Speaker Sessions

Hong Kong

,

Hong Kong

,

China

入會總年份：

6

內閣會員榮譽：

1

頂尖會員榮譽：

0

Leung Yu Ying 擁有 12 年金融服務從業資歷，目前任職於 AIA International Ltd。她榮獲 2024 年度大灣區業績員公開賽前 10 名的殊榮，並曾勇奪 2022 年度香港傑出客戶服務個人獎項 - 最佳現場服務獎第二名。她亦攻讀完成香港城市大學創意媒體學院的 2023 年正念教學者培訓計劃。

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.

內向者和外向者都能成為全方位的百萬圓桌會員

Introverts and extroverts become well-rounded MDRT

Leung Yu Ying

會議類型：

焦點會議

演講語言：

廣東話

會議日期：

2026 年 8 月 25 日（星期二）

開始時間：

3:00 pm

Leung Yu Ying

Whole Person

演講語言：

不同人格類型如何奉行百萬圓桌全人理念？兩名百萬圓桌會員將分享他們如何受惠於這種均衡法則，以及全人理念如何協助他們實現業務一致性並入圍百萬圓桌。

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.

Wexford

,

Wx1

,

Ireland

入會總年份：

18

內閣會員榮譽：

17

頂尖會員榮譽：

13

Anthony Matthews Jones，BSc (Hons)、QFA 是一名深受歡迎的演講者，曾多次在百萬圓桌會議上演講，多年來在許多不同金融機構也有過演講經驗。他也是一名活躍的百萬圓桌會員，熱衷於向理財顧問同仁分享專業經驗和策略。

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.

直面客戶回絕，促進高效溝通

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

Anthony Matthews Jones, BSc (Hons), QFA

會議類型：

焦點會議

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

Jones

Marketing

演講語言：

最成功的顧問資歷不比您高；他們只是懂得更有效地與客戶和準客戶溝通罷了。透過以圖片和片語來將複雜事情簡單化，Jones 將介紹他常用的處理客戶回絕方法，助您將異議轉化為銷售與成功。

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.

Quarry Bay

,

Hong Kong

,

China

入會總年份：

10

內閣會員榮譽：

1

頂尖會員榮譽：

0

Tai Wing Keung 在 FWD Life Insurance Co. (Bermuda) Ltd 擔任區域總監一職，擁有經濟學和金融學的學士學歷。從事金融行業逾十載的他，也是香港證券及期貨事務監察委員會的持牌代表，生涯中曾榮獲無數獎項，其中包括傑出銷售員大獎、傑出財富策劃師大獎，以及年度傑出青年保險從業員大獎。

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.

內向者和外向者都能成為全方位的百萬圓桌會員

Introverts and extroverts become well-rounded MDRT

Tai Wing Keung

會議類型：

焦點會議

演講語言：

廣東話

會議日期：

2026 年 8 月 25 日（星期二）

開始時間：

3:00 pm

Tai Wing Keung

Whole Person

演講語言：

不同人格類型如何奉行百萬圓桌全人理念？兩名百萬圓桌會員將分享他們如何受惠於這種均衡法則，以及全人理念如何協助他們實現業務一致性並入圍百萬圓桌。

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.

Singapore

,

Singapore

入會總年份：

9

內閣會員榮譽：

5

頂尖會員榮譽：

2

Yismin Lim 一畢業便立即投身金融服務事業。入行初年，她已成為所屬代理機構的頂級理財顧問，其後晉升為業務經理。Lim 致力於與客戶構築牢固而長遠的關係，並指導他們實現財務自由。她擁有遺囑和信託方面的認證資格，擅長建立投資組合和創造被動收入；Lim 主要與轉介紹對象合作，其客戶群包括行政總裁、全球和地區主管，以及印度籍旅居海外人士。2017 年，她轉型擔任導師角色，致力向團隊灌輸她自身所秉持的價值觀。

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.

憑藉徹底的實情調查，換來更高的保費

Initiating bigger premiums through thorough fact-finding

Yismin Lim

會議類型：

焦點會議

演講語言：

英文

會議日期：

2026 年 8 月 25 日（星期二）

開始時間：

1:30 pm

Lim

Advising Clients

演講語言：

由於實情調查做得不足，許多理財顧問都難以提議較大筆的客戶預算，導致僅以最低保費成交。Lim 將解釋如何進行有效的實情調查，讓您有能力推介更具吸引力的計劃書並讓客戶樂於接受。

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.

Christchurch

,

New Zealand

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Ben Brinkerhoff 是 Consilium 的顧問主管，他與紐西蘭各地 140 多間獨立理財顧問公司合作，協助他們發展理想的諮詢實務。擁有逾 20 年金融服務從業經驗的 Brinkerhoff，曾出任 Index Funds Advisors Inc. 營運總監，並在全球各地擔任多個不同的經濟顧問職位。他是 Consilium Investment Committee 的創辦主席兼長期成員，曾執筆許多文章和白皮書。Brinkerhoff 最近出版了處男作，書中收錄了他在疫情期間撰寫的一系列文章。

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.

您的公司是否我踏入職場的理想之選？

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

Ben Brinkerhoff

會議類型：

焦點會議

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

Brinkerhoff

Practice management

演講語言：

當成功的公司被問及是甚麼阻礙了他們的發展時，最常見的原因並非挖掘潛在客戶，而是尋找、培育及提拔員工。Brinkerhoff 將講解區分企業東主與千禧世代員工之期望而帶來的結果，以及如何創造職業發展道路，讓您的公司成為新晉顧問樂於效勞的東家。

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.

Yokohama

,

Japan

入會總年份：

27

內閣會員榮譽：

3

頂尖會員榮譽：

0

Hidenori Miki，TLC 於 1996 年投身金融服務業，在 Financial Japan Co. Ltd. 的 Yokohama Basha-michi（橫濱馬車道站）分行擔任代理人團隊經理。他專門服務於日本的中小型企業東主（主要從事製造業），擅長領域包括業務繼承、繼承措施、資產累積和管理。多年來 Miki 曾任職多個百萬圓桌委員會，並擔任項目統籌委員會的多個職位，包括 2021 年百萬圓桌全球會議分副會長。

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.

遺憾使人受益匪淺

What I missed taught me the most

Hidenori Miki, TLC

會議類型：

焦點會議

演講語言：

英文

會議日期：

2026 年 8 月 25 日（星期二）

開始時間：

1:30 pm

Miki

Practice management

演講語言：

在擔任理財顧問的發展道路上，未能入圍百萬圓桌無疑是 Miki 所面對的一大挫折。他將分享自己如何化焦慮為若干有效且可重複的系統，為自身的穩定與豐足發展奠定基礎。

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.

Abbotsford

,

BC

,

Canada

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Shahana Alibhai，MD、CCFP 身兼 TEDx 演講者、家庭醫生和精神健康宣傳大使幾個身份，與會計師、工程師、醫生、大學和政府機構合作無間，致力宣揚情感健康與精神健康直接有關的訊息。Alibhai 主持的播客在全球皆有聽眾，她亦透過其創新計劃「像醫生般思考」(Think Like a Doc)，走訪不同學校進行外展，讓學生擔任醫生的角色，反過來瞭解自身的身心健康。她的處女著作《感受更好》(Feel Better) 於 2024 年 9 月面世。

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.

想得更好、感受更好——如何訓練大腦

Think and feel better — How to train your brain

Shahana Alibhai, MD, CCFP

會議類型：

焦點會議

演講語言：

英文

會議日期：

2026 年 8 月 25 日（星期二）

開始時間：

1:30 pm

Alibhai

Whole Person

演講語言：

Alibhai 認為情感素養並不單單在於學習，更要學會摒棄舊有的思維模式、觀念規律和對世界運作方式的假設。學習如何以四步法處理情緒，避免遭到情感吞噬，使精神和清晰健康變得明晰，從而建立自信並改善溝通。

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.

Singapore

,

Singapore

入會總年份：

4

內閣會員榮譽：

2

頂尖會員榮譽：

0

Daniel Heng，AEPP、IBFQ 是 Ascendance Wealth Management Group 的主管級成員，擅長的業務是投資管理和遺產規劃。他持有會計學和商業管理學士學位，曾榮獲多項殊榮，包括 2023 年「年度最佳理財顧問獎」以及連續三年奪得國際龍獎。

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.

鋪設通往內閣會員的成功之路：AI 賦能的個人與社交媒體品牌推介活動

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

Daniel Heng, AEPP, IBFQ

會議類型：

焦點會議

演講語言：

英文

會議日期：

2026 年 8 月 25 日（星期二）

開始時間：

1:30 pm

Heng

Marketing

演講語言：

Heng 將闡釋在數碼年代建立個人品牌的關鍵原則，包括記錄日常生活、善用社交證明，以及在品牌策略中引入 AI。發掘這些策略如何應用至您的日常工作中，而不會佔用太多時間，讓您依舊專注於見客和團隊指導。

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.

Singapore

,

Singapore

入會總年份：

13

內閣會員榮譽：

3

頂尖會員榮譽：

1

James Jiahao Yang，AEPP、CFP 憑藉獨門 4C 法（整合、釐清、選擇、控制，即 Consolidate、Clarity、choices 和 Control），為退休人士和高淨值客戶提供建議。他曾勇奪 2018 年新加坡「最佳理財規劃師獎」，並致力向顧問同行分享他的客戶諮詢方針，盼能提高整個金融服務行業的標準。

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.

提高成交約見成功率的系統化框架

Systematic framework to increase your closing appointment success

James Jiahao Yang, AEPP, CFP

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：

4:30 pm

Yang

Practice management

演講語言：

顧問也許能成功約見客戶沒錯，但他們是否全面認知並滿足了客戶所需，乃至足以使他們踏出下一步？Yang 將講解如何維持對這些約見的掌控力，並制定系統以激勵客戶及實現更高的成交率。

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.

Chester

,

United Kingdom

入會總年份：

11

內閣會員榮譽：

11

頂尖會員榮譽：

8

Tristan Hartey，Dip FA、BA (Hons) 是 Hartey Wealth Management 的董事總經理，該家族企業由他與父親合力經營。Hartey 擅長理財規劃與遺產規劃，並熱衷於協助家庭客戶實現最理想人生。

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.

如何以系統進行人脈交流，年復年地取得頂尖會員資格

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

Tristan Hartey, Dip FA, BA (Hons)

會議類型：

焦點會議

演講語言：

英文

會議日期：

2026 年 8 月 25 日（星期二）

開始時間：

1:30 pm

Hartey

Marketing

演講語言：

透過善用人脈交流系統和計分板，Hartey 每年都能達成頂尖會員業績。他將講解計分板如何助他追蹤及衡量關鍵活動、促進問責，並協助他優先建立有意義的人脈連繫。

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.

演講者

會議類型

演講語言

會議日期

開始時間

內容分類

直播

內向者和外向者都能成為全方位的百萬圓桌會員

Introverts and extroverts become well-rounded MDRT

Leung Yu Ying

直面客戶回絕，促進高效溝通

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

Anthony Matthews Jones, BSc (Hons), QFA

內向者和外向者都能成為全方位的百萬圓桌會員

Introverts and extroverts become well-rounded MDRT

Tai Wing Keung

憑藉徹底的實情調查，換來更高的保費

Initiating bigger premiums through thorough fact-finding

Yismin Lim

您的公司是否我踏入職場的理想之選？

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

Ben Brinkerhoff

遺憾使人受益匪淺

What I missed taught me the most

Hidenori Miki, TLC

想得更好、感受更好——如何訓練大腦

Think and feel better — How to train your brain

Shahana Alibhai, MD, CCFP

鋪設通往內閣會員的成功之路：AI 賦能的個人與社交媒體品牌推介活動

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

Daniel Heng, AEPP, IBFQ

提高成交約見成功率的系統化框架

Systematic framework to increase your closing appointment success

James Jiahao Yang, AEPP, CFP

如何以系統進行人脈交流，年復年地取得頂尖會員資格

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

Tristan Hartey, Dip FA, BA (Hons)