Mejora tu experiencia de la reunión al formar parte de los voluntarios de los arreglos generales de programación (PGA, por sus siglas en inglés). Conoce y crea nuevos amigos de diferentes partes del mundo mientras ayudas mediante alguna función vital a convertir la Reunión Anual de MDRT en una experiencia positiva para los demás asistentes. Conoce más e inscríbete a uno de los ocho grupos especiales al registrarte a la reunión.
Los voluntarios deben asistir al arranque del PGA el sábado, 24 de junio, a las 4:30 p. m. , por lo que deben planificar llegar a tiempo a Nashville para escuchar una presentación especial, recibir detalles importantes sobre sus tareas y conocer al equipo. Todos los voluntarios deben ser miembros de MDRT. Las puertas se abren a las 4 p. m.
La ConneXion Zone® ofrece una excelente programación educativa. Más de 50 sesiones rápidas de soluciones presentadas en siete idiomas diferentes. Obtén ideas inmediatas para llevar y descubre ideas de vanguardia para implementar en tu práctica cotidiana.
A Kevin Brown, conferencista y autor motivacional, le apasiona ayudar a las personas y a las organizaciones a adoptar una sencilla filosofía que diferencia a las organizaciones de clase mundial y a las personas de alto desempeño del resto. A través de sus presentaciones, Brown entretiene, inspira y reta a la gente a salir al mundo cada día y marcar una diferencia positiva en el trabajo y en la vida.
Motivational speaker and author Kevin Brown is passionate about helping people and organizations embrace a simple philosophy that separates world-class organizations and high-performance people from everybody else. Through his presentations, Brown entertains, inspires and challenges people to show up every day and make a positive difference at work and in life.
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Las personas que redoblan sus esfuerzos y utilizan su talento para marcar una diferencia positiva en los ajetreados momentos de la vida van más allá de lo necesario para lograr lo extraordinario. Brown explora cómo puedes desarrollar, ampliar y compartir tus dones para convertirte en el tipo de líder que inspira a los demás a utilizar sus talentos de forma extraordinaria. Favor de tomar en cuenta que: Esta presentación incluye temas relacionados con el suicidio que algunas personas pueden considerar inquietantes o perturbadores.
Marty Wilson lleva toda su vida profesional estudiando la resiliencia, en parte porque es un emprendedor implacable que ha saltado de una carrera plagada de éxitos a otra. Con experiencia como farmacéutico, redactor publicitario y comediante, Wilson es autor de bestsellers, orador y ganador del Premio al comediante australiano del año. Ha dado conferencias a más de 500,000 personas sobre cómo la ligereza de espíritu y el humor pueden provocar cambios de comportamiento en los ámbitos de la salud y la innovación.
Marty Wilson has spent his entire professional life studying resilience, partly because he is a relentless entrepreneur who has leapt from one successful career to another. With experience as a pharmacist, advertising copywriter and stand-up comic, Wilson is a bestselling author, speaker and recipient of the Australian Comic of the Year Award. He has presented to more than 500,000 people on how levity and humor can lead to behavior change in the areas of health and innovation.
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Tras el estrés de los últimos años, algunas personas pueden sentirse tan agotadas que todo les resulta más difícil. Wilson utiliza lo que ha aprendido al entrevistar a más de 1,000 líderes inspiradores para explicar por qué la risa es crucial para reducir el estrés, aumentar la productividad y mantener la paz mental.
Líderes intelectuales y oradores de renombre comparten historias inspiradoras y contenido que abarcan temas relevantes para los servicios financieros, las estrategias de ventas, las prácticas comerciales y el balance entre la vida laboral y personal.
IN-Q es un poeta nominado al Emmy, compositor multiplatino, orador principal y autor del best seller “Inquire Within” (pregunte adentro). Fue incluido en la lista SuperSoul100 (superalma 100) de Oprah Winfrey de los líderes de pensamiento más influyentes del mundo y ha trabajado con innumerables compañías a lo largo de los años, ayudándolas a contar su historia a través de artículos de contenido colaborativo y talleres de narración. Muchos de sus últimos videos de poesía se han vuelto virales, con más de 70 millones de reproducciones combinadas, y su especial de monólogo de poesía (stand up) –IN-Q, Live at the Ace Theatre (IN-Q, en vivo desde el Teatro Ace)– ya se puede ver en Amazon Prime Video.
IN-Q is an Emmy-nominated poet, multiplatinum songwriter, keynote speaker and the bestselling author of “Inquire Within.” He was included on Oprah Winfrey's SuperSoul100 list of the world's most influential thought leaders and has worked with countless companies over the years, helping them tell their story through collaborative content pieces and storytelling workshops. Many of his recent poetry videos have gone viral, with more than 70 million views combined, and his standup poetry special, IN-Q — Live at the Ace Theatre, is now streaming on Amazon Prime Video.
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En ocasiones, todos necesitamos algunos minutos para recargar pilas. Tómate un descanso mental con el artista de la palabra IN-Q, cuyos poemas te inspirarán y rejuvenecerán para que puedas afrontar el resto del día.
Alvin Law era un exitoso DJ en Canadá antes de cambiar de rumbo y convertirse en orador motivacional en 1981. Al haber nacido sin brazos, Law ha demostrado que la actitud es mucho más que una palabra trillada; de hecho, la ciencia reconoce que la actitud cambia la química interna de nuestro cuerpo y es la clave de una buena salud mental. Como autor de bestsellers y orador profesional certificado, Law ha compartido su cautivadora historia con más de dos millones de personas de los cinco continentes en más de 7,500 eventos y ha sido el protagonista de varios documentales galardonados y emitidos en Estados Unidos.
Alvin Law was a successful DJ in Canada when he switched paths to become a motivational speaker in 1981. Born without arms, Law has proven that attitude is so much more than an overused word; in fact, science acknowledges that it changes our internal body chemistry and is the key to good mental health. As a bestselling author and certified speaking professional, Law has shared his riveting story with more than 2 million people on five continents at more than 7,500 events and has been the subject of several award-winning, nationally broadcasted documentaries.
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Solo tenemos una vida y, aunque no podemos controlar todos lo que nos acontece, sí podemos elegir nuestra actitud ante ello. Law comparte su historia personal de cómo desafió continuamente las probabilidades en su contra y cómo tú también puedes sobreponerte a cualquier obstáculo que se interponga en tu camino para vivir la vida que deseas.
Chaunté Lowe no solo es esposa, madre y empresaria, sino también atleta profesional, campeona estadounidense, medallista olímpica en cuatro ocasiones, medallista en tres campeonatos mundiales y campeona nacional de Estados Unidos en 12 ocasiones. Se convirtió en una oradora muy solicitada después de entrenarse para los Juegos Olímpicos de Tokio 2021 mientras se sometía a quimioterapia y a una doble mastectomía por cáncer de mama. Su resiliencia tiene un impacto tanto en su propia vida como en la de quienes la escuchan hablar.
Chaunté Lowe is not only a wife, mother and business owner, but also a professional athlete, American record-holder, four-time Olympian, three-time world championship medalist and 12-time U.S. national champion. She became a sought-after speaker after training for the 2021 Olympics in Tokyo while undergoing chemotherapy and a double mastectomy for breast cancer. Her resilience is impactful in her own life and to those who hear her speak.
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En 2019, la atleta olímpica Chaunté Lowe recibió el devastador diagnóstico de que padecía cáncer de mama triple negativo, una de las formas más agresivas de esta enfermedad. Lowe explica por qué decidió crear conciencia sobre la importancia de la detección temprana y empoderar a otras personas entrenándose para los Juegos Olímpicos de Tokio 2020 al tiempo que recibía tratamiento, y lo que aprendió mientras vencía probabilidades imposibles.
Líderes intelectuales y oradores de renombre comparten historias inspiradoras y contenido que abarcan temas relevantes para los servicios financieros, las estrategias de ventas, las prácticas comerciales y el balance entre la vida laboral y personal.
Adrian P. Baker, Dip PFS, es socio principal de St. James' Place Wealth Management Group y presidente de la Fundación MDRT en 2023. Le apasiona colaborar con personas que se preocupan por la gente y que quieren crear un futuro lleno de emoción para sí mismas y para la próxima generación. Como cofundador y fiduciario de Baby Check Bath, una organización que presta servicios cráneo-osteopáticos gratuitos a bebés cuyas familias no pueden costearlos, Baker tiene un espíritu emprendedor y colabora estrechamente con empresarios que comparten sus valores de contribuir positivamente al mundo.
Adrian P. Baker, Dip PFS, is senior partner of St. James’ Place Wealth Management Group and 2023 MDRT Foundation President. His is passionate about collaborating with people who care about people and who want to create an exciting future for themselves and the next generation. As co-founder and trustee of Baby Check Bath, an organization that provides free cranial-osteopathic services for babies whose families cannot otherwise afford it, Baker has an entrepreneurial spirit and works closely with business owners who share his values in making a positive contribution to the world.
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Con el aumento de la frecuencia y la intensidad de las catástrofes naturales en todo el mundo, existe una necesidad urgente de adoptar un enfoque más reflexivo en la respuesta a las catástrofes. Cuando se produce una catástrofe natural, All Hands and Hearts es la primera organización en llegar y la última en irse para atender las necesidades inmediatas y a largo plazo de las comunidades afectadas. Thompson comparte su increíble misión y las poderosas lecciones aprendidas en el camino.
Liz Murray es cofundadora de The Arthur Project, una organización que replantea las tutorías dirigidas a jóvenes para reforzar el poder de las relaciones en la vida de los niños. Es una firme defensora de los jóvenes desfavorecidos y trabaja para acabar con la pobreza generacional mediante el aprendizaje basado en las relaciones. Como protagonista de la película nominada al Emmy “Homeless to Harvard”, Murray se ha convertido en una fuente de inspiración para grupos de estudiantes y el público empresarial por igual, quienes buscan motivación para superar sus propios obstáculos.
Liz Murray is co-founder of The Arthur Project, an organization that redefines youth mentoring to expand the power of relationships in a child’s life. She is a strong advocate for underserved youth, working to end generational poverty through relationship-based learning. As the subject of the Emmy-nominated movie “Homeless to Harvard,” Murray has become an inspiration to student groups and business audiences alike for motivation to overcome their own obstacles.
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La gratitud puede dar paso a una vida llena de alegría y plenitud. Murray comparte su viaje de cómo el perdón y la supervivencia le ayudaron a pasar de ser una indigente en las calles de Nueva York a graduarse en la Universidad de Harvard. Favor de tomar en cuenta que: Esta presentación incluye temas que algunas personas pueden considerar inquietantes o perturbadores, como el suicidio y el consumo de drogas.
Jessica Thompson es la Directora General de All Hands and Hearts (AHAH), una organización internacional sin fines de lucro de ayuda en catástrofes. Su primer voluntariado de tres semanas con AHAH para ayudar a reconstruir casas en Indonesia se convirtió en un compromiso de por vida con la misión de la organización. Hasta la fecha, ha ayudado a coordinar a más de 63,000 voluntarios, a poner en marcha 144 programas de ayuda en catástrofes y a influir en más de un millón de vidas.
Jessica Thompson is the CEO of All Hands and Hearts (AHAH), an international disaster relief nonprofit. Her initial three-week volunteer work with AHAH to help rebuild homes in Indonesia turned into a lifelong commitment to the organization’s mission. To date, she has helped coordinate more than 63,000 volunteers, launch 144 disaster relief programs and impact more than a million lives.
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Con el aumento de la frecuencia y la intensidad de las catástrofes naturales en todo el mundo, existe una necesidad urgente de adoptar un enfoque más reflexivo en la respuesta a las catástrofes. Cuando se produce una catástrofe natural, All Hands and Hearts es la primera organización en llegar y la última en irse para atender las necesidades inmediatas y a largo plazo de las comunidades afectadas. Thompson comparte su increíble misión y las poderosas lecciones aprendidas en el camino.
Jack Shaw es un estratega de la innovación y la gestión del cambio con más de 30 años de experiencia en el diseño, desarrollo e implementación de tecnologías emergentes para ayudar a los líderes a transformar los ecosistemas digitales de sus organizaciones ante las nuevas olas tecnológicas. Shaw es un líder de opinión mundial, elegido como uno de los 25 mejores oradores internacionales y uno de los cinco mejores futuristas tecnológicos. Ha compartido sus conocimientos con casi 300,000 personas en todo el mundo, incluyendo empresas de la lista Fortune 500 como Mercedes Benz, Bosch, GE, Coca-Cola y muchas más.
Jack Shaw is an innovation and change management strategist with more than 30 years' experience designing, developing and implementing emerging technologies to help leaders transform their organizations' digital ecosystems amid new waves of technology. Shaw is a global thought leader who was voted one of the world’s top 25 speakers and one of the top five technology futurists. He has shared his insights with nearly 300,000 audiences worldwide, including Fortune 500 companies like Mercedes Benz, Bosch, GE, Coca-Cola and more.
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Las tecnologías emergentes –especialmente la inteligencia artificial (IA), la cadena de bloques (blockchain) y las criptomonedas– podrían cambiar los servicios financieros en la próxima década más de lo que cambiaron en el siglo pasado. Shaw explica qué son, cómo funcionan y cómo tú y tus clientes pueden beneficiarse de estos cambios.
Geoff Ramm es un orador inaugural inspirador y autor de “Celebrity Service” y “Celebrity Service Superstars”. La revista Forbes lo ha descrito como “revolucionario” y algunas de las marcas más importantes del mundo, como Emirates, Warner Brothers y McDonalds, confían en él para reducir la brecha en su experiencia de servicio que no sabían que existía. Ha desafiado e inspirado a audiencias de todo el mundo a concebir ideas galardonadas para superar a la competencia.
Geoff Ramm is an inspirational keynote speaker and author of “Celebrity Service” and “Celebrity Service Superstars.” He has been described as a game changer by Forbes magazine and is trusted by some of the world’s leading brands, such as Emirates, Warner Brothers and McDonalds, to create the gap in their service experience they never knew existed. He’s challenged and inspired audiences across the world to create award-winning ideas to outperform the competition.
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Si no hablan de ti, significa que no estás ofreciéndoles a tus clientes una experiencia que amerite que lo hagan.
¿Y si pudieras transformar la experiencia de tus clientes en cuestión de segundos? Ramm nos explica cómo una sola pregunta puede revelar las carencias de tu servicio que no sabías que existían.
Tim Gard cuenta con más de 20 años de experiencia en campos como las ventas, los servicios sociales y la investigación de fraudes. Como orador del Salón de la Fama y profesional certificado tanto en oratoria como en actuación, Gard ha dedicado su carrera a enseñar a la gente cómo reducir el estrés y mejorar la resiliencia a través del humor y la ligereza de espíritu. Ha participado en más de 3,000 eventos, ha inventado productos de oficina para reducir el estrés y es autor de varios libros.
Tim Gard has more than 20 years of experience in fields such as sales, human services and fraud investigation. As a Hall of Fame speaker and certified professional in both speaking and performance, Gard has dedicated his career to teaching people how to reduce stress and improve resilience through humor and levity. He has presented at more than 3,000 events, invented stress-reduction office products and authored several books.
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¿Puede un cambio de perspectiva transformar el estrés en una fuente de positivismo? Gard explica cómo liberar el poder de la risa para trascender las dificultades y estimular a los clientes, los equipos y las relaciones personales.
La ConneXion Zone® ofrece una excelente programación educativa. Más de 50 sesiones rápidas de soluciones presentadas en siete idiomas diferentes. Obtén ideas inmediatas para llevar y descubre ideas de vanguardia para implementar en tu práctica cotidiana.
Amanda Stevens is a renowned thought leader who combines current consumer insights with fascinating research to deliver powerful strategies to organizations that want to better connect with their customers. She has consulted to some of the country’s biggest brands, including Lend Lease, Microsoft and Procter and Gamble, and has presented at more than 700 conferences in 14 countries. Stevens is a former Young Australian of the Year, was awarded the prestigious Centenary Medal by the Governor General for business innovation and was the supporting speaker for Condoleezza Rice at the Global Leadership Summit in 2014.
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Acompaña a los miembros y no miembros expertos de la industria mientras comparten su conocimiento sobre una gran variedad de temas, como productos de protección, administración del capital, estrategias de retiro, publicidad, prospección, procesos comerciales, asignación de personal, tecnología y equilibrio entre la vida personal y laboral.
Bhupinder S. Anand, ACII, Dip PFS, es director ejecutivo de Anand Financial Architecture con sede en Londres, Inglaterra, Reino Unido. Ha sido galardonado dos veces como asesor financiero independiente del año en Reino Unido y es uno de los oradores favoritos de la profesión, con discursos en las principales conferencias de todo el mundo y en MDRT en numerosas ocasiones. También dirige el programa de coaching Advisor Master Class y es autor de "Smashing the Glass Ceiling: Breaking Through Your Personal Barriers to Success” (Rompe el techo de cristal: derriba tus barreras personales para alcanzar el éxito). Anand tiene una visión única para comprender la importancia de cómo la promoción de marca y el posicionamiento creativos pueden influir en los resultados que obtenemos de nuestros clientes.
Bhupinder S. Anand, ACII, Dip PFS, is managing director of Anand Financial Architecture, based in London, England, UK. He has twice been awarded U.K.’s Independent Financial Advisor of the Year and is one of the profession’s favorite speakers, having spoken at major conferences all around the world and at MDRT many times. He also runs the Advisor Master Class coaching program and is author of “Smashing the Glass Ceiling: Breaking Through Your Personal Barriers to Success.” Anand has a unique insight into understanding the importance of how creative branding and positioning can influence the results we get from our clients.
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En esta sesión interactiva, Anand analiza paso a paso cómo concibió una razón de peso, gracias a sus décadas de experiencia en marketing, para que nuevos prospectos se pongan en contacto con él a través de las redes sociales. Aprende cómo puedes poner en práctica sus herramientas, técnicas y estrategias para aumentar tu confianza y productividad.
Su-Ling Chang has been in the banking industry for 23 years. Her experience includes being the head of the wealth management department and a bond trader in the dealing room of the head office. Chang has worked on $10 billion worth of planning projects, mainly for clients with abundant assets, and in 2019, she was transferred to the insurance company of the group.
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Clement Chia Wen Chien manages personal and corporate financial portfolios of clients across diverse backgrounds, and takes pride in the effectiveness of his solutions provided. His work centers on three core values — accuracy, timeliness and reliability — and his key principle is built on the priorities and interests of his clients.
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Sudhakar Gabriel has been in the life insurance profession for more than 21 years. While Gabriel focuses on the referrals and recommendations side of the business, his specialties also include retirement solutions and business insurance.
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Yun Jia Josh Han, B.A., ChFC, has been in the financial services profession for almost two decades. She currently leads a team of advisors who share her mission of helping clients achieve the quality of life they deserve, regardless of the challenges they face. Her conviction and dedication grow each day as she witnesses the great impact her services have during good times and bad.
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Juan Bernardo Hoyt Trevino comenzó su trayectoria en los servicios financieros en el año 2000 y ha sido reconocido por sus contribuciones en numerosas ocasiones. Es un miembro activo de MDRT, mentor y coach de vida nacional e internacional.
Juan Bernardo Hoyt Trevino started his financial services career in 2000 and has received recognition for his contributions on numerous occasions. He is an active MDRT member, mentor, and local and national life coach.
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Hoyt Trevino da crédito a MDRT al proveer lecciones de vida constantemente. Está ansioso de compartir lo que ha aprendido para ayudar a otros a tener un gran impacto con sus clientes. Leal Aguirre es un aprendiz de la experiencia de Hoyt. Ella explicara como el arduo trabajo, la determinación, el desarrollo de nuevos hábitos y el encontrar un mentor para apoyo, ha ayudado con su rendimiento de resultados positivos.
Susana Alejandra Leal Aguirre, empezó su carrera de asesora de seguros en 2015. Hija única, Casada y Madre de familia. Ella ha aprendido que reemplazar la falta de disposición con trabajo arduo y determinación, juega un papel muy importante para lograr metas y cumplir sueños.
Susana Alejandra Leal Aguirre started her career as an insurance advisor in 2015. She is an only child, married and a mother. She has learned that replacing the need of provision with hard work and determination, plays an important role to reach goals and makes your dreams come true.
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Hoyt Trevino da crédito a MDRT al proveer lecciones de vida constantemente. Está ansioso de compartir lo que ha aprendido para ayudar a otros a tener un gran impacto con sus clientes. Leal Aguirre es un aprendiz de la experiencia de Hoyt. Ella explicara como el arduo trabajo, la determinación, el desarrollo de nuevos hábitos y el encontrar un mentor para apoyo, ha ayudado con su rendimiento de resultados positivos.
Jae Seok Park has a doctorate in engineering and is a successful financial advisor.
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Witsanu Pudtaraksamanee, a former car salesman, transitioned to the financial services profession and has found great success for the past 20 years, earning recognition as the youngest advisor in the history of AIA Thailand to hold the high-level position of regional director.
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Hirotaro Shibata joined Prudential of Japan in 2003 and was promoted to executive life planner in 2013.
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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Satontorn Bovontanasankun decided to take over her mother's 30-plus-year profession in the financial services industry after her mother was diagnosed with Alzheimer's disease. As she is a quick learner and a methodical person, she integrates the modern approach to working and combines it with experiences of the old. She credits her MDRT certification for most of her achievements.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Somchai Charoenprakob has found great success as a financial services advisor through word-of-mouth marketing. He is passionate about sharing his strategies with others and has been a lecturer for 17 years at Muang Thai Life events.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Sang Uk Han, a former adjunct professor for the insurance finance department at Seoul Digital University, has appeared on media platforms and spoken at many conferences on the topics of insurance and sales.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Kuo Hua Huang, CFP, is the founder of Hongyu Consulting Co. Ltd. and has experience in the insurance industry for the past decade. Knowing the hard work of financial advisors and his love for training, Huang created the "Thunder Dragon Sales" training system, which focuses on helping financial advisors obtain MDRT membership more efficiently.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Andrew Inwood is the CEO of CoreData research, a global customer research and database business with offices in London, Manila, Boston, Madrid, Sydney and Perth. For the past 20 years, he has been leading research on the relationship between customers, markets and advice all across the globe, specializing in the transfer of trust between organizations and individuals. He is a highly regarded keynote speaker and researcher, working for governments, asset managers, banks, and financial advice and distribution businesses.
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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Liu Xiao Qing holds a master’s degree from the University of Southampton and joined the insurance profession in 2016. She was promoted to business director within three years and has received accolades for her accomplishments.
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Shumon Nagata’s background includes working at an advertisement agency as well as planning and operating events. He joined Prudential of Japan in 2018 and has been recognized for his success over the years.
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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Charlie Reading, APFS, es el fundador de Efficient Portfolio, uno de los principales negocios de planeación financiera del Reino Unido. Ha participado tres veces en eventos deportivos Ironman, es ultramaratonista y autor de cuatro libros. Como presentador del podcast TRIBEathlon, Reading entrevista a los mejores atletas de resistencia de todo el mundo. Ha fundado y vendido varias empresas y ahora dirige un negocio de coaching para profesionales llamado The Trusted Team.
Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
¿Estás midiendo y mejorando lo que realmente te importa en la vida y en los negocios? Esta lectura explora las muchas similitudes entre lo que te asegura el éxito en los deportes y en los negocios, y explica cómo implementar sistemas te ayuda a alcanzar tus objetivos y a mantener un crecimiento constante en tu negocio. Aprende a mejorar las áreas de tu vida que pueden tener un mayor impacto en tu futuro.
For 19 years, Pamela J. Sams, CRPC, has been helping women improve their personal and financial wealth through solid financial planning. She focuses on helping her clients secure their financial futures so they can have peace of mind. With a strong voice in the area of personal finance for women, Sams was featured in the Women in Wealth section of the November 2020 issue of Fortune magazine as a top wealth manager in the Washington, D.C. metro area.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Somos lo que hablamos, nuestras palabras nos definen. En esta presentación aprenderás a diseñar conversaciones asertivas con programación neurolingüística y técnicas de neurociencia para llevar tu negocio a otro nivel. Comprenda cómo diferentes palabras, expresiones y frases pueden demostrar seguridad, expectativa y, en última instancia, un mayor negocio.
Larissa Sedano Jerez is a Certified Transformational Coach by the Tec de Monterrey and holds a master’s degree in Neuro Linguistic Programming (NLP). Larissa has specialized in neuro-semantics, neurosciences, positive psychology, neuro-language, conversational hypnosis, and happiness sciences. She has participated as a speaker and designer for Teleclinica, a program for insurance advisors which helps them boost their level of activity and significantly increase appointments and sales.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Somos lo que hablamos, nuestras palabras nos definen. En esta presentación aprenderás a diseñar conversaciones asertivas con programación neurolingüística y técnicas de neurociencia para llevar tu negocio a otro nivel. Comprenda cómo diferentes palabras, expresiones y frases pueden demostrar seguridad, expectativa y, en última instancia, un mayor negocio.
Voraseth Sinsophonphong was a former marketing officer who became a bank branch manager after only nine years of employment. He chose to embark on a new professional path and became a financial advisor and life insurance agent. He did not become an MDRT member during the first two years of his new career so he applied to participate in an MDRT conference under the mentoring program, where he was successfully certified MDRT with Court of the Table distinction and has been certified MDRT annually since. Voraseth is a current member of his company's financial advisor club and is in his ninth year of working in the sector. He occasionally serves as a master of ceremonies and a speaker for a variety of significant events.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
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Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Rajesh Tagore is the author of “When, How and Whom Not to Recruit as Insurance Advisor” for getting the right people for agency; “Advisor Recruitment Kit” for ideas to sell insurance agency as a career; and “Wealth Kit” for selling insurance effectively through concepts. Tagore specializes in training through games, tools, demonstrations and visual aids.
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Christopher Lynn Stark, FICF, has been in financial services for almost a decade and is a general agent for the Knights of Columbus, serving northwest Texas. He is also a founding member of MDRT Global Services.
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Robert Abbate, FICS, CSA, began his career as an agent in 2005 and has guided many of his advisors to MDRT qualification since starting his own agency in 2016. He is a member of MDRT Global Services, and his company currently has seven office locations, 27 financial advisors and 16 full-time administrators.
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Diseñadas para generar nuevas ideas y aportar soluciones a los retos actuales, ¡las Sesiones de Enfoque te fascinarán! Acompaña a los miembros y no miembros expertos de la industria mientras comparten su conocimiento sobre una gran variedad de temas, como productos de protección, administración del capital, estrategias de retiro, publicidad, prospección, procesos comerciales, personal, tecnología y equilibrio entre la vida personal y laboral.
Satontorn Bovontanasankun decided to take over her mother's 30-plus-year profession in the financial services industry after her mother was diagnosed with Alzheimer's disease. As she is a quick learner and a methodical person, she integrates the modern approach to working and combines it with experiences of the old. She credits her MDRT certification for most of her achievements.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Somchai Charoenprakob has found great success as a financial services advisor through word-of-mouth marketing. He is passionate about sharing his strategies with others and has been a lecturer for 17 years at Muang Thai Life events.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Sang Uk Han, a former adjunct professor for the insurance finance department at Seoul Digital University, has appeared on media platforms and spoken at many conferences on the topics of insurance and sales.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Kuo Hua Huang, CFP, is the founder of Hongyu Consulting Co. Ltd. and has experience in the insurance industry for the past decade. Knowing the hard work of financial advisors and his love for training, Huang created the "Thunder Dragon Sales" training system, which focuses on helping financial advisors obtain MDRT membership more efficiently.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Andrew Inwood is the CEO of CoreData research, a global customer research and database business with offices in London, Manila, Boston, Madrid, Sydney and Perth. For the past 20 years, he has been leading research on the relationship between customers, markets and advice all across the globe, specializing in the transfer of trust between organizations and individuals. He is a highly regarded keynote speaker and researcher, working for governments, asset managers, banks, and financial advice and distribution businesses.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Liu Xiao Qing holds a master’s degree from the University of Southampton and joined the insurance profession in 2016. She was promoted to business director within three years and has received accolades for her accomplishments.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Shumon Nagata’s background includes working at an advertisement agency as well as planning and operating events. He joined Prudential of Japan in 2018 and has been recognized for his success over the years.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Charlie Reading, APFS, es el fundador de Efficient Portfolio, uno de los principales negocios de planeación financiera del Reino Unido. Ha participado tres veces en eventos deportivos Ironman, es ultramaratonista y autor de cuatro libros. Como presentador del podcast TRIBEathlon, Reading entrevista a los mejores atletas de resistencia de todo el mundo. Ha fundado y vendido varias empresas y ahora dirige un negocio de coaching para profesionales llamado The Trusted Team.
Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
¿Estás midiendo y mejorando lo que realmente te importa en la vida y en los negocios? Esta lectura explora las muchas similitudes entre lo que te asegura el éxito en los deportes y en los negocios, y explica cómo implementar sistemas te ayuda a alcanzar tus objetivos y a mantener un crecimiento constante en tu negocio. Aprende a mejorar las áreas de tu vida que pueden tener un mayor impacto en tu futuro.
For 19 years, Pamela J. Sams, CRPC, has been helping women improve their personal and financial wealth through solid financial planning. She focuses on helping her clients secure their financial futures so they can have peace of mind. With a strong voice in the area of personal finance for women, Sams was featured in the Women in Wealth section of the November 2020 issue of Fortune magazine as a top wealth manager in the Washington, D.C. metro area.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Somos lo que hablamos, nuestras palabras nos definen. En esta presentación aprenderás a diseñar conversaciones asertivas con programación neurolingüística y técnicas de neurociencia para llevar tu negocio a otro nivel. Comprenda cómo diferentes palabras, expresiones y frases pueden demostrar seguridad, expectativa y, en última instancia, un mayor negocio.
Larissa Sedano Jerez is a Certified Transformational Coach by the Tec de Monterrey and holds a master’s degree in Neuro Linguistic Programming (NLP). Larissa has specialized in neuro-semantics, neurosciences, positive psychology, neuro-language, conversational hypnosis, and happiness sciences. She has participated as a speaker and designer for Teleclinica, a program for insurance advisors which helps them boost their level of activity and significantly increase appointments and sales.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Somos lo que hablamos, nuestras palabras nos definen. En esta presentación aprenderás a diseñar conversaciones asertivas con programación neurolingüística y técnicas de neurociencia para llevar tu negocio a otro nivel. Comprenda cómo diferentes palabras, expresiones y frases pueden demostrar seguridad, expectativa y, en última instancia, un mayor negocio.
Voraseth Sinsophonphong was a former marketing officer who became a bank branch manager after only nine years of employment. He chose to embark on a new professional path and became a financial advisor and life insurance agent. He did not become an MDRT member during the first two years of his new career so he applied to participate in an MDRT conference under the mentoring program, where he was successfully certified MDRT with Court of the Table distinction and has been certified MDRT annually since. Voraseth is a current member of his company's financial advisor club and is in his ninth year of working in the sector. He occasionally serves as a master of ceremonies and a speaker for a variety of significant events.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
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Rajesh Tagore is the author of “When, How and Whom Not to Recruit as Insurance Advisor” for getting the right people for agency; “Advisor Recruitment Kit” for ideas to sell insurance agency as a career; and “Wealth Kit” for selling insurance effectively through concepts. Tagore specializes in training through games, tools, demonstrations and visual aids.
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Debra Jasper, Ph.D., is a faculty fellow at The Ohio State University, where she teaches graduate courses in managing a hybrid world. As an international speaker, Jasper has delivered keynotes and master classes around the world on how to engage virtually with clients and colleagues. She has also been named by Ernst & Young as one of the top women entrepreneurs in North America.
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Líderes intelectuales y oradores de renombre comparten historias inspiradoras y contenido que abarcan temas relevantes para los servicios financieros, las estrategias de ventas, las prácticas comerciales y el balance entre la vida laboral y personal.
Jennifer A. Borislow, CLU, es la fundadora y CEO de Borislow Insurance, una empresa líder que se dedica a proporcionar soluciones innovadoras en materia de salud y beneficios de bienestar para más de 300 empresas de Nueva Inglaterra. Borislow fue presidenta de MDRT en 2012 y sigue participando activamente en la organización, principalmente como oradora en eventos de MDRT. Asimismo, es coautora de cinco libros y participa en diversos consejos consultivos de aseguradoras.
Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses throughout New England. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.
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¿Cómo puedes encontrar y adoptar nuevos puntos de vista para lograr niveles de éxito nunca antes alcanzados?
En esta charla especial de la sesión plenaria, Dan Clark, atleta galardonado quien luchó por recuperarse de una lesión que lo dejó paralizado, comparte una fórmula de tres pasos a la que denomina el A.R.T.E del sentido. Después de su presentación, no te pierdas la conversación que tendrá Clark con la miembro de MDRT y presidenta de MDRT 2012, Jennifer A. Borislow, CLU, en la que abordarán a detalle las experiencias, conocimientos y enfoques con los que Clark afronta la vida.
Eugene G. Bozzi, Life Underwriter Training Council Fellow (LUTCF), es asesor de la empresa Prudential Financial desde hace 38 años, especializado en jubilación, protección del patrimonio y planificación de herencia y legado. Es un miembro activo del consejo asesor de campo, calificador de citación de Prudencial y miembro del consejo de maestros.
Eugene G. Bozzi, LUTCF, has been an advisor at Prudential Financial for 38 years, specializing in retirement, wealth protection and legacy planning. He is an active member of Prudential’s field advisory council, a Prudential citation qualifier and a masters council member.
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Los obstáculos y retos de la vida pueden desmotivarnos y, a veces, debilitan nuestra vida profesional. ¿Cómo podemos motivar a otras personas para que actúen si nosotros mismos no estamos motivados? Bozzi nos cuenta cómo fue capaz de transformar una crisis personal en una nueva forma de pensar y de vivir y nos habla no solo de cómo podemos sobrevivir a una crisis, sino prosperar y alcanzar objetivos que tienen la capacidad de transformar nuestras vidas.
Carla Brown, Associate of the Personal Finance Society (FPFS), tiene una consulta en expansión cerca de Chester, Inglaterra (Reino Unido), con un equipo de apoyo de nueve personas. Empezó su galardonado negocio hace 10 años, con la creencia de que la verdadera riqueza es algo más que el dinero y atribuye su éxito a la adopción de un enfoque de planificación financiera centrado en el cliente.
Carla Brown, FPFS, owns a growing practice near Chester, England, UK, with a support team of nine. She started her award-winning business 10 years ago, believing that true wealth is about more than just money and credits embracing a client-centric financial planning approach for her success.
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En ocasiones, adquirir nuevos clientes a través de las redes sociales puede parecer demasiado complicado, o tal vez no se sabe cómo sacarles partido. Brown comparte formas creativas y coherentes de utilizar las redes sociales para llegar a más prospectos y hacer crecer tu negocio.
Tzu-Pin Chao sigue impulsando su desarrollo empresarial contribuyendo a programas de beneficencia pública. Sabe cómo construir una marca Top of the Table, desde donaciones personales hasta liderar a todo un equipo para que preste un buen servicio a la comunidad.
Tzu-Pin Chao continues to push his business development forward by contributing to public charity programs. He understands how to build a Top of the Table brand, from personal donations to leading a whole team in serving the community well.
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Tzu-Pin Chao comparte sus ideas sobre el poderoso impacto que la filantropía puede tener en el desarrollo empresarial: demuestra tu preocupación sincera por la comunidad y puede ayudarte a que se te presente con nuevos clientes.
Dan Clark es fundador y director general de una empresa internacional de desarrollo del liderazgo, coach empresarial de alto rendimiento y autor de 35 bestsellers del New York Times. Como atleta galardonado que luchó por recuperarse de una lesión paralizante, Clark ha sido nombrado uno de los 10 mejores oradores motivacionales del mundo y ha hablado ante más de 6 millones de personas en todo el mundo, incluidos campeones del Super Bowl y tropas de combate en Irak, Afganistán, Asia y África. Ha aparecido en más de 500 programas de radio y televisión, así como en diversas publicaciones.
Dan Clark is the founder and CEO of an international leadership development company, a high-performance business coach and New York Times bestselling author of 35 books. As an award-winning athlete who fought his way back from a paralyzing injury, Clark has been named one of the top 10 motivational speakers in the world and has spoken to more than 6 million people worldwide, including Super Bowl champions and combat troops in Iraq, Afghanistan, Asia and Africa. He has appeared on more than 500 TV and radio shows and has been featured in various publications.
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¿Cómo hizo Clark para volar al borde del espacio, convertir equipos en campeones del Super Bowl y recuperarse de una lesión que lo dejó paralítico y puso fin a su carrera en el fútbol americano? Nos explica cómo todos podemos llegar más alto si tomamos conciencia de nuestra perspectiva actual, perfeccionamos nuestro propósito apasionado y nos transformamos a través de la mejora cuántica.
Wendy Diaz es una especialista en seguros de vida de El Salvador cuyo objetivo es educar al público sobre la prevención y orientación de las enfermedades renales y los trasplantes de riñón. Es autora de libros de motivación y le apasiona servir a los demás.
Wendy Diaz is a life insurance specialist from El Salvador who educates audiences on prevention and orientation of kidney disease and kidney transplants. She has authored motivational books and is passionate about serving others.
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Diaz explica cómo la disciplina y el equilibrio en todos los ámbitos de la vida mejoran la capacidad para afrontar circunstancias extremas y alcanzar un éxito duradero.
Gregory B. Gagne, ChFC, es el primer vicepresidente del comité ejecutivo de MDRT y ha sido miembro de MDRT durante 23 años, en los cuales ha calificado cuatro veces a Court of the Table y 14 veces a Top of the Table. Es nivel caballero Excalibur de la Fundación MDRT y ha formado parte de su consejo fiduciario. Gagne es fundador de Affinity Investment Group LLC, empresa que ofrece servicios de administración patrimonial y planeación de la distribución. Su amplia trayectoria como voluntario de MDRT incluye posiciones como consejero global del comité de arreglos generales y programación de Top of the Table. Ha participado como orador en 12 reuniones de MDRT. Además de su liderazgo en MDRT, Gagne es expresidente de NAIFA-New Hampshire y recibió el premio NAIFA-New Hampshire Distinguished Financial Advisor Award en 2008.
Gregory B. Gagne, ChFC, is the First Vice President of the MDRT Executive Committee and a 23-year MDRT member with four Court of the Table and 14 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation and has served on its Board of Trustees. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution-planning services. His extensive MDRT volunteerism has included roles as Global Council Member of Top of the Table, Program General Arrangements and the Program Development Committee. He has spoken at 12 MDRT meetings. In addition to his MDRT leadership, Gagne is a past president of NAIFA–New Hampshire and was awarded the NAIFA–New Hampshire Distinguished Financial Advisor Award in 2008.
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Conoce al presidente de MDRT de 2024, Gregory B. Gagne, ChFC
J.B. Griffith III, Ph.D., ChFC, se ha dedicado a la profesión de servicios financieros por más de dos décadas como maestro y coach. Se especializa en proporcionar planes integrales a las familias y pequeñas empresas con el fin de garantizar su libertad financiera. Griffith ha publicado numerosos artículos en revistas del sector acerca de su enfoque único de la planeación financiera; además de que ha dado conferencias alrededor del mundo sobre fijación de objetivos, cómo mantener la motivación para lograrlos y cómo diferenciarse entre la competencia.
J.B. Griffith III, Ph.D., ChFC, has been in the financial services profession for more than two decades as a teacher and coach. He specializes in providing comprehensive planning to families and small businesses to help ensure their financial freedom. Griffith has published numerous articles in industry periodicals on his unique approach to financial planning and has also spoken around the country on goal setting, achievement motivation and differentiating oneself from the competition.
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A veces, unos sencillos cálculos matemáticos y una visualización memorable pueden ayudar mucho. Paterick muestra una estrategia que utiliza con sus clientes para identificar gastos fiscales y médicos, entre otros de los posibles problemas que surgirán al fallecer, y cómo tomar decisiones más informadas en el presente ayudará a aliviarlos en el futuro.
Naji A. Haddad es un asesor financiero libanés autodidacta que marca sistemáticamente una diferencia positiva en la vida de sus clientes ayudándoles a vivir con dignidad y a dejar un legado duradero, ofreciéndoles un mañana más seguro.
Naji A. Haddad is a self-made, self-taught financial advisor from Lebanon who consistently makes a positive difference in his clients’ lives by helping them live with dignity and leave a lasting legacy — giving them a safer tomorrow.
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Haddad describe cómo superó los sentimientos de rechazo y la tentación de abandonar la profesión y, en cambio, encontró la motivación para seguir adelante y alcanzar el éxito.
Julianne Hertel, Certified Long-Term Care (CLTC), es asesora de servicios financieros desde hace 15 años y reside en Worcester, Massachusetts (EE.UU.). Su especialidad es la planificación financiera y la gestión de patrimonios para clientes que se levantan cada día y hacen del mundo un lugar mejor para el resto de nosotros.
Julianne Hertel, CLTC, has been a financial services advisor for 15 years and is based in Worcester, Massachusetts, USA. Her focus is financial planning and wealth management for clients who wake up every day and make the world a better place for the rest of us.
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A pesar de lo crucial que es para un asesor convencer a los clientes de emprender una acción, en ocasiones, hacerlo puede resultar muy poco emocionante. Hertel explica cómo cambió su proceso de planificación financiera para hacerlo más atractivo para sus clientes y su comunidad.
Jue Rong Lee comenzó su carrera en servicios financieros en 2004 y actualmente es directora de servicios financieros y asesora de patrimonio privado en Prudential Singapore.
Lee Jue Rong began her financial services career in 2004 and currently serves as financial services director and private wealth consultant at Prudential Singapore.
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Lograr un crecimiento exponencial exige cambiar la forma de hacer negocios y los objetivos que uno se propone alcanzar. Jue Rong Lee comparte cómo poner en práctica los pasos necesarios para crear un modelo de negocio y no solo un plan de operaciones. Conseguir la primera venta es solo el principio; el verdadero beneficio está en el valor de por vida de tus clientes.
Edward Franklin Marshall, Associate of the Personal Finance Society (APFS), comenzó su carrera en servicios financieros en 2001, incorporándose a la empresa Kingsland Wealth Management en 2006. Disfruta tomándose el tiempo necesario para comprender los valores más profundos de sus clientes y, a continuación, proporcionarles las herramientas necesarias para alcanzar sus objetivos por las razones más importantes para ellos. Cree que este enfoque permite a cada cliente experimentar una confianza total en su plan financiero, además de saber que cuentan con su apoyo de por vida.
Edward Franklin Marshall, APFS, began his career in financial services in 2001, joining Kingsland Wealth Management in 2006. He enjoys taking the time to understand his clients’ most deeply held values and then providing them with the tools necessary to achieve their goals for reasons most important to them. He believes this approach allows each client to experience complete confidence in their financial plan along with knowing they have his lifetime support.
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Marshall revela los cinco secretos que ha aprendido y aplicado para comunicarse de forma eficaz con los clientes, entre los que se incluyen la adaptación, la fisiología del sistema de neuronas espejo, el tono de voz, la respiración y las palabras clave; todos ellos se combinan para lograr una reunión inicial de descubrimiento exitosa con el cliente y ser contratado como su asesor financiero de confianza.
Subhas V. Nathan es un director de servicios financieros que ha sido mentor de asesores de MDRT, Court of the Table y Top of the Table, utilizando métodos demostrados que apoyan su filosofía de "éxito con carácter". Dirige el Grupo Eminence en Singapur, donde cumple su pasión de ayudar a otros asesores a alcanzar su máximo potencial.
Subhas V. Nathan is a financial services director who has mentored MDRT, Court of the Table and Top of the Table advisors, using proven methods based on his “success with character” philosophy. He is the leader of Eminence Group in Singapore, where he fulfills his passion of helping fellow advisors reach their highest potential.
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Nathan explica cómo se puede utilizar el marco para la mejora continua de servicios (CSI, por sus siglas en inglés) para educar a los clientes en materia de cobertura, ahorro, inversiones y servicios de planificación fiscal y patrimonial.
Scott S. Paterick, Chartered life underwriter (CLU), Chartered Financial Consultant (ChFC), es un asesor financiero de éxito que atribuye a MDRT haber cambiado de manera positiva su vida. A través de sus experiencias, Paterick ha aprendido cómo mantener conversaciones significativas y productivas con los clientes, les ayudó a entender que tratar los temas difíciles ahora, dará frutos en el futuro.
Scott S. Paterick, CLU, ChFC, is a successful financial advisor who credits MDRT for positively changing his life. Through his experiences, Paterick has learned how having meaningful and productive discussions with clients have helped them to understand that dealing with difficult issues now will undoubtedly pay off in the future.
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A veces, unos sencillos cálculos matemáticos y una visualización memorable pueden ayudar mucho. Paterick muestra una estrategia que utiliza con sus clientes para identificar gastos fiscales y médicos, entre otros de los posibles problemas que surgirán al fallecer, y cómo tomar decisiones más informadas en el presente ayudará a aliviarlos en el futuro.
Charlie Reading, Associate of the Personal Finance Society (APFS), es el fundador de Efficient Portfolio, una de las mejores empresas de planificación financiera en Reino Unido. Fue tres veces finalista del triatlón Ironman, es ultracorredor y autor de cuatro libros. Al ser presentador del podcast TRIBEathlon, Reading entrevista a los mejores atletas de resistencia de todo el mundo. Ha fundado y vendido varias empresas y ahora dirige un negocio de coaching para profesionales llamado The Trusted Team.
Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.
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Reading comparte sus mejores tips para escribir y utilizar un libro para generar clientes.
Lin Zhang es una emprendedora de 11 años que se incorporó a la profesión de servicios financieros en 2019. Ha encontrado el éxito en la elección de cómo gasta su tiempo sabiamente y disfruta compartiendo sus ideas con los demás para que ellos también puedan sacar el máximo
Lin Zhang is an 11-year entrepreneur who entered the financial services profession in 2019. He has found success in choosing how he spends his time wisely and enjoys sharing his ideas with others so they, too, can get the most out of living a life centered on the Whole Person concept.
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Zhang te reta a analizar las decisiones que tomas a lo largo del día que te diferencian de los demás y cómo una gestión eficaz del tiempo te permitirá ajustar dinámicamente la cantidad de tiempo que inviertes en los siete aspectos principales del concepto de persona íntegra.
Zhang Luoning se graduó en la Universidad de la Ciudad de Hong Kong en 2014 y en 2016 se incorporó al Grupo AIA en Hong Kong. Fue ascendida a directora de distrito sénior en 2020 y actualmente ayuda a más de 200 clientes a gestionar sus portafolios financieros.
Zhang Luoning graduated from the City University of Hong Kong in 2014 and joined AIA Hong Kong in 2016. She was promoted to senior district manager in 2020 and currently helps more than 200 clients manage their financial portfolios.
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Descubre las estrategias que Zhang Luoning utilizó para captar clientes de alto capital y quintuplicar el tamaño de sus pólizas en solo cuatro años.
La ConneXion Zone® ofrece una excelente programación educativa. Más de 50 sesiones rápidas de soluciones presentadas en siete idiomas diferentes. Obtén ideas inmediatas para llevar y descubre ideas de vanguardia para implementar en tu práctica cotidiana.
Julianne Hertel, CLU, CHFC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.
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12/23 to magggie
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Ng Ka Cheung is an experienced financial services advisor for high-net-worth clients, with a special focus on family wealth inheritance and trust insurance services. Since 2020, he has also been committed to helping his clients set up charitable funds and actively promotes the donation of insurance policies to various charitable organizations in the community.
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Freddie Ravel is a Grammy-nominated performer, communication expert and business visionary who has consistently transcended the boundaries of music, culture and thought leadership. As an artist who has joined Madonna on the silver screen, rocked stadiums with Carlos Santana, led teams behind Dr. Martin Luther King Jr. and Deepak Chopra, and directed the band Earth, Wind & Fire, Ravel continues to expand music as the ultimate multitasking power tool to enhance our daily lives.
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Acompaña a los miembros y no miembros expertos de la industria mientras comparten su conocimiento sobre una gran variedad de temas, como productos de protección, administración del capital, estrategias de retiro, publicidad, prospección, procesos comerciales, asignación de personal, tecnología y equilibrio entre la vida personal y laboral.
Ana Cecilia Fitz Ocampo es la fundadora de Fitz Asesores y ha sido una asesora financiera por 13 años. Con más de 500 clientes en su cartera de negocios, Fitz Ocampo le atribuye su éxito a su mentalidad positiva ya que viviendo en positivo cualquier situación avanza de manera más sencilla. Agradecida de todos y cada uno de los clientes que hasta ahora han formado parte de mi vida profesional y de su familia que ama.
Ana Cecilia Fitz Ocampo is the founder of Fitz Asesores (Fitz Advisors) and has been a Financial Advisor for 13 years. With more than 500 clients during her career, Fitz Ocampo attributes her success to her positive way of thinking, because when you live with a positive mentality every situation moves forward in a simpler way. She continues to be thankful to every single one of her clients that have been part of her professional career and her family that she loves.
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Fitz Ocampo encontró el equilibro al establecer un hábito de agradecimiento en las mañanas y comparte cómo esto tuvo un gran impacto en su vida personal, permitiéndole mejorar y conectar con sus clientes de una manera más profunda y significativa.
Danielle J. Genier, CLU, CFP, is the founder of Genier Financial Services Inc., which provides full financial planning. At this point in her career, she specializes in working with clients who are 10 years prior to retirement, retired or small-business owners. Genier is very passionate about this profession and enjoys helping her clients and mentoring the advisors and staff in her office.
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Clay Gillespie, CFP, CLU, es asesor financiero, gestor de carteras y director ejecutivo de RGF Integrated Wealth Management, una empresa radicada en Vancouver fundada en 1973 con 65 empleados. Gillespie se especializa en la planeación de ingresos para la jubilación, generación efectiva de ingresos en la jubilación y temas relacionados con la planeación patrimonial. Fue consejero global de Top of the Table y director del consejo consultivo en 2019, así como director de CALU en 2017.
Clay Gillespie, CFP, CLU, is a financial advisor, portfolio manager and managing director at RGF Integrated Wealth Management, a Vancouver-based firm founded in 1973 with 65 employees. Gillespie specializes in retirement income planning, effective income generation in retirement and associated estate planning issues. He was Top of the Table Global Council Member and Advisory Board Chair in 2019 as well as chair of CALU in 2017.
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Cuando se trata de la jubilación, el proceso de dejar de acumular activos financieros es radicalmente distinto al de acumularlos. Al explicar su enfoque para tratar con clientes que se acercan a la jubilación, Gillespie describe el cambio de mentalidad que debe producirse para atender a este mercado emergente, más preocupado por los ingresos que por el rendimiento.
Brandon Heckert, CFP, AAMS, began his career in financial services at age 18 interning at MassMutual and at his father’s practice, FSM Wealth. Before becoming a partner at FSM Wealth, Heckert advised representatives on advanced financial planning strategies in areas of investing, retirement planning, education funding and insurance planning at Country Financial. He holds a Bachelor of Science degree from Illinois State University, is a member of NAIFA-California and has spoken at MDRT events as well as at numerous virtual sales and leadership conferences globally.
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Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. He also served as the 2019 President of NAIFA–Illinois. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.
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Tzu Hao Kuo has seven years of practical experience in an accounting firm, and during his 18 years in the insurance industry, he specialized in consultation in the fields of financial risk planning, pension preparation, tax risk and family inheritance. He has also assisted organizations, schools and enterprises in the exchange of various financial insurance and tax special topics through more than 100 lectures. …………………………………………………………………………………………………………………………………………………………….
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Eun Ji Lee has found great success as a financial services advisor since joining Prudential Life Insurance in May 2008
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Pu Li, CFA, the founder of Independent Financial Advisors Association in China and a founding partner of Sun Raise Investment, obtained a master's degree in finance from Tsinghua University and the Chinese University of Hong Kong and majored in business analysis from Wharton Business School. Deeply involved in the insurance industry for 18 years, Li created the first "Key Customer Service System," targeting high-net-worth customers in the industry. Li was awarded the "Top 10 Leaders in the Wealth Management Industry" by the China brand influence promotion plan.
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Ryan Jake Perkins has worked at Genier Financial Services Inc. for the last seven years and has been the principal of the firm for the last year. He specializes in serving professionals, young business owners and next-generation wealth clients.
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Masashi Sunada began his career with a consumer credit company before joining the financial services profession. Rising above the setbacks he soon encountered, Sunada created the Client Management Method when he was 34 and was able to triple his production in one year. He has built a highly repeatable relationship strategy, and in 2019, he established a marketing company.
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Helen Jayne West, APFS, is the founder and director of West Financial Management Co. Ltd., with more than 32 years of experience in the financial planning business. She has a passion for helping clients with wealth succession planning, enabling assets to transfer to the next generation tax efficiently. West has built her business by acquisitions over the recent year and presents on various topics to private individuals and professional connections.
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Lam Pui Ka is a financial services advisor in Malaysia and has spoken at numerous MDRT events over the years. She has achieved many tremendous achievements in her career and inspires her clients to secure their future through sound financial planning.
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Shalyn Xiaoqi Lee, BSc, CIAM, is a financial services director who has led multimillion-dollar agencies since 2006. She is also a working mom and advocates balancing a successful business with an enjoyable home life.
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Nadia Wijatno, CLU, ChFC, of Singapore, joined the financial services profession 13 years ago fresh out of university. She came looking for a job to pay the bills but what she found was a fulfilling career that has given her tremendous joy, meaning and fulfillment.
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Acompaña a los miembros y no miembros expertos de la industria mientras comparten su conocimiento sobre una gran variedad de temas, como productos de protección, administración del capital, estrategias de retiro, publicidad, prospección, procesos comerciales, asignación de personal, tecnología y equilibrio entre la vida personal y laboral.
Panitan Saengmaneetham has found great success as a financial advisor who leads her team by example. Unafraid to reinvent herself when necessary, Saengmaneetham sets the tone for her team and encourages them to reach higher, resulting in a new group of MDRT members.
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Joowon Cha is a financial services advisor who specializes in consultation for corporations, inheritances and gifts, and wealthy client management including real estate.
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Jorge Daniel Guzman trabaja para Grupo KC y es una fuerza motora en su compañía la cual es reconocida internacionalmente como una de las 250 mejores compañías aseguradoras en el mundo. Se ha dedicado a hacer crecer su negocio y transformar las vidas de sus clientes, colegas y asesores además de apoyar organizaciones sin fines de lucro. Asimismo, ha sido galardonado por su éxito y lo han entrevistado importantes medios de comunicación como Forbes, Expansión, Líderes Mexicanos, The Business Year y Newsweek.
Jorge Daniel Guzman works for Grupo KC and is a driving force for his company being internationally acknowledged as one of the top 250 insurance companies in the world. Dedicated to growing his business and transforming the lives of his clients, colleagues and agents, Guzman supports nonprofit organizations, has received accolades for his success and has been interviewed by major media outlets such as Forbes, Expansión, Líderes Mexicanos, The Business Year and Newsweek.
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Guzman aprendió los secretos para ser un asesor de grandes ligas y comparte cómo su negocio se expandió como resultado de ello, permitiéndole ser exitoso y priorizar una buena calidad de vida.
Julianne Hertel, CLTC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.
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Thidarat Saksayamkul has been in the life insurance and financial advisory business for 13 years. From a talented junior salesgirl to Top of the Table member, Saksayamkul has become a strong executive for eight years and has received accoldates as the No. 1 team member for four consecutive years. Her enthusiasm not only inspires her team to succeed, but it also motivates many advisors in her organization to achieve MDRT. She has often been dubbed as "Wonder Girl," who always has faith, conviction and devotion to her work.
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Sanjay Tolani, Ph.D., MBA, is the CEO of Goodwill World (a multi-family agency), with offices in fourteen countries, working with ultra-high-net-worth families in 53 countries on estate planning and family office management. The creator of multiple unique insurance products in Asia, Tolani is also the author of 12 bestseller financial books and has been recognized as a renowned speaker on topics such as economics, investments, insurance, risk management and sales management.
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Jeremy Mark Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team’s core values of care, honesty, integrity, quality, collaboration and education which ultimately helps their clients balance their lives and their assets.
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Fang Xie has been in the financial services profession for 22 years and is skilled in helping clients understand family financial protection needs from a multidimensional perspective with a professional, objective and rational analysis. Sensitive to information related to life insurance, family financial security, laws, taxation and cutting-edge technology, Xie integrates her knowledge from multiple fields and uses them in her insurance business communication to help clients see the importance of optimizing family asset allocation on a whole new level.
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Takahisa Yamaguchi has held position of company chair for Nippon Life for MDRT Japan Chapter in 2021 and 2022. As a former banker, Yamaguchi can provide financial support to clients for financing, financial improvement, benefit plan design, retirement planning, and more.
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Francees Manuelle Zaguirre, asesor financiero en AIA Singapur, nació y se crió en Filipinas antes de trasladarse a Singapur a los 20 años para iniciar una carrera en servicios financieros, una decisión que nació de su pasión por el servicio. Aunque en aquella época no tenía una red de familiares, amigos o dinero, Zaguirre es ahora mentor de MDRT, trabaja como voluntario en varias organizaciones benéficas y cree en el poder de retribuir a la sociedad.
Francees Manuelle Zaguirre, a financial advisor at AIA Singapore, was born and raised in the Philippines before moving to Singapore at the age of 20 to begin a career in financial services, a decision that was rooted in his passion for service. Though he didn’t have a network of family, friends or money at that time, Zaguirre now serves as an MDRT mentor, volunteers at various charitable organizations and believes in giving back to society.
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Sin ninguna red de contactos, amigos íntimos, familiares ni dinero, Zaguirre se mudó a un nuevo país a los 20 años y emprendió con valentía una carrera en servicios financieros. Escuchar la historia de éxito de Zaguirre te inspirará a convertir los retos que encuentres en posibilidades mientras sigues esforzándote por alcanzar mayores niveles de logro.
Founder and CEO of a successful financial services and insurance consulting firm, Kari is known for her extensive work with running advisor study groups and helping advisors accelerate their businesses, their brands and their teams. A coach and certified Kolbe™ consultant and Team Specialist, she specializes in helping advisors find right-fit talent, improve personal productivity, team performance and communication.
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Acompaña a los miembros y no miembros expertos de la industria mientras comparten su conocimiento sobre una gran variedad de temas, como productos de protección, administración del capital, estrategias de retiro, publicidad, prospección, procesos comerciales, asignación de personal, tecnología y equilibrio entre la vida personal y laboral.
Tzu-Pin Chao entered the financial services profession at 22 and has served more than 2,000 clients over the years. He possesses 30 international certificates, ranging from personal to organizational excellence, and he continues to break through adversity and achieve great success.
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Chul Kang has embraced the use of technology to propel his business forward and has spoken at many MDRT events to help other financial professionals tap in to this differentiation strategy for contactless client consultation.
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Andrea Doria López Villaseñor ha trabajado en la profesión de servicios financieros durante 11 años. A los 23 años entró en el sector asegurador como asesora de seguros adjunta de medio tiempo. Desde entonces, también ha capacitado y desarrollado a nuevos asesores. Le apasiona ser mentora y empoderar a las mujeres para que alcancen la autonomía financiera.
Andrea Doria Lopez Villasenor has worked in the financial services profession for 11 years. At age 23 she came to the insurance industry as a part-time assistant insurance agent. Since then she has also trained and developed new advisors. She is passionate about mentoring and empowering women to achieve financial autonomy.
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Andrea López Villaseñor identifica formas de ayudar a mujeres de todas las edades a asegurar su libertad financiera. A través de un estilo de asesoría empático, permite que sus clientas se sientan empoderadas para tomar decisiones sobre ahorros, inversiones y seguros. Su objetivo es poner a sus clientas en una posición en la que puedan alcanzar sus objetivos personales sintiéndose seguras y empoderadas.
Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently owns and operates McNeely Financial Services, an independent, Wisconsin-based firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”
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Barry Moline, is the executive director of the California Municipal Utilities Association and has been bringing people together in the workplace for four decades. From his volunteer work with the U.S. Peace Corps in Guatemala to his leadership of associations, businesses, government and nonprofits, Moline has strived to solve the issues of communication stagnation, siloed information, unfounded assumptions and more by teaching his staff and his colleagues to relate to one another. He understands the importance of synergy and diplomacy and believes in the power of sharing personal stories as a means of connection.
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Yuka Nakahara-Goven, MBA, CLU, es japonesa y comenzó su carrera en servicios financieros poco después de obtener su MBA en Estados Unidos. Habla japonés, mandarín e inglés con fluidez y comparte su pasión por la profesión como mentora de jóvenes asesores.
Yuka Nakahara-Goven, MBA, CLU, is from Japan and started her financial services career soon after obtaining her MBA in the U.S. She is fluent in Japanese, Mandarin and English and shares her passion for the profession by mentoring young advisors.
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Si bien todo el mundo anhela lograr un equilibrio saludable entre la vida profesional y personal, Nakahara-Goven sostiene que no es necesario trazar una línea divisoria entre carrera y familia. Nos comparte las lecciones que ha aprendido sobre cómo gozar de longevidad y de un negocio significativo, incluidas las "reglas de funcionamiento familiar" que ella y su marido pusieron en práctica, así como lo que descubrió es una parte esencial de una vida equilibrada.
Navaporn Rungsawang is an experienced keynote speaker for MDRT and THAIFA2014 on the topic of living meaningfully and leaving worthwhile. She is passionate about opening her clients’ hearts to the many benefits of life insurance and has established new team-building channels by inviting high-potential clients to join her firm.
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Prashant Prabhakar Surdikar, B Com, MBA, has been in the financial services profession for 26 years, serving more than 1,500 clients and families. His areas of expertise include life insurance and health insurance, in addition to providing individual and corporate insurance solutions to his clients.
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Bruce Alexander is creative director and principal of marketing, branding and strategy for Business Imagination Pty Ltd. He wrote advertising campaigns for clients such as Ferrari, Johnson & Johnson and Estée Lauder, and he created the brand Starmart for Caltex (Texaco) service stations seen throughout Australia, New Zealand and southern Africa. Alexander is a former professional composer and author of the book "Lasting Happiness in Uncertain Times."
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Antonio Blando es un icono en la industria de seguros con casi 20 años de experiencia ayudando a cientos de asesores de seguros a transformar sus resultados a través de las mejores practicas para la venta consultiva del seguro de vida individual. Ganador de los premios mas importantes de su compañía y de ASPRO GAMA.
Antonio Blando is an icon within the insurance industry with almost 20 years of experience helping hundreds of insurance advisors transform their results by teaching them the best practices for individual life insurance advisory sales. Antonio has won the top awards from his company and ASPRO GAMA.
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En esta sesión conocerás las 4 métricas que te ayudaran a saber la calidad de cada proceso de la metodología de venta de seguros. Conociéndolas, tendrás el beneficio de mejorar sustancialmente tus ingresos económicos.
Sol Hicks is an internationally sought-after speaker, career coach and consultant. With 52 years in the business, he believes his success is transferable and recently launched Hicks Global Institute, a worldwide training community for advisors and sales professionals everywhere. He also mentors more than 150 advisors from around the world.
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Narissara Jiratrakulchai, CFP, is a former engineer who is passionate about her career as a financial planner. With an expertise in personal financial planning, Jiratrakulcahi is dedicated to helping clients manage their wealth and achieve their financial life goals through a comprehensive financial plan with a wide range of insurance and investment products.
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Surojit Kala, CIC, FSS, is an India-based wealth architect with more than two decades of experience in finance management. With a unique approach to risk and asset management, Kala has managed the financial blueprint of thousands of people over the last twenty years. For his dedication and contribution to the finance industry, he was recognized as the first MDRT member in the College Street Branch in Kolkata.
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Kam Tan entered the financial services profession in 2012 and is currently a financial planning manager. She is passionate about helping her friends and family with proper risk management, educating clients and their families to do the same and cultivating team members to achieve MDRT.
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Yutaka Kikunami was born in Hiroshima, Japan, and earned a bachelor's degree in education from Chiba University. After selling houses for 16 years, Kikunami began working at Tokio Marine Nichido Anshin Life when he was 39 and has a mission to develop trainers who can host cash flow management courses in every one of the 47 prefectures in Japan by 2027.
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Stuart Shee Yew Kuen, AFC, es el fundador de Advisors in-Sync, una aseguradora dedicada a empoderar la vida de las personas. Es miembro activo y mentor de MDRT y ha hablado en más de 60 ciudades de 16 países sobre temas de ventas y liderazgo de aseguradoras. Shee Yew Kuen es autor del bestseller "Work of Heart" ("Trabajar con el corazón") y dona todos los honorarios de sus conferencias y las ganancias de la venta de su libro a diversas organizaciones benéficas.
Stuart Shee Yew Kuen, AFC, is the founder of Advisors in-Sync, an agency dedicated to empowering lives. He is an active MDRT member and mentor and has spoken in more than 60 cities across 16 countries on sales and agency leadership topics. Shee Yew Kuen authored the bestselling book “Work of Heart” and donates all his speaking fees and book sale profits to various charities.
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Conectar con las personas implica mucho más que comunicarse con ellas. Shee Yew Kuen comparte sus reflexiones sobre la empatía como primer paso para ser escuchados de verdad, un concepto que combina el arte y la ciencia.
Phat Sitthiramruay finally found his true calling as a financial advisor after experimenting in other fields. He has found great success in the financial services profession and is committed to helping more advisors achieve MDRT.
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Hae Suk Song is the director of Korea Financial Planning Corporation and has received many accolades during his career in financial services. He is a speaker who specializes in VIP client training and provides financial planning to 100 doctors and employees of large businesses.
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Mongkol Tangmannaikit is passionate about leading his team through a core-driven business approach that is simple yet efficient. Believing hard work and discipline lead to success, Tangmannaikit encourages his team to aim higher, achieve more and become empowered from the inside out.
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Líderes intelectuales y oradores de renombre comparten historias inspiradoras y contenido que abarcan temas relevantes para los servicios financieros, las estrategias de ventas, las prácticas comerciales y el balance entre la vida laboral y personal.
IN-Q es un poeta nominado al Emmy, compositor multiplatino, orador principal y autor del best seller “Inquire Within” (pregunte adentro). Fue incluido en la lista SuperSoul100 (superalma 100) de Oprah Winfrey de los líderes de pensamiento más influyentes del mundo y ha trabajado con innumerables compañías a lo largo de los años, ayudándolas a contar su historia a través de artículos de contenido colaborativo y talleres de narración. Muchos de sus últimos videos de poesía se han vuelto virales, con más de 70 millones de reproducciones combinadas, y su especial de monólogo de poesía (stand up) –IN-Q, Live at the Ace Theatre (IN-Q, en vivo desde el Teatro Ace)– ya se puede ver en Amazon Prime Video.
IN-Q is an Emmy-nominated poet, multiplatinum songwriter, keynote speaker and the bestselling author of “Inquire Within.” He was included on Oprah Winfrey's SuperSoul100 list of the world's most influential thought leaders and has worked with countless companies over the years, helping them tell their story through collaborative content pieces and storytelling workshops. Many of his recent poetry videos have gone viral, with more than 70 million views combined, and his standup poetry special, IN-Q — Live at the Ace Theatre, is now streaming on Amazon Prime Video.
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En ocasiones, todos necesitamos algunos minutos para recargar pilas. Tómate un descanso mental con el artista de la palabra IN-Q, cuyos poemas te inspirarán y rejuvenecerán para que puedas afrontar el resto del día.
Dylan Alcott es medallista paralímpico, filántropo, empresario, orador principal y cofundador de Get Skilled Access, una empresa dedicada a la capacitación de corporaciones y gobiernos sobre cómo entender y tratar mejor a los clientes con discapacidad. Alcott también creó la Fundación Dylan Alcott en 2017 para ayudar a jóvenes australianos a aceptar sus discapacidades a través de mentorías, becas y subvenciones. En 2018 publicó su autobiografía “Able: Gold Medals, Grand Slams and Smashing Glass Ceilings” (Capaz: medallas de oro, Grand Slams, rompiendo barreras), y en 2022 fue nombrado oficial de la Orden de Australia por sus destacado servicio al deporte paralímpico y como modelo para las personas con discapacidad.
Dylan Alcott is a paralympic medallist, philanthropist, entrepreneur, keynote speaker and the co-founder of Get Skilled Access, a training provider educating corporations and governments on how to better understand and treat customers with disabilities. Alcott also created the Dylan Alcott Foundation in 2017 to help young Australians come to terms with their disabilities through mentoring, scholarships and grants. In 2018, he published his autobiography "Able: Gold Medals, Grand Slams and Smashing Glass Ceilings," and in 2022, he was appointed as officer of the Order of Australia for his distinguished service to paralympic sport and as a role model for people with disabilities.
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¿Aceptas los retos que implica convertirte en la mejor versión de ti mismo? Alcott nos explica la forma en que nos definen nuestras decisiones; y cómo su experiencia atlética lo condujo a abogar por el cambio de percepciones y el apoyo a las personas discapacitadas. Favor de tomar en cuenta que: Esta presentación incluye temas relacionados con el suicidio que algunas personas pueden considerar inquietantes o perturbadores.
Heidi Dening es una autora de bestsellers que ha dedicado su carrera a inspirar a miles de personas en todo el mundo con sus programas de resiliencia, autoliderazgo y bienestar. Convencida de que la educación cambia vidas, Dening tiene la capacidad única de empoderar a los líderes y a sus equipos para que encuentren el valor de trabajar para alcanzar su máximo potencial, a pesar del cambio, el estrés y la incertidumbre. Recientemente fue nombrada la mejor oradora inaugural internacional de la región Asia-Pacífico y participa con frecuencia en los medios de comunicación como experta en resiliencia.
Heidi Dening is a bestselling author who has dedicated her career to inspiring thousands of people around the globe with her resilience, self-leadership and well-being programs. Believing education changes lives, Dening has the unique ability to empower leaders and their teams to find the courage to work toward their fullest potential, despite change, stress and uncertainty. She has recently been named best international keynote speaker in the Asia Pacific region and frequently appears in the media as an expert on resilience.
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En ocasiones, los retos nos sobrepasan. Dening explora cómo adaptarse y perseverar en tiempos de incertidumbre aplicando estrategias de empoderamiento para impulsarte hacia un futuro más brillante.
Clay Gillespie, CFP, CLU, es asesor financiero, gestor de carteras y director ejecutivo de RGF Integrated Wealth Management, una empresa radicada en Vancouver fundada en 1973 con 65 empleados. Gillespie se especializa en la planeación de ingresos para la jubilación, generación efectiva de ingresos en la jubilación y temas relacionados con la planeación patrimonial. Fue consejero global de Top of the Table y director del consejo consultivo en 2019, así como director de CALU en 2017.
Clay Gillespie, CFP, CLU, is the 2023 Nominee to the MDRT Executive Committee and a 22-year MDRT member with one Court of the Table and 19 Top of the Table qualifications. He is also a Gold Knight of the MDRT Foundation. He is managing director with RGF Integrated Wealth Management in Vancouver, British Columbia, Canada, where he specializes in retirement income planning. In 2019, Gillespie served as Global Council Member and Advisory Board Chair of the Top of the Table Division. He is currently serving as Global Council Member of the Finance Division. Other leadership positions include service as Captain of the 2015 Annual Meeting Focus Session Committee and Chair of several committees within the Top of the Table Division. In addition to his MDRT leadership, Gillespie has been active in numerous professional associations, including the Conference for Advanced Life Underwriting (CALU), where he served as Chair in 2017.
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Clay Gillespie, CFP, CLU, acepta formalmente su nombramiento para convertirse en el miembro más nuevo del comité ejecutivo.
