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所列的傳譯語言場次分配俱為暫定。  2023 年全球會議的官方語言是英文。百萬圓桌將為主場會議演講和特定焦點會議提供同聲傳譯服務（當至少 50 名註冊會員要求用同一種語言進行傳譯時）。有關傳譯場次選項的最終決定將於 7 月 11 日後公佈。

Wei Keith Chee

Kuala Lumpur
,
,
Malaysia
入會總年份：
4
內閣會員榮譽：
1
頂尖會員榮譽：
0

Wei Keith Chee 最初在 Mercedes-Benz 任職管理培訓生，後於 2020 年投身金融服務業，當時他對金融服務可謂一竅不通。過去幾年間他的成績斐然，更成為了公司最年輕的內閣會員。

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.

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相信自己及奉行百萬圓桌全人理念

Believing in yourself and embracing the MDRT Whole Person concept

Wei Keith Chee
會議類型：
贊助商分享會議
演講語言：
英文
會議日期：
2024 年 8 月 29 日（星期四）
開始時間：
1:00 pm
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演講語言：
英文
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Chee 將解釋顧問如何在追蹤百萬圓桌目標之餘，實現工作與生活平衡。瞭解精神、情感與生理健康對達致長遠成功的重要性，以及全人理念如何帶動業績上升、促進人際關係及增加整體成功。

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.

Chi Kit Jack Hui

Hong Kong
,
,
China
入會總年份：
9
內閣會員榮譽：
2
頂尖會員榮譽：
0

Chi Kit Jack Hui 在金融服務業擁有逾 15 年經驗，他熱衷於在百萬圓桌之路上更進一步，目標是成為頂尖會員乃至百萬圓桌終身會員。

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.

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似水無形追求流動性，適應新常態

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

Chi Kit Jack Hui
會議類型：
贊助商分享會議
演講語言：
普通話
會議日期：
2024 年 8 月 28 日（星期一）
開始時間：
4:00 pm
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演講語言：
普通話
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世界經濟變化迅速，顧問怎樣才能協助客戶流暢成功地適應變化呢？Hui 將分享他如何運用不同策略，讓形形色色的客戶都能自在靈活地適應變化。

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.

Surawut Pattanabandit

Bangkok
,
,
Thailand
入會總年份：
7
內閣會員榮譽：
5
頂尖會員榮譽：
3

Surawut Pattanabandit 在 1996 年投身金融服務業，並憑藉自律與勤奮獲得了很大的成功。他從小單做到大單，讓自己與市場相伴成長，如今是公認的高淨值市場專家。

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.

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從零雞蛋到大英雄

From zero to hero

Surawut Pattanabandit
會議類型：
贊助商分享會議
演講語言：
泰文
會議日期：
2024 年 8 月 28 日（星期一）
開始時間：
2:30 pm
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演講語言：
泰文
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如何與客戶建立信任，從而發展關係及帶動轉介紹？Pattanabandit 將分享他創造客戶滿意度及建立持續增長業務的策略。

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.

Derrick Yip, ChFC/S, AEPP

Singapore
,
,
Singapore
入會總年份：
7
內閣會員榮譽：
0
頂尖會員榮譽：
0

過去 12 年來，Derrick Yip，ChFC/S、AEPP 一直是財務安全的忠實倡導者。Yip 致力於追求持續增長及協助他人保障未來，並熱衷於向同儕分享經驗與策略。

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.

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非侵入式保戶開拓：吸引銷售線索並尋找新客戶的策略

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

Derrick Yip, ChFC/S, AEPP
會議類型：
贊助商分享會議
演講語言：
英文
會議日期：
2024 年 8 月 28 日（星期一）
開始時間：
1:00 pm
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演講語言：
英文
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萬勿錯過這些策略，它們將助您在平常聚會與交際聯誼活動中，吸引別人的注意力及勾起興趣，同時又不會顯得咄咄逼人。Yip 將分享如何從對話流暢過渡至約見，同時建立真誠的人脈連繫，構築長久關係。

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.

Angelica Lingganata

Jakarta
,
,
Indonesia
入會總年份：
4
內閣會員榮譽：
3
頂尖會員榮譽：
1

Angelica Lingganata 從事金融服務業已有 11 個年頭，尤其擅長與高淨值客戶合作。憑藉之前擔任會計師的經驗，Lingganata 在丈夫的鼓勵下，追隨他的步伐，成為全職金融服務顧問，這些年來事業上大獲成功。

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.

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提升您的高淨值客戶對策

Elevate your high-net-worth approach

Angelica Lingganata
會議類型：
贊助商分享會議
演講語言：
印尼語
會議日期：
2024 年 8 月 27 日（星期二）
開始時間：
2:30 pm
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演講語言：
印尼語
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您想改變高淨值客戶對與您之間關係的看法嗎？Lingganata 將分享如何透過服務轉型及擴展接觸範圍，讓高淨值客戶改變對您的看法。

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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.

Terry Chin

Hong Kong
,
,
China
入會總年份：
6
內閣會員榮譽：
0
頂尖會員榮譽：
0

Terry Chin 帶領代理機構團隊在 2023 年創造首年度佣金 107% 增長的驕人成績，更讓他榮膺「最佳成長大獎——金獎」的殊榮。

Terry Chin 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.

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精通時間管理之道以加快您的成功進程

Master your time management to accelerate your success

Terry Chin
會議類型：
贊助商分享會議
演講語言：
廣東話
會議日期：
2024 年 8 月 27 日（星期二）
開始時間：
2:00 pm
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演講語言：
廣東話
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效率與流程是顧問在職業生涯中勇攀高峰的關鍵。學習 Chin 的時間管理技巧，助您花更少時間做更多事情。

Efficiency and process are key for advisors looking to reach higher in their careers. Discover Chin’s time management techniques that can help you get more done in less time.

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

,
,
Singapore
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

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.

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Use social media to attract new advisors

Augustine Seah Boon Kheong, BSc; Jaslyn Ng, CLU, ChFC/S; Candice Ong; Jaden Wang
會議類型：
全球服務
演講語言：
英文
會議日期：
2024 年 8 月 28 日（星期一）
開始時間：
1:30 pm
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演講語言：
英文
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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
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

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.

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CLOSE

Use social media to attract new advisors

Jaden Wang
會議類型：
全球服務
演講語言：
英文
會議日期：
2024 年 8 月 28 日（星期一）
開始時間：
1:30 pm
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演講語言：
英文
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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

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Ng Yuk Wing Charleson 於 2015 年進入金融服務業，擔任營運總監，並於 2020 年成為區域總監。作為該公司於中國香港最年輕的區域總監，他和其團隊憑藉卓越成就屢獲殊榮。

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Paresh B. Shah，CFP 過去 24 年來一直任職財富策略師，致力協助美國各地的個人及企業客戶制定創新理財策略，為現在與未來提供保障。他擅長退休金和利益分成、資產保護、遺產規劃和企業繼任計劃。其專業精神和優質的社群服務，使他在美國和印度始終保持活躍狀態。

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.

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小組討論：微調帶來豐碩成果

Panel discussion: Minor adjustments that lead to big results

Yuk Wing Ng, Paresh B. Shah, CFP
會議類型：
主場會議
演講語言：
英文
會議日期：
2024 年 8 月 28 日（星期一）
開始時間：
9:00 am
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演講語言：
英文
印尼語
廣東話
印地文
日文
普通話
泰文

パネル・ディスカッション：マイナー・チェンジでビッグな成果一眾百萬圓桌會員將分享良策，運用微細而精要的變化，實現服務蛻變，化弱項為機遇。瞭解您如何複製他們的成功故事，同時克服挑戰及掌握更多技巧，讓業務攀上嶄新高度。

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.

Andrew B. Mortenson, FICS, ChFC, Izumi Osada, XiangJing Zhu

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Andrew B. Mortenson，FICS、ChFC 熱衷於與客戶建立連繫，讓他們瞭解並解鎖自身目標與使命。作為 Simon Sinek「人們買的不是您的產品，人們買的是您的信念」想法的堅實擁護者，Mortenson 盡心地與客戶合力制定個人化方案，讓他們的家庭和所關心的慈善事業也能獲得理想成果。他曾在全國活動上就稅務、退休、遺產和慈善策略等議題發表演講。

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Izumi Osada 在 Hose University 取得法律學士學位，畢業後加入 Nissho Iwai Plant Machinery K.K。2001 年，Osada 開始任職於一間非日本人壽保險公司，及後又於 2019 年加入 Life Plaza Partners Company Ltd.，短短幾個月後就取得行政理財顧問資格。

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Xiangjing Zhu 在 2017 年投身金融服務業。儘管在醫院病床躺了四個月，但她仍決意要達成目標：每週與三個家庭合作，並成功將記錄維持了 300 週。

Andrew B. Mortenson, FICS, ChFC, is passionate about connecting with his clients to understand and unlock their goals and purpose. A strong believer in Simon Sinek’s idea that “People don’t buy what you do; they buy why you do it,” Mortenson diligently works with his clients to create personalized plans, so they can achieve the results they desire for their family as well as for philanthropic causes they care about. He has spoken at national events on tax, retirement, estate and charitable strategies.

Izumi Osada graduated from Hose University with a bachelor’s degree in law before joining Nissho Iwai Plant Machinery K.K. In 2001, Osada began working at a non-Japanese life insurance company and, in 2019, joined Life Plaza Partners Company Ltd., where he qualified as an executive financial advisor a few months later.

Xiangjing Zhu joined the financial services profession in 2017. Despite being hospitalized and bedridden for four months, she was determined to achieve her goal of working with three families a week — a streak she has maintained for 300 weeks.

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小組討論：藉著百萬圓桌全人理念成就更多、享受更多的技巧

Panel discussion: Techniques for achieving and enjoying more with the MDRT Whole Person concept

Andrew B. Mortenson, FICS, ChFC, Izumi Osada, XiangJing Zhu
會議類型：
主場會議
演講語言：
英文
會議日期：
2024 年 8 月 27 日（星期二）
開始時間：
6:00 pm
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演講語言：
英文
印尼語
廣東話
印地文
日文
普通話
泰文

一眾百萬圓桌會員如何奉行這個必要方針，從而在個人生活及職業生涯中找到平衡與成就感？聆聽深具影響力的故事與貼士，促進短期到長期的成功與滿足。

How have MDRT members embraced this essential approach to finding balance and fulfillment across their personal and professional lives? Learn impactful stories as well as tips to drive growth for both short- and long-term success and satisfaction.

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