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。

Aaron Kane, B Bus, AFA

Wheelers Hill
,
VIC
,
Australia
入会总年份：
11
内阁会员荣誉：
9
顶尖会员荣誉：
7

Aaron Kane, B Bus, AFA, is a second-generation financial advisor and director of EK Financial Group, a family-owned firm founded by his father. With two decades of experience, Kane began working in the family business when he was 21. He has played a key role in transforming EK Financial Group into a highly efficient, profitable firm, combining cutting-edge strategies with the personal touch his family business is known for. An active MDRT member who is passionate about innovation and growth, Kane enjoys mentoring young advisors aspiring to qualify for MDRT.

Aaron Kane，B Bus、AFA 是第二代理财顾问兼 EK Financial Group 董事，该家族企业由其父亲创立。Kane 年仅 21 岁时便投身家族生意，如今已有廿载从业经验。他在推动 EK Financial Group 转型为更高效、盈利能力更高的企业一事上举足轻重，成功将顶尖策略和家族企业赖以闻名的人性化服务融为一体。Kane 是一名活跃的百万圆桌会员，对创新与成长满怀热忱，更非常享受指导矢志入围百万圆桌的年轻顾问。

CLOSE

Mastering TikTok marketing, AI and automation to streamline client onboarding and drive growth

掌握 TikTok 营销、人工智能与自动化，简化客户获取流程，推动业务增长

Aaron Kane, B Bus, AFA
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Kane
Marketing
演讲语言:
英语
印尼语
朝鲜语
泰语
No items found.

Learn how to attract high-quality leads through TikTok, screen prospects effectively and automate client data collection, payments and document uploads before the first meeting. In addition to providing steps to enhance your client journey, Kane demonstrates how he uses AI-powered notetaking to drastically reduce compliance time, saving five to eight hours per week.

了解如何通过 TikTok 吸引高质量潜客，有效筛选准客户，并在首次会面前自动完成客户数据收集、付款和文件上传。除提供优化客户体验的流程外，Kane 还将展示如何利用人工智能记录大幅缩减合规时间，每周节省五至八小时。

Jun Zuo

Nanjing
,
,
China
入会总年份：
13
内阁会员荣誉：
4
顶尖会员荣誉：
0

Jun Zuo holds a bachelor’s degree and works at MetLife China, where he specializes in business management.

中美联泰大都会，从业15年，擅长经营管理，MDRT终身会员，本科学历。

CLOSE

Thriving with AI

与AI共生

Jun Zuo
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Zuo
Practice management
演讲语言:
普通话
粤语
英语
No items found.

How has AI impacted the financial services profession, and how can you confidently navigate these changes? Zuo shares seven essential competencies that can help you embrace AI and enhance your marketing and client service.

了解AI对保险行业的冲击和影响，培养七大核心能力，从容应对市场营销和客户服务的变化。

Chen Gifford

Hong Kong
,
Hong Kong
,
China
入会总年份：
12
内阁会员荣誉：
0
顶尖会员荣誉：
0

Chen Gifford serves as senior district manager at AIA International Ltd. and is the founder of Libertas Consulting. With more than 16 years of financial planning expertise, he specializes in wealth inheritance strategies for high-net-worth families and shares his insights through published articles and books.

Chen Gifford 现任友邦保险国际有限公司高级区域经理，同时是 Libertas Consulting 的创始人。凭借超过 16 年的财务规划专业经验，他擅长高净值家庭的财富传承策略，并通过发表文章和著书分享其专业见解。

CLOSE

The risks of wealth inheritance for high-net-worth clients and how to deal with them

高净值客户财富传承的风险及应对之策

Chen Gifford
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Chen Gifford
Advising Clients
演讲语言:
粤语
印尼语
英语
日语
普通话
No items found.

Wealth inheritance is a once-in-a-lifetime endeavor that allows no room for learning through trial and error, even for high-net-worth clients. Chen Gifford demonstrates how a three-step transfer approach can identify financial needs and position insurance as the optimal solution for wealth inheritance.

财富传承是一生一次的重要事业，即使对高净值客户而言，也没有试错的空间。Chen Gifford 将展示一套三步传承法，帮助识别财务需求，并将保险定位为财富传承的最佳解决方案。

Matthew Collier

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Matt Collier is a Singapore-based insuretech founder, usingAI and design thinking to help financial advisors build careers they can beproud of.  He has almost 20 years ofinternational, cross-sector experience, having worked at Prudential plc, LUMAInstitute, The White House, and the U.S. Office of Personnel Management.   He is a Stanford MBA, aerospace engineer,and design thinking instructor and facilitator, and is currently a SeniorIndustry Fellow at RMIT University’s Centre for Future Skills and WorkforceTransformation.

‍

CLOSE

Future skills and agency transformation

Matthew Collier
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
15:00
Collier
演讲语言:
英语
No items found.

Experts often talk about the future of work in terms of novelty, sophistication and fancy technology. Collier explains that preparing for the future, in fact, has more to do with getting better at the basics of being human and working together, and shares how to prepare for a future that is already here.

Andrew Ang, ChFC, CIAM

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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.

CLOSE

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

Andrew Ang, ChFC, CIAM
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
13:30
Ang
演讲语言:
英语
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.

Joie Lim, ChFC, AEPP

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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.

CLOSE

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

Joie Lim, ChFC, AEPP
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
13:30
Lim
演讲语言:
英语
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.

Subhas Nathan

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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.

CLOSE

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

Subhas Nathan
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
13:30
Nathan
演讲语言:
英语
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

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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. She is the master trainer for SoundWave and the first of 20 Gallup-Certified strengths coaches in the world.

CLOSE

Everything is conversation

Kim Pong Lim
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
15:00
Lim
演讲语言:
英语
No items found.

Explore a vital and often overlooked aspect of your professional life: the way you talk. Lim shares how to shift your dialogue and shape your destiny while embracing the fluid, adaptable, impactful nature of communication.

Cheng Huann Yeoh, ChFC, CIAM

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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.

CLOSE

Panel discussion: Every advisor can be MDRT

Cheng Huann Yeoh, ChFC, CIAM
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Yeoh
演讲语言:
英语
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.

Steven Yam, CIAM, ChFC

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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.

CLOSE

Panel discussion: Every advisor can be MDRT

Steven Yam, CIAM, ChFC
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Yam
演讲语言:
英语
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.

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