演讲者

显示 0 个结果，共 0 个项目。
highlight
全部重置

会议类型

清除

演讲语言

清除

会议日期

清除

开始时间

清除

内容分类

清除

直播

清除
筛选条件：
Tag
close icon
排序方式

所列的传译语言场次分配都为暂定。  英语是 2023 年全球会议的官方语言。百万圆桌将为主场会议演讲和特定焦点会议提供同声传译服务（当至少 50 名注册会员要求用同一种语言进行传译时）。有关传译场次选项的最终决定将于 7 月 11 日后公布。

Le Thi Phuong Mai

Ha Noi City
,
,
Vietnam
入会总年份：
11
内阁会员荣誉：
7
顶尖会员荣誉：
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.

Le Thi Phuong Mai 于 2009 年加入现在的公司，并保持着凭一份保单为客户提供总共 800 万美元保障的记录。

CLOSE

Referrals: My path to four Top of the Table qualifications

转介绍：我通往四次获得顶尖会员资格之路

Le Thi Phuong Mai
会议类型：
赞助商分享会议
演讲语言：
越南语
会议日期：
2024 年 8 月 29 日（星期四）
开始时间：
14:30
This is some text inside of a div block.
演讲语言:
越南语
No items found.
内容分类:

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.

投身金融服务业后，Le Thi Phuong Mai 苦苦挣扎了三年之久。她将阐述如何通过跨世代人脉联系带动转介绍，从彷徨无助变为大获成功。

Wei Keith Chee

Kuala Lumpur
,
,
Malaysia
入会总年份：
4
内阁会员荣誉：
1
顶尖会员荣誉：
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.

Wei Keith Chee 最初在 Mercedes-Benz 任职管理培训生，后于 2020 年投身金融服务业，当时他对金融服务可谓一窍不通。过去几年间他的成绩斐然，更成为了公司最年轻的内阁会员。

CLOSE

Believing in yourself and embracing the MDRT Whole Person concept

相信自己及奉行百万圆桌全人理念

Wei Keith Chee
会议类型：
赞助商分享会议
演讲语言：
英语
会议日期：
2024 年 8 月 29 日（星期四）
开始时间：
13:00
This is some text inside of a div block.
演讲语言:
英语
No items found.
内容分类:

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.

Chee 将解释顾问如何在追踪百万圆桌目标之余，实现工作与生活平衡。了解精神、情感与生理健康对达到长远成功的重要性，以及全人理念如何带动业绩上升、促进人际关系及增加整体成功。

Chi Kit Jack Hui

Hong Kong
,
,
China
入会总年份：
9
内阁会员荣誉：
2
顶尖会员荣誉：
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.

Chi Kit Jack Hui 在金融服务业拥有逾 15 年经验，他热衷于在百万圆桌之路上更进一步，目标是成为顶尖会员乃至百万圆桌终身会员。

CLOSE

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

似水无形追求流动性，适应新常态

Chi Kit Jack Hui
会议类型：
赞助商分享会议
演讲语言：
普通话
会议日期：
2024 年 8 月 28 日（星期一）
开始时间：
16:00
This is some text inside of a div block.
演讲语言:
普通话
No items found.
内容分类:

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.

世界经济变化迅速，顾问怎样才能协助客户流畅成功地适应变化呢？Hui 将分享他如何运用不同策略，让形形色色的客户都能自在灵活地适应变化。

Surawut Pattanabandit

Bangkok
,
,
Thailand
入会总年份：
7
内阁会员荣誉：
5
顶尖会员荣誉：
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.

Surawut Pattanabandit 在 1996 年投身金融服务业，并凭借自律与勤奋获得了很大的成功。他从小单做到大单，让自己与市场相伴成长，如今是公认的高净值市场专家。

CLOSE

From zero to hero

从零到大英雄

Surawut Pattanabandit
会议类型：
赞助商分享会议
演讲语言：
泰语
会议日期：
2024 年 8 月 28 日（星期一）
开始时间：
14:30
This is some text inside of a div block.
演讲语言:
泰语
No items found.
内容分类:

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.

如何与客户建立信任，从而发展关系及带动转介绍？Pattanabandit 将分享他创造客户满意度及建立持续增长业务的策略。

Derrick Yip, ChFC/S, AEPP

Singapore
,
,
Singapore
入会总年份：
7
内阁会员荣誉：
0
顶尖会员荣誉：
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.

过去 12 年来，Derrick Yip，ChFC/S、AEPP 一直是财务安全的忠实倡导者。Yip 致力于追求持续增长及帮助他人保障未来，并热衷于向同僚分享经验与策略。

CLOSE

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

非侵入式开发潜在客户：吸引销售线索并寻找新客户的策略

Derrick Yip, ChFC/S, AEPP
会议类型：
赞助商分享会议
演讲语言：
英语
会议日期：
2024 年 8 月 28 日（星期一）
开始时间：
13:00
This is some text inside of a div block.
演讲语言:
英语
No items found.
内容分类:

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.

万勿错过这些策略，它们将助您在平常聚会与交际联谊活动中，吸引别人的注意力并勾起兴趣，同时又不会显得咄咄逼人。Yip 将分享如何从对话流畅过渡至约见，同时建立真诚的人脉联系，构筑长久关系。

Angelica Lingganata

Jakarta
,
,
Indonesia
入会总年份：
4
内阁会员荣誉：
3
顶尖会员荣誉：
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.

Angelica Lingganata 从事金融服务业已有 11 个年头，尤其擅长与高净值客户合作。凭借之前担任会计师的经验，Lingganata 在丈夫的鼓励下，追随他的步伐，成为全职金融服务顾问，这些年来事业上大获成功。

CLOSE

Elevate your high-net-worth approach

提升您的高净值客户对策

Angelica Lingganata
会议类型：
赞助商分享会议
演讲语言：
印尼语
会议日期：
2024 年 8 月 27 日（星期二）
开始时间：
14:30
This is some text inside of a div block.
演讲语言:
印尼语
No items found.
内容分类:

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.

您想改变高净值客户对与您之间关系的看法吗？Lingganata 将分享如何通过服务转型及扩大接触范围，让高净值客户改变对您的看法。

Chin Tai Yen

Hong Kong
,
,
China
入会总年份：
6
内阁会员荣誉：
0
顶尖会员荣誉：
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.

Chin Tai Yen 带领代理机构团队在 2023 年创造首年度佣金 107% 增长的骄人成绩，更让他荣获“最佳成长大奖——金奖”的殊荣。

CLOSE

Master your time management to accelerate your success

精通时间管理之道以加快您的成功进程

Chin Tai Yen
会议类型：
赞助商分享会议
演讲语言：
粤语
会议日期：
2024 年 8 月 27 日（星期二）
开始时间：
14:00
This is some text inside of a div block.
演讲语言:
粤语
No items found.
内容分类:

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.

效率與流程是顧問在職業生涯中勇攀高峰的關鍵。學習 Chin Tai Yen 的時間管理技巧，助您花更少時間做更多事情。

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

,
,
Singapore
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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.

‍

CLOSE

Use social media to attract new advisors

Augustine Seah Boon Kheong, BSc; Jaslyn Ng, CLU, ChFC/S; Candice Ong; Jaden Wang
会议类型：
全球服务
演讲语言：
英语
会议日期：
2024 年 8 月 28 日（星期一）
开始时间：
13:30
This is some text inside of a div block.
演讲语言:
英语
No items found.
内容分类:

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
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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
会议类型：
全球服务
演讲语言：
英语
会议日期：
2024 年 8 月 28 日（星期一）
开始时间：
13:30
This is some text inside of a div block.
演讲语言:
英语
No items found.
内容分类:

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

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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.

Ng Yuk Wing Charleson 于 2015 年进入金融服务行业，担任运营总监，并于 2020 年成为区域总监。作为该公司在中国香港最年轻的区域总监，他和其团队凭借卓越成就屡获殊荣。

‍

Paresh B. Shah，CFP 过去 24 年来一直任职财富策略师，致力协助美国各地的个人及企业客户制定创新理财策略，为现在与未来提供保障。他擅长退休金和利益分成、资产保护、遗产规划和企业继任计划。其专业精神和优质的社群服务，使他在美国和印度始终保持活跃状态。

CLOSE

Panel discussion: Minor adjustments that lead to big results

小组讨论：微调带来丰硕成果

Yuk Wing Ng, Paresh B. Shah, CFP
会议类型：
主场会议
演讲语言：
英语
会议日期：
2024 年 8 月 28 日（星期一）
开始时间：
9:00
This is some text inside of a div block.
演讲语言:
英语
印尼语
粤语
印地语
日语
普通话
泰语
内容分类:
经营管理

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.

一众百万圆桌会员将分享良策，运用微细而精要的变化，实现服务蜕变，化弱项为机遇。了解您如何复制他们的成功故事，同时克服挑战及掌握更多技巧，让业务攀上崭新高度。

未找到结果
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now