프로그램 일반 준비(PGA) 자원봉사자로 활동하여 특별한 행사 경험을 만들어 보십시오. 전 세계 각지의 회원들과 인맥을 쌓을 수 있고, 진행 업무를 돕는 중요한 역할을 하여 MDRT 연차총회에 참가한 동료들에게 즐거운 경험을 선사할 수 있습니다. 총회 참석 등록 시 자세한 내용을 확인하고 8개 태스크포스 중 하나에 지원하십시오.
자원봉사자는 6월 24일(토) 오후 4시 30분에 열리는 PGA 킥오프에 반드시 참석해야 합니다. 특별 강연을 듣고, 업무를 파악하고, 팀원들과 만남을 가질 수 있도록 내슈빌에 여유 있게 도착하십시오. 자원봉사는 MDRT 회원만 신청할 수 있습니다. 입장은 오후 4시부터 가능합니다.
동기부여 강연자이자 작가인 케빈 브라운(Kevin Brown)은 사람들과 조직이 간단한 철학을 포용함으로써 세계 최고의 조직과 높은 성과를 내는 사람으로 차별화될 수 있도록 도움을 주는 데 깊은 관심이 있습니다. 브라운은 강연을 통해 사람들이 매일 나타나 일과 생활에서 긍정적인 변화를 이루도록 즐거움과 용기를 주고 도전 의식을 불러일으킵니다.
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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마티 윌슨(Marty Wilson)은 평생 커리어를 쌓으면서 회복탄력성에 대해 연구했습니다. 이는 그가 성공적인 커리어를 쌓고 또 다른 커리어를 향해 도약한 지칠 줄 모르는 사업가이기 때문입니다. 약사, 광고 카피라이터, 희극배우 경력을 지닌 윌슨은 베스트셀러 작가이자 강연자이며, 호주에서 올해의 코미디언 상(Australian Comic of the Year)을 받기도 했습니다. 또한, 50만 명 이상의 청중을 대상으로 농담과 유머가 건강 및 혁신의 분야에서 어떻게 행동 변화를 끌어내는지에 관해 강연을 펼쳤습니다.
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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명사와 유명 강연자들이 재무서비스, 영업 전략, 비즈니스 실무, 일과 삶의 균형 등에 관한 주제를 다루며 영감을 주는 이야기와 업계 콘텐츠를 공유합니다.
인큐(IN-Q)는 에미상 후보에 오른 시인이자 멀티플래티넘 작사가이며, 기조 연설자이자 베스트셀러 <Inquire Within(인콰이어 위딘)>의 저자입니다. 그는 오프라 윈프리가 선정한 세계에서 가장 영향력 있는 명사 명단인 SuperSoul100에 이름을 올렸으며, 수년 동안 무수히 많은 기업과 일하며 협력 콘텐츠와 스토리텔링 워크숍을 통해 기업의 스토리를 전하는 데 일조했습니다. 최근 그의 다양한 시 영상이 입소문을 타며 7,000만 회 이상 조회되었으며, 그의 스탠드업 시 스페셜 ‘IN-Q — Live at the Ace Theatre’가 현재 아마존 프라임 비디오에서 방영되고 있습니다.
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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앨빈 로(Alvin Law)는 1981년에 진로를 바꿔 동기부여 강연자가 되기로 했을 때 캐나다에서 인기 있는 DJ였습니다. 양팔이 없이 태어난 로는 태도가 지나치게 강조되는 데에는 이유가 있다는 걸 증명했습니다. 실제로 과학은 태도가 신체 내부의 화학반응을 변화시키고 정신 건강을 강화하는 비결이라고 인정합니다. 베스트셀러 작가이자 공인 강연 전문가인 그는 5대륙의 7,500개 이상의 행사에서 200만 명 이상의 사람들에게 매력적인 그의 이야기를 전했으며, 미국에서 방송되고 수상의 영예를 안은 여러 다큐멘터리의 주인공이기도 했습니다.
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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숀티 로위(Chaunté Lowe)는 아내, 어머니, 기업 대표일 뿐만 아니라 올림픽에 4차례 출전한 프로 운동선수이자 미국 신기록 보유자이며 월드 챔피언십 3관왕, 미국 챔피언십 12관왕을 한 이력도 있습니다. 그녀는 유방암으로 화학요법과 양쪽 유방절제술을 받으면서 2021 도쿄 올림픽을 위한 훈련을 한 후에 인기 연사가 되었습니다. 로위가 지닌 회복력은 그녀의 인생뿐만 아니라 그녀의 강연을 듣는 사람들에게도 강렬한 인상을 남깁니다.
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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명사와 유명 강연자들이 재무서비스, 영업 전략, 비즈니스 실무, 일과 삶의 균형 등에 관한 주제를 다루며 영감을 주는 이야기와 업계 콘텐츠를 공유합니다.
에이드리언 P. 베이커(Adrian P. Baker, Dip PFS)는 St. James’ Place Wealth Management Group의 선임 파트너이자 2023 MDRT 재단 회장입니다. 그는 사람들을 보살피는 사람들과 본인과 다음 세대를 위해 행복한 미래를 가꿔나가고자 하는 사람들과 일하는 데 깊은 관심이 있습니다. 형편이 어려운 가정의 아기들에게 무료로 두개정골요법을 제공하는 단체인 Baby Check Bath의 공동설립자이자 이사인 베이커는 기업가 정신을 지니고 있으며 세상에 긍정적인 기여를 하는 데 뜻을 함께하는 기업 대표들과 긴밀하게 일합니다.
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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팀 가드(Tim Gard)는 영업, 인적 지원, 사기 조사 등의 분야에 20년이 넘는 경력을 지니고 있습니다. 명예의 전당 강연자이자 공인 강연 및 성과 전문가인 가드는 사람들에게 스트레스를 줄이고 유머와 가벼움을 통해 회복력을 향상하는 방법을 가르치는 데 자신의 커리어를 바쳤습니다. 그는 3,000개 이상의 행사에서 강연을 했으며, 스트레스를 줄이는 사무실 제품을 개발하고 여러 권의 책을 집필했습니다.
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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리즈 머레이(Liz Murray)는 유년기 관계의 힘을 확장하기 위해 청소년 멘토링을 재정의하는 단체 The Arthur Project의 공동설립자입니다. 머레이는 소외 계층의 청소년을 위한 든든한 지지자로, 이러한 청소년들이 관계 기반의 학습을 통해 대물림되는 가난을 끊어낼 수 있도록 지원합니다. 에미상 후보에 오른 영화 '길 위에서 하버드까지(Homeless to Harvard)'의 주인공이었던 머레이는 그녀와 비슷한 학생들과 기업 관람객에게 장애물 극복에 대한 동기를 부여했습니다.
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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조프 램(Geoff Ramm)은 영감을 주는 기조 연설자이자 <Celebrity Service(셀러브리티 서비스)>와 <Celebrity Service Superstars(셀러브리티 서비스 슈퍼스타)>의 저자입니다. Forbes 매거진은 그를 게임체인저로 묘사한 바 있으며, 그는 기업이 인지하지 못한 서비스 경험에서의 차이를 만들어내며 Emirates, Warner Brothers, McDonalds 등 세계 굴지의 브랜드의 신뢰를 받고 있습니다. 램은 사람들이 전 세계 청중에게 도전정신을 불러 일으키고 영감을 주면서 경쟁에서 우위를 점할 수 있는 찬연한 아이디어를 구상하도록 조언합니다.
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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잭 쇼(Jack Shaw)는 신기술 설계, 개발 및 도입에 관해 30년 이상의 경력을 지닌 혁신 및 변화 관리 전략가로서, 기술의 새로운 물결 속에서 리더들이 조직의 디지털 에코시스템을 혁신하도록 돕습니다. 쇼는 세계 최고의 강연자 25인 및 최고의 기술 미래학자 5인 중 하나로 선정된 글로벌 사고 리더십 전문가입니다. 그는 Mercedes Benz, Bosch, GE, Coca-Cola 등 Fortune 500대 기업을 비롯한 전 세계 30만 명에 이르는 청중에게 자신의 인사이트를 전했습니다.
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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제시카 톰슨(Jessica Thompson)은 국제 재난 구호 비영리단체 올 핸즈 앤 하츠(All Hands and Hearts, AHAH)의 대표입니다. 인도네시아 가옥 재건을 돕기 위해 AHAH와 함께한 첫 3주간의 자원봉사는 AHAH의 사명에 대한 평생의 약속으로 바뀌었습니다. 톰슨은 현재까지 63,000명 이상의 자원봉사자 협조를 지원했으며 144개의 재난 구호 프로그램을 발족하고 수백만 명이 넘는 사람들에게 선한 영향력을 미치고 있습니다.
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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커넥션존에서는 50개 이상의 짧고 강렬한 교육적 목적의 프로그램이 7개 언어로 제공됩니다. 바로 활용할 수 있는 팁과 최신 아이디어를 확인하여 일상 업무에 적용해 보십시오.
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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새로운 아이디어를 유발하고 현재의 위기에 해결책을 제시하도록 마련된 개별강연은 기대를 저버리지 않습니다! 회원 및 비회원 업계 전문가가 함께하며 보장 상품, 자산 관리, 은퇴 전략, 마케팅, 고객발굴, 비즈니스 프로세스, 직원 관리, 기술, 워라밸을 주제로 한 다양한 지식을 공유합니다.
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.
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.
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.
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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클레멘트 치아 웬 치엔(Clement Chia Wen Chien)은 다양한 배경의 개인 및 기업 고객 재정 포트폴리오를 관리하고 그가 제공하는 솔루션의 효과에 자부심을 느낍니다. 치아의 업무는 정확성, 시의적절성, 신뢰성의 세 가지 핵심 가치를 중심으로 하며 그의 핵심 원칙은 고객의 우선순위와 이익을 토대로 합니다
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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박재석(Jae Seok Park) 회원은 공학박사이자 성공적인 재무상담사로 활동하고 있습니다.
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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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.
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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새로운 아이디어를 유발하고 현재의 위기에 해결책을 제시하도록 마련된 개별강연은 기대를 저버리지 않습니다! 회원 및 비회원 업계 전문가가 함께하며 보장 상품, 자산 관리, 은퇴 전략, 마케팅, 고객발굴, 비즈니스 프로세스, 직원 관리, 기술, 워라밸을 주제로 한 다양한 지식을 공유합니다.
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.
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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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서울디지털대학교 보험금융학과 겸임교수를 역임했던 한상욱(Sang Uk Han) 회원은 미디어 플랫폼을 통해 다양한 컨퍼런스에서 보험과 영업에 대한 강연을 진행해 왔습니다.
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.
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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앤드류 인우드(Andrew Inwood)는 런던, 마닐라, 보스턴, 마드리드, 시드니 및 페루에 지사를 둔 글로벌 고객 리서치 및 데이터베이스 기업 CoreData Research의 CEO입니다. 지난 20년간 전 세계의 고객 관계, 시장, 상담에 관한 연구를 이끌었으며 조직 및 개인 간 신뢰 전달을 전문으로 합니다. 그는 정부, 자산 관리사, 은행, 재무 상담 및 유통 기업을 위해 일하는 널리 인정 받는 기조 강연자이기도 합니다.
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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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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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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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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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.
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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.
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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.
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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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.
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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명사와 유명 강연자들이 재무서비스, 영업 전략, 비즈니스 실무, 일과 삶의 균형 등에 관한 주제를 다루며 영감을 주는 이야기와 업계 콘텐츠를 공유합니다.
제니퍼 A. 보리슬로우(Jennifer A. Borislow, CLU)는 뉴잉글랜드 전역의 사업체 300여 곳에 혁신적인 건강 및 복지 관련 지원 솔루션을 제공하는 선도적인 기업 Borislow Insurance의 설립자이자 CEO입니다. 보리슬로우는 2012년 MDRT 회장을 지냈으며 MDRT 행사 강연자 등으로 활발하게 활동을 이어가고 있습니다. 또한, 5권의 책을 집필한 저자 또는 공동 저자이며, 여러 보험 회사의 자문 위원회 위원이기도 합니다.
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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유진 G. 보치(Eugene G. Bozzi, LUTCF)는 38년간 Prudential Financial에서 은퇴, 자산 보호, 레거시 설계 전문 상담사로 일했습니다. Prudential의 현장 자문위원회에서 적극적으로 활동하고 있고, Prudential 표창 자격을 달성했으며 마스터위원회 위원이기도 합니다.
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.
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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카를라 브라운(Carla Brown, FPFS)은 9명으로 구성된 지원팀과 함께 영국 잉글랜드 체스터 인근에서 성장세에 있는 비즈니스를 운영하고 있습니다. 10년 전에 수상 경력의 비즈니스를 창업했으며, 진정한 부란 현금과 신용카드 그 이상이라는 마음가짐을 가지고 고객 중심의 재무설계 접근법을 포용함으로써 성과를 내고 있습니다.
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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쯔핀 차오(Tzu-Pin Chao)는 공공 자선 프로그램에 기부하며 계속해서 비즈니스 개발을 추진합니다. 그는 개인적으로 기부를 하고 팀을 이끌며 지역사회 봉사를 하는 등 TOT 브랜딩 구축 방법을 이해하고 있습니다.
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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댄 클락(Dan Clark)은 세계적인 리더십 개발 기업의 창립자이자 CEO이며, 높은 성과를 내는 비즈니스의 코치이자 35권의 책을 집필한 New York Times 선정 베스트셀러 작가입니다. 몸이 마비되는 부상을 극복하기 위해 고군분투했던 수상 경력의 운동선수인 클락은 세계 최고의 동기부여 강연자 10인 중 한 명으로 이름을 올렸으며 슈퍼볼 챔피언과 이라크, 아프가니스탄, 아시아, 아프리카의 전투병 등을 비롯한 전 세계 600만 명 이상에게 강연을 했습니다. TV와 라디오 쇼에 500회 이상 출연했으며 다양한 출판물에도 소개된 바 있습니다.
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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웬디 디아즈(Wendy Diaz)는 엘살바도르에서 활동하는 생명보험 전문가로, 사람들에게 신장 질환 및 신장 이식의 예방과 방향에 대해 교육합니다. 디아즈는 동기부여에 관한 책을 집필했으며 다른 사람들을 돕는 데 열정적입니다.
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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그레고리 B. 개그니(Gregory B. Gagne, ChFC)는 COT를 4회, TOT를 14회 달성한 23년 차 MDRT 회원으로 MDRT 집행위원회의 제1부회장이자 MDRT 재단 엑스칼리버 나이트이며 재단 이사회에도 소속되어 있습니다. 개그니는 자산 관리 및 분배 설계 서비스를 제공하는 Affinity Investment Group LLC의 창립자입니다. TOT 글로벌 위원회 위원, 프로그램 준비, 프로그램 개발 등 다양한 MDRT 자원 역할을 수행했습니다. 또한, MDRT 행사에서 12번의 강연을 선보였습니다. MDRT 임원 외에도 미국보험상담가협회(NAIF) 뉴햄프셔 전회장을 역임했으며, 2008년에는 NAIFA–New Hampshire Distinguished Financial Advisor Award 상을 수상한 바 있습니다.
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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J.B. 그리피스 3세(J.B. Griffith III, Ph.D., ChFC)는 이십여 년 동안 재무 서비스 업계에서 강사 및 코치로 활동해 왔습니다. 개인 가정과 중소기업이 재정적 여유를 확보할 수 있도록 종합 설계 서비스를 전문적으로 제공합니다. 그리피스는 업계 정기 간행물에 재무 설계에 대한 그만의 특별한 관점을 다룬 수많은 글을 기고했으며, 목표 설정 및 성취 동기 부여, 경쟁사와의 차별화 등을 주제로 전국 순회 강연을 진행하기도 했습니다.
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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나지 A. 하다드(Naji A. Haddad)는 레바논에서 활동하는 자수성가한 독학파 재무 상담사로, 고객이 존엄하게 살고 오래 지속될 유산을 남기도록 도우면서 고객의 삶에 끊임없이 긍정적인 변화를 만들어내며 보다 안전한 내일을 보장해주고 있습니다.
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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줄리앤 허텔(Julianne Hertel, CLTC)은 15년간 재무 서비스 상담사로 일했으며, 미국 매사추세츠 우스터에서 활동합니다. 현재 다른 사람들을 위해 매일 일어나 세상을 더 행복하고 나은 곳으로 만드는 고객들에게 재무 설계 및 자산 관리 서비스를 중점적으로 제공하고 있습니다.
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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주 롱 리(Jue Rong Lee)는 2004년에 재무 서비스 일을 시작했으며 현재 싱가포르 Prudential에서 재무 서비스 디렉터이자 개인 자산 컨설턴트로 일하고 있습니다.
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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에드워드 프랭클린 마셜(Edward Franklin Marshall, APFS)은 2001년에 재무 서비스 일을 시작했으며, 2006년에 Kingsland Wealth Management에 합류했습니다. 그는 즐거운 마음으로 시간을 들여 고객의 가장 깊은 곳에 있는 가치를 이해하며, 고객에게 가장 중요한 것인 목표 달성에 필요한 도구를 제공합니다. 그는 이러한 방식을 통해 각각의 고객이 평생 든든한 버팀목이 있다는 걸 인식하며 자신의 재정 계획에서 완전한 확신을 경험할 수 있다고 믿습니다.
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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수바스 V. 나단(Subhas V. Nathan)은 재무 서비스 디렉터로, '성격을 통한 성공' 철학을 토대로 입증된 여러 방법을 활용하여 MDRT, COT, TOT 상담사를 멘토링해 왔습니다. 그는 싱가포르에 있는 Eminence Group의 리더이며, 이곳에서 동료 상담사들이 잠재력을 최대한 발휘하도록 돕고자 하는 열정을 실현하고 있습니다.
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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스콧 S. 패터릭(Scott S. Paterick, CLU, ChFC)은 성공한 재무 상담가로, MDRT가 자신의 삶을 긍정적으로 바꾸어 놓았다고 합니다. 그는 경험을 통해 고객과 의미 있고 생산적인 토론을 나누는 것이 어려운 문제를 지금 처리하면 틀림없이 나중에 그 성과가 빛을 볼 것이라는 점을 이해하는 데 큰 도움이 된다는 사실을 배울 수 있었습니다.
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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찰리 리딩(Charlie Reading, APFS)은 영국 주요 재무설계 기업인 Efficient Portfolio의 창립자입니다. 세 차례의 철인 경기 완주자이자 울트라러너이며, 4권의 책을 집필했습니다. 또한, 그는 TRIBEathlon 팟캐스트의 호스트로 지구력 운동 분야의 전 세계 정상급 선수들을 인터뷰합니다. 여러 개의 비즈니스를 설립하고 매각했으며 현재는 전문직을 위한 코칭 비즈니스 The Trusted Team을 운영하고 있습니다.
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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린 장(Lin Zhang)은 2019년부터 재무 서비스 업계에 종사한 11년 차 기업가입니다. 그는 시간을 현명하게 쓰는 방법을 찾았고 다른 사람들도 전인격 개념을 중심으로 인생을 살아가는 데서 최대한 이점을 누릴 수 있도록 자신의 아이디어를 즐거운 마음으로 공유하고 있습니다.
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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장 루오닝(Zhang Luoning)은 2014년에 홍콩시립대학교를 졸업하고 2016년에 홍콩 AIA에 입사했습니다. 2020년에 선임 지역 관리자로 승진했으며, 현재 200명이 넘는 고객의 재무 포트폴리오 관리를 돕고 있습니다.
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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커넥션존에서는 50개 이상의 짧고 강렬한 교육적 목적의 프로그램이 7개 언어로 제공됩니다. 바로 활용할 수 있는 팁과 최신 아이디어를 확인하여 일상 업무에 적용해 보십시오.
줄리앤 허텔(Julianne Hertel, CLTC)은 15년간 재무 서비스 상담사로 일했으며, 미국 매사추세츠 우스터에서 활동합니다. 현재 다른 사람들을 위해 매일 일어나 세상을 더 행복하고 나은 곳으로 만드는 고객들에게 재무 설계 및 자산 관리 서비스를 중점적으로 제공하고 있습니다.
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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새로운 아이디어를 유발하고 현재의 위기에 해결책을 제시하도록 마련된 개별강연은 기대를 저버리지 않습니다! 회원 및 비회원 업계 전문가가 함께하며 보장 상품, 자산 관리, 은퇴 전략, 마케팅, 고객발굴, 비즈니스 프로세스, 직원 관리, 기술, 워라밸을 주제로 한 다양한 지식을 공유합니다.
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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다니엘 J. 제니어(Danielle J. Genier, CLU, CFP)는 종합재무설계 서비스를 제공하는 Genier Financial Services Inc의 창립자입니다. 현재 다니엘은 은퇴까지 10년이 남은 고객, 은퇴한 고객, 소규모 비즈니스 대표를 주요 고객으로 삼고 있습니다. 또한 재무서비스 업계에 매우 열정적이고 고객 지원, 자사 상담사 및 직원 멘토링을 즐깁니다.
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, 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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브랜든 헥컷(Brandon Heckert, CFP, AAMS)은 MassMutual과 아버지의 회사 FSM Wealth에서 18살의 나이에 인턴을 하며 재무서비스 일을 시작했습니다. FSM Wealth의 파트너가 되기 전에는 Country Financial에서 대표들에게 투자, 은퇴설계, 학자금, 보험설계 분야의 고급 재무 설계 전략을 상담하는 업무를 맡았습니다. 일리노이주립대학교의 학사를 취득했으며, NAIFA 캘리포니아 지부의 회원입니다. MDRT 행사뿐만 아니라 전 세계 다수의 주요 영업 및 리더십 컨퍼런스에서 강연한 바 있습니다.
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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브라이언 D. 헥컷(Brian D. Heckert, CLU, ChFC)은 자신의 직업적 삶을 개인과 기업을 위한 전략적 재무상담 서비스를 제공하는 데 바치고 있습니다. 수많은 MDRT 위원회 활동에 참여해 왔으며, 2016년에는 MDRT 회장을 역임했습니다. 2019년에는 NAIFA–일리노이의 회장을 역임했습니다. 업계에서의 지위와 리더십 덕분에 그는 세계적인 시야를 가지게 되었으며, 포브스, 월 스트리트 저널, CNN 머니, ThinkAdvisor 등의 언론 매체에 수 차례 소개되기도 했습니다. 35개 국가, 미국의 49개 주에서 선도적인 전략기획에서부터 실적 관리 방법까지 다양한 주제로 강연을 해왔습니다.
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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이은지(Eun Ji Lee) 회원은 2008년 5월 푸르덴셜 생명에 입사한 후로 재무서비스 상담사로서 큰 성공을 거두었습니다.
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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라이언 제이크 퍼킨스(Ryan Jake Perkins)는 Genier Financial Services Inc에서 7년 넘게 근속했으며 지난해 대표가 되었습니다. 그는 전문직 종사자, 젊은 사업주, 차세대 부유층 고객을 전문으로 합니다.
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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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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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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차주원(Joowon Cha) 회원은 기업 컨설팅, 상속 및 증여, 고액자산 고객관리(부동산 포함)를 전문으로 하는 재무서비스 상담사입니다.
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, 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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AIA 싱가포르의 재무상담사인 프랜시스 마누엘 자귀레(Francees Manuelle Zaguirre)는 필리핀에서 나고 자랐으며 봉사에 대한 열정에서 비롯된 결심으로 20살에 싱가포르로 건너가 재무서비스 업계에 뛰어들었습니다. 그 당시에는 가족이나 친구, 돈도 없었지만, 현재는 MDRT 멘토로 활동하고 다양한 자선단체에서 자원봉사를 하며 사회에 환원해야 한다고 굳게 믿습니다.
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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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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새로운 아이디어를 유발하고 현재의 위기에 해결책을 제시하도록 마련된 개별강연은 기대를 저버리지 않습니다! 회원 및 비회원 업계 전문가가 함께하며 보장 상품, 자산 관리, 은퇴 전략, 마케팅, 고객발굴, 비즈니스 프로세스, 직원 관리, 기술, 워라밸을 주제로 한 다양한 지식을 공유합니다.
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.
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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차주원(Joowon Cha) 회원은 기업 컨설팅, 상속 및 증여, 고액자산 고객관리(부동산 포함)를 전문으로 하는 재무서비스 상담사입니다.
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, 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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AIA 싱가포르의 재무상담사인 프랜시스 마누엘 자귀레(Francees Manuelle Zaguirre)는 필리핀에서 나고 자랐으며 봉사에 대한 열정에서 비롯된 결심으로 20살에 싱가포르로 건너가 재무서비스 업계에 뛰어들었습니다. 그 당시에는 가족이나 친구, 돈도 없었지만, 현재는 MDRT 멘토로 활동하고 다양한 자선단체에서 자원봉사를 하며 사회에 환원해야 한다고 굳게 믿습니다.
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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새로운 아이디어를 유발하고 현재의 위기에 해결책을 제시하도록 마련된 개별강연은 기대를 저버리지 않습니다! 회원 및 비회원 업계 전문가가 함께하며 보장 상품, 자산 관리, 은퇴 전략, 마케팅, 고객발굴, 비즈니스 프로세스, 직원 관리, 기술, 워라밸을 주제로 한 다양한 지식을 공유합니다.
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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강철(Chul Kang) 회원은 기술을 활용하여 사업을 발전시켜왔으며, 수많은 MDRT 행사에서 강연을 하면서 재무전문가들이 비대면 고객상담을 통해 차별화 전략을 활용할 수 있도록 지원해 왔습니다.
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, 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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배리 몰린(Barry Moline)은 캘리포니아주립공익사업협회(California Municipal Utilities Association)의 상임이사로, 40년 동안 직장에서 사람들의 결속력을 이끌어 내고 있습니다. 과테말라에서 미국 평화봉사단으로 자원봉사를 하고 협회, 기업, 정부 및 비영리단체를 이끌기도 한 몰린은 자신의 직원 및 동료들이 서로 공감하도록 가르치며 커뮤니케이션 부진, 단편화된 정보, 확인되지 않은 추측 등 여러 문제를 해결하기 위해 노력하고 있습니다. 그는 시너지와 사교술의 중요성을 이해하며 소통의 수단으로 개인의 이야기를 공유하는 것이 가지는 힘을 믿습니다.
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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브루스 알렉산더(Bruce Alexander)는 Business Imagination Pty Ltd.의 마케팅, 브랜딩 및 전략 부문의 창의적인 디렉터이자 대표입니다. 그는 페라리, 존슨앤존슨, 에스티로더 등 다양한 고객을 위한 광고 캠페인을 만들었으며, 호주, 뉴질랜드, 남아프리카 전역에서 볼 수 있는 Starmart for Caltex(Texaco) 서비스 스테이션을 구축했습니다. 예전에는 전문 작곡가로 활동했으며 를 출간한 바 있습니다.
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 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, 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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송해석은 현재 한국재무설계 이사이며, 금융 서비스 업계에서 다수의 상을 수상한 바 있다. VIP 고객전문 강사로서, 의사고객, 대기업 고객 100명에 대한 재무설계를 제공하고 있다.
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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명사와 유명 강연자들이 재무서비스, 영업 전략, 비즈니스 실무, 일과 삶의 균형 등에 관한 주제를 다루며 영감을 주는 이야기와 업계 콘텐츠를 공유합니다.
인큐(IN-Q)는 에미상 후보에 오른 시인이자 멀티플래티넘 작사가이며, 기조 연설자이자 베스트셀러 <Inquire Within(인콰이어 위딘)>의 저자입니다. 그는 오프라 윈프리가 선정한 세계에서 가장 영향력 있는 명사 명단인 SuperSoul100에 이름을 올렸으며, 수년 동안 무수히 많은 기업과 일하며 협력 콘텐츠와 스토리텔링 워크숍을 통해 기업의 스토리를 전하는 데 일조했습니다. 최근 그의 다양한 시 영상이 입소문을 타며 7,000만 회 이상 조회되었으며, 그의 스탠드업 시 스페셜 ‘IN-Q — Live at the Ace Theatre’가 현재 아마존 프라임 비디오에서 방영되고 있습니다.
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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딜런 알콧은 패럴림픽 메달리스트, 자선사업가, 기업인, 기조 연설자이며, 장애를 가진 사용자에 대한 올바른 인식 형성과 응대 방법을 기업과 정부 기관에 지도하는 교육 프로그램 제공업체인 Get Skilled Access의 공동 설립자입니다. 또한 알콧은 2017년 딜런 알콧 재단을 설립하여 호주 청년들에게 멘토링, 장학금, 후원금을 지원하면서 그들이 장애를 받아들일 수 있도록 돕고 있습니다. 2018년에는 자서전 '에이블: 금메달, 그랜드슬램 그리고 유리 천장 격파(Able: Gold Medals, Grand Slams and Smashing Glass Ceilings)'를 출간했으며, 2022년에는 장애인의 존경을 받는 인물로 선정되었고 패럴림픽 스포츠에 기여한 공로로 호주 훈공장(Officer of the Order of Australia)을 수여받았습니다.
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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하이디 데닝(Heidi Dening)은 회복력, 셀프 리더십, 웰빙 프로그램을 통해 전 세계 수천 명의 사람들에게 영감을 주는 데 자신의 커리어를 바친 베스트셀러 작가입니다. 교육이 삶을 변화시킨다고 믿는 데닝은 리더들과 그 팀원들에게 변화와 스트레스, 불확실성에도 불구하고 잠재력을 극대화하기 위해 노력하도록 용기를 북돋는 특별한 능력을 지녔습니다. 최근에는 아시아태평양 지역에서 최고의 국제 기조 강연자로 이름을 알렸으며 회복력에 관한 전문가로 미디어에 종종 출연하고 있습니다.
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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RGF Integrated Wealth Management는 1973년에 설립되어 밴쿠버에 본사를 두고 직원 65명이 상주하는 재정 자문 회사로, 클레이 길레스피(Clay Gillespie, CFP, CLU)는 이곳의 재무상담사, 자산관리자 겸 부장을 역임하고 있습니다. 길레스피는 은퇴 소득 설계와 은퇴 후 효과적인 소득 창출, 관련 자산 설계 문제를 전문적으로 다룹니다. 2019 TOT 글로벌 위원회 위원 및 자문위원회 체어, 2017년 CALU 의장을 지낸 바 있습니다.
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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켈러 리나우도(Keller Rinaudo)는 인명 구조 의료 용품을 병원과 보건 센터에 즉시 배송하도록 무인항공기를 개발, 제작 및 운용하는 미국의 의료 제품 배송 기업 Zipline을 공동 창립한 로보틱스 및 의료 혁신가입니다. 하버드대학교를 졸업한 리나우도는 체내 세포에서 분자 의사로 작용하는 RNA와 DNA를 토대로 한 컴퓨터를 만들었으며 이러한 연구를 Nature Biotechnology에 발표하여 Nature Biotechnology 역사상 가장 젊은 저자가 되었습니다.
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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랜디 L. 스크리치필드(Randy L. Scritchfield, CFP, LUTCF)는 COT를 3회, TOT를 21회 달성한 38년 차 MDRT 회원으로 IPP(Immediate Past President)이자 MDRT 재단의 엑스칼리버 나이트를 역임하고 있습니다. 또한, 이너 서클 소사이어티의 회원이며 이사회 소속으로 활동하고 있습니다. 다마스쿠스에 위치한 은퇴설계회사 Montgomery Financial Group의 창립자이자 회장인 랜디는 MDRT 관리위원회를 6번, 위원회 체어를 9번 맡는 등 다양한 MDRT 자원 활동을 한 바 있습니다. 또한, TOT 디비전 부회장과 자문위원회 체어, 연차총회 프로그램 개발 디비전 부회장 등 여러 리더십 역할을 수행하고 있습니다. MDRT 연차총회와 TOT 연차총회에서 수차례 강연을 했으며, MDRT를 대신하여 국제 행사에서 여러 차례 강연을 했습니다.
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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알렉스 쉰(Alex Sheen)은 약속을 통해 인간성을 회복하자는 취지로 운영되고 있는 비영리 사회운동, '약속을 했기 때문입니다(Because I Said I Would)'의 창시자입니다. 쉰이 아버지를 잃은 데서부터 시작된 이 단체는 전 세계 모든 곳의 모든 사람들에게 무료로 약속 카드를 보냅니다. 단 2년 만에 'because I said I would'는 153개가 넘는 나라에 1,230만 개 이상의 약속 카드를 보냈습니다. 쉰은 TEDx에서 다섯 차례 강연을 했으며 그의 자선사업은 ABC World News, CNN, The Today Show, NPR, The Los Angeles Times 등 기타 여러 프로그램에 소개된 바 있습니다.
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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MDRT 연차총회에서 가장 큰 무대인 주강연에서는 인기 회원 강연자, 업계 리더, MDRT 재단 및 집행위원회가 흥미로우며 영감을 주는 콘텐츠를 발표합니다.
주강연: 명사와 유명 강연자들이 재무서비스, 영업 전략, 비즈니스 실무, 일과 삶의 균형 등에 관한 주제를 다루며 영감을 주는 이야기와 업계 콘텐츠를 공유합니다.
MDRT 스피크: 화요일 오전에 빠르게 진행되는 MDRT 스피크는 행사의 하이라이트로 MDRT 회원들이 혁신적이고 창의적인 비즈니스 개념을 다양한 형식의 강연을 통해 공유합니다. 생산성, 고객 참여 전략, 비즈니스 실무를 개선하기 위한 아이디어를 확인해 보십시오.
집행위원회 연설: 2023 회장 연설을 비롯한 MDRT 집행위원회의 연설을 들어 보십시오.
MDRT 재단: 2023 자선 파트너와 MDRT 재단이 전 세계에 미치는 지속적인 영향에 대해 자세히 알아보십시오.
주강연 대담: MDRT 리더와 유명 강연자 간의 심도 있는 대담을 들으실 수 있습니다.
특별강연은 MDRT 연차총회의 추가 강연으로서 특별하고 독점적인 콘텐츠를 제공합니다.
특별강연 오찬*: 업계 전문가와 함께 관련 주제를 심층적으로 살펴보십시오. 점심 식사가 제공됩니다. (영어로 강연되며 통역이 제공되지 않습니다.)
신규 참가자 대상 강연: 다른 신규 참가자들과 함께 소통하며 귀중한 행사를 100% 즐길 수 있는 방법을 찾아보십시오. 동료들과 함께 성공을 기념하고, 영감을 주고, 내슈빌에서 보내는 4일을 넘어 이후에도 지속될 동료애를 쌓을 수 있는 특별한 기회를 놓치지 마십시오. 이 강연은 신규 참가자를 위해 마련되었으나 누구나 참석할 수 있습니다.
COT 및 TOT 프로그램**: COT 및 TOT 회원 전용 강연에서 동료 COT 및 TOT 회원들과 함께하며 행사 경험을 강화해 보십시오. (2023 COT 및 2023 TOT 회원 전용 행사입니다.)
COT 및 TOT 공개 포럼**: COT 및 TOT 회원이라면 수요일 오전에 90분 동안 진행되는 이 세션에서 관심사별 주제에 대해 다른 회원들과 의견을 나눌 수 있습니다. 비공식 원탁 토론은 언어별로 그룹이 구성되며 TOT 회원들이 진행합니다. (2023 COT 및 2023 TOT 회원 전용 행사입니다.)
MDRT 글로벌 서비스 세션**: MDRT 글로벌 서비스 회원만을 위한 이 4개의 특별 세션은 재무서비스 업계의 팀 리더들을 대상으로 합니다. 팀 관리 전략 및 아이디어가 가득한 강연을 통해 여러분의 리더십 여정의 속도를 높이고 글로벌 서비스 동료 회원들과 소통할 수 있습니다. (영어로 강연되며 통역이 제공되지 않습니다.)
새로운 아이디어를 유발하고 현재의 위기에 해결책을 제시하도록 마련된 개별강연은 기대를 저버리지 않습니다! 회원 및 비회원 업계 전문가가 함께하며 보장 상품, 자산 관리, 은퇴 전략, 마케팅, 고객발굴, 비즈니스 프로세스, 직원 관리, 기술, 워라밸을 주제로 한 다양한 지식을 공유합니다.
혁신적인 아이디어로 가득 찬 커넥션존에서는 짧고 강렬한 프레젠테이션과 동료 회원들과 소통할 수 있는 추가 기회를 제공합니다. 재미있고 생동감 넘치는 이 공간은 총회 기간 동안 개방됩니다. 동료들과 소통하며 새로운 우정을 쌓고, 사진 촬영을 하며, 강연자와 함께하는 Q&A 세션에 참여하고 흥미로운 강연을 시청해 보십시오. 커넥션존에서는 50개 이상의 짧고 강렬한 강연이 7개 언어로 제공됩니다. 바로 활용할 수 있는 팁과 최신 아이디어를 확인하여 일상 업무에 적용해 보십시오.
행사 등록이 가능한 사람은 2023 MDRT 회원, MDRT 글로벌 서비스 회원, 2023 MDRT 에이전시 매니저 프로그램 회원, 2023 MDRT Academy 회원, 2023 MDRT 멘토링 프로그램 멘티입니다. 배우자, 자녀, 친지, 친구나 동료들은 어떤 공식 행사에도 등록하거나 참가할 수 없습니다.
지금 MDRT 회원 가입하기MDRT 글로벌 서비스에 대해 자세히 알아보십시오.
MDRT 에이전시 매니저 프로그램에 대해 자세히 알아보십시오.
MDRT Academy 및 MDRT 멘토링 프로그램 행사 등록 자격 조건에 대해 자세히 알아보십시오.
참석할 수 있는 MDRT 연차 총회 및 이벤트에 대해 자세히 알아보세요!
MDRT 스토어에서는 업계 내 최고의 교육 자료를 쇼핑하실 수 있습니다. 내슈빌 뮤직 시티 센터에서 현장 스토어를 방문하거나 온라인 사이트 mdrtstore.org에 방문하여 서적, 행사 전용 상품, 명패, 의류 및 MDRT 브랜드 상품을 쇼핑해 보십시오.
MDRT 스토어는 총회 기간 중 현금을 받지 않으며 어떠한 현금 거래도 진행하지 않습니다.
MDRT 재단은 세계 곳곳의 자선단체에 기부함으로써 MDRT 회원들의 관용과 봉사, 영향력을 보여줍니다.MDRT 재단에 대해 자세히 알아보십시오.
행사 기간 동안 뮤직 시티 센터의 MDRT 재단 부스를 방문하여 자원봉사 기회에 대해 알아보시고 기부해 주십시오.