PGA (Program General Arrangements)ボランティアとして大会運営に関わりませんか。世界中から集まっている仲間と知り合い、友人になるチャンスでもあります。参加者のMDRTアニュアル・ミーティング経験を素晴らしいものにする重要な役割です。会議登録をする際に8種類のタスクフォースから希望する仕事を選んでください。
PGAボランティアをしてくださる皆さんは、6月24日(土)4:30 p.m.からのキックオフに参加できるようにナッシュビルに到着してください。特別プレゼンテーションに加え、お願いする職務の詳細をお伝えし、一緒に活動する仲間との顔合わせをしていただきます。なお、ボランティアは会員に限ります。開場は4 p.m.です。
革新的なアイディアを紹介するConneXion Zoneは短時間のプレゼンテーションですぐに使えるアイディアをお届けし、新しい仲間と出会い交流できる場です。会場は大会期間中オープンしています。仲間とつながり、新しい友人に出会い、写真を撮り、Q&Aセッションに参加し、講師との交流を楽しむこともできます。ConneXion Zoneでは7つの言語で50以上のセッションを行います。日々の活動にすぐ取り入れられる最先端のアイディアにアクセスしてください。
モチベーション講師であり著書のある Kevin Brown はワールドクラスでハイパフォーマンスを実践している組織や人をその他大勢と差別化するシンプルな哲学を活用して改善を支援するというミッションに取り組んでいます。プレゼンテーションを通じて Brown は皆さんを楽しませ、インスパイアし、毎日仕事と人生にポジティブな変化をおこすことを促します。
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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慌ただしいときにも自分の才能を発揮してポジティブな変化をもたらす一歩踏み出す人は、顕著な成果をあげることができます。Brownは才能を自覚し拡大し共有することで、周りの人が自分の才能を並外れた方法で使うように促すタイプのリーダーになることを探求しています。 注意事項: このプレゼンテーションには、自殺に関連した内容が含まれますので不快に感じる方がいらっしゃるかもしれません。
Marty Wilson は起業家として険しい道を進みながら一つ一つのキャリアを成功させた結果、生涯を通して忍耐力を研究することになりました。薬剤師、広告のコピーライター、コメディアなどの職を経験したWilsonの著書はベストセラーになり、講師としても人気が高く、オーストラリアのコミック・オブ・ザ・イヤーを受賞しました。健康と改革を実践するには軽率でユーモラスな行動の変換が必要だと50万人以上の方に訴えてきました。
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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この数年のストレスでやる気がうせてしまった人がいます。Wilsonは1000名以上のインスピレーション溢れるリーダーをインタビューし、ストレス軽減に笑いは不可欠であり、生産性を高め、心の平和を高めてくれることを再確認しました。
営業戦略、ビジネス管理、ワークライフ・バランスなどを含めたインスピレーション溢れるストーリー、業界の最新情報などの金融サービス業界に関わりの深い内容を思想的リーダーや高名な講師がお届けします。
IN-Q はエミー賞にノミネートされた詩人、マルチプラチナ・ソングライター、基調講演者、ベストセラー作家で Inquire Within の著者です。オプラ・ウィンフリーの世界で最も影響力のある SuperSoul100に選ばれ、数多くの企業のためにコラボレーションを高めるストーリーテリングのワークショップを数えきれないほど実施してきました。詩のビデオの多くは、合わせて7000万回以上再生され大バズりしました。彼の特別番組 IN-Q - Live at Ace Theatre は、現在アマゾン・プライム・ビデオでストリーミング配信されています。
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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誰もがエネルギーの充電を必要としています。言葉の魔術師のIN-Qによる詩の朗読は皆さんの疲れを癒やし、活力とインスピレーションを与えてくれます。
Alvin Law はカナダでDJとして活躍していましたが1981年からモチベーション講師に転向しました。生まれた時から腕がなかったLawは言葉より行動・姿勢が大事だと言うことを証明しています。課題に取り組む態度が体内化学反応を変化させ、心の健康を保つ鍵になることが科学的に証明されています。ベストセラー本の作家でありプロの講師として活躍するLawは200万人以上をその話術で魅了し、五大陸で7,500回のイベントで講演をし、いくつもの賞を受け、その生涯はドキュメンタリーとして紹介されました。
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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誰にも命はひとつ、人生は1回です。自分の力では変えられないこともありますが、どう対処するかは自分で決めることができます。Lawは自身のストーリーをシェアし、さまざまな場面でムリだと言われながらも自分の意志を貫いてきた生きざまを紹介します。
Chaunté Lowe は妻であり、母であり、経営者であるだけではなく、プロ・アスリートとしてアメリカの記録保持者であり、オリンピック4回出場、ワールドチャンピオン3回獲得、全米チャンピオンを12回獲得しています。2021年のオリンピック東京大会に向けてトレーニングに励んでいましたが、乳がんの化学療法と二重乳房切除術を受け、その後講師として注目されるようになりました。彼女の諦めない生き方は自身の人生に影響し、話を聞く人々にも衝撃を与えます。
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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オリンピアンのChaunté Loweは2019年に最も侵襲性の強いトリプルネガティブ乳房腫瘍と診断されました。 Loweは早期発見の重要性を広めながら治療を続け、2020年オリンピック東京大会に向けてトレーニングに励んでいました。形勢が圧倒的に不利な中で学んだことをシェアします。
営業戦略、ビジネス管理、ワークライフ・バランスなどを含めたインスピレーション溢れるストーリー、業界の最新情報などの金融サービス業界に関わりの深い内容を思想的リーダーや高名な講師がお届けします。
Adrian P. Baker, Dip PFS はSt. James’ Place Wealth Management Group のシニア・パートナーであり、2023年度 MDRT Foundation 会長です。思いやりのある人々とのコラボレーションに情熱を傾け、次世代のためにも現在と未来を創り上げていきたいと願っています。Bakerは赤ちゃんの頭蓋に整骨治療が必要でも治療費が払えない方のために無償で治療を提供する Baby Check Bathの共同設立者であり、役員を務めています。Bakerは起業家意識が高く、主に世の中に貢献したいと言う思いをもつ経営者を中心にビジネスを展開しています。
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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世界的に自然災害の頻度も激しさも増している中で、災害救助の現場には敏速にニーズを把握して必要な支援を届けるプロセスが必要とされています。災害が発生すると、All Hands and Heartsはいち早く現場に急行し、緊急対応を始め、最後まで現場に残り長期的な復興支援を続けます。Thompson はその驚くべきミッションを紹介し、これまでに得たパワフルな学びをシェアします。
Tim Gard は20年以上にわたり営業、サービス、そして不祥事の捜査に携わってきました。講師として名誉の殿堂入りを果たし、プロの講師としてのパフォーマンスを続けていましたが、ユーモアとお気楽な忍耐力の向上でストレス軽減を教えることにキャリア変更しました。これまでに3,000回ものイベントで講演をし、ストレス軽減に役立つ商品を発明し、本を執筆しています。
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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見方を変えるとストレスをポジティブ思考のエネルギーに変えることが可能かもしれません。Gardは笑いの力をパワーに変えてお客さまやチーム、そしてプライベートでプラスに変換する方法を紹介します。
Liz Murray は若者のメンタリングを再定義し、子どもの生き方に良い影響を与える活動をしているThe Arthur Project の共同創設者です。恵まれない環境で育つ若者のために尽力し、信頼関係の上に成り立つ学びによって何世代も続く貧困の連鎖を止める活動をしています。エミー賞にノミネートされた映画 “Homeless to Harvard ホームレスからハーバードへ” のモデルであり、学生やビジネスマンにインスピレーションを与え、困難を乗り越えるモチベーションを与える活動を続けています。
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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感謝の気持ちを持つことで楽しく充実した生き方につながります。ニューヨークでホームレス生活をしていたMurrayは許すことで厳しい生活を生きのび、ハーバード大学を卒業するまでの人生をシェアします。 注意事項: このプレゼンテーションには自殺や麻薬といったトピックスが含まれますので不快に感じる方がいらっしゃるかもしれません。
Geoff Ramm の基調講演はインスピレーションに溢れています。著書には “Celebrity Service” と “Celebrity Service Superstars” があります。雑誌 Forbesにゲームチェンジャーと称えられ、世界的なブランドであるEmirates, Warner Brothers や McDonalds などがその存在に気づいていなかったサービス・ギャップを指摘してきました。世界中で講演をすることで、参加者にライバルのパフォーマンスを超え、受賞できるようなアイディアの創出を呼びかけています。
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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お客さまが皆さんの仕事を話題にしていないならば、人に話すほどの価値がないと思っているのかもしれません。
お客さま経験をほんの数秒で格上げする方法があります。Rammはひとつの問いかけが気づかなかったサービスのギャップを示してくれると言います。
Jack Shaw は革新的なチェンジ・マネジメントの戦略家として30年以上の経験をもち、新たな技術を設計、開発、導入し組織のリーダーが新しいテクノロジーの波の中で組織のデジタル・エコシステムを変革することを助けています。Shawはグローバルな思想的リーダーであり世界のトップ25人の講師、およびトップ5人のテクノロジーの未来学者に投票されました。世界各地の30万人にその洞察をシェアし、フォーチュン500社に名を連ねるメルセデスベンツ社、ボッシュ、GE、コカ・コーラなどでも講演をしてきました。
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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AI、ブロックチェーン、そして暗号通貨のテクノロジーは急速な発展を続けているのでこれからの金融サービス業界の在り方は20世紀とは大幅に変わります。Shawはそれらのテクノロジーはどのような働きをし、皆さんとお客さまはどうすれば変化をプラスに出来るかを紹介します。
Jessica Thompson は国際的な災害救援をする非営利組織 All Hands and Hearts (AHAH) のCEOです。AHAHのボランティアとして3週間参加したインドネシアの被災地再建活動は生涯のコミットメントとなり、組織のミッションに変わりました。これまでに通算63,000名以上のボランティアを144以上の被災地に派遣し、100万名以上の方々の救済にあたりました。
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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世界的に自然災害の頻度も激しさも増している中で、災害救助の現場には敏速にニーズを把握して必要な支援を届けるプロセスが必要とされています。災害が発生すると、All Hands and Heartsはいち早く現場に急行し、緊急対応を始め、最後まで現場に残り長期的な復興支援を続けます。Thompson はその驚くべきミッションを紹介し、これまでに得たパワフルな学びをシェアします。
革新的なアイディアを紹介するConneXion Zoneは短時間のプレゼンテーションですぐに使えるアイディアをお届けし、新しい仲間と出会い交流できる場です。会場は大会期間中オープンしています。仲間とつながり、新しい友人に出会い、写真を撮り、Q&Aセッションに参加し、講師との交流を楽しむこともできます。ConneXion Zoneでは7つの言語で50以上のセッションを行います。日々の活動にすぐ取り入れられる最先端のアイディアにアクセスしてください。
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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現在の課題を克服する新しいアイディアや打開策が必ず見つかるのがフォーカス・セッションです!エキスパートである会員講師と外部講師が保障性商品、ウェルス・マネジメント、リタイアメント戦略、マーケティング、見込客さがし、ビジネス管理、スタッフ、テクノロジー、フィー・ビジネス、ワークライフ・バランスを含めて多様な課題の知識やアイディアをシェアします。
Bhupinder S. Anand, ACII, Dip PFSはイギリスのロンドンをベースに活動するAnand Financial Architecture社の経営者。これまで2回イギリスの独立Financial Adviser of the Yearを受賞し、業界の優れた講師として評価され、MDRTを含めて世界各地で講演をしています。また Advisor Master Class というコーチング・プログラムを運営し、著書に‘Smashing the Glass Ceiling : Breaking Through Your Personal Barriers to Success’ があります。Anandはブランディングの重要性とポジショニングによってお客さまの反応が変わることをユニークな視点から解説します。
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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この対話型セッションでAnandの数十年に亘るマーケティングの経験がソーシャル・メディアで新たな見込客にアプローチできるようになった説得力のある理由を解説します。皆さんも自信と生産性を高めて彼のツール、テクニック、そして戦略を導入してください。
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 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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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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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 柴田浩太郎 は2003年にプルデンシャル生命保険株式会社に入社し、2013年にエグゼクティブ・ライフプランナーに就任しました。
Hirotaro Shibata joined Prudential of Japan in 2003 and was promoted to executive life planner in 2013.
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柴田は社会の変化、経済環境の変化、顧客の変化の中で、保険営業に求められる変化について語ります。
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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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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現在の課題を克服する新しいアイディアや打開策が必ず見つかるのがフォーカス・セッションです!エキスパートである会員講師と外部講師が保障性商品、ウェルス・マネジメント、リタイアメント戦略、マーケティング、見込客さがし、ビジネス管理、スタッフ、テクノロジー、フィー・ビジネス、ワークライフ・バランスを含めて多様な課題の知識やアイディアをシェアします。
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.
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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.
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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.
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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.
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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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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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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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営業戦略、ビジネス管理、ワークライフ・バランスなどを含めたインスピレーション溢れるストーリー、業界の最新情報などの金融サービス業界に関わりの深い内容を思想的リーダーや高名な講師がお届けします。
Jennifer A. Borislow, CLUはBorislow Insuranceの創設者兼CEOであり、アメリカ、ニューイングランド地方で300社以上の企業に革新的な医療・福祉ソリューションを通して社員の健康・安心に貢献しているリーディング・プロバイダーです。2012年度のMDRT会長を務め、その後も貢献を続け、MDRTのイベントで講師として活躍しています。Borislowには5冊の著書(共著を含む)があり、数社の保険会社の諮問委員会のメンバーを務めています。
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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前例のないレベルの成功を収めるために求められる新たな視点をみつけ、どう行動すればよいでしょうか。
メイン・プラットフォームで半身不随のケガから生還し、数々の賞を受賞したアスリートのDan ClarkがA.R.T. of significanceと呼ぶ3ステップを紹介します。講演に続き、MDRT会員であり2012年度の会長を務めたJennifer A. Borislow, CLUがClarkとのインタビューで彼の生き方や洞察、人生へのアプローチを深掘りしていきます。
Eugene G. Bozzi, LUTCFは38年間にわたり Prudential Financial社のアドバイザーとしてリタイアメント、資産保護、そしてレガシー・プランニングを専門に扱っています。Prudential社のフィールド諮問委員会のメンバーとして活躍し、Prudential citation有資格者そしてmasters councilメンバーでもあります。
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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人生で出会う障害や困難は脱線の原因となり、職業的にも深刻な影響を与えることがあります。自分のモチベーションが低い時に相手に行動を促すモチベーションを与えるにはどうすればよいでしょうか。Bozziは個人的な危機の見方や考え方を変えることでその危機を生きのびるのではなく、乗り越え、飛躍に転じ、人生の転機にすることができたストーリーをシェアします。
Carla Brown, FPFS はイギリス、イングランドのChester近郊で9名のサポート・チームと共に活動しています。彼女の会社(代理店)は受賞歴があり、今から10年前に設立され、本当の富は単にお金だけの問題ではないという信念に基づき、お客さま中心のファイナンシャル・プランニングと言うアプローチが成功の要因だと考えています。
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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ソーシャル・メディアで新規クライアントを得るのは難し過ぎると思う人もいるでしょうし、どうすればソーシャル・メディアを活用できるか分からない方もいらっしゃるでしょう。Brownが実践しているクリエイティブで一貫性のあるソーシャル・メディア利用法はきっと見込客を増やし、皆さんのビジネスを成長させてくれるでしょう。
Tzu-Pin Chao は公共の慈善団体に貢献することでビジネスを拡大してきました。トップ・オブ・ザ・テーブルというブランドを高めながら、ひとりの寄付をチーム全体の活動に広げることで地域社会への貢献を増やしています。
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 はフィランソロピーを実践することによりパワフルにビジネス開発をする思想をシェアします。地域社会への真摯な貢献を示し、同時に新規クライアントとの出会いを創出しています。
Dan Clark は国際的なリーダーシップ開発会社の創業者であり CEOとして、ハイパフォーマンス・ビジネス・コーチとして活躍しながらベストセラーの著書が35冊あります。麻痺の残るケガから復活した受賞歴のあるアスリートとして Clarkは世界のトップ10モチベーション講師のひとりに数えられ、スーパーボール、イラク、アフガニスタン、アジア、アフリカの戦闘部隊を含めて、世界各国の600万人にメッセージを伝えてきました。テレビやラジオの出演は500回を超え、多くの出版物でも紹介されています。
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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Clarkはフットボール練習中に下半身不随になる大ケガを負いましたが、奇跡的な回復を果たし、宇宙に飛び立ち、スーパーボールのチャンピオン・チームを育てました。視点を変え、情熱をもって目標を目指すことで大胆な変革を起こし、誰もが高みを目指せると説きます。
Wendy Diaz はエルサルバドルで活躍する生命保険のスペシャリストとして腎臓病の予防と腎臓移植について紹介します。モチベーションを高める本を執筆し、人の役に立つことに情熱を傾けていいます。
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 は自分を律して人生の全ての分野のバランスを維持することで、極限的な状況にあっても成功し続けることができた体験をシェアします。
Gregory B. Gagne, ChFCはMDRTの副会長。4回のコート・オブ・ザ・テーブルと14回のトップ・オブ・ザ・テーブルを含め、23年間MDRT会員。MDRT Foundationのエクスカリバー・ナイトの称号を持ち、Foundationの理事を務めました。Gagneはウェルス・マネジメントと資金配分のプランニングを専門的に扱うAffinity Investment Group LLCの創業者。MDRTではボランティア精神を発揮し、トップ・オブ・ザ・テーブル担当グローバル・カウンシル・メンバーや大会準備委員会、PGA委員会のリーダーを務めました。これまでにMDRTの大会で12回講演をしました。MDRTでのリーダーシップに加え、NAIFAニューハンプシャー支部の支部長を務め、2008年には同支部からDistinguished Financial Advisor Awardを受賞しました。
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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2024年MDRT会長予定者Gregory B. Gagne, ChFCのあいさつ
J.B. Griffith III, Ph.D., ChFCは教師、そしてコーチでもあり、20年以上にわたりファイナンシャル・サービスの専門家を続けています。家族経営および中小企業の経済的自由を確保するための包括的なプランニングを専門としています。業界の機関誌などにファイナンシャル・プランニングのユニークなアプローチに関する記事をいくつも寄稿し、国中で目標設定、モチベーション、差別化などについて講演を行ってきました。
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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簡単な計算や視覚的な説明が大きな役割を果たします。Paterickが実践している戦略は、お客さまに万が一のことがあると税金はどうなるのか、医療費、その他の想定される課題を指摘することで、十分な情報をもとに今、良い判断をすることで将来の結果を著しく改善できることを示すことです。
Naji A. Haddad はレバノン生まれで努力と自習の成果としてファイナンシャル・アドバイザーとして成功しています。お客さまの人生を助け、尊厳を維持してレガシーを残すことによりポジティブで安全な明日を創出することに尽力しています。i
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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断られることに対する恐怖を乗り越え、辞めたくなる誘惑を振り切り、より大きな成功を達成する活力に変えています。
Julianne Hertel, CLTC はファイナンシャル・サービス・アドバイザーとして15年の経験があり、マサチューセッツ州Worcesterで活躍しています。彼女はお客さまにファイナンシャル・プランニングとウェルス・マネジメントを中心に提供することで、より良い世の中になることを願っています。
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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アドバイザーにとってプランを実行してくださることは極めて重要なことですが、多くのお客さまはなかなか行動に移してくださいません。Hertelはファイナンシャル・プランニングのプロセスを逆転の発想で変更することでお客さまとコミュニティーとのつながりを強化しています。
Jue Rong Lee は2004年にファイナンシャル・サービスのキャリアをスタートさせ、現在は Prudential Singapore社でファイナンシャル・サービス・ディレクターおよび個人ウェルス・コンサルタントとして活躍しています。
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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飛躍的な成長を実現するには仕事のやり方を変え、目標設定を変える必要があります。Jue Rong Lee は単なる運営プランではなく、クリエイティブなビジネス・モデルを創り上げるためのステップを紹介します。ご成約は始まりにすぎません。お客さまと生涯続く信頼関係にこそ価値があります。
Edward Franklin Marshall, APFS は2001年にファイナンシャル・サービスの仕事を始め、2006年に Kingsland Wealth Management に入社しました。お客さまの価値観を深く理解し、その方の目標に最もふさわしいツールを提供する仕事を楽しんでいます。お客さまにとっても安心して生涯任せられる人がいて、信頼できるアプローチでプランニングをしたと自信をもっていただいています。
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が学んだお客さまとの効果的なコミュニケーションの5つの秘密を披露します。適合とミラーリングの生理学、声のトーン、呼吸そしてキーワードを組み合わせることでお客さまとの初回面談を成功させ、信頼されるファイナンシャル・アドバイザーのポジションを獲得する方法です。
Subhas V. Nathan は「人格による成功」という哲学に基づいた実績のあるメソッドでMDRT会員、コート・オブ・ザ・テーブル会員、そしてトップ・オブ・ザ・テーブル会員のメンターを育ててきました。シンガポールの Eminence Group のリーダーとして、仲間のアドバイザーが実力を発揮できるように導くことに情熱を傾けています。
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はCSIの枠組みを利用してお客さまに保障、貯蓄、投資、税務、そして資産(相続)税サービスを説明します。
Scott S. Paterick, CLU, ChFC はファイナンシャル・アドバイザーとしての成功と生き方をプラスに転じることができたのはMDRTのおかげだと考えています。Paterickはお客さまと有意義で建設的な話し合いをすることによってご理解を得て、難しい意思決定を助け、疑う余地もないほどお客さまの将来を好転させてきたことを経験してきました。
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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簡単な計算や視覚的な説明が大きな役割を果たします。Paterickが実践している戦略は、お客さまに万が一のことがあると税金はどうなるのか、医療費、その他の想定される課題を指摘することで、十分な情報をもとに今、良い判断をすることで将来の結果を著しく改善できることを示すことです。
Charlie Reading, APFS はイギリスでトップクラスのファイナンシャル・プランニングを提供するEfficient Portfolioの創設者です。アイアンマン・レースやウルトラマラソンを3回完走し、著書が4冊あります。TRIBEathlon podcastのホストでもあるReadingは世界各地のエンデュランスのアスリートをインタビューしています。いくつもの事業を立ち上げ、売却してきましたが、現在は The Trusted Teamという専門家向けのコーチングをする会社の創業社長です。
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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読書をすることで多くのコツを学び、本を出版することで見込客を増やせます。
Lin Zhang は11年目の起業家で、2019年にファイナンシャル・サービスの専門家になりました。 賢い時間管理と、仲間とアイディアをシェアすることでホールパーソン・コンセプトを大事にしながら充実した人生を実現しています。
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 は毎日の小さな意思決定を意識的に変えることにより、ライバルとの差別化を実現し時間を有効活用し、ホール・パーソン・コンセプトの7項目をダイナミックに調整できると語ります。
Zhang Luoning は2014年に香港城市大学を卒業し、2016年にAIA Hong Kongに入社しました。2020年にはシニア・ディストリクト・マネージャーに昇格し、現在は200名以上のお客さまのファイナンシャル・ポートフォリオを管理しています。
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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Zhang Luoning が導入している富裕層クライアント獲得戦略と4年で案件の規模を5倍にスケールアップした手法を紹介します。
革新的なアイディアを紹介するConneXion Zoneは短時間のプレゼンテーションですぐに使えるアイディアをお届けし、新しい仲間と出会い交流できる場です。会場は大会期間中オープンしています。仲間とつながり、新しい友人に出会い、写真を撮り、Q&Aセッションに参加し、講師との交流を楽しむこともできます。ConneXion Zoneでは7つの言語で50以上のセッションを行います。日々の活動にすぐ取り入れられる最先端のアイディアにアクセスしてください。
Julianne Hertel, CLTC はファイナンシャル・サービス・アドバイザーとして15年の経験があり、マサチューセッツ州Worcesterで活躍しています。彼女はお客さまにファイナンシャル・プランニングとウェルス・マネジメントを中心に提供することで、より良い世の中になることを願っています。
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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アドバイザーにとってプランを実行してくださることは極めて重要なことですが、多くのお客さまはなかなか行動に移してくださいません。Hertelはファイナンシャル・プランニングのプロセスを逆転の発想で変更することでお客さまとコミュニティーとのつながりを強化しています。
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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現在の課題を克服する新しいアイディアや打開策が必ず見つかるのがフォーカス・セッションです!エキスパートである会員講師と外部講師が保障性商品、ウェルス・マネジメント、リタイアメント戦略、マーケティング、見込客さがし、ビジネス管理、スタッフ、テクノロジー、フィー・ビジネス、ワークライフ・バランスを含めて多様な課題の知識やアイディアをシェアします。
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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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 は1973年に設立され、現在65名の社員を有するバンクーバーにある RGF Integrated Wealth Managementのファイナンシャル・アドバイザー、ポートフォリオ・マネージャー、そして経営責任者です。Gillespieはリタイア後の収入計画やそれに伴う財産計画を専門に扱っています。2019年度のトップ・オブ・ザ・テーブル担当グローバル・カウンシル・メンバー兼諮問委員会チェアを務め、2017年にはCALUのチェアでした。
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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リタイアメントを迎えると金融資産の取り崩しは積み立てとは劇的に違うアプローチが必要です。リタイアメントに向かうクライアントに対するGillespieのアプローチは、まずお客さまにこれまでの資産形成とは違ったマインドをもっていただくことから始めます。金利よりも継続的な引き出しが可能であることに価値があるからです。
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 砂田全士は大学卒業後に信販会社に就職しましたが転勤先で生命保険業界に転職しました。借金を抱え自転車操業のどん底を長く経験しましたが、34歳の時に「顧客管理」を独自ルールで実践し1年で売り上げが3倍になりました。紹介とチームビルディングで売り上げ倍増を実現する再現性の高い人脈戦略術を確立し、2019年マーケティング会社を設立しました。
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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砂田は顧客への提供価値を掛け算で高めることで既存顧客・人脈からアッパーマーケットを開拓する戦略と具体的行動をシェアします。
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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現在の課題を克服する新しいアイディアや打開策が必ず見つかるのがフォーカス・セッションです!エキスパートである会員講師と外部講師が保障性商品、ウェルス・マネジメント、リタイアメント戦略、マーケティング、見込客さがし、ビジネス管理、スタッフ、テクノロジー、フィー・ビジネス、ワークライフ・バランスを含めて多様な課題の知識やアイディアをシェアします。
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 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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Julianne Hertel, CLU, CLTCはDream Big Wealth Strategies の創設者でありウェルス・マネジメントに特化しています。 彼女のお客さまは毎日世の中をハッピーに、より良い場所にするために働いているドリーム・チェイサー(夢を追いかける人)でありワールド・チェンジャー(世界を変える人)です。
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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自分の本質を見つめ直し、将来なりたい自分を再考したHertelは自身の会社を2回リブランディングし、夢見ていたファイナンシャル・サービスの会社を創り上げました。インスピレーションをくださるクライアントとのビジネスに特化し、収入を2倍にすることができました。皆さんもご自分のミッションとコアバリューを見直して自分が愛するビジネスに創り上げてください。
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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2021年度、2022年度の2期 日本生命分会長。 2019年度多摩山梨ブロック長。 元銀行員の経験から、お客様の資金調達や、財務改善、福利厚生制度設計、退職プランニングなどを財務面からサポート.
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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誰もが弱い部分を持ち合わせています。時にはそんな弱い自分に負けてしまうこともあるでしょう。ただ、本当に叶えたい目標があるとき、いろんな言い訳を口にする前に、まずはYESと言ってみることです!そうすると人はできる方法を考えるようになるんです。自信がなくても、まずはYESから始めてみましょう。きっと世界が変わるチャンスをつかめるかも.
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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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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現在の課題を克服する新しいアイディアや打開策が必ず見つかるのがフォーカス・セッションです!エキスパートである会員講師と外部講師が保障性商品、ウェルス・マネジメント、リタイアメント戦略、マーケティング、見込客さがし、ビジネス管理、スタッフ、テクノロジー、フィー・ビジネス、ワークライフ・バランスを含めて多様な課題の知識やアイディアをシェアします。
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 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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Juli Y. McNeely, CFP, CLU は両親とも金融サービスの専門家という家庭で育ちました。現在は父が創設したウィスコンシン州を中心に活動しているMcNeely Financial Servicesの経営者として活躍する一方、自身がコーチングを指導する目的で設立したJuli McNeely Consulting LLCを経営しています。2014年には女性初のNAIFA会長に就任し、2015年にはWIFS Woman of the Year awardを受賞しました。2016年に “No Necktie Needed: A Woman’s Guide to Success in Financial Services(ネクタイ不要。女性のためのファイナンシャル・サービス)”を出版しました。
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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私たちはお客さまが資金的にリタイアできる準備をお手伝いしていますが、もう一歩踏み込んで感情的にも準備を進めるべきではないでしょうか。McNeelyが実践している資金計画だけではなく、プライベートなリタイアメント準備プランの手法を学び、クライアントが夢見ていたリタイアメントを実現させ、信頼関係を強める方法を学んでください。
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, 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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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 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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Sol Hicks は国際的に活躍する講師であり、キャリア・コーチ、そしてコンサルタントです。このビジネスに52年の経験を持ち、自身の成功の手法を多くの仲間に指導しています。Hicks Global Instituteを設立し世界中のアドバイザーと営業のプロの指導に取り組んでいます。世界各地で150名ものメンティーを導いてきました。
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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時には仕事が重く感じることがあります。数字が上がらないとやめたくなってしまいますが、方向転換、深掘り、リ・グループの手法を知っていれば、立ち直れないような挫折は存在しません。ハイペースのこのセッションでHicksは信念をもって障壁を好機に変え、すべてのスランプを乗り越えて徹底的な断りにも負けない方法を教えてくれます。
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 菊波豊は広島出身。千葉大学教育学部を卒業後、16年間住宅販売を経験しました。39歳の時に東京海上日動あんしん生命に入社しました。2027年までにキャッシュフロー経営講座を開催出来る人を47都道府県に育成するというミッションをもって活躍しています。
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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ただ生命保険を売るのではなく、真の物心両面の成功とは何か、自分が成功した時、その成功の喜びをお客さまと分かち合ってこそ充実した生き方ができます。
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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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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営業戦略、ビジネス管理、ワークライフ・バランスなどを含めたインスピレーション溢れるストーリー、業界の最新情報などの金融サービス業界に関わりの深い内容を思想的リーダーや高名な講師がお届けします。
IN-Q はエミー賞にノミネートされた詩人、マルチプラチナ・ソングライター、基調講演者、ベストセラー作家で Inquire Within の著者です。オプラ・ウィンフリーの世界で最も影響力のある SuperSoul100に選ばれ、数多くの企業のためにコラボレーションを高めるストーリーテリングのワークショップを数えきれないほど実施してきました。詩のビデオの多くは、合わせて7000万回以上再生され大バズりしました。彼の特別番組 IN-Q - Live at Ace Theatre は、現在アマゾン・プライム・ビデオでストリーミング配信されています。
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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誰もがエネルギーの充電を必要としています。言葉の魔術師のIN-Qによる詩の朗読は皆さんの疲れを癒やし、活力とインスピレーションを与えてくれます。
Dylan Alcott パラリンピックのメダリスト、フィランソロピスト、起業家、基調講演者であり、企業や政府に対して障害を持つ顧客をよりよく理解し、扱う方法を教育するトレーニング・プロバイダーのGet Skilled Accessの共同設立者です。Alcottは2017年にDylan Alcott財団を設立し、メンタリング、奨学金制度、助成金を通じて、オーストラリアの若者が自分の障害と向き合う支援しています。2018年には自叙伝となる "Able: Gold Medals, Grand Slams and Smashing Glass Ceilings" を出版し、2022年にはパラリンピック・スポーツへの多大な貢献と障害者のロールモデルとして、オーストラリア勲章オフィサーが授与されました。
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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皆さんは最高バージョンの自分になるために与えられた挑戦を受け止めますか?Alcottは人間性はときどきの意思決定の結果で形創られるものであり、スポーツの経験から障害者に対する認識を変え、障害者の支援を提唱することにつながった経験を説明します。 注意事項: このプレゼンテーションには、自殺に関連した内容が含まれますので不快に感じる方がいらっしゃるかもしれません。
Heidi Dening はベストセラー作家で、信念をもって諦めない気持ち、セルフ・リーダーシップ、そしてウェルビーイング・プログラムを世界中に届けています。教育こそが人生や生き方を変えると信じて、どんな変化やストレス、不確実性があってもそれぞれが潜在能力を発揮できるようにとリーダーとチームを励ますユニークな才能を発揮しています。先日、アジア環太平洋地域のベスト基調講演者と評価され、多くのメディアで取り上げられています。
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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時には自分の力ではどうにもならない困難が降りかかってきます。そんな時の対応法と不確実な時期を乗り越え、効果的な戦略をもって未来に向かって前進する方法をDeningが紹介します。
Clay Gillespie, CFP, CLUは1973年に設立され、現在65名の社員を有するバンクーバーにある RGF Integrated Wealth Managementのファイナンシャル・アドバイザー、ポートフォリオ・マネージャー、そして経営責任者です。Gillespieはリタイア後の収入計画やそれに伴う財産計画を専門に扱っています。2019年度のトップ・オブ・ザ・テーブル担当グローバル・カウンシル・メンバー兼諮問委員会チェアを務め、2017年にはCALUのチェアでした。
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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新年度役員会メンバー予定者のClay Gillespie, CFP, CLUの受諾のあいさつ。
Keller Rinaudo はロボット工学とヘルスケアのイノベーターであり、救命医療物資を病院や保健所にオンデマンドで届けるドローン航空機を設計、製造、運用する米国の医療製品配送会社Ziplineを共同設立しました。ハーバード大学を卒業し、分子医として人の細胞内で働くRNAとDNAからコンピューターを作り、その研究を Nature Biotechnology に発表した結果、同誌史上最年少のファーストオーサーとなりました。
Keller Rinaudo is a robotics and health care innovator who co-founded Zipline, an American medical product delivery company that designs, builds and operates drone aircraft to deliver life-saving medical supplies to hospitals and health centers on demand. As a graduate of Harvard University, Rinaudo built computers out of RNA and DNA that operate in human cells as molecular doctors and published this research in Nature Biotechnology, becoming one of the youngest first authors in that publication’s history.
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アフリカのへき地に医療品をドローンで届けるというビジョンを実現したRinaudoは、他の分野でもそのテクノロジーを活用して医療を含めて多様な業界に貢献できると考えています。ロボット、自動化、人工知能を含めたテクノロジー革命に対する深い洞察と、これからのブレイクスルー、そして近未来のヘルス・ケアの行方をお話しいただきます。
Randy L. Scritchfield, CFP, LUTCFは前会長。3回のコート・オブ・ザ・テーブルと21回のトップ・オブ・ザ・テーブルを含め、38年間MDRT会員。MDRT Foundationのエクスカリバー・ナイトの称号を持ち、Inner Circle Societyのメンバーであり、MDRT Foundationの理事を務めました。リタイアメント・プランニングを専門に扱うMontgomery Financial Groupの創業者社長です。これまでにMDRTの執行役員会メンバー(DVP以上)を6回、委員長を9回務めるほどボランティア経験が豊富。TOT担当DVPおよび諮問委員会、そしてアニュアル・ミーティングの大会準備委員会DVPなど多くのポジションでリーダーシップを発揮しました。ScritchfieldはMDRTアニュアル・ミーティングやトップ・オブ・ザ・テーブル会議で複数回講演をし、MDRTの代表として海外での講演経験も多くあります。
Randy L. Scritchfield, CFP, LUTCF, is the Immediate Past Present and a 38-year MDRT member with three Court of the Table and 21 Top of the Table qualifications. An MDRT Foundation Excalibur Knight, Scritchfield is also a member of its Inner Circle Society and has served on its Board of Trustees. He is founder and president of Montgomery Financial Group, a retirement planning firm in Damascus. His extensive MDRT volunteer history includes serving on MDRT’s Management Council six times and as a Committee Chair nine times. Among his leadership roles, Scritchfield has served as Top of the Table Divisional Vice President and Advisory Board Chair and Divisional Vice President of Annual Meeting Program Development. Scritchfield has also spoken at numerous MDRT Annual Meetings and Top of the Table Annual Meetings, as well as internationally on behalf of MDRT.
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前会長Randy L. Scritchfield, CFP, LUTCFを称える。
Alex Sheen は社会運動となった非営利団体"because I said I would" の創始者で、約束をし、約束を守ることで思いやりのある世の中にする活動を続けています。父の死をきっかけにSheenと彼のチームは約束カードを世界各地に無償で配布して活動を推進しています。団体として “because I said I would” は2年間で1230万枚の約束カードを世界153カ国に配布しました。Sheen はこれまでに TEDx トークに5回登場し、彼のチャリティー活動は ABC World News, CNN, The Today Show, NPR, The Los Angeles Times その他多くの番組で取り上げられてきました。
Alex Sheen is the founder of "because I said I would," a social movement and nonprofit dedicated to bettering humanity through promises made and kept. Sparked by the loss of his father, Sheen and his organization send promise cards to anyone anywhere in the world at no cost. In just two years, "because I said I would" has sent more than 12.3 million promise cards to more than 153 different countries. Sheen is a five-time TEDx speaker, and his charitable work has been featured on ABC World News, CNN, The Today Show, NPR, The Los Angeles Times and many other programs.
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約束を守ることにコミットすることは人格を高め、世の中をより良くする波及効果があります。Alex Sheen は「約束を守る」ことが生き方をも向上させることを広める活動に使命感を持ち続けています。
MDRTアニュアル・ミーティングのメインステージで行うインスピレーション溢れるコンテンツ、会員講師によるアイディア・シェア、業界のリーダー、MDRT FoundationそしてMDRT役員会メンバーからのメッセージ。
メイン・プラットフォーム: 営業戦略、ビジネス管理、ワークライフ・バランスなどを含めたインスピレーション溢れるストーリー、業界の最新情報などの金融サービス業界に関わりの深い内容を思想的リーダーや高名な講師がお届けします。
MDRT Speaks: MDRT会員が短時間の講演で画期的なアイディアをシェアし、ビジネス・コンセプトを多様なフォーマットで発表するハイペースのMDRT Speaksは火曜の午前中です。生産性の向上に寄与するアイディアやお客さまとつながる戦略、ビジネス管理の手法を学んでください。
役員会メンバーのあいさつ:2023年度のMDRT役員会メンバーからのメッセージをお聞きください。
MDRT Foundation: 2023年チャリティー・パートナーの活動内容やMDRT Foundationが世界各地で行っている活動を報告します。
メイン・プラットフォーム・カンバセーション: MDRTのリーダーと講師との対談。
MDRTアニュアル・ミーティングで提供する特別なプログラムや限定メンバー向けセッション。
スペシャル・セッション昼食会*:業界のエキスパートから興味深いトピックスの講演をお楽しみください。昼食をご用意します。(プレゼンテーションは英語で、通訳はありません)
初参加者セッション: 始めて大会に参加する会員のために大会を楽しんでいただく方法を紹介します。成功を称え合い、インスピレーションを与え、励まし合うことのできる特別な仲間との絆はナッシュビルでの4日間以降も続くことでしょう。お見逃しなく。このセッションは初参加者向けですがとなたでも参加できます。
コート・オブ・ザ・テーブルとトップ・オブ・ザ・テーブル会員のプログラム**: COTおよびTOT会員限定の特別セッションで大会参加経験を強化してください。(このセッションは2023年度COTおよびTOT会員限定です。)
COT&TOTオープン・フォーラム**: COTとTOT会員が仲間と情報交換をする90分の特別セッションを水曜の午前中に開催します。円卓を囲み、言語別のテーブルでファシリテータのTOT会員を囲んでバズセッションをお楽しみください。(このセッションは2023年度COTおよびTOT会員限定です。)
MDRT Global Services セッション**: 金融サービス専門家のチームをリードする方々をターゲットにしたMDRT Global Services会員限定で4つの特別セッションを用意しています。これらのセッションではチーム経営戦略、インスピレーションなど、皆さんのリーダーシップを高めるスキルを学ぶと同時に、組織のリーダーであるGlobal Services会員との交流ができます。(プレゼンテーションは英語で、通訳はありません)
現在の課題を克服する新しいアイディアや打開策が必ず見つかるのがフォーカス・セッションです!エキスパートである会員講師と外部講師が保障性商品、ウェルス・マネジメント、リタイアメント戦略、マーケティング、見込客さがし、ビジネス管理、スタッフ、テクノロジー、フィー・ビジネス、ワークライフ・バランスを含めて多様な課題の知識やアイディアをシェアします。
革新的なアイディアを紹介するConneXion Zoneは短時間のプレゼンテーションですぐに使えるアイディアをお届けし、新しい仲間と出会い交流できる場です。会場は大会期間中オープンしています。仲間とつながり、新しい友人に出会い、写真を撮り、Q&Aセッションに参加し、講師との交流を楽しむこともできます。ConneXion Zoneでは7つの言語で50以上のセッションを行います。日々の活動にすぐ取り入れられる最先端のアイディアにアクセスしてください。
大会に参加登録できるのは、2023年度MDRT会員、2023年度Global Services会員、2023年度MDRT Agency Manager Program 会員、2023年度MDRT Academy会員および、2023年度MDRTメンタリング・プログラムのメンティーです。配偶者、子ども、親戚、友人、仕事関係者などは会議登録、イベントへの参加はできません。
今すぐ MDRT 会員に ご登録くださいMDRT Global Services について詳しく。
MDRT Agency Manager Program について詳しく。
MDRT Academy and MDRT Mentoring Program meeting eligibility の大会参加条件について詳しく。
ご参加いただけるMDRTの大会やイベントについて詳しくはこちら!
MDRTストアは業界ベストの教育資料を提供しています。ナッシュビルのMusic City Center内のMDRTストアにぜひお立ち寄りください。またオンラインの mdrtstore.org からも書籍、大会の記念品、盾、アパレル、その他多くのMDRTブランド・アイテムをお買い求めいただけます。
MDRTストアでは現金でのお支払いができませんのでご了承ください。
MDRT FoundationはMDRT会員の献身的な協力と活動により、世界中の多くのチャリティー団体に貢献しています。詳しくはこちら MDRT Foundation。
Music City Center内のMDRT Foundationブースに立ち寄り、ボランティアとしての参加方法や寄付について情報を得てください。