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전 세계에서 온 MDRT 동료들과 함께 연중 가장 중요한 회의에 참석하세요!
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짐 퀵(Jim Kwik)은 두뇌 최적화, 기억력 향상 및 가속 학습 분야에서 국제적으로 인정받는 권위자입니다. 뉴욕타임스와 월스트리트저널 베스트셀러 작가이며, 뇌 영양, 뇌 유형, AI가 일상생활에 미치는 영향 등을 포함하여 독보적인 생산성, 개인적 변화 및 직업적 업적을 위한 도구를 수많은 사람에게 제공했습니다. 구글, 버진 애틀랜틱, 나이키, 스페이스X 및 20세기 스튜디오와 같은 업계 거대 기업과 하버드 대학교, 국제연합과 같은 기관에서 그의 방법론을 도입했습니다.
에이미 조 마틴(Amy Jo Martin)은 개인과 기업을 위한 긍정적인 변혁을 통해 사람을 혁신하는 기업인 레니게이드 글로벌(Renegade Global)의 창립자이자 CEO입니다. 또한, 베스트셀러 작가이기도 하고, 강연가이자 교육자, 투자가이며 팟캐스트 “지금 당장 해볼까?(Why Not Now?)”의 호스트이기도 합니다. 마틴은 수천 명의 사람들에게 그들의 아이디어를 바로 행동에 옮기기 위해 필요로 하는 도구를 주었고, 힐튼 월드와이드 홀딩스, 나이키, 샤킬 오닐, 델과 같은 세계적으로 알려진 브랜드들과도 긴밀하게 일한 경험이 있습니다. 또한, 그녀는 초기의 디지털 에이전시 중 하나를 창립하며 오늘날 우리가 접하는 온라인 퍼스널 브랜딩을 개척한 사람이기도 합니다.
맥스 메이저(Max Major)는 미국 네바다주 라스베이거스에 거주하는 세계적으로 유명한 멘탈리스트입니다. 3,500번의 라이브 쇼를 통해 연마한 신체 언어 읽기 능력으로 관중을 사로잡은 메이저는 제다이 마인드 트릭을 현실에서 선보입니다. ‘아메리카 갓 탤런트(America’s Got Talent)’ 15시즌의 스타이기도 하며 전 세계에서 가장 많은 팔로워를 가진 멘탈리스트로서 낯선 사람의 마음을 읽는 방법에 대한 영상은 2022년에 조회수 10억 회를 돌파했습니다. 그의 고객으로는 페이스북, 마이크로소프트, 구글이 있으며 미국 국방정보국에서 신체 언어, 최면, 영향력에 대한 혁신적인 기술을 여러 번 시연했습니다.
지노 위크맨(Gino Wickman)은 기업을 훌륭하게 성장시킬 수 있도록 하는 실용적 방법론인 EOS(Entrepreneurial Operating System)를 개발했습니다. 그는 21세부터 창업가로 활동했으며, 기업을 번창시키는 방법을 배우는 데 매달렸습니다. 그리고 리더가 그들이 운영하는 기업을 통해 원하는 바를 성취할 수 있도록 돕기 시작했습니다. 그는 135개 이상의 기업을 위해 2,000회 이상의 종일 프로그램을 진행하며 EOS를 적용하는 방법을 가르쳤습니다. 더불어 베스트셀러인 "트랙션, 내 사업에 대해 파악하라(Traction: Get a Grip on Your Business)"의 저자이기도 합니다.
2024년 밴쿠버 연차총회 여행 신청은 최대 6개월까지 걸릴 수 있습니다.
비자, 전자여행허가(eTA), 여권 신청을 오늘부터 시작해 주시기 바랍니다.
(강연 없는 날)
(강연은 오전 11시에 시작)
Ponlacha Rojlertjanya went from being a computer engineer to attaining MDRT-level production as a financial advisor and life insurance agent and has received accolades for his creation of an online market for sustainability.
Kanyarat Yommana has been in the financial services profession for 14 years, joining right after graduation. He has received recognition for his achievements, earning the Quality Manager Award from his company for nine consecutive years.
Magali Bernal is a financial services advisor who specializes in international trade and finance. With a degree in international relations and a master’s degree in financial services, Bernal is a multifaceted businesswoman who believes her career is more than a profession — it’s a lifestyle.
Nobuyuki Fukumoto, AFPは1995年に生命保険の仕事を始め、通算7回会社のトップ・セールスの栄光に輝きました。2009年に独立し、（株）ソリューション・プランニングを立ち上げました。2015年にSonic Japan に入社しました。
Nobuyuki Fukumoto, AFP, from Hiroshima, Japan, joined Saison Life in 1995 and earned the company’s top performance award twice. In 2009, Fukumoto became an independent agent and established Solution Planning. He joined Sonic Japan in 2015.
Edwin Rodrigo Aguilar Valdez is an insurance advisor at Seguros Monterrey New York Life. With more than six years of experience offering courses, training and lectures in human resources and leadership topics at the national level, Aguilar Valdez works with 300-plus clients in every state of Mexico and serves as a mentor to fellow advisors.
Hozumi Hanada, LUTCFはパシフィック・ブリッジ・カンパニーズの日本部門のリーダーであり、パシフィック・ブリッジ・ウェルス・リソーシズの社長です。山梨県生まれ。東京で10年間編集者として働いた後、ファイナンシャル・アドバイザーとして、グローバルなファイナンシャル・ナビゲーションを通じて、日本人の夢や希望を実現するサポートをすることに情熱を注いでいます。
Hozumi Hanada, LUTCF, is a leader of the Japanese division at The Pacific Bridge Companies and serves as president of the Pacific Bridge Wealth Resources. Born in Yamanashi, Hanada worked as an editor in Tokyo for 10 years before discovering her true passion — supporting the Japanese community as their financial advisor by helping them realize their dreams and aspirations through global financial navigation.
Lizzette Castillo Martell joined the financial services profession in 2018 and is committed to achieving her goals — whether they are set by her company or herself. Castillo Martell is a mentor to her fellow advisors and has spoken at various forums, including at several regional offices in Mexico.
(2024년 COT 회원과 2024년 TOT 회원만 참석할 수 있습니다.)
Steve Backleyはやり投げの世界記録を3度更新し、世界No.1に輝いた達人です。幾度となく深刻な挫折を味わいながらも15年以上にわたってイギリス陸上ナショナルチームのメンバーとして、3回のオリンピックでメダルを獲得した唯一のイギリス人陸上競技選手であり、1990年には世界年間最優秀選手の栄冠に輝きました。
Roger Blackはヨーロッパ選手権、英連邦選手権、世界選手権の金メダルを含めて400メートルと4×400メートルリレーで合計15個のチャンピオンシップ・メダルを獲得したことで知られる元陸上選手です。選手生活で多くの障害を克服しながらイギリスとイングランド代表として国際的に活躍しました。
Steve Backley established himself as one of the all-time greats of his sport, becoming the world’s No. 1 javelin thrower after breaking the world record three times. Despite serious setbacks during his career, Backley participated in the British national athletics team for more than 15 years, is the only British track-and-field competitor to win medals at three different Olympic games and, in 1990, was crowned World Athlete of the Year.
Roger Black is a former athlete who is well-known for winning 15 major championship medals in the 400-meter and 4x400-meter relays, including European, Commonwealth and World Championship gold medals. Black competed internationally for Great Britain and England, overcoming many obstacles during his successful athletic career.
Regina Bedoya、CLU, ChFCはリタイアメントと保険プランニングを専門に扱うファイナンシャル・コンサルティング会社RB Financial Advisorsの社長です。2020年のMDRT会長であり、MDRT Foundationのプラチナ・ナイトの称号を持ち、Inner Circle Societyのメンバーです。Bedoyaはボランティアとして幅広い委員会活動に参加し、アニュアル・ミーティングや業界の国際的な会議で講演を行っています。これまでにIrvin Konter AwardおよびAmerican Free Enterprise Companion Medalを受賞し、Prudential Palm BeachのAgent of the Yearを2回受賞しています。
Tony Gordonは金融サービス業界で最も成功した有名なアドバイザーのひとりです。MDRTの元会長であり、50年以上の経験を持つGordonはその幅広い知識を生かしてアドバイザーを指導し、世界中の聴衆とアイディアを分かち合い、熱意を伝えています。
Thian Lung Jongは2006年にAIAに入社し、2008年にユニット・マネージャーに昇進しました。著書にSimplicity、共著にThe Mindset PlaybookおよびMalaysia Big Dealsがあり、その功績が称えられいくつもの賞を受けています。JongはMDRT会員として幅広くボランティア活動を行い、大会のPGA委員会、MDRTグローバル・アンバサダー、MDRT Foundationでさまざまな役割を果たしてきました。また、MDRTやエイジェンシー・マネジャー（機関長）会議、他の金融サービス組織でも講演をしています。
Regina Bedoya, CLU, ChFC, is president of RB Financial Services, a financial consulting firm specializing in retirement and insurance planning. She served as the 2020 MDRT President and is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Bedoya’s volunteerism within MDRT also includes extensive committee work as well as speaking at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and was named Prudential Palm Beach’s Agent of the Year twice.
Tony Gordon is one of the most successful and well-known advisors in the financial services profession. As an MDRT Past President — and with more than 50 years of experience in the business — Gordon applies his expansive knowledge to mentor other advisors and share his ideas and enthusiasm with audiences around the world.
Thian Lung Jong joined AIA in 2006 and was promoted to unit manager in 2008. He authored “Simplicity,” co-authored “The Mindset Playbook” and “Malaysia Big Deals,” and has received several awards over the years for his accomplishments. Jong has volunteered extensively as an MDRT member, serving in various roles for the MDRT Program General Arrangements Committee, as an MDRT Global Ambassador and for the MDRT Foundation. He has also participated in numerous speaking engagements for MDRT, at agency managers’ conferences and for other financial services organizations.
Alex BoyéはAmerica’s Got Talent出身の多文化・多世代のグローバル・アーティストであり、YouTubeチャンネルの再生回数は10億回を超えています。メンタルヘルスへの取り組みでDidi HirschのErasing the Stigmaを受賞し、アメリカ自殺予防財団の公式アンバサダーを務めています。Boyéはカーネギーホールで8回講演し、The Tonight Show Starring Jimmy Fallon, Fox & Friends, Good Morning Americaなどのトークショーにも出演しました。
Alex Boyé, an America’s Got Talent alumni, is a multicultural, multigenerational global artist with more than 1 billion views on his YouTube channel. He received the Didi Hirsch “Erasing the Stigma” award for his work on mental health initiatives and is the official ambassador for the American Foundation for Suicide Prevention. Boyé has performed at Carnegie Hall eight times and has appeared on talk shows such as “The Tonight Show Starring Jimmy Fallon,” “Fox & Friends” and “Good Morning America.”
Ian Green, Dip PFSは2021年MDRT会長、2017年トップ・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委員長。ロンドンで独立系ファイナンシャル・プランニングの会社を経営し、ホール・パーソンのコンセプトの提唱者として、その成功の多くはMDRTから学んだことに起因していると述べます。
Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs an independent financial planning firm in London and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.
Yohei Tomita冨田洋平は2004年に日本のプルデンシャル生命に入社し、2009年にセールス・マネージャーに昇進して人材採用と育成、組織管理を学びました。2013年に再び営業職に復帰し、現在は相続・遺産設計および事業承継を専門としています。クライアントが直面する可能性のある潜在的な課題を指摘し、最適な解決策に導くことに情熱を注いでいます。
Yohei Tomita joined Prudential Life of Japan in 2004 and was promoted in 2009 to sales manager, a role that taught him how to recruit, develop and manage a team. In 2013, he transitioned back to sales and currently specializes in inheritance/estate planning and business succession. Tomita is passionate about uncovering potential challenges clients may face and guiding them to solutions that are best for them.
Joel Zeff is a dynamic speaker, improvisational humorist and renowned motivator with a central message for his audiences: Organizations and individuals should celebrate everyday successes to increase collaboration, productivity, passion and innovation. Since 1997, Zeff has inspired audiences such as Wells Fargo, Samsung and the IRS, delivering a combination of inspiration, essential business knowledge and ideas to help them reconnect with their passion and success.
Diana Chaoはアメリカに移住したブイ族の中国系アメリカ人一世として、英語を話せない両親のもと南カリフォルニアで貧困ライン以下で育ちました。癒やされるまでのプロセスはストレートにはいかず紆余曲折を経る複雑な道のりだということを体験しました。一人で取り組むべきものではないことを身をもって学んだ彼女は、高校2年生のときにLetters to Strangers（L2S）を設立しました。現在L2Sは若者が運営するグローバルにメンタルヘルスに取り組んでいる団体として受賞歴もあります。メンタルの病気に対する差別をやめて、より多くの方々、特に若者が質の高い治療を受けられるように活動しています。Chaoは2人のアメリカ大統領に認められ、2021年ダイアナ妃のレガシー・アワードを受賞し、オプラ・マガジンで2019年ヘルス・ヒーローとして特集されました。
Diana Chao, a first-generation Buyi Chinese American immigrant from Southern California, grew up below the poverty line with parents who didn’t speak English. Learning firsthand that healing is a nonlinear, complicated process no one should have to approach alone, she founded Letters to Strangers (L2S) when she was a sophomore in high school. Today, L2S is the largest global, youth-run mental health nonprofit seeking to destigmatize mental illness and increase access to affordable, quality treatment for youth. Chao has been recognized by two U.S. Presidents, named a 2021 Princess Diana Legacy Award winner and featured as the 2019 Health Hero in The Oprah Magazine.
Gregory B. Gagne, ChFCは2024年度MDRT会長です。MDRT FoundationのExcalibur Knightの称号を有し、MDRT Foundationの理事を務めた経験があり、Inner Circle Societyのメンバーです。Gagneはウェルス・マネジメントと資金配分プランを専門的に扱うAffinity Investment Group LLCを設立しました。MDRTではトップ・オブ・ザ・テーブル担当グローバル・カウンシル・メンバーおよび諮問委員会チェア、2020年度大会準備委員会担当グローバル・カウンシル・メンバーなどを含めて数多くのボランティアを経験してきました。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のニューハンプシャー州支部長を務め、2008年にはDistinguished Financial Advisor Awardを受賞しました。
Gregory B. Gagne, ChFC, is the 2024 President of MDRT. An Excalibur Knight of the MDRT Foundation, Gagne is also a member of its Inner Circle Society 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 Top of the Table Global Council Member and Advisory Board Chair and the 2020 Program Development Global Council Member. 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 Distinguished Financial Advisor Award in 2008.
Rick Hu, CLTC, RICPはMidas Wealthの創設者兼社長であり、顧客の投資およびファイナンシャル・プランニングに関するあらゆる面をサポートするとともに、顧客ポートフォリオの財務戦略を指揮しています。Huは持続可能なビジョン、卓越したリーダーシップ、顧客とのコミュニケーションで多くの賞を受賞しており、金融サービスに関するトピックで頻繁に講演を行っています。また、Forbes, Winston Benefits, Yahoo FinanceおよびNewsdayでも紹介されました。
Rick Hu, CLTC, RICP, is the founder and president of Midas Wealth, where he helps clients with all aspects of their investment and financial planning matters while also directing the firm’s financial strategies for client portfolios. Hu has received many awards for his sustained vision, outstanding leadership and client communication, and he is a frequent speaker on financial services topics. In addition, he has been featured in Forbes, Winston Benefits, Yahoo Finance and Newsday.
Jim Kwikは脳の最適化、記憶力の向上、加速学習について国際的に高く評価されている権威です。New York TimesおよびWall Street Journalのベストセラー作家として脳の栄養学、脳のタイプ、AIが私たちの日常生活に与える影響など、比類ない生産性、個人的な変化、専門家としての勝利のツールを数え切れないほどの人々に提供しています。業界大手のGoogle, Virgin Atlantic, Nike, スペースX社、20世紀スタジオ、そしてハーバード大学や国連などの機関が彼の方法論を採用しています。
Jim Kwik is an internationally acclaimed authority on brain optimization, memory improvement and accelerated learning. As a New York Times and Wall Street Journal bestselling author, he has equipped countless people with tools for unparalleled productivity, personal transformation and professional triumph — including brain nutrition, brain types and how AI will impact our daily lives. Industry giants such as Google, Virgin Atlantic, Nike, SpaceX and 20th Century Studios, along with institutions like Harvard University and the United Nations, have embraced his methodologies.
Andrew C. Lord, CLU, ChFCはニューハンプシャー州を拠点とする投資顧問会社Essential Planning LLCの経営者であり、リタイアメント・プランニングを専門に顧客のために包括的かつ個別に設計した財務管理ソリューションを提供しています。Lordは今年度のMDRT Foundation会長です。トップ・オブ・ザ・テーブル諮問委員会委員長、メンバー・リソース部門グローバル・カウンシル・メンバー、メンバー・サービス部門DVPを含めてMDRTでのボランティア活動歴も豊富です。
Andrew C. Lord, CLU, ChFC, is the owner of Essential Planning LLC, a New Hampshire-based investment advisory firm specializing in retirement planning and offering comprehensive, personalized financial management solutions for clients. Lord currently serves as the President of the MDRT Foundation. He also has an extensive history of volunteerism with MDRT, including roles as Top of the Table Advisory Board Chair, Global Council Member of the Member Resources Division and Divisional Vice President of the Member Services Division.
Elke Rubach, LL.M., CLUはRubach Wealth社の創立者として財政的な独立を実現するためにクライアントを支援しています。苦労して学んだ母の姿を見てきたからでもあります。Rubachは4カ国語が堪能で、法律、銀行、ファイナンスの経験を持ちウェルス・マネジメント、資産税対策そしてフィランソロピーの講師として高く評価されています。彼女のもう一つの顔は2016年に創設したFashion Heals for SickKidsというチャリティ団体の理事です。小児がんの治療と研究のために2014年以来、$450,000以上の寄付を集めてきました。
Elke Rubach, LL.M., CLU, founder of Rubach Wealth, provides highly personalized support to her clients so they can become financially independent — an important position that her mother learned the hard way. Rubach speaks four languages, has a background in law, banking and finance, and is a sought-after speaker on wealth management, estate planning and philanthropy. She also is the founder of Fashion Heals for SickKids, which has raised more than $450,000 for pediatric cancer care and research since 2014.
Gino Wickmanはビジネスを偉大なものへと導く実践的な手法であるEntrepreneurial Operating System (EOS)を創業しました。21歳のときから起業家であったWickmanはビジネスを成功させる要因を学ぶことに執念を燃やし、リーダーがビジネスから望むものを引き出す手助けをしようと考えました。これまでに135社以上に、2,000回以上の１日セッションを実施し、EOSの導入方法を指導しました。また 著書のTraction: Get a Grip on Your Businessはベストセラーになりました。
Gino Wickman created the Entrepreneurial Operating System (EOS), a practical method for leading businesses to greatness. An entrepreneur since he was 21, Wickman had an obsession for learning what makes businesses thrive and set out to help leaders get what they want out of their businesses. He has delivered more than 2,000 full-day sessions for more than 135 companies, showing them how to implement the EOS, and has authored the bestselling book “Traction: Get a Grip on Your Business.”
Tham WongsankakornはAIA社のNumthongチームのディレクターです。1995年に金融サービスのキャリアをスタートし、これまでに数々の賞を受賞してきました。著書にDare To Be Rich（金持ちになる勇気）があります。
Tham Wongsankakorn is the director of the Numthong team at AIA Company. He began his financial services career in 1995 and has received numerous awards throughout the years. He also authored the book “Dare To Be Rich.”
Dr. Susan Biali Haasは受賞歴のある医師で、メンタルヘルスを提唱するバーンアウト予防、ストレス管理、レジリエンスの専門家です。パンデミックの初期から不安やうつ病の患者のカウンセリングを行い、現在も軍のリーダーや上級管理職から医師、その他の医療専門家に至るまで、幅広いクライアントに自分の健康をコントロールするよう促しています。ベストセラー作家であり、“Today show,” “Today With Hoda & Jenna,” “BBC World Service”さらに、Chicago Tribune, Washington Post and New York Postで紹介されました。
Dr. Susan Biali Haas is an award-winning medical doctor, mental health advocate and expert in burnout prevention, stress management and resilience. During the first year of the pandemic, Biali Haas counseled patients with anxiety and depression, and she continues to inspire a broad range of clients — from military leaders and senior executives to physicians and other health care professionals — to take control of their health. She is a bestselling author and has been featured on the “Today” show, “Today With Hoda & Jenna” and “BBC World Service” as well as in the Chicago Tribune, Washington Post and New York Post.
(강연은 오전 11시 30분에 시작)
Sun-young Kim is a financial services advisor at Nonghyup Insurance Company Ltd. and was named a Golden Fellow of the Life Insurance Association.
Masakazu Shigemori重盛政和は2004年にソニー生命保険会社に入社しました。歯科医への金融サービスを専門としており、その人柄から富裕層市場にとって価値あるアドバイザーとしての地位を確立したと考えています。
Masakazu Shigemori joined Sony Life Insurance Company in 2004. He specializes in providing financial services to dentists and believes his personality has helped establish him as a valued advisor for the high-net-worth market.
Togo Kimura木村冬悟は2009年にAXA生命に入社し、現在はエグゼクティブ・ファイナンシャル・プラン・アドバイザーとして生命保険のコンサルティングと相続対策を専門に活躍しています。
Togo Kimura joined AXA Life Insurance Company in 2009 and currently serves as executive financial plan advisor, focusing on life plan consulting and inheritance planning.
Joo-hwan Lee joined Mirae Asset Life Insurance in 2010 and founded a branch office of KMI Asset in 2019. He has an extensive MDRT volunteer history and strives to become a role model for fellow life insurance advisors in Korea.
Jesus Rodrigo Alfaro Gutierrez has been an insurance advisor at Seguros Monterrey New York Life since 2015. He has participated in conventions and symposiums and is the recipient of the Legion Centurion Award.
Hiroshi Maeda前田浩志は2003年にプルデンシャル生命保険会社に入社しました。鹿児島大学非常勤講師であり、MDRTプルデンシャル分会の理事を7年間務め、現在は副分会長です。
Hiroshi Maeda joined Prudential Life Insurance Company in 2003. He is a part-time lecturer at Kagoshima University and has served on the board of MDRT Prudential Company Club for seven years, currently serving as Vice Chair.
(참가 등록 시 추가 비용을 지불하고 선불 티켓을 구매해야 하는 행사입니다. 영어로만 진행되며, 통역은 제공되지 않습니다.)
Natalie Halesは米国およびカナダのファイナンシャル・アドバイザーが専門性を確立し、ブランドを構築し、理想的な顧客とつながることを支援するブランド戦略家です。10年以上にわたる金融マーケティングの経験を持ち、ユニークな専門知識はカナダ生命などの有名企業での仕事を通じて磨かれてきました。ファイナンシャル・ガイダンスがもたらす変革的な影響に感銘を受け、アドバイザーの潜在能力を増幅させ、ターゲットとする顧客に比類のない専門家としての地位を確立することに専念しています。
Natalie Hales is a brand strategist who helps financial advisors across the U.S. and Canada establish their expertise, build their brand and connect with their ideal clients. With more than a decade of financial marketing experience, Hales’ unique expertise was honed through her work with renowned companies like Canada Life. Personally touched by the transformative impact of financial guidance, Hales is devoted to amplifying advisors' potential and establishing them as unrivaled experts for their target audience.
浅井健太郎 - 2014年ソニー生命保険株式会社入社。
Kentaro Asai joined Sony Life Insurance Company in 2014.
David Braithwaite, DipPFS, began his financial services career in 1994 and has witnessed firsthand immense transformations over the years within this ever-changing profession. Passionate about sharing and speaking honestly about his experiences, Braithwaite presents his own weekly finance show on BBC radio, has appeared on TV in the U.K. and worldwide and has spoken at many conferences around the globe. He has also contributed to numerous podcasts and is an associate coach for Strategic Coach, a recognized worldwide leader in entrepreneurial coaching.
Sammi Chang has actively participated as a member and speaker at various MDRT events, including as a ConneXion Zone and Main Platform speaker at two Taiwan Area MDRT Days as well as a ConneXion Zone speaker at the 2022 MDRT Annual Meeting.
Neha Prasad Doiphode specializes in retirement planning, income replacement and legacy planning. She conducts insurance awareness programs for corporates and helps underprivileged people through her participation in many social organizations.
Matt Halloranは金融サービスの専門家向けのコミュニケーションとポッドキャストのエキスパートです。高い評価を得ているポッドキャスト「トップ・アドバイザー・マーケティング」のホストであり、非常に人気の高い基調講演者であり、金融アドバイザーとテクニックの秘密を共有することで知られる、需要の高いポッドキャストゲストでもあります。The Social Media Handbook for Financial Advisorsという共著はThe Wall Street Journal, Investment News そしてFinancial Planning magazineで紹介されました。
Matt Halloran is a communications and podcast expert for financial services professionals. He is the host of the acclaimed podcast “Top Advisor Marketing,” a highly sought-after keynote speaker and an in-demand podcast guest who is known for sharing the secrets of his techniques with financial advisors. He is the co-author of “The Social Media Handbook for Financial Advisors” and has been featured in The Wall Street Journal, Investment News and Financial Planning magazine.
Seonghun Jo earned his master’s degree in MIS and transitioned from IT to financial services in 2006. He provides asset management services to individuals and business management planning to corporate clients. As an in-house professor, he trains his team on how to use the company’s IT system and sales know-how strategies through various apps. Jo also works as a financial planning lecturer outside his company.
Alain Quennec, CFP, CIM, is known as “the explainer” by his clients because they consult with him before making any important decisions regarding their financial well-being. Quennec takes pride in guiding his clients along their journeys and helping them avoid mistakes that could jeopardize a successful outcome.
Ana Sofía Rodríguez, MBA, is an associate director of Grupo Inversiones en Seguros, representing the second generation in the brokerage firm, which was founded by her parents more than 40 years ago. Rodriguez sees herself as a protector of dreams: Those of her family, her friends and her clients. Through insurance, she provides the necessary tools to safeguard client's assets. She was President of Club Kiwanis Las Perlas, a non-profit association, made up entirely of professional women. She has been active as an MDRT volunteer as a director and committee member and speaker at annual meetings. Rodriguez often gives presentations at seminars on topics such as personal image, brand promotion, digital marketing, and asset protection
Pitchaya Watcharakan, CFP, MBA, is a successful financial advisor who plays an important role in establishing and supervising the MDRT team within his organization. He believes the key to reinforcing customer relationships is to focus on financial planning rather than selling products.
(필드 리더십을 위한 MDRT 센터 회원만 참가할 수 있습니다. 강연은 영어로만 진행됩니다. 통역은 제공되지 않습니다.)
Tim Boyle began his career in the financial services profession as an insurance telemarketer for Allstate Financial at the age of 15. Working there throughout high school and college, Boyle held various roles and was promoted to his first management position by age 19. After graduating from the University of Alabama, he opened a successful, independent insurance agency in Charlotte, North Carolina, USA, before joining AAA at 23. He created the Life Insurance Career Distribution Channel for AAA Northeast in 2021, and currently manages a team of more than 50 life insurance and financial specialists throughout New England.
Fabian Bio
Joyce Bio
D. Kyle Atkins, CLU, CFPは金融サービスの専門家として39年以上の経験を持ち、Strategic Coach, the Spartanburg Rotary ClubそしてNAIFA.など、国や地域の数多くの専門家組織のメンバーとして活躍しています。
Caroline A. Banks, FPFSは2015年度のMDRT会長。イギリスで初期に承認された由緒ある認定ファイナンシャル・プランニングを提供する会社の創設社長であり、包括的なファイナンシャル・プランニングを専門にしています。世界的な組織であるSociety of Trust and Estate Practitioners (STEP)のメンバーでもあります。
Mark J. Hanna, CLU, ChFCは2017年度のMDRT会長で、2007年度にはトップ・オブ・ザ・テーブル会長を務めました。MDRT Foundationのロイヤル・オーダー・エクスカリバーの騎士の称号を持ち、Inner Circle Societyのメンバーです。
オーストラリア、クイーンズランド州ブリスベンのRoss Vanderwolf, CFPは2019年度のMDRT会長です。MDRT FoundationのPlatinum Knightの称号を有し、MDRT Foundationの理事を務め、Inner Circle Societyのメンバーです。Vanderwolfはフルサービスのファイナンシャル・プランニングを提供するRothgard Financial Partnersの代表取締役です。MDRT会員として数多くの委員会で活躍してきました。2014年以来毎年オーストラリアで最も信頼されるファイナンシャル・アドバイザーのひとりに認定されています。
D. Kyle Atkins, CLU, CFP, has more than 39 years of experience in the financial services profession and is an active member of numerous national and local professional organizations, such as Strategic Coach, the Spartanburg Rotary Club and NAIFA.
Caroline A. Banks, FPFS, served as MDRT President in 2015. The managing director of one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation, Banks specializes in holistic financial planning and is an affiliate of the worldwide Society of Trust and Estate Practitioners (STEP).
Mark J. Hanna, CLU, ChFC, served as MDRT President in 2017 and as Chair of Top of the Table in 2007. He is a Royal Order Excalibur Knight of the MDRT Foundation and a member of its Inner Circle Society.
Ross Vanderwolf, CFP, of Brisbane, Queensland, Australia, served as MDRT President in 2019. A Platinum Knight of the MDRT Foundation, he is also a member of its Inner Circle Society and has served on its Board of Trustees. Vanderwolf is managing director of Rothgard Financial Partners, a full-service financial planning practice. Over the course of his MDRT membership, Vanderwolf has served on numerous committees. He has been recognized as one of Australia’s Most Trusted Financial Advisers, since this designation’s inception in 2014.
Vanina Paola Cruz is the commercial director at her company, which is comprised of 180 insurance advisors. She has been working in the field of personal finance for more than 25 years, as an employee for different companies and a freelancer.
Caio Henrique Guidugli Cunha has been a financial advisor since 2007. He is an active MDRT member volunteer, having served as Regional Chair for Latin America and the Caribbean as well as Country Chair for Brazil. In 2012, Guidugli Cunha authored a publication on family economic planning that explored family behavior and identified their overall financial needs throughout life.
Dulce Maria Zamora Davila is a regional and national advisor at Seguros Monterrey New York Life. She is also a professional speaker image consultant, having worked at Procter & Gamble, Banco Compartamos and Coca-Cola FEMSA.
Mariant Carolina Navarro Protzel is an industrial engineer from Venezuela with a master's degree in manufacturing processes optimization. She enjoys helping her clients improve their finances and secure a stable financial future.
Samir Chaman Sabag Sr., CLI, FPC, is founding partner of Lopezychaman, an insurance advisory agency that has been providing financial services to clients since 2007. He holds a master’s degree in insurance, moderates the American College certification course in life insurance, has delivered more than 50 presentations to various promoters and agencies around the country, and is an active MDRT member volunteer.
Jazmin Eliana Vasquez has been a social communicator and risk manager for great economic impacts for more than a decade. She has studied at EUschool in Madrid and attends Hoopis Performance Network University. Vasquez has achieved first place for three years in the sales of wealth and family plans, keeping 100% of her clients in Colombia.
Atthapong Lao-ananchai has been in the financial services profession for four years and has already established his own wealth firm, acquiring four franchises under his firm. He was the youngest advisor to be promoted to sales executive in Allianz Ayudhya Thailand and has received great recognition for his success in his country .
Pimlada Thanusakdumrong graduated from Burapha University with a bachelor's degree as a Japanese language major. She continued her studies at Yokohama International Education Academy in Japan for more than a year and a half. Ms. Thanusakdumrong, formerly a Japanese interpreter for Mitsubishi Electric’s Marketing Department, transitioned in 2010 to the financial services industry. Since 2012, she has focused her expertise on specialized marketing, adding to her skills in this field for over ten years.
Piyamon Wongthianchai began her financial services career eight years ago, following in her mother’s footsteps. She works with approximately 22 administrative agencies and 200 agents, 24 of whom are MDRT members — the highest number in Rayong Province.
Nikki Chen had other plans for her life before COVID hit. Now, the business she least wanted to be part of has become the fundamental tool for her success. As a multiple gold and platinum achiever and top salesperson at her company, she enjoys sharing how she broke through the industry and was promoted to director within a year.
Sheri Fitts is an internationally recognized financial services speaker, success coach, social media expert and visionary pioneer of digital emotional intelligence. Fitts has nearly 30 years of experience helping financial services organizations and fintech firms build brands, deepen client relationships, and drive sales and revenue growth. She believes that, to survive the disruptive change that’s happening across the financial services industry, you must uncover and emotionally articulate the life transformations you deliver each day to your clients.
Alessandro M. Forte, FCII, CFP, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 88 countries, is the author of the international bestseller “Dare to be Different,” which is published in eight languages, and has helped raise more than USD 24 [VL1] million for numerous charities.
Sunil N. Hassija gained experience in stenography and accountancy before discovering his passion for financial services and wealth management. His firm mainly focuses on retirement planning, child education and family security planning. Hassija is also part of an accounting and income tax consultancy firm, where he has contributed his services for more than 30 years.
伊月貴博 - 株式会社ファイナンシャルリンクサービスの代表取締役であり、特に米国市場において富裕層顧客に保険、年金、証券サービスを提供しています。
Takahiro Izuki is the CEO of Financial Link Service Company Ltd., where he provides insurance, annuity and securities services to high-net-worth clients, particularly in the U.S. market.
Atthapong Lao-ananchai has been in the financial services profession for four years and has already established his own wealth firm, acquiring four franchises under his firm. He was the youngest advisor to be promoted to sales executive in Allianz Ayudhya Thailand and has received great recognition for his success in his country .
Young Il Lee, an executive at KB Life Partners, believes communicating the benefits of financial planning to clients doesn’t require long meetings. With proper preparation, relaying important information to them in concise conversations is not only possible but could prove to be more effective.
Panos Leledakis, LUTCF, has been in the financial services profession for more than 20 years and is considered a pioneer in his field. An expert in millennials, digital transformation, internet marketing strategy and new technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019 and, in 2020, was honored with the esteemed “Top 25 InsurTech CEOs of 2020” global award.
(필드 리더십을 위한 MDRT 센터 회원만 참가할 수 있습니다. 강연은 영어로만 진행됩니다. 통역은 제공되지 않습니다.)
Bryan Phang, BBA, AEPP, has a decade of financial services experience and served as an agency leader for seven years. He spearheads a group of 18 financial consultants and oversees a diverse clientele of nearly 1,000. Recently honored with the prestigious MDRT Culture of Excellence Diamond Agency Award, Phang is only one of five global agency leaders recognized for outstanding achievements in areas such as production, retention, recruitment, persistency and holistic personal development. His commitment to excellence and leadership distinguishes him as a trailblazer in the financial services profession.
(필드 리더십을 위한 MDRT 센터 회원만 참가할 수 있음)
(25년 이상 멤버십을 보유한 MDRT 회원만 참가할 수 있음)
(2024년 TOT 회원만 참여할 수 있음)
Ian Green, Dip PFSは2021年MDRT会長、2017年トップ・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委員長。ロンドンで独立系ファイナンシャル・プランニングの会社を経営し、ホール・パーソンのコンセプトの提唱者として、その成功の多くはMDRTから学んだことに起因していると述べます。
Tim Groverは世界的な基調講演者、コンサルタントであり、さまざまな業界のリーダー、アスリート、エリートアチーバーにあくなき野心、結果重視のパフォーマンス、メンタル・タフネスの原則を教えています。Groverは全米ベストセラーとなった “Relentless: From Good to Great to Unstoppable” の著者であり、デジタル・トレーニング・プラットフォームの The Relentless Systemの開発者でもあります。Sports Illustrated誌やYahoo誌のコラムニストとしても活躍するGroverはESPNやFox Sportsなどのメディアにも登場し、2022年度リアル・リーダーズ誌の世界のキーノート・スピーカー・トップ50にも選ばれました。
Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs an independent financial planning firm in London and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.
Tim Grover is a worldwide keynote speaker and consultant, teaching business leaders, athletes and elite achievers across various industries the principles of relentless ambition, results-driven performance and mental toughness. Grover is author of the national bestseller “Relentless: From Good to Great to Unstoppable” and creator of the digital training platform, The Relentless System. A featured columnist for Sports Illustrated and Yahoo, Grover also appears on media outlets such as ESPN and Fox Sports and was named one of Real Leaders’ top 50 keynote speakers in the world for 2022.
Wave Chow Wing Kaiは保険業界で20年以上の経験を持ち、アジア全域で講演をしています。エージェンシー・ディレクターとしてMDRTの資格を持つ優秀な専門家チームを率いています。ベストセラー作家であり、3つの出版物の熱心なコラムニストであり、「アジア保険代理店リーダー・オブ・ザ・イヤー」と「デジタル代理店リーダー・オブ・ザ・イヤー」の受賞者です。
Wave Chow Wing Kai is a renowned speaker across Asia with more than 20 years of experience in the insurance industry. As an agency director, he leads a team of talented professionals, all of whom have qualified for MDRT. He is a bestselling author, passionate columnist for three publications, and recipient of the “Asia Insurance Agency Leader of the Year” and “Digital Agency Leader of the Year” awards.
Karen Eberは グローバル・リーダーシップ・コンサルタント、基調講演者、そして著書はベストセラーになりました。Eber Leadership GroupのCEO兼チーフ・ストーリーテラーとして企業がリーダー、チーム、企業文化を一度にひとつのストーリーで構築できるよう支援しています。General Electric, the Kraft Heinz CompanyそしてMicrosoft Corporationなど、フォーチュン500社に名を連ねる企業の委託を受けて活躍するとともにthe London School of Business, MITそしてStanfordなどの大学で講義を行い、Fast Company, Forbes, the New York Post そしてBusiness Insiderと言った雑誌に頻繁に寄稿しています。
Karen Eber is a global leadership consultant, keynote speaker and bestselling author. As the CEO and chief storyteller of Eber Leadership Group, she helps companies build leaders, teams and culture, one story at a time. She works with Fortune 500 companies like General Electric, the Kraft Heinz Company and Microsoft Corporation, guest lectures at universities such as the London School of Business, MIT and Stanford, and frequently contributes to Fast Company, Forbes, the New York Post and Business Insider.
Brandon Farbsteinは自己受容を受けいれて生きるという普遍的なメッセージで、世界中の何百万人もの人々を鼓舞しています。極めて珍しい小人症をもって生まれたFarbsteinは自分の苦しみ、孤独、被害者意識をエンパワーメント、インパクト、影響力に変えてきました。活動の成果はバージニア州法にいじめに対する2つの法案を成立させた原動力となり、著書で読者を力づけ、制限された信念を打ち砕き、マインドセットを高め、大胆な人生を創造するツールを聴衆に提供し続けています。
Brandon Farbstein inspires millions of people across the globe with his universal message of living life on your own terms and building the framework for self-acceptance. Born with an extremely rare form of dwarfism, Farbstein has turned his suffering, isolation and victimhood into empowerment, impact and influence. The driving force behind getting two new pieces of legislation against bullying signed into Virginia law, Farbstein continues to empower readers with his books and deliver tools to audiences that shatter limiting beliefs, elevate mindset and create an amplified life.
Carol Kheng, ChFCは2024年MDRT副会長です。MDRT Foundationのダイヤモンドの騎士の称号を有し、MDRT Foundationの理事を務め、Inner Circle Societyのメンバーです。シンガポールのPrudential Assurance Company(英)のファイナンシャル・コンサルタントであるKhengは富裕層の資産税・相続税対策にフォーカスしています。KhengはMDRTでボランティア精神を発揮し、グローバル・コンファレンスのPGA担当DVP、ビジネス管理ディビジョン担当ディビジョナル・バイス・プレジデント(DVP)、そして2014年MDRTエクスペリエンス大会のDVPなど数多くの役割で貢献してきました。また2020年度Prudential Presidents’Club受賞者であり、1996年以来毎年同社のQuality Club EliteおよびStar Clubのメンバーを続けています。2005年にプルーデンシャル生命内にMDRTクラブ（分会）を設立し、初代会長を務めました。
Carol Kheng, ChFC, is the 2024 First Vice President of MDRT. A Diamond Knight of the MDRT Foundation, Kheng is also a member of its Inner Circle Society and has served on its Board of Trustees. A master financial consultant with Prudential Assurance Company Singapore, Kheng focuses on estate planning for high-net-worth individuals. Kheng's extensive MDRT volunteerism includes roles as Divisional Vice President of the Global Conference Program General Arrangements (PGA) Division, Divisional Vice President Member Resources–Practice Management Division and Divisional Vice President of the 2014 MDRT Experience meeting. Kheng is also a 2020 Prudential Presidents’ Club awardee and has been a member of Prudential’s Quality Club Elite and Star Club since 1996. In 2005, she was the founding member and chairperson of Prudential’s MDRT Club.
Jennifer P. Mann, MBA, CFPは2012年からLenox Advisorsに所属し、シカゴオフィスのバイス・プレジデントとして活躍しています。主に富裕層やエグゼクティブを対象に、資産税対策プラン、リタイアメント・プラン、保険、ウェルス・マネジメント、大学進学資金、従業員福利厚生などの分野で統合的なソリューションを提供しています。Lenox Advisors入社以前には9年間Eagle Strategies LLCでアドバイザーとして経験を積みました。.
Jennifer P. Mann, MBA, CFP, has been with Lenox Advisors since 2012 and serves as a vice president at the Chicago office. She primarily works with high-net-worth families and executives to develop integrated solutions in the areas of estate planning, retirement planning, insurance planning, wealth management, college funding and employee benefits. Prior to joining Lenox Advisors, Mann had nine years of industry experience at Eagle Strategies LLC.
(강연은 오전 11시 30분에 시작)
Sittichai Kallayasiri earned his degree in finance, graduating with first-class honors. He has continued to receive repeated recognition by his agency throughout his nine-year career in the financial services profession.
Hua-Yu Kao has been in the financial services profession for 11 years and holds the record for selling three policies per week for 400 consecutive weeks.
Se-hyuk Lee is principal of MetLife Korea and serves as in-house trainer. He has found success by expanding his reach to include a variety of clients across many industries.
Alain Pérez Munoz is the founder and CEO of Hemisferio Financiero. He focuses on helping millennial clients understand the value of planning for their future.
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 .
Hea-young Youn has been an insurance agent for 11 years, with eight of those years as a certified agent. She believes goal setting is a key factor in establishing strong client relationships.
(등록 시 추가 비용을 지불하고 선불 티켓을 구매해야 하는 행사입니다. 강연은 영어로만 진행됩니다. 통역은 제공되지 않습니다.)
Arturo Viniegra Castellanos began his career as a professional insurance advisor in 2019 and has achieved many accolades for his success. He advises more than 500 clients on financial planning and is the host of the podcast “La Oveja Sin Lana” (“The Sheep Without Wool”).
Victor Hugo Garcia Gutierrez has more than nine years of experience in the financial services profession and serves more than 500 clients. He is the host of the podcast “La Oveja Sin Lana” and is passionate about promoting a positive financial culture within his country and Latin America.
Kavita Bothra began her career as a software professional and, after the Y2K crisis, transitioned to the financial services profession. Her family background provides a natural advantage of enterprise, effective communication and problem solving, which has helped her nurture relationships and steadily grow as an entrepreneur. As a financial coach, Bothra enjoys educating people on simple saving habits and training young advisors in behavioral finance, insurance and asset allocation — by applying the prized lessons of age-old grit and consistency.
Richard Dobson Jr., CFP, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.
Paphasorn Kaewkorbsin is the CEO of Idol Planner Company and specializes in tax planning, corporate structuring and family constitution.
Han Kim earned his master’s degree in finance and investment at Hanyang University and completed a financial insurance curriculum at KAIST College of Business.
妻鹿一 - 2003年にアクサ生命に入社し、2018年にはアクサ分会代表を務めました。また、複数のMDRT委員会のメンバーボランティアとしても活躍。
Hajime Mega joined AXA Life in 2003 and served as AXA company club chair in 2018. He has also been a member volunteer on several MDRT committees.
Jim Ruta is president of Advisorcraft Media, where he utilizes his experience as a successful advisor and executive manager to help insurance agents maximize their sales performance. He has spoken at multiple MDRT Annual Meetings, written four books and produced weekly Facebook Live videos since 2017, reinforcing his crusade to preserve, promote and propel the noble financial services profession.
Joseph Tan, ChFC, CLU, an advocate of the Whole Person concept, owns a business that specializes in providing comprehensive financial planning services for couples. Tan is a unique advisor in Singapore, as he enjoys sharing his thoughts on TV and radio about how financial planning pertains to love and marriage.
Yuan Yuan, RFA, is an expert in assurance and retirement planning. She excels at guiding clients to consider the most significant assurance plan in life through the perspective of beginning with the end in mind.
Pádraic Ó Máilleはビジネスとモチベーションに関するアイルランドで最もフレッシュな講師のひとりです。2009年から2013年にかけての世界的な経済不況の中、彼のクライアントの多くは感情的にも経済的にも肉体的にも混乱に直面していました。Ó Máilleは不況を生き抜くために必要な最も重要な資質はアイルランド語で規律を意味する“smacht” だと判断しました。以来3年かけて300人の経営者が明確な目標を設定し、行動計画にコミットし、責任感を持って達成するよう導いてきました。
Pádraic Ó Máille is one of Ireland’s freshest speakers on business and motivation. During the global economic recession from 2009 to 2013, many of his clients found themselves facing a tsunami of emotional, financial and physical turmoil. Ó Máille determined the most important quality required to survive the recession was “smacht,” the Irish word for discipline. He then spent the next three years helping 300 business owners set clear goals, commit to action plans and find people to hold them accountable.
(MDRT Center for Field Leadership 회원만 참가할 수 있습니다. 강연은 영어로만 진행됩니다. 통역은 제공되지 않습니다.)
Susan Clements is co-owner of Benchmark Business Group LLC, a business coaching and business brokerage company. Her experience in coaching financial services executives, field leaders, insurance agents and financial advisors to achieve greater results led to authoring a turn-key Financial Services Coaching Program. Applied in hundreds of agencies and financial organizations, Optimal Outcome is a proven collection of best practices and a customizable blueprint for growing a financial services business.
Arturo Viniegra Castellanos began his career as a professional insurance advisor in 2019 and has achieved many accolades for his success. He advises more than 500 clients on financial planning and is the host of the podcast “La Oveja Sin Lana” (“The Sheep Without Wool”).
Victor Hugo Garcia Gutierrez has more than nine years of experience in the financial services profession and serves more than 500 clients. He is the host of the podcast “La Oveja Sin Lana” and is passionate about promoting a positive financial culture within his country and Latin America.
Kavita Bothra began her career as a software professional and, after the Y2K crisis, transitioned to the financial services profession. Her family background provides a natural advantage of enterprise, effective communication and problem solving, which has helped her nurture relationships and steadily grow as an entrepreneur. As a financial coach, Bothra enjoys educating people on simple saving habits and training young advisors in behavioral finance, insurance and asset allocation — by applying the prized lessons of age-old grit and consistency.
Richard Dobson Jr., CFP, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.
Paphasorn Kaewkorbsin is the CEO of Idol Planner Company and specializes in tax planning, corporate structuring and family constitution.
Han Kim earned his master’s degree in finance and investment at Hanyang University and completed a financial insurance curriculum at KAIST College of Business.
妻鹿一 - 2003年にアクサ生命に入社し、2018年にはアクサ分会代表を務めました。また、複数のMDRT委員会のメンバーボランティアとしても活躍。
Hajime Mega joined AXA Life in 2003 and served as AXA company club chair in 2018. He has also been a member volunteer on several MDRT committees.
Jim Ruta is president of Advisorcraft Media, where he utilizes his experience as a successful advisor and executive manager to help insurance agents maximize their sales performance. He has spoken at multiple MDRT Annual Meetings, written four books and produced weekly Facebook Live videos since 2017, reinforcing his crusade to preserve, promote and propel the noble financial services profession.
Joseph Tan, ChFC, CLU, an advocate of the Whole Person concept, owns a business that specializes in providing comprehensive financial planning services for couples. Tan is a unique advisor in Singapore, as he enjoys sharing his thoughts on TV and radio about how financial planning pertains to love and marriage.
Yuan Yuan, RFA, is an expert in assurance and retirement planning. She excels at guiding clients to consider the most significant assurance plan in life through the perspective of beginning with the end in mind.
Pádraic Ó Máilleはビジネスとモチベーションに関するアイルランドで最もフレッシュな講師のひとりです。2009年から2013年にかけての世界的な経済不況の中、彼のクライアントの多くは感情的にも経済的にも肉体的にも混乱に直面していました。Ó Máilleは不況を生き抜くために必要な最も重要な資質はアイルランド語で規律を意味する“smacht” だと判断しました。以来3年かけて300人の経営者が明確な目標を設定し、行動計画にコミットし、責任感を持って達成するよう導いてきました。
Pádraic Ó Máille is one of Ireland’s freshest speakers on business and motivation. During the global economic recession from 2009 to 2013, many of his clients found themselves facing a tsunami of emotional, financial and physical turmoil. Ó Máille determined the most important quality required to survive the recession was “smacht,” the Irish word for discipline. He then spent the next three years helping 300 business owners set clear goals, commit to action plans and find people to hold them accountable.
(MDRT Center for Field Leadership 회원만 참가할 수 있습니다. 강연은 영어로만 진행됩니다. 통역은 제공되지 않습니다.)
Jack Newman oversees a team of more than 60 financial advisers and 15 office employees. With more than 10 years of experience in leadership roles, Newman combines his personal and professional purpose and values to help, empower and inspire everyone he meets. As a community ambassador for a global charity and running ultramarathons to raise funds to help others, he has seen firsthand how his actions can have a positive impact on the lives of many.
(25년 이상 멤버십을 보유한 회원만 참가할 수 있음)
(등록 시 추가 비용을 지불하고 선불 티켓을 구매해야 하는 행사입니다. 2024년 COT 회원과 2024년 TOT 회원만 참석할 수 있습니다.)
(25년 이상 멤버십을 보유한 회원만 참가할 수 있음)
David Batchelor, Dip PFS, CFP, is the founder of Wills & Trusts Wealth Management, a multidisciplinary practice of financial advisors, accountants and lawyers that focuses on estate planning and investment management. He is a senior U.K. coach for Strategic Coach Inc. and also founder of Trust DFM, an investment management firm that manages the investments for many financial advisors in the U.K.
Simon John Gibson, Dip PFS, is an internationally recognized speaker who has presented at many conferences for MDRT and others. He began advising clients at 18 and now operates a successful financial services business in the U.K.
Alejandro Hernandez graduated from Instituto Tecnológico Autónomo de México and has spent the past eight years working for a market research agency in Mexico.
Yaravi Morales Diaz Ordaz, MBA, CLI, graduated from El Tecnológico de Monterrey in Mexico and went to IPADE Business School for her master’s degree.
Jong Ryul Choi, who earned his master’s degree in wealth management, has presented financial planning lectures at Samsung Electronics, Bank of Korea and Korea Electric Power Corporation.
Eile Goh is founder of Daaamn Good Pte Ltd. and a dedicated advocate for authentic living. During the pandemic, she transitioned from a food content creator to a supporter of local startups. With two decades of experience in financial services, Goh has earned accolades for her commitment to more than 1,000 clients and shares her H.E.A.R.T. work through workshops, retreats and coaching. Beyond her entrepreneurial endeavors, she is the author of the estate planning book “Hey! Wake Up Already!” and the recently launched sales manual “Hey! What the Huat?!”
Vikas Sayamlal Jethwani is a senior management professional and founder of Veez Insure. He has worked in key leadership roles for 12 years at companies such as ICICI Prudential and Aviva Life, and his proficiency lies in managing large agency business, driving productivities, channelizing businesses and identifying and implementing innovative stages that build sustainable business growth for advisors.
陣野壮太郎 - 1999年にアクサ生命に入社し、2001年にアクサ生命の年間表彰を受賞。その他、金融サービス業界における功績が認められ、数々の賞を受賞。
Sotaro Jinno joined AXA Life in 1999 and qualified for the company’s Annual Recognition Award in 2001. He has also received other accolades for his achievements within the financial services profession.
Thanathon Karnjanisakorn is a financial influencer, host of several financial programs and owner of the Namfinance Financial Plan, which has more than 100,000 followers and coordinates with every financial organization in Thailand. Karnjanisakorn believes more Thai people should take an interest in financial planning and has dedicated her life to sharing her knowledge about finance to ensure this becomes a reality.
Bin Qi is an active MDRT member volunteer, having served on many committees and spoken at several MDRT events over the years. She has also authored three publications that have garnered unanimous praise within the profession.
Demarra Westは女性のためのグローバル・ウェルネス企業のBe Well Beautiful Womanの創設者です。同社はリトリート、グループ・コーチング、文化的に包括的なウェルネス教育を提供しながら、解放、喜び、経済的エンパワーメントに焦点を当てています。YWCA Kalamazooの理事長であり、Change Agent Consultingの代表としてエグゼクティブ・コーチング、戦略プランニング、公平性、インクルージョン、帰属意識を高めるサービスを15年にわたり全米で提供しています。
Demarra West is founder of Be Well Beautiful Woman, a global wellness social enterprise for women that focuses on liberation, joy and financial empowerment while also providing retreats, group coaching and culturally inclusive wellness education. She is a board chairwoman of YWCA Kalamazoo and principal of Change Agent Consulting, where she has been offering executive coaching, strategic planning, equity, inclusion and belonging services nationwide for 15 years.
(강연 없는 날)
Alvaro Aldrete Morfin is a founding partner and managing director of Aldrete & Asociados, where he and his team advise more than 600 families and companies in financial planning. He is certified by the American College as a financial services specialist and counselor for the promotion and sale of life insurance and is considered one of the most successful insurance agents in Mexico, splitting his time to serve clients, attend conferences and promote his books.
Sergio Alberto Alejo Ortiz earned his master’s degree from IPADE Business School and has experience as a digital marketer.
Warika Chotiwit achieved success as a financial advisor by setting her sights on qualifying for MDRT membership. She began her career as an insurance advisor and gradually developed her marketing experience to expand her client base from the bottom up.
Piyawan Yamarat transitioned from being a full-time mother to a successful financial services advisor — consistently achieving Top of the Table membership since her first year in the business. She maintains a strong work ethic and enjoys sharing her secrets to continued success.
Catherine Gough, FPFSは英国イングランド、ShrewsburyのKingsland Wealth Management Ltd.のマネージング・ディレクターです。1995年から金融サービスに携わり、2002年にアドバイザーに転身し、独立した立場でファイナンシャル・プランニングを提供し、顧客の優先事項を大事にして目標達成を支援しています。
Catherine Gough, FPFS, is the managing director of Kingsland Wealth Management Ltd. in Shrewsbury, England, UK. She has worked in financial services since 1995 and transitioned to advisor in 2002, providing independent financial planning advice to help clients achieve their goals based on what is most important to them.
I Chia He has 16 years of experience in the financial services profession and leads a team of 250 partners, most of whom are under 25. She works hard not only to sustain her own success but also to train her students, recruit a partner every quarter and cultivate a supervisor every year.
Bret Hood, MBA, CFE, served as a special agent in the FBI for 25 years before becoming the director of 21st Century Learning & Consulting LLC upon his retirement in 2016. He serves as an adjunct professor of corporate governance, ethics and forensic accounting for the University of Virginia as well as a faculty member for the Association of Certified Fraud Examiners. Hood has presented on topics such as leadership, ethics and anti-fraud instruction for Fortune 500 companies, nonprofit entities and governmental organizations.
Sungan Jung is a branch manager at Shinhan Life and has contributed as a columnist on how to remodel assets in a semiretirement era.
長田和泉 - 法政大学法学部を卒業後、日商岩井工場機械株式会社に入社。2001年に外資系生命保険会社に就職し、2019年にライフプラザパートナーズ株式会社に入社し、数カ月後にエグゼクティブファイナンシャルアドバイザーの資格を取得。
Izumi Osada graduated from Hose University with a bachelor’s degree in law before joining Nissho Iwai Plant Machinery K.K. In 2001, Osada began working at a non-Japanese life insurance company and, in 2019, joined Life Plaza Partners Company Ltd., where he qualified as an executive financial advisor a few months later.
Stephanie Scheller is a TEDx speaker, two-time bestselling author, award-winning entrepreneur and founder of Grow Disrupt, a company that designs and produces neuroscience-guided educational events for small business owners with ADHD. Scheller uses the violin to tap in to the human subconscious to break down the psychology behind business growth strategies and marketing techniques that simplify implementation and accelerate growth.
Eileen Kerlin Walsh is an award-winning estate planning attorney, author of the bestseller “The Soul of Your Business,” and creator of legacy writing and motivational programs. She also hosts her own monthly TV program and has been interviewed by TV and radio stations nationwide.
Sudeep Pooyath Balapeethambaran is the business head of agency and government alliances with PNB MetLife in India. He has 24 years of experience leading larger distribution channels by conceptualizing and executing sales strategies and people management, and has presented as the keynote speaker at many national and international conferences.
Delia BrimmerはNew York Lifeでファイナンシャル・アドバイザーとして成功しています。2013年にキャリアをスタートさせて以来、人間関係の構築に重点を置いてきたこともあり、ビジネスを複数の州で展開するまでに成長させました。2022年6月に初めてMDRTアニュアル・ミーティングに出席し、それ以来メンバー・ボランティアとして活躍しています。
Delia Brimmer is a successful financial advisor with New York Life. Since beginning her career in 2013, Brimmer has grown her business into a multistate practice, in large part because of her focus on building relationships. She attended her first MDRT meeting in June 2022 and is an active MDRT member volunteer.
Timothy Daniel. Clairmont, CFP, MSFSはClear Financial Partners Incの創設者として、オレゴン州Portlandで包括的なプランニングを専門とし、リタイア準備中のお客さまへ戦略的なリタイアメント・インカム・プランを提供しています。アドバイザーとお客様向けに無償の研修アプリを開発し、世界中に提供するとともに、ベストセラーとなった著書があり、インスピレーションを与える講師としても活躍しています。
Timothy Daniel Clairmont, CFP, MSFS, founded Clear Financial Partners Inc., a holistic planning business in Portland, Oregon, USA, that provides retirement income planning strategies to pre-retirees and the recently retired. He created the globally available, free education app for advisors and clients, and is also a bestselling author and inspirational public speaker.
Laura Xue-Fen Hoi, ChFC, AEPPは2002年に金融サービスの専門家になりました。シニア・エグゼクティブや富裕層の資産管理およびウェルス・マネジメントに関するアドバイスを専門にしています。多くの賞を受賞し、MDRTのボランティアとして活躍する傍ら、国内外の金融アドバイザーに自身の経験と成功事例を頻繁に紹介しています。
Laura Xue-Fen Hoi, ChFC, AEPP, joined the financial services profession in 2002. She specializes in advising senior executives and high-net-worth individuals on wealth management and estate planning. She has received many awards during her career, is an active MDRT member volunteer, and frequently shares her experience and best practices to financial practitioners both locally and internationally.
Max Majorは米国ネバダ州ラスベガス在住の世界的に有名なメンタリストです。ボディ・ランゲージを読み解く卓越したスキルを武器に3,500回に及ぶライブショーで（スター・ウォーズの）ジェダイ・マインド・トリックを披露しています。アメリカズ・ゴット・タレントの第15シーズンでブレイクしたほか、地球上で最もフォロワーの多いメンタリストであり、見知らぬ人の心を読む方法を紹介した動画は2022年に10億ビューを突破しました。クライアントはFacebook, Microsoft Corporation, Googleに加え、ボディ・ランゲージ、催眠術、影響力などの革新的なテクニックを防総省の諜報機関のために何度も披露しています。
Max Major is a world-renowned mentalist living in Las Vegas, Nevada, USA. Relying heavily on his skills at reading body language, which he has honed over the course of 3,500 live shows, Major’s performances showcase real-life Jedi mind tricks. In addition to being the breakout star of the 15th season of “America’s Got Talent,” he is the most followed mentalist on the planet, with his video on how to read the minds of strangers surpassing 1 billion views in 2022. His clients include Facebook, Microsoft Corporation and Google, and he has demonstrated his innovative techniques in body language, hypnosis and influence multiple times before Department of Defense intelligence agencies.
Amy Jo Martinは個人と企業の両方にポジティブな破壊をもたらすヒューマン・イノベーション企業であるRenegade Globalの創設者兼CEO。ベストセラー作家、基調講演者、教育者、投資家であり、ポッドキャスト "Why Not Now?"の司会者としても活躍しています。Martinはアイディアを即座に行動に移すために必要なツールを多くの人々に提供し、ヒルトン・ワールドワイド・ホールディングス、ナイキ、シャキール・オニールそして、デルといった世界的に有名なブランドと密接に協力してきました。彼女はまた世界初のデジタル・エージェンシーのひとつを設立し、オンライン・パーソナル・ブランディングのパイオニアとなりました。
Amy Jo Martin is the founder and CEO of Renegade Global, a human innovation company that unlocks positive disruption for both individuals and corporations. She is a bestselling author, keynote speaker, educator, investor and host of the podcast “Why Not Now?” Martin has provided thousands of people with the tools they need to immediately turn their ideas into action and has worked closely with world-renowned brands, such as Hilton Worldwide Holdings Inc., Nike, Shaquille O’Neal and Dell. She also founded one of the first digital agencies, pioneering online personal branding as we know it today.
Kim Perellは連続ハイテク起業家、著名なエンジェル投資家であり、2冊のベストセラー本の著者でもあります。23歳のときに自宅から最初の起業をはたし、1億米ドル規模の企業に成長させました。意欲的な起業家や経営者を支援することに情熱を燃やし、これまでに100社以上に投資し、起業家としての業績に対して多くの賞賛を受けています。
Kim Perell is a CEO, serial tech entrepreneur, prominent angel investor and author of two bestselling books. She started her first company from her kitchen table when she was 23 and grew it to a USD 100 million company. Passionate about helping aspiring entrepreneurs and executives, she has invested in more than 100 companies and received many accolades for her entrepreneurial accomplishments.
MDRT 연차총회에서 가장 큰 행사인 주강연에서는 주요 회원 강연자, 업계 리더, MDRT 재단 및 집행위원회가 준비한 매력적이면서도 영감을 불러일으킬 콘텐츠를 선보일 예정입니다.
주강연: 선도적인 사상가와 저명한 강연자들이 재무서비스, 영업 전략, 비즈니스 실무, 일과 삶의 균형에 관련된 주제를 아우르는 영감을 주는 이야기와 업계 콘텐츠를 나눕니다.
MDRT 스피크: 이번 회의의 하이라이트인 이 세션은 빠른 속도로 진행되며, MDRT 회원들이 여러 프레젠테이션 형식으로 혁신적이고 창의적인 비즈니스 컨셉을 공유할 예정입니다. 생산성, 고객 관계 형성 전략, 비즈니스 사례를 개선할 수 있는 아이디어를 얻을 수 있습니다.
집행위원회 연설: 2024년 회장 연설을 포함해 MDRT 집행위원회의 소식을 듣는 시간입니다.
MDRT 재단: MDRT 재단의 2024년 자선 파트너와 재단이 전 세계에 꾸준히 끼치고 있는 영향력에 대해 알아봅니다.
주강연 대담: MDRT 리더와 특별 강연자 간의 깊이 있는 대담이 진행됩니다.
이 강연은 특별히 제공되는 한정적인 콘텐츠로, MDRT 연차총회와 별도로 부가적으로 제공됩니다.
특별강연 오찬*: 업계 전문가들과 만나 관련 주제에 대해 심층적으로 논의할 수 있는 시간입니다. 오찬이 제공됩니다. (영어로 진행되며, 통역은 제공되지 않습니다.)
탁월한 시작: MDRT 신규 회원이든 MDRT 연차총회에 처음 참석하든 환영합니다! 세계 각국의 회원들과 만나 MDRT 멤버십과 회의 경험을 최대한 활용할 수 있도록 설계된 이 참여적인 개회 세션에서 소통하고 연결하세요. MDRT의 경험 많은 회원들로부터 인사이트와 조언을 듣고, 그들의 성공 비결을 전해 들을 수 있습니다.
이 가치 있는 MDRT 연차총회를 놓치지 마십시오! 첫 5년 동안의 회원과 MDRT 회의를 처음 접하는 회원들을 위해 특별히 마련된 이 세션은 모든 회의 참석자들에게 열려 있습니다. 이곳에서 얻게 될 영감, 지도, 그리고 동료애는 여러분이 밴쿠버를 떠나서도 오랫동안 지속될 것입니다.
COT 및 TOT 프로그램**: 특별 세션을 통해 다른 COT 및 TOT 회원들과 더 멋진 회의를 경험해 보시기를 바랍니다. (본 이벤트는 2024년 COT 회원과 2024년 TOT 회원만 참석할 수 있습니다.)
COT 및 TOT 공개 포럼**: COT와 TOT 회원인 경우, 수요일 오전 90분간 진행되는 세션에서 자신이 중요하게 생각하는 주제에 대해 다루고 관련 대화에 참여할 수 있는 기회가 제공됩니다. 비공식 원탁 토론은 사용 언어에 따른 그룹으로 나뉘어 진행됩니다. (본 이벤트는 2024년 COT 회원과 2024년 TOT 회원만 참석할 수 있습니다.)
필드 리더십을 위한 MDRT 센터 강연**: 다음 4가지 특별강연은 필드 리더십을 위한 MDRT 센터 회원만을 대상으로 제공되며, 구체적으로는 재무서비스 분야에서 활동하는 필드 및 홈 오피스 리더를 위해 마련되었습니다. MDRT Culture of Excellence Award와 연계된 여러 가지 팀 관리 전략이 제공될 예정이며, 이 세션은 더 빠른 속도로 여러분의 리더십을 발전시키고 MDRT 센터 동료 회원들과의 소통에 도움을 줄 것입니다. (영어로 진행되며, 통역은 제공되지 않습니다.)
새로운 아이디어를 불러일으키고 현재의 당면 과제를 위한 솔루션을 얻을 수 있도록 마련된 개별강연은 여러분을 실망시키지 않을 것입니다! 회원 및 비회원인 업계 전문가들이 보장성 상품, 자산 관리, 은퇴 전략, 마케팅, 전망, 비즈니스 프로세스, 직원 관리, 기술, 일과 삶의 균형 등의 다양한 주제를 아우르는 지식을 나누는 자리에 초대합니다.
커넥션 존에서는 독특하고 혁신적인 경험을 통해 간단한 프레젠테이션과 다른 회원과 직장 동료들과 소통할 수 있는 풍성한 기회를 제공합니다. 이 재미있고 활기찬 공간은 회의 중 항시 개방되며, 새로운 사람들을 만나고 네트워크를 형성하고 인스타그램에 올릴 사진을 찍고, 강연자와의 Q&A 세션에 참여할 수 있는 훌륭한 장소입니다. 커넥션 존에서는 6가지 언어로 100개 이상의 강연을 통해 여러분의 실제 업무에 적용할 수 있는 즉각적인 성과와 최신 아이디어를 얻을 수 있습니다.
2024 MDRT 회원, 2024 MDRT Center for Field Leadership 회원, 2024 MDRT 에이전시 매니저 프로그램 회원, 2024 MDRT Academy 회원, 2024 MDRT 멘토링 프로그램 멘티에게는 회의 참가 등록 자격이 주어집니다. 배우자, 자녀, 친지, 친구나 회사 동료는 어떤 공식 행사에도 참가 등록을 하거나 참석할 수 없습니다.
지금 바로 MDRT 회원이 되어 보세요필드 리더십을 위한 MDRT 센터에 대해 더 자세히 알아보세요.
MDRT 에이전시 매니저 프로그램에 대해 더 자세히 알아보세요.
MDRT Academy와 MDRT 멘토링 프로그램 참가 자격에 대해 자세히 알아보세요.
참가 등록 취소 요청의 경우, 반드시 mdrt@maritz.com으로 이메일을 보내 Maritz에 접수하셔야만 전액 환불을 받을 수 있습니다.
비자 요청이 거절되었거나 비자 발급에 필요한 일정을 확보하지 못했다면 2024년 4월 25일까지 요청하는 경우에 한해 행사 등록비를 전액 환불받을 수 있습니다. 2024년 4월 26일 이후에 접수된 환불 요청은 상기 등록 섹션에 명시된 취소 규정과 환불 금액에 따릅니다.
모든 요청은 개별적으로 mdrt@maritz.com으로 제출해야 합니다.
환불 요청에는 MDRT ID#와 IRCC(캐나다 이민, 난민 및 시민권청) 사무소의 공식 거부 편지 또는 IRCC 웹사이트의 스크린샷이 포함되어야 합니다.
해당 서류가 제출되지 않을 경우, MDRT에서는 요청을 처리할 수 없습니다.
프로그램 일반 준비(PGA) 자원봉사자가 되어 더 멋진 회의를 경험해 보세요. MDRT 연차총회가 동료 참석자들에게 좋은 경험으로 남을 수 있도록 지원하는 중요한 보조 역할을 수행하는 동시에 전 세계에 걸친 네트워크를 만들고 새로운 친구를 사귈 수 있습니다. 8개의 태스크 포스에 대한 자세한 내용을 확인하고 회의 참가 등록 시 태스크 포스에 지원해 보시기를 바랍니다.
자원봉사자들은 반드시 6월 8일(토) 오후 4시 30분에 열리는 PGA 킥오프에 참석하여 특별 프레젠테이션을 보고 활동 내용에 대한 상세 정보 파악 및 팀원 만남의 시간을 가져야 합니다. 따라서 해당 일정에 맞춰 밴쿠버에 도착할 수 있도록 유의해 주시기를 바랍니다. MDRT 회원만 자원봉사자가 될 수 있습니다. 오후 4시부터 입장을 시작합니다.
MDRT 회원 혜택 부스에 방문하면 MDRT가 제공하는 모든 혜택을 확인할 수 있습니다. MDRT 앱 튜토리얼을 체험해 보고 mdrt.org에서 제공되는 가치 있는 콘텐츠를 확인해 보시기를 바랍니다. 그리고 MDRT의 멘토링 프로그램과 MDRT Academy, MDRT Center for Field Leadership에 대한 내용도 접할 수 있습니다
MDRT 재단은 세계 곳곳의 자선 단체에 기부함으로써 MDRT 회원들의 자애로운 마음과 탁월한 업무 능력, 강력한 영향력을 드러냅니다. MDRT 재단에 대해 자세히 알아보세요.
이번 회의 기간에 밴쿠버 컨벤션 센터에 있는 MDRT 재단 부스를 방문하여 재단에서 진행하는 글로벌 기부금 프로그램에 대해 알아보고 올해 자선 파트너인 레터스 투 스트레인저스(Letters to Strangers)에 기부해 보시기를 바랍니다.
MDRT 스토어는 업계 최고의 교육 자료를 선보입니다. 밴쿠버 컨벤션 센터 현장에서 스토어를 방문하거나 mdrtstore.org를 통해 온라인 스토어를 방문하여 전용 상품, 명패, 의류 및 다양한 MDRT 브랜드 상품을 만나 보세요.
