Kantonis
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
15:00
Leung Yu Ying
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.

Anthony Matthews Jones, BSc (Hons), QFA

Wexford
,
Wx1
,
Ireland
Total Membership Years:
18
Court of the Table Honors:
17
Top of Table Honors:
13

Anthony Matthews Jones, BSc (Hons), QFA, adalah pembicara terkemuka yang telah tampil di acara-acara MDRT dan berbagai konferensi besar lainnya di seluruh dunia. Ia anggota MDRT aktif dan gemar beragih keahlian dan strateginya dengan sesama penasihat keuangan.

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 is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

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F.A.C.E. up to objections and communicate more effectively

Hadapi keberatan dan lebih efektif berkomunikasi

Anthony Matthews Jones, BSc (Hons), QFA
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
15:00
Jones
Bahasa:
Inggris
No items found.

The most successful advisors are not better qualified than you; they merely communicate with clients and prospects more effectively. Using pictures and phrases that make the complicated simple, Jones introduces his much-used objection handling method to help convert rejected advice into sales and success.

Penasihat tersukses tidak lebih kompeten dari Anda; mereka hanya lebih efektif dalam berkomunikasi dengan nasabah dan prospek. Menggunakan gambar dan kata-kata yang memudahkan pemahaman, Jones menyajikan metode penanganan keberatan yang paling sering ia gunakan untuk mengubah saran yang ditolak jadi penjualan dan kesuksesan.

Tai Wing Keung

Quarry Bay
,
Hong Kong
,
China
Total Membership Years:
10
Court of the Table Honors:
1
Top of Table Honors:
0

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.

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.

CLOSE

Introverts and extroverts become well-rounded MDRT

Introver dan ekstrover berpadu menjadi MDRT seutuhnya

Tai Wing Keung
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Kantonis
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
15:00
Tai Wing Keung
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.

Yismin Lim

Singapore
,
,
Singapore
Total Membership Years:
9
Court of the Table Honors:
5
Top of Table Honors:
2

Yismin Lim mengawali karier jasa keuangannya tepat setelah lulus kuliah. Di tahun pertamanya, ia menjadi penasihat keuangan terbaik di agensinya, lalu promosi ke posisi Business Manager. Lim berupaya mengasuh relasi erat jangka panjang dengan para nasabah dan membimbing mereka menuju kebebasan finansial. Tersertifikasi di bidang wasiat dan trust serta berspesialisasi di bidang pengembangan portofolio dan penghasilan pasif, Lim mengandalkan jalur referensi untuk melayani basis nasabah yang meliputi kalangan CEO, direktur global dan regional, serta ekspatriat dari India. Pada 2017, ia mulai menyandang peran mentor, untuk menanamkan nilai dan prinsip yang dianutnya ke dalam diri timnya.

Yismin Lim began her financial services career immediately after graduating. In her first year, she was recognized as the top financial advisor within her agency before becoming a business manager. Lim strives to foster strong, long-term relationships with her clients and guide them toward financial freedom. While she is certified in wills and trusts and specializes in building portfolios and generating passive income, Lim primarily works with referrals, serving a client base that includes CEOs, global and regional directors, and Indian expatriates. In 2017, she transitioned into a mentorship role, instilling in her team the same values she holds.

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Initiating bigger premiums through thorough fact-finding

Premi lebih besar lewat pencarian fakta yang benar

Yismin Lim
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
13:30
Lim
Bahasa:
Inggris
No items found.

Many financial advisors struggle to propose larger client budgets due to insufficient fact-finding, resulting in closing cases with minimal premiums. Lim explains how to conduct effective fact-finding sessions, enabling you to present compelling proposals that clients are willing to accept.

Penasihat keuangan kerap terkendala dalam mengajukan premi besar karena proses pencarian fakta yang kurang memadai sehingga hanya bisa menjual polis dengan premi minimal. Lim akan menjelaskan cara menjalankan sesi pencarian fakta yang efektif sehingga Anda mampu menyajikan proposal yang meyakinkan dan mau diterima nasabah.

Ben Brinkerhoff

Christchurch
,
,
New Zealand
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Ben Brinkerhoff adalah Head of Advice di Consilium, tempatnya membantu lebih dari 140 kantor konsultan finansial independen di seluruh Selandia Baru untuk menumbuhkembangkan praktik kepenasihatan ideal mereka. Dengan lebih dari 20 tahun pengalaman di sektor jasa keuangan, Brinkerhoff telah menjabat Chief Operations Officer di Index Funds Advisors Inc. dan merupakan konsultan ekonomi untuk berbagai perusahaan di seluruh dunia. Ia pendiri, ketua, dan anggota veteran Komite Investasi Consilium dan telah menulis banyak artikel dan makalah teknis. Brinkerhoff belum lama ini menerbitkan buku pertamanya, sebuah antologi artikel yang ia tulis semasa pandemi Covid-19.

Ben Brinkerhoff is the head of advice for Consilium, where he helps more than 140 independent financial advice firms across New Zealand grow and develop their ideal advice practices. With more than 20 years of experience in financial services, Brinkerhoff has served as chief operations officer of Index Funds Advisors Inc. as well as in various economic consulting roles worldwide. He is the founding chair and longtime member of the Consilium Investment Committee and has authored many articles and whitepapers. Brinkerhoff recently published his first book, which is a collection of articles written during the COVID-19 pandemic.

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Do you own a firm I’d want to work for?

Kantor Anda tempat kerja idaman?

Ben Brinkerhoff
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
15:00
Brinkerhoff
Bahasa:
Inggris
No items found.

When successful firms are asked what impedes their growth, the most common reasons are not about generating leads but about finding, nurturing and promoting staff. Brinkerhoff shares the breakdown that results from differing expectations between business owners and millennial employees, and how to create a career pathway that makes your practice a place where new advisors want to work.

Saat kantor konsultan sukses ditanya tentang kendala pertumbuhannya, alasan yang paling lazim dikemukakan bukan soal pencarian calon prospek, melainkan pencarian, pembinaan, dan promosi staf. Brinkerhoff akan mengupas isu yang muncul akibat perbedaan ekspektasi antara pengusaha dan karyawan milenial, serta cara merancang jalur karier yang menjadikan kantor Anda tempat kerja idaman para penasihat baru.

Hidenori Miki, TLC

Yokohama
,
,
Japan
Total Membership Years:
27
Court of the Table Honors:
3
Top of Table Honors:
0

Hidenori Miki, TLC, terjun ke profesi jasa keuangan pada 1996 dan saat ini menjabat Agency Manager di Financial Japan Co. Ltd. Cabang Yokohama Basha-michi. Ia menggarap segmen pemilik usaha kecil dan menengah, utamanya di sektor industri manufaktur Jepang, dan berspesialisasi di bidang layanan suksesi bisnis, warisan, serta akumulasi dan manajemen harta. Miki telah menjabat di berbagai komite MDRT selama bertahun-tahun dan pernah menduduki berbagai posisi di Divisi Urusan Umum Program (PGA), termasuk DVP Konferensi Global MDRT 2021.

Hidenori Miki, TLC, joined the financial services profession in 1996 and currently serves as an agency manager with Yokohama Basha-michi Branch of Financial Japan Co. Ltd. He works for small- and medium-sized business owners, primarily in the manufacturing industry in Japan, and specializes in business succession, inheritance measures, asset building and management. Miki has served on numerous MDRT committees over the years and has held various roles for the Program General Arrangements Division, including as DVP of the 2021 MDRT Global Conference.

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What I missed taught me the most

Terpukul mundur, belajar maju

Hidenori Miki, TLC
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
13:30
Miki
Bahasa:
Inggris
No items found.

Failing to qualify for MDRT could have been a major setback for Miki during an otherwise growing career as a financial advisor. He shares how he instead turned frustration into several effective and repeatable systems that set the course for his own stability and prosperity.

Bagi Miki, gagal meraih MDRT bisa jadi kemunduran di tengah kemajuan karier sebagai penasihat keuangan. Ia akan bercerita caranya mengubah rasa frustrasi jadi beberapa sistem efektif dan bisa diulang, yang menyiapkannya untuk meraih stabilitas dan kemakmuran.

Shahana Alibhai, MD, CCFP

Abbotsford
,
BC
,
Canada
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Shahana Alibhai, MD, CCFP, adalah seorang pembicara TEDx, dokter keluarga, dan promotor kesehatan mental yang bekerja dengan kalangan akuntan, insinyur, dokter, universitas, dan lembaga pemerintah untuk menanamkan pesan bahwa kesehatan emosional berkait langsung dengan kesehatan mental. Podcast Alibhai disimak oleh pendengar dari berbagai negara dan, melalui program penyuluhan inovatifnya "Think Like a Doc", ia mendatangi sekolah-sekolah dan mengajak siswa untuk bermain peran sebagai dokter dan kemudian belajar tentang kesehatan fisik dan mental mereka. Buku perdananya yang berjudul Feel Better terbit pada September 2024.

Shahana Alibhai, MD, CCFP, is a TEDx speaker, family physician and mental health advocate who works with accountants, engineers, physicians, universities and government organizations to help instill the message that emotional health is directly tied to mental health. Alibhai’s podcasts are heard internationally and, through her innovative program "Think Like a Doc," she performs outreach strategies in various schools whereby the students play the role of a doctor and in turn learn about their physical and mental health. Her debut book “Feel Better” was released in September 2024.

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Think and feel better — How to train your brain

Pikiran jernih, hati tenteram: cara melatih otak Anda

Shahana Alibhai, MD, CCFP
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
13:30
Alibhai
Bahasa:
Inggris
No items found.

Emotional literacy is not just learning, Alibhai says, but unlearning old thinking styles, patterns of belief and assumptions we have about how the world is supposed to work. Learn how to build confidence and improve communication by gaining clarity in your mental and emotional health using four steps to move through your emotions instead of being crushed by them.

Bagi Alibhai, literasi emosional bukan sekadar belajar, tapi juga melucuti gaya berpikir, pola keyakinan, dan asumsi lama tentang cara kerja dunia ini dari pikiran kita. Pelajari cara membangun kepercayaan diri dan komunikasi sempurna dengan memahami kesehatan mental dan emosional menggunakan empat langkah untuk menyusuri alam emosi, bukan ditelan olehnya.

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