演講者與演講資訊

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所列的傳譯語言場次分配俱為暫定。2026 年百萬圓桌全球會議的官方語言是英文。百萬圓桌提供主場會議的同聲傳譯，並為指定焦點會議提供最多 12 種語言的傳譯服務（當至少 50 名註冊與會者要求用同一種語言時）。  您必須在註冊時提出同聲傳譯的要求。提交同聲傳譯申請的截止日期是 2026 年 6 月 28 日。

Steven Yam, ChFC, CIAM

Singapore
,
,
Singapore
入會總年份：
30
內閣會員榮譽：
0
頂尖會員榮譽：
0

Steven Yam 是 Prudential Singapore 的代理人團隊領袖，服務該公司長達 42 年。他擅長培訓、教練指導與高淨值市場互動交流，同時致力協助顧問突破業績表現。Yam 獲獎無數，包括 President’s Club 與頂尖領袖獎，並致力投身專業精進與終身學習。

Steven Yam is an agency leader with Prudential Singapore, serving 42 years in the company. He specializes in training, coaching and engaging the HNW market while developing advisors to achieve breakthrough performance. A recipient of numerous company awards, including the President’s Club and Top Leader Award, Yam is deeply committed to professional mastery and lifelong learning.

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《高淨值客戶經營大師課》

HNW mastery

Steven Yam, ChFC, CIAM
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Yam
Marketing
August 24, 2026
演講語言：
英文
No items found.

根據 Yam 的說法，在專業知識以外，高淨值客戶更重視顧問的臨在感、可信度、情緒智商，以及自信清晰的溝通能力。他將分享「本質－行動－成果」架構如何協助顧問提升自身格局，而不止是改善技巧，從而自然吸引更高層次的客戶。學習如何快速建立可信度、提出突破問題，以及創造更深入的客戶連繫。

Beyond technical knowledge, Yam says, HNW clients look for presence, trustworthiness, emotional intelligence, and the ability to communicate with confidence and clarity. He shares how the “be, do, have” framework helps advisors elevate who they are, not just what they do, so they naturally attract higher-level clients. Learn how to build credibility quickly, ask breakthrough questions and create deeper client connections.

Shalyn Xiaoqi Lee, CIAM

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

Shalyn Xiaoqi Lee, CIAM, who began her career in financial services as an undergraduate, is now an executive wealth director who leads multiple million-dollar agencies while balancing her role as a mom with an enjoyable home life. As the winner of the Platinum Agency MDRT Culture of Excellence Award in 2025, Lee believes that women can excel in both leadership and sales advisory with proper integration and time management.

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Mindset, structure and systems for sustainable leadership

Shalyn Xiaoqi Lee, CIAM
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
3:00 pm
Lee
August 25, 2026
演講語言：
英文
No items found.

Are you looking to break routine thinking, rewire habits and shift from autopilot to intentional leadership? Find out how you can set meaningful goals, manage time and create balance while strengthening accountability and relationships.

Kinga Czerlikowska

Bielsko-Biala
,
,
Poland
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Kinga Czerlikowska is a Business Development Team Manager and Work-Life Balance Coach with 12 years of leadership experience in insurances . She specializes in team building, recruitment, time management, and mentoring, creating practical, evidence-based solutions that support performance, clarity, and well-being.

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Mindset, structure and systems for sustainable leadership

Kinga Czerlikowska
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
3:00 pm
Czerlikowska
August 25, 2026
演講語言：
英文
No items found.

Are you looking to break routine thinking, rewire habits and shift from autopilot to intentional leadership? Find out how you can set meaningful goals, manage time and create balance while strengthening accountability and relationships.

Tomas Skvarenina

Bratislava
,
,
Slovakia
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Tomas Skvarenina is a partner at Partners Group SK and has 23 years of experience in the financial services profession, with more than 18 years in leadership. He holds a degree in business and marketing from the University of Economics and is responsible for leading 250 people across Slovakia and Bulgaria. As an experienced director who is skilled in negotiation, leading teams, mentoring and business planning, Skvarenina creates and develops distribution channels for financial products and services.

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Coaching, consistency and culture for next-gen MDRT success

Tomas Skvarenina
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Skvarenina
August 24, 2026
演講語言：
英文
No items found.

Effective coaching can transform potential into peak performance while building a culture where MDRT is the standard, not the exception. Discover how to develop practical road maps for onboarding, accountability and consistency that help advisors achieve MDRT year after year, while also training future agency leaders.

Paul Chan Chee Onn, CLU, ChFC

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

Paul Chan Chee Onn, CLU, ChFC, has been a director of financial services with Great Eastern Life for the past four decades and is an associate trainer, with more than 40 advisors in his group. As an active member of the International Certification and Standards Board since 2009, he served as their chairman from 2014-2018 and is a past president of the Insurance and Financial Practitioners Association of Singapore. He is also committed to social causes, serving as chairman of Hagar Singapore, a nongovernmental organization dedicated to supporting women and children who have experienced extreme abuse and trauma.

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Sustainable, scalable recruitment for the next generation

Paul Chan Chee Onn, CLU, ChFC
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Chan Chee Onn
August 24, 2026
演講語言：
英文
No items found.

Do you know how to build future-ready teams by pairing purpose-driven Gen Z talent with experienced mid-career professionals? Explore clear, practical recruitment and onboarding strategies that move beyond filling roles to building scalable ecosystems.

Suranjith Godagama, CIAM, Cert CII

Colombo
,
,
Sri Lanka
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Suranjith Godagama, CIAM, Cert CII, is a senior business associate with 32 years of leadership experience. He leads a team of 40 independent advisors and specializes in financial planning, training and coaching, leadership, recruiting and performance management. In addition to holding many leadership positions, including senior agency leader, team manager, head of field training and head of bancassurance, Godagama has also received accolades for his accomplishments and professional certifications throughout his financial services career.

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Coaching, consistency and culture for next-gen MDRT success

Suranjith Godagama, CIAM, Cert CII
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Godagama
August 24, 2026
演講語言：
英文
No items found.

Effective coaching can transform potential into peak performance while building a culture where MDRT is the standard, not the exception. Discover how to develop practical road maps for onboarding, accountability and consistency that help advisors achieve MDRT year after year, while also training future agency leaders.

Peh Weijiang Andy

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

Peh Weijiang Andy is the co-founder and senior group financial services director of Infinity Financial Advisory Pte Ltd. With almost two decades of experience in financial services and more than 15 years in leadership, he specializes in recruitment, team building and holistic financial planning, leading a dynamic team of nearly 50 advisors.

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Sustainable, scalable recruitment for the next generation

Peh Weijiang Andy
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Weijiang Andy
August 24, 2026
演講語言：
英文
No items found.

Do you know how to build future-ready teams by pairing purpose-driven Gen Z talent with experienced mid-career professionals? Explore clear, practical recruitment and onboarding strategies that move beyond filling roles to building scalable ecosystems.

Chi Teng Han, CIAM, ChFC/S

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

Chi Teng Han, CIAM, ChFC/S, is a financial services director at Prudential Assurance Company Singapore Pte Ltd. Han earned a bachelor's degree in engineering from the University of Southampton, received the Diamond Agency MDRT Culture of Excellence Award in 2025 and the Gold Agency MDRT Culture of Excellence Award in 2024 as well as many other accolades within his company. He has spoken at various MDRT Days and at other events within the financial services profession.

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Coaching, consistency and culture for next-gen MDRT success

Chi Teng Han, CIAM, ChFC/S
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Han
August 24, 2026
演講語言：
英文
No items found.

Effective coaching can transform potential into peak performance while building a culture where MDRT is the standard, not the exception. Discover how to develop practical road maps for onboarding, accountability and consistency that help advisors achieve MDRT year after year, while also training future agency leaders.

Isaac Teo Whee Hwa, BA

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

Isaac Teo Whee Hwa, BA, is an executive financial services director and principal of First Adviser Pte Ltd. He has more than 16 years of experience in the profession and leads a team of 50 advisors. He has received numerous accolades for his accomplishments, such as Top Rookie Financial Planner, Top 3 Manager and Top General Agency. With expertise in sales and recruitment, his previous roles include regional sales facilitator and sales associate for FedEx, account manager at Mediacorp and design executive for an interior design firm.

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Sustainable, scalable recruitment for the next generation

Isaac Teo Whee Hwa, BA
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Teo Whee Hwa
August 24, 2026
演講語言：
英文
No items found.

Do you know how to build future-ready teams by pairing purpose-driven Gen Z talent with experienced mid-career professionals? Explore clear, practical recruitment and onboarding strategies that move beyond filling roles to building scalable ecosystems.

Jenkins Halili

Dubai
,
,
United Arab Emirates
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Jenkins Halili is a senior sales manager at Zurich International Life and has more than 10 years of experience in the financial services profession, with several years in leadership. Halili holds a bachelor’s degree in business administration and worked with brokerage and advisory firms prior to joining Zurich. With specialties in advisor development, coaching and building an MDRT-focused culture, Halili has been recognized multiples times for peak performance and service excellence.

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Coaching, consistency and culture for next-gen MDRT success

Jenkins Halili
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Halili
August 24, 2026
演講語言：
英文
No items found.

Effective coaching can transform potential into peak performance while building a culture where MDRT is the standard, not the exception. Discover how to develop practical road maps for onboarding, accountability and consistency that help advisors achieve MDRT year after year, while also training future agency leaders.

更多資訊敬請期待
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