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。

Leung Yu Ying

Hong Kong
,
Hong Kong
,
China
入会总年份：
6
内阁会员荣誉：
1
顶尖会员荣誉：
0

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.

Leung Yu Ying 拥有 12 年金融服务从业资历，目前任职于 AIA International Ltd。她荣获 2024 年度大湾区业绩员公开赛前 10 名的殊荣，并曾勇夺 2022 年度香港杰出客户服务个人奖项 - 最佳现场服务奖第二名。她还攻读完成香港城市大学创意媒体学院的 2023 年正念教学者培训计划。

CLOSE

Introverts and extroverts become well-rounded MDRT

内向者和外向者都能成为全方位的百万圆桌会员

Leung Yu Ying
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
15:00
Leung Yu Ying
Whole Person
演讲语言:
粤语
英语
普通话
泰语
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.

不同人格类型如何奉行百万圆桌全人理念？两名百万圆桌会员将分享他们如何受惠于这种均衡法则，以及全人理念如何协助他们实现业务一致性并入围百万圆桌。

Anthony Matthews Jones, BSc (Hons), QFA

Wexford
,
Wx1
,
Ireland
入会总年份：
18
内阁会员荣誉：
17
顶尖会员荣誉：
13

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.

Anthony Matthews Jones，荣誉理学学士，QFA，是备受欢迎的演讲嘉宾，曾在百万圆桌活动及世界各地主要会议上发表演讲。作为活跃的百万圆桌会员，他热衷于与理财顾问同行分享专业知识和策略。

CLOSE

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

直面异议，提升沟通效能

Anthony Matthews Jones, BSc (Hons), QFA
会议类型：
焦点会议
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
Jones
Marketing
演讲语言:
英语
印尼语
粤语
普通话
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.

最成功的顾问并非比您更具资质，他们只是更有效地与客户和准客户沟通。Jones 运用图像和表达将复杂概念简单化，介绍了他广泛应用的异议处理方法，帮助您将被拒绝的建议转化为销售和成功。

Tai Wing Keung

Quarry Bay
,
Hong Kong
,
China
入会总年份：
10
内阁会员荣誉：
1
顶尖会员荣誉：
0

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.

Tai Wing Keung 在 FWD Life Insurance Co. (Bermuda) Ltd 担任区域总监一职，拥有经济学和金融学的学士学历。从事金融行业超十载的他，也是香港证券及期货事务监察委员会的持牌代表，生涯中曾荣获无数奖项，其中包括杰出销售员大奖、杰出财富策划师大奖，以及年度杰出青年保险从业员大奖。

CLOSE

Introverts and extroverts become well-rounded MDRT

内向者和外向者都能成为全方位的百万圆桌会员

Tai Wing Keung
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
15:00
Tai Wing Keung
Whole Person
演讲语言:
粤语
英语
普通话
泰语
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.

不同人格类型如何奉行百万圆桌全人理念？两名百万圆桌会员将分享他们如何受惠于这种均衡法则，以及全人理念如何协助他们实现业务一致性并入围百万圆桌。

Yismin Lim

Singapore
,
,
Singapore
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
2

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.

Yismin Lim 毕业后即投身金融服务事业。在第一年，她便被公认为所在机构的顶尖理财顾问，之后晋升为业务经理。Lim 致力于与客户建立牢固的长期关系，引导他们实现财务自由。虽然她拥有遗嘱与信托方面的专业认证，并擅长构建投资组合和创造被动收入，但 Lim 主要通过转介绍开展业务，服务对象包括首席执行官、全球及区域总监和印度籍外派人员等。2017 年，她转向导师角色，将自身的价值观传递给团队成员。

CLOSE

Initiating bigger premiums through thorough fact-finding

通过深入的事实调查促成更高保费

Yismin Lim
会议类型：
焦点会议
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
Advising Clients
演讲语言:
英语
印尼语
粤语
普通话
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.

许多理财顾问因事实调查不充分而难以提议更大的客户预算，导致以最低保费成交案例。Lim 将详解如何开展有效的事实调查会谈，从而能够提出客户愿意接受的有说服力的提议。

Ben Brinkerhoff

Christchurch
,
,
New Zealand
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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.

Ben Brinkerhoff 是 Consilium 的咨询主管，帮助新西兰 140 多家独立金融咨询公司发展壮大并打造理想的咨询业务。Brinkerhoff 在金融服务领域拥有 20 余年经验，曾担任 Index Funds Advisors Inc. 的首席运营官，并在全球各地担任过多种经济咨询职务。他是 Consilium Investment Committee 的创始主席和长期成员，著有众多文章和白皮书。Brinkerhoff 近期出版了自己的首部著作，收录了他在新冠疫情期间撰写的系列文章。

CLOSE

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

您的公司是我愿意效力的公司吗？

Ben Brinkerhoff
会议类型：
焦点会议
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
Brinkerhoff
Practice management
演讲语言:
英语
日语
朝鲜语
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.

当被问及发展障碍时，成功企业最常提及的并非获取潜在客户，而是招募、培养和提拔人才。Brinkerhoff 将剖析企业主与千禧一代员工之间期望差异导致的问题，并分享如何打造职业发展路径，使您的机构成为新顾问向往的工作场所。

Hidenori Miki, TLC

Yokohama
,
,
Japan
入会总年份：
27
内阁会员荣誉：
3
顶尖会员荣誉：
0

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.

Hidenori Miki，TLC 1996 年加入金融服务行业，现任 Financial Japan Co. Ltd 横滨马车道分公司的机构经理。他主要服务于日本制造业中小企业主，擅长企业传承、遗产规划、资产构建与管理。多年来，Miki 曾在多个百万圆桌委员会任职，并在项目统筹委员会分会担任过多项职务，包括担任 2021 年百万圆桌全球会议的分副会长。

CLOSE

What I missed taught me the most

挫折教会我最宝贵的经验

Hidenori Miki, TLC
会议类型：
焦点会议
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
Miki
Practice management
演讲语言:
英语
日语
朝鲜语
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.

未能获得百万圆桌本可能成为 Miki 在理财顾问职业生涯中的重大挫折。他将分享如何将挫折转化为一系列行之有效且可复制的系统，为自身的提升和事业发展铺平道路。

Shahana Alibhai, MD, CCFP

Abbotsford
,
BC
,
Canada
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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.

Shahana Alibhai，MD、CCFP 是 TEDx 演讲者、家庭医生和心理健康倡导者，她与会计师、工程师、医生、高校和政府机构合作，传递情绪健康与心理健康密切相关的理念。Alibhai 的播客在全球范围内广受欢迎，通过其创新项目“Think Like a Doc（像医生一样思考）”，她在各个学校开展外展活动，让学生扮演医生角色，从而了解自身的身心健康。她的首部著作 Feel Better 于 2024 年 9 月出版。

CLOSE

Think and feel better — How to train your brain

更好地思考与感受——如何训练大脑

Shahana Alibhai, MD, CCFP
会议类型：
焦点会议
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
Alibhai
Whole Person
演讲语言:
英语
普通话
泰语
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.

Alibhai 指出，情商培养不仅是学习新知识，更是摒弃旧有思维模式、信念体系和对世界运行方式的固有假设。了解如何通过四步法走出情绪困境而非被情绪压垮，从而厘清心理和情绪健康，建立自信并改善沟通能力。

Daniel Heng, AEPP, IBFQ

Singapore
,
,
Singapore
入会总年份：
4
内阁会员荣誉：
2
顶尖会员荣誉：
0

Daniel Heng, AEPP, IBFQ, is a director at Ascendance Wealth Management Group, where he specializes in investment management and estate planning. He received bachelor’s degrees in accountancy and business management and has received numerous accolades, including the Financial Advisor of the Year Award in 2023 and the International Dragon Award for three consecutive years.

Daniel Heng，AEPP、IBFQ 现任 Ascendance Wealth Management 集团董事，擅长投资管理和遗产规划。他拥有会计学和工商管理学士学位，并获得多项荣誉，包括 2023 年度理财顾问奖和连续三年的国际龙奖。

CLOSE

Charting the course to Court of the Table success: AI-powered personal and social media branding

规划内阁会员成功之路：人工智能驱动的个人与社媒品牌塑造

Daniel Heng, AEPP, IBFQ
会议类型：
焦点会议
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
Heng
Marketing
演讲语言:
英语
粤语
朝鲜语
泰语
No items found.

Heng explains key principles of personal branding in the digital era, including documenting everyday life, leveraging social proof and incorporating AI into your branding strategy. Discover how these approaches can be integrated into your daily routine without consuming significant time, allowing you to maintain a focus on client meetings and team coaching.

Heng 将解析数字时代个人品牌的核心原则，包括记录日常生活、利用社会认同效应以及将人工智能融入品牌战略。了解如何将这些方法无缝融入日常工作，在不占用大量时间的情况下，让您能够专注于客户会谈和团队指导。

James Jiahao Yang, AEPP, CFP

Singapore
,
,
Singapore
入会总年份：
13
内阁会员荣誉：
3
顶尖会员荣誉：
1

James Jiahao Yang, AEPP, CFP, serves the retiree and high-net-worth individual market with his unique 4C methodology in advising his clients (consolidate, clarity, choices, control). He won Singapore's Best Financial Planner Award in 2018 and presents his advisory approach to his fellow advisors with the hope of improving the standards of the financial services profession.

James Jiahao Yang，AEPP、CFP 专注于退休人士和高净值个人市场，以其独特的 4C 咨询方法（整合、清晰、选择、掌控）服务客户。他在 2018 年荣获新加坡最佳理财规划师奖，并向同行分享其咨询方法，致力于提升金融服务行业的专业水准。

CLOSE

Systematic framework to increase your closing appointment success

提升约见成交率的系统化框架

James Jiahao Yang, AEPP, CFP
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：
16:30
Yang
Practice management
演讲语言:
英语
印尼语
粤语
朝鲜语
普通话
No items found.

Advisors might have an appointment, but have they fully identified and fulfilled the client's needs enough for them to move forward? Yang explains how to maintain control of these appointments and create a system for more motivated clients and a higher closing rate.

顾问可能已经取得了预约，但他们是否真正识别并满足了客户的需求，以便能促成交易？Yang 将详解如何掌控这些约见，并建立一套系统，既能提高客户积极性，又能提升成交率。

Tristan Hartey, Dip FA, BA (Hons)

Chester
,
,
United Kingdom
入会总年份：
11
内阁会员荣誉：
11
顶尖会员荣誉：
8

Tristan Hartey, Dip FA, BA (Hons), is the managing director of Hartey Wealth Management, a family-owned company he runs with his father. With specialties in financial planning and estate planning, Hartey is passionate about empowering families to live their best possible lives.

Tristan Hartey，Dip FA、BA (Hons) 是 Hartey Wealth Management 的董事总经理，该家族企业由他与父亲合力经营。Hartey 擅长理财规划与遗产规划，并热衷于协助家庭客户实现最理想人生。

CLOSE

How networking with a system can take you to Top of the Table every year

通过系统化人脉建设实现顶尖会员

Tristan Hartey, Dip FA, BA (Hons)
会议类型：
焦点会议
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
Hartey
Marketing
演讲语言:
英语
印尼语
日语
No items found.

By utilizing a networking system with a scorecard, Hartey consistently achieves Top of the Table production every year. He explains how the scorecard allows him to track and measure key activities, promoting accountability and helping him prioritize meaningful connections.

通过运用带有记分卡的人脉系统，Hartey 得以每年达成顶尖会员业绩。他将详细说明记分卡如何让他跟踪和衡量关键活动，提高责任感，并帮助他优先发展重要的人际关系。

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