通过成为项目统筹委员会 (PGA) 志愿者来增强会议体验。与来自世界各地的新朋友建立人脉关系,同时帮助他们扮演重要角色,使其他与会者在百万圆桌年会中得到愉快的体验。了解更多信息,并在注册会议时注册加入八个专案小组之一。
志愿者必须参加 PGA 启动仪式,时间为 6 月 24 日(星期六)16:30。因此,敬请及时抵达 Nashville(纳什维尔),聆听特别演讲,获得有关您的志愿者任务的重要细节,并与团队中的其他人见面。所有志愿者都必须是百万圆桌会员。会议室将于 16:00 开放。
借助一系列创新产品和服务,交流区将提供直击演讲和各种交流机会,让您轻松结识其他会员。这个有趣而气氛活跃的空间,将于会议期间全程开放。与同事联系、认识新朋友、拍摄照片、参与演讲者问答环节,并观看互动演讲。交流区提供超过 50 场以最多七种不同语言演讲的直击会议。会员可从中获取即时信息和前沿理念,并将其运用到日常实务中。
Kevin Brown 是一位作家兼励志演讲家,他的使命是帮助个人和组织接受这种能够让一流的组织和出色人才从人群中脱颖而出的简单哲学。他的演讲有趣且充满启发,鼓舞大家突破挑战,勇敢面对每一天,并在工作和生活中做出积极的改变。
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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Marty Wilson 的整个职业生涯都在研究韧力,部分原因在于他是个不屈不挠的企业家,征服了一座又一座职业“高峰”。Wilson 当过药剂师、广告文案和单口喜剧演员,现在是畅销书作者和演说家,并且获得了澳大利亚年度喜剧大奖。他通过演讲向超过 500,000 人讲述了幽默率性如何在健康和创新领域引发行为改变。
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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邀请思想领袖和非会员主题演讲嘉宾带来发人深省的故事和行业内容,主题包括金融服务、销售策略、行业实务和工作与生活平衡。
IN-Q 是艾美奖提名诗人、白金唱片歌曲作家和主题演说家,著有畅销书《向心而问》(Inquire Within)。他曾入选 Oprah Winfrey 创立的“全球最具影响力的思想领袖”榜单 SuperSoul100。多年来,他与无数家公司携手合作,帮助他们通过协作内容作品和故事讲述会,道出自己的故事。他近期创作的多个诗歌视频走红,总观看量超过 7 千万次。他的单口诗歌表演特别节目《IN-Q — Live at the Ace Theatre》现已上线 Amazon Prime Video。
IN-Q is an Emmy-nominated poet, multiplatinum songwriter, keynote speaker and the bestselling author of “Inquire Within.” He was included on Oprah Winfrey's SuperSoul100 list of the world's most influential thought leaders and has worked with countless companies over the years, helping them tell their story through collaborative content pieces and storytelling workshops. Many of his recent poetry videos have gone viral, with more than 70 million views combined, and his standup poetry special, IN-Q — Live at the Ace Theatre, is now streaming on Amazon Prime Video.
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Alvin Law 曾是加拿大卓有成就的 DJ。1981 年,他变换赛道,成为一名励志演说家。Law 天生没有双臂,但他证明了“态度”并非溢美之词。事实上,科学证实态度能改变人体内的化学物质,是确保良好精神状态的关键。作为畅销作家和认证专业演说家,Law 通过 7,500 多场活动,与五大洲的 200 多万听众分享了自己的传奇故事,多部获奖纪录片也讲述了他的事迹并在全国播出。
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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Chaunté Lowe 不仅身兼数职——妻子、母亲和公司老板——还是职业运动员和美国纪录保持者,她曾四次征战奥运会、三次获得世界锦标赛奖牌三次,12 次勇夺全美冠军。在备战 2021 年东京奥运会时,她接受了乳腺癌双乳切除术和化疗,继而成为一名备受欢迎的演说家。她顽强的斗志影响了自己的一生,也让演讲观众受益匪浅。
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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邀请思想领袖和非会员主题演讲嘉宾带来发人深省的故事和行业内容,主题包括金融服务、销售策略、行业实务和工作与生活平衡。
Adrian P. Baker,Dip PFS 是 St. James’ Place Wealth Management Group 的高级合伙人,也是 2023 年百万圆桌基金会会长。他热衷于与那些关心他人及希望为自己和后代创造精彩未来的人合作。作为 Baby Check Bath 的联合创始人和受托人,Baker 极具企业家精神,并与同样愿意为世界做出积极贡献的公司掌门人密切合作。Baby Check Bath 是一家专为经济困难家庭的婴儿提供免费颅骨整骨治疗服务的组织。
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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Tim Gard 在销售、大众服务和欺诈调查等领域拥有 20 多年的经验。作为入选名人堂的演说家及经认证的演讲和表演专家,他奉献整个职业生涯,致力教导人们通过幽默率性来减轻压力和提升抗压能力。他曾在 3,000 多场活动中发表演讲,发明了几款减压办公产品,并著有几本著作。
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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De vivir en la calle a ingresar a Harvard
Liz Murray 是 The Arthur Project 的联合创始人;该组织重新定义了青少年辅导服务,扩大了人际关系在儿童生活中的力量。她坚定支持贫困地区的青少年,致力于通过基于关系的学习来终结跨代贫穷。作为艾美奖提名电影《风雨哈佛路》(Homeless to Harvard) 的人物原型,Murray 鼓励学生群体和商界人士努力克服所遇到的种种困难。
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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Geoff Ramm 是一位极具感召力的主题演说家,著有《名人服务》(Celebrity Service) 和《名人服务巨星》(Celebrity Service Superstars)。他被《福布斯》(Forbes) 杂志誉为“游戏规则的改变者”,深受部分世界一流品牌信任,如阿联酋航空、华纳兄弟和麦当劳,帮助他们创造自身未曾发现的服务体验优势。他挑战并激励了世界各地的听众,打造出竞争对手难以望其项背的获奖创意。
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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Jack Shaw 是创新和变革管理战略专家,拥有 30 多年设计、开发和实施新兴技术的经验,致力于帮助领导者在新技术浪潮中完成组织的数据生态系统转型。Shaw 是全球思想领袖,曾被评为全球二十五位最佳演说家之一,以及五大技术未来主义者之一。他曾向全球近 30 万听众分享见解,包括奔驰、博世、通用电气、可口可乐等《财富》(Fortune) 杂志 500 强企业。
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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Jessica Thompson 是国际非营利救灾组织 All Hands and Hearts (AHAH) 的首席执行官。她最初以志愿者身份加入 AHAH,前往印尼帮助当地人重建家园,为期三周的工作使她决定为该组织的使命奉献终身。迄今为止,她已帮助协调 63,000 多名志愿者,启动 144 个救灾项目,影响了 100 多万人的生活。
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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借助一系列创新产品和服务,交流区将提供直击演讲和各种交流机会,让您轻松结识其他会员。这个有趣而气氛活跃的空间,将于会议期间全程开放。与同事联系、认识新朋友、拍摄照片、参与演讲者问答环节,并观看互动演讲。交流区提供超过 50 场以最多七种不同语言演讲的直击会议。会员可从中获取即时信息和前沿理念,并将其运用到日常实务中。
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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专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
Bhupinder S. Anand, ACII, Dip PFS, is managing director of Anand Financial Architecture, based in London, England, UK. He has twice been awarded U.K.’s Independent Financial Advisor of the Year and is one of the profession’s favorite speakers, having spoken at major conferences all around the world and at MDRT many times. He also runs the Advisor Master Class coaching program and is author of “Smashing the Glass Ceiling: Breaking Through Your Personal Barriers to Success.” Anand has a unique insight into understanding the importance of how creative branding and positioning can influence the results we get from our clients.
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Su-Ling Chang 从事银行业已经 23 年了。她曾担任财富管理部门主管和总部交易室的债券交易员。Chang 曾参与价值 100 亿美元的规划项目,主要为资产充裕的客户提供服务,2019 年调任至集团旗下的保险公司。
Su-Ling Chang has been in the banking industry for 23 years. Her experience includes being the head of the wealth management department and a bond trader in the dealing room of the head office. Chang has worked on $10 billion worth of planning projects, mainly for clients with abundant assets, and in 2019, she was transferred to the insurance company of the group.
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Clement Chia Wen Chien manages personal and corporate financial portfolios of clients across diverse backgrounds, and takes pride in the effectiveness of his solutions provided. His work centers on three core values — accuracy, timeliness and reliability — and his key principle is built on the priorities and interests of his clients.
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Sudhakar Gabriel has been in the life insurance profession for more than 21 years. While Gabriel focuses on the referrals and recommendations side of the business, his specialties also include retirement solutions and business insurance.
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Yun Jia Josh Han, B.A., ChFC, has been in the financial services profession for almost two decades. She currently leads a team of advisors who share her mission of helping clients achieve the quality of life they deserve, regardless of the challenges they face. Her conviction and dedication grow each day as she witnesses the great impact her services have during good times and bad.
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Juan Bernardo Hoyt Trevino started his financial services career in 2000 and has received recognition for his contributions on numerous occasions. He is an active MDRT member, mentor, and local and national life coach.
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Susana Alejandra Leal Aguirre started her career as an insurance advisor in 2015. She is an only child, married and a mother. She has learned that replacing the need of provision with hard work and determination, plays an important role to reach goals and makes your dreams come true.
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Jae Seok Park has a doctorate in engineering and is a successful financial advisor.
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Witsanu Pudtaraksamanee, a former car salesman, transitioned to the financial services profession and has found great success for the past 20 years, earning recognition as the youngest advisor in the history of AIA Thailand to hold the high-level position of regional director.
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Hirotaro Shibata 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.
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专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
Satontorn Bovontanasankun decided to take over her mother's 30-plus-year profession in the financial services industry after her mother was diagnosed with Alzheimer's disease. As she is a quick learner and a methodical person, she integrates the modern approach to working and combines it with experiences of the old. She credits her MDRT certification for most of her achievements.
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Somchai Charoenprakob has found great success as a financial services advisor through word-of-mouth marketing. He is passionate about sharing his strategies with others and has been a lecturer for 17 years at Muang Thai Life events.
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Sang Uk Han, a former adjunct professor for the insurance finance department at Seoul Digital University, has appeared on media platforms and spoken at many conferences on the topics of insurance and sales.
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Kuo Hua Huang,CFP 是 Hongyu Consulting Co. Ltd 的创办人,过去十年从事着保险行业。深明理财顾问工作的辛劳,并凭借对培训的热爱,Huang 建立了“Thunder Dragon Sales”(雷龙式销售)培训系统,专注于帮助理财顾问提高效率,顺利获得百万圆桌会籍。
Kuo Hua Huang, CFP, is the founder of Hongyu Consulting Co. Ltd. and has experience in the insurance industry for the past decade. Knowing the hard work of financial advisors and his love for training, Huang created the "Thunder Dragon Sales" training system, which focuses on helping financial advisors obtain MDRT membership more efficiently.
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Andrew Inwood is the CEO of CoreData research, a global customer research and database business with offices in London, Manila, Boston, Madrid, Sydney and Perth. For the past 20 years, he has been leading research on the relationship between customers, markets and advice all across the globe, specializing in the transfer of trust between organizations and individuals. He is a highly regarded keynote speaker and researcher, working for governments, asset managers, banks, and financial advice and distribution businesses.
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Liu Xiao Qing 持有南安普顿大学的硕士学位,于 2016 年加入保险行业。她在三年内晋升为业务总监,并因其成就而广受赞誉。
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.
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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.
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Debra Jasper, Ph.D., is a faculty fellow at The Ohio State University, where she teaches graduate courses in managing a hybrid world. As an international speaker, Jasper has delivered keynotes and master classes around the world on how to engage virtually with clients and colleagues. She has also been named by Ernst & Young as one of the top women entrepreneurs in North America.
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由思想领袖和知名演讲者分享发人深省的故事和行业内容,主题均与金融服务、销售策略、行业实务和工作与生活平衡息息相关。
Jennifer A. Borislow,CLU 是 Borislow Insurance 的创始人兼首席执行官,该公司是创新性卫生技术及福祉解决方案的主要供应商,为新英格兰地区内的 300 多家企业提供服务。Borislow 女士曾于 2012 年出任百万圆桌会长,其后继续积极参与百万圆桌活动并多次担任演讲嘉宾。Borislow 女士曾参与五本畅销书的编写,并且担任数家保险公司的顾问委员会成员。
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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EugeneG.Bozzi,LUTCF 已担任保诚金融顾问 38 年,专攻退休、财富保护和遗产规划。他是保诚集团现场咨询委员会的现任成员、保诚表彰员工和资深理事会成员。
Eugene G. Bozzi, LUTCF, has been an advisor at Prudential Financial for 38 years, specializing in retirement, wealth protection and legacy planning. He is an active member of Prudential’s field advisory council, a Prudential citation qualifier and a masters council member.
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Carla Brown,FPFS 在英国 Chester(切斯特)附近开了一家颇有前景的公司,有 9 名员工为客户提供服务。她从事这一行长达十年并屡获殊荣,她相信真正的财富不仅仅是金钱和信用,以客户为本进行理财规划是她成功的秘诀。
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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Tzu-Pin Chao 仍在继续发展业务,积极参加公共慈善项目。他通过个人捐款,带领整个团队为社区提供良好服务,成功打造了顶尖会员品牌。
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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Dan Clark 是一家国际领导力发展公司的创始人兼首席执行官、高业绩商业教练,以及 35 本《纽约时报》(New York Times) 畅销书的作者。作为屡获殊荣并在身受重伤后重返赛场的运动员,他被评为全球十大励志演说家之一,曾在全球范围内对 600 多万人发表过演讲,其中包括超级碗冠军以及伊拉克、阿富汗、亚洲和非洲的作战部队。他曾客串 500 多个电视和广播节目,并登上多本刊物的专题报道。
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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Wendy Diaz 是一位来自 El Salvador(萨尔瓦多)的人寿保险专家,负责向大众传授有关肾脏疾病和肾脏移植方面的预防和指导知识。她还写过励志书籍,热衷于为他人服务。
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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Gregory B. Gagne,ChFC 是百万圆桌执行委员会第一副会长,百万圆桌会龄 23 年,曾 4 次获得内阁会员资格,14 次获得顶尖会员资格。他也是百万圆桌基金会的“神剑骑士”,并曾担任受托人董事会成员。Gagne 是 Affinity Investment Group LLC 的创始人,该公司提供财富管理和分配规划服务。他丰富的百万圆桌志愿者服务资历包括作为全球理事会成员的顶尖会员,以及在项目统筹委员会和日程起草委员会中担当重要角色。他曾在 12 场百万圆桌会议上发表演讲。除了担任百万圆桌的领导层工作,Gagne 也是 NAIFA–New Hampshire(新罕布什尔州全国保险和金融顾问协会)的前会长,并在 2008 年被授予 NAIFA–New Hampshire 杰出理财顾问大奖。
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.Griffith III,Ph.D.、ChFC 以教师和教练的身份,亲眼见证了金融服务行业超过二十多年的发展。他擅长为家庭和小型企业提供全方位规划,以确保他们能享受财务自由。Griffith 曾在行业期刊上发表无数篇文章,分享他对理财规划的独到见解,并游历全国各地进行演讲,讲述有关目标设定、成就动力,以及从竞争对手中突围而出等话题。
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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Naji A.Haddad 是一位来自黎巴嫩的理财顾问,他白手起家,自学成材,致力于帮助客户实现有尊严的生活,留下长期遗产,不断为客户的生活带来积极的改变,创造更安全的未来。
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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Julianne Hertel, CLTC 在美国 Massachusetts(马萨诸塞州)Worcester(伍斯特市)担任了 15 年的金融服务顾问。她主要负责为客户制定理财规划和财富管理,这些客户致力于为他人创造一个更美好的世界。
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Jue Rong Lee 于 2004 年开始从事金融服务业,目前担任新加坡保诚集团金融服务总监兼私人财富顾问。
Lee Jue Rong began her financial services career in 2004 and currently serves as financial services director and private wealth consultant at Prudential Singapore.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Edward Franklin Marshall,APFS 于 2001 年成为金融服务业的一员,并于 2006 年加入了 Kingsland Wealth Management。他喜欢潜心研究客户的深层价值观,为他们提供必要的工具,帮助他们实现重要的目标。他认为,这种方法可以让每个客户对自己的理财计划信心满满,与此同时,还能让他们知道自己有着坚实的终身后盾。
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Subhas V.Nathan 是一名金融服务总监,曾为百万圆桌会员、内阁会员和顶尖会员级顾问提供辅导,并提倡导以“个性造就成功”理念为基础的成熟方法。他是新加坡 Eminence Group 的领导人,他总是热情地帮助公司的其他顾问发挥其最大潜能。
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Scott S.Paterick,CLU,CHFC 是一位成功的理财顾问,他认为百万圆桌对他的生活产生了积极影响。在职场生涯中,Paterick 学会了如何与客户进行有意义和富有成效的讨论,帮助他们明白如果现在能够解决难题,未来必定会得到回报。
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.
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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Charlie Reading,APFS 是英国顶级理财规划公司之一 Efficient Portfolio 的创办人。他曾是三届铁人三项赛选手、超长跑好手和四本书的作者。作为 TRIBEathlon 播客的主持人,Reading 曾采访来自世界各地的顶级耐力型运动员。他创立并出售了好几项业务,目前经营着一家专为专业人士提供辅导服务的企业:The Trusted Team。
Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
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Lin Zhang 是一位有 11 年创业经验的企业家,于 2019 年加入金融服务行业。他成功选择了支配时间的有效方法,并乐于与他人分享自己的想法,帮助他人从以全人理念为本的生活中获得巨大收益。
Lin Zhang is an 11-year entrepreneur who entered the financial services profession in 2019. He has found success in choosing how he spends his time wisely and enjoys sharing his ideas with others so they, too, can get the most out of living a life centered on the Whole Person concept.
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Zhang Luoning 于 2014 年毕业于香港城市大学,2016 年加入香港友邦。她于 2020 年晋升为高级区域经理,目前帮助 200 多名客户管理金融投资组合。
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
借助一系列创新产品和服务,交流区将提供直击演讲和各种交流机会,让您轻松结识其他会员。这个有趣而气氛活跃的空间,将于会议期间全程开放。与同事联系、认识新朋友、拍摄照片、参与演讲者问答环节,并观看互动演讲。交流区提供超过 50 场以最多七种不同语言演讲的直击会议。会员可从中获取即时信息和前沿理念,并将其运用到日常实务中。
Julianne Hertel, CLTC 在美国 Massachusetts(马萨诸塞州)Worcester(伍斯特市)担任了 15 年的金融服务顾问。她主要负责为客户制定理财规划和财富管理,这些客户致力于为他人创造一个更美好的世界。
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.
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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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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Tzu Hao Kuo 拥有 7 年会计事务所的实务经验,在 18 年的保险从业中,他专责财务风险规划、退休金准备、税务风险和家族继承等范畴的咨询工作。此外,他还曾通过超过 100 场讲座,帮助各组织、学校和企业就各种金融保险和税务专题开展交流。…………………………………………………………………………………………………………………………………………………………….
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. …………………………………………………………………………………………………………………………………………………………….
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Eun Ji Lee has found great success as a financial services advisor since joining Prudential Life Insurance in May 2008
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Pu Li,CFA 是中国 Independent Financial Advisors Association(独立理财顾问协会)的创办人,以及 Sun Raise Investment 的联合创办人,持有清华大学和香港中文大学的金融硕士学位,曾于沃顿商学院主修商业分析。投入参与保险行业 18 年,Li 首创针对行业中高净值客户的“关键客户服务系统”。Li 曾获被中国品牌影响力推动计划评为“财富管理行业十大领军人物”之一。
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Ryan Jake Perkins has worked at Genier Financial Services Inc. for the last seven years and has been the principal of the firm for the last year. He specializes in serving professionals, young business owners and next-generation wealth clients.
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Masashi Sunada began his career with a consumer credit company before joining the financial services profession. Rising above the setbacks he soon encountered, Sunada created the Client Management Method when he was 34 and was able to triple his production in one year. He has built a highly repeatable relationship strategy, and in 2019, he established a marketing company.
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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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.
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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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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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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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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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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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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
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.
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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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 从事金融服务行业 22 年,专精于以专业客观的理性分析,通过多维角度帮助客户了解家庭理财保障需求。Xie 紧贴寿险、家庭财务安全、法律、税务和尖端科技等信息,将多范畴的知识整合至保险业务沟通中,帮助客户通过一个全新层面来了解优化家庭资产配置的重要性。
Fang Xie has been in the financial services profession for 22 years and is skilled in helping clients understand family financial protection needs from a multidimensional perspective with a professional, objective and rational analysis. Sensitive to information related to life insurance, family financial security, laws, taxation and cutting-edge technology, Xie integrates her knowledge from multiple fields and uses them in her insurance business communication to help clients see the importance of optimizing family asset allocation on a whole new level.
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Takahisa Yamaguchi has held position of company chair for Nippon Life for MDRT Japan Chapter in 2021 and 2022. As a former banker, Yamaguchi can provide financial support to clients for financing, financial improvement, benefit plan design, retirement planning, and more.
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Francees Manuelle Zaguirre, 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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专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
Tzu-Pin Chao 在 22 岁时加入金融服务行业,多年来已服务超过 2,000 名客户。他持有由个人到组织性的 30 项卓越国际证书,不断克服逆境,取得非凡成就。
Tzu-Pin Chao entered the financial services profession at 22 and has served more than 2,000 clients over the years. He possesses 30 international certificates, ranging from personal to organizational excellence, and he continues to break through adversity and achieve great success.
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Chul Kang has embraced the use of technology to propel his business forward and has spoken at many MDRT events to help other financial professionals tap in to this differentiation strategy for contactless client consultation.
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Andrea Doria Lopez Villasenor has worked in the financial services profession for 11 years. At age 23 she came to the insurance industry as a part-time assistant insurance agent. Since then she has also trained and developed new advisors. She is passionate about mentoring and empowering women to achieve financial autonomy.
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Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently owns and operates McNeely Financial Services, an independent, Wisconsin-based firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”
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Barry Moline, is the executive director of the California Municipal Utilities Association and has been bringing people together in the workplace for four decades. From his volunteer work with the U.S. Peace Corps in Guatemala to his leadership of associations, businesses, government and nonprofits, Moline has strived to solve the issues of communication stagnation, siloed information, unfounded assumptions and more by teaching his staff and his colleagues to relate to one another. He understands the importance of synergy and diplomacy and believes in the power of sharing personal stories as a means of connection.
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Yuka Nakahara-Goven, MBA, CLU, is from Japan and started her financial services career soon after obtaining her MBA in the U.S. She is fluent in Japanese, Mandarin and English and shares her passion for the profession by mentoring young advisors.
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Navaporn Rungsawang is an experienced keynote speaker for MDRT and THAIFA2014 on the topic of living meaningfully and leaving worthwhile. She is passionate about opening her clients’ hearts to the many benefits of life insurance and has established new team-building channels by inviting high-potential clients to join her firm.
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Prashant Prabhakar Surdikar, B Com, MBA, has been in the financial services profession for 26 years, serving more than 1,500 clients and families. His areas of expertise include life insurance and health insurance, in addition to providing individual and corporate insurance solutions to his clients.
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Bruce Alexander is creative director and principal of marketing, branding and strategy for Business Imagination Pty Ltd. He wrote advertising campaigns for clients such as Ferrari, Johnson & Johnson and Estée Lauder, and he created the brand Starmart for Caltex (Texaco) service stations seen throughout Australia, New Zealand and southern Africa. Alexander is a former professional composer and author of the book "Lasting Happiness in Uncertain Times."
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Antonio Blando is an icon within the insurance industry with almost 20 years of experience helping hundreds of insurance advisors transform their results by teaching them the best practices for individual life insurance advisory sales. Antonio has won the top awards from his company and ASPRO GAMA.
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Sol Hicks 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 在 2012 年加入金融服务行业,目前正担任理财规划经理。她热衷于帮助朋友和家人采取适当的风险管理,教育客户及其家人采取相同的做法,并培养团队成员获得百万圆桌资格。
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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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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由思想领袖和知名演讲者分享发人深省的故事和行业内容,主题均与金融服务、销售策略、行业实务和工作与生活平衡息息相关。
IN-Q 是艾美奖提名诗人、白金唱片歌曲作家和主题演说家,著有畅销书《向心而问》(Inquire Within)。他曾入选 Oprah Winfrey 创立的“全球最具影响力的思想领袖”榜单 SuperSoul100。多年来,他与无数家公司携手合作,帮助他们通过协作内容作品和故事讲述会,道出自己的故事。他近期创作的多个诗歌视频走红,总观看量超过 7 千万次。他的单口诗歌表演特别节目《IN-Q — Live at the Ace Theatre》现已上线 Amazon Prime Video。
IN-Q is an Emmy-nominated poet, multiplatinum songwriter, keynote speaker and the bestselling author of “Inquire Within.” He was included on Oprah Winfrey's SuperSoul100 list of the world's most influential thought leaders and has worked with countless companies over the years, helping them tell their story through collaborative content pieces and storytelling workshops. Many of his recent poetry videos have gone viral, with more than 70 million views combined, and his standup poetry special, IN-Q — Live at the Ace Theatre, is now streaming on Amazon Prime Video.
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Dylan Alcott 身兼残奥会得奖运动员、慈善家、企业家、主题演讲者和 Get Skilled Access 联合创办人这几重身份;该培训组织旨在教导企业和政府机关如何加深对残疾客户的理解,改善对残疾人士的待遇。Alcott 还在 2017 年成立了 Dylan Alcott 基金会,通过辅导计划、奖学金和资助金等方式,致力于帮助澳大利亚残疾年轻人过上正常生活。2018 年,他出版了自传《有能为力:金牌、大满贯与打破玻璃穹顶》(Able: Gold Medals, Grand Slams and Smashing Glass Ceilings);2022 年,他获颁发澳大利亚官员勋章,以表扬其对残奥运动的杰出贡献,以及作为残疾人士的楷模。
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.
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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Heidi Dening 是一位畅销书作家,她奉献整个职业生涯,致力以韧力、自我领导力和幸福计划激励全球成千上万的人。Dening 相信教育能改变人生,她拥有独特的“魔力”,能让领导者及其团队在变化、压力和不确定的情况下找到勇气,发挥自身最大潜力。最近,她被评为亚太区最佳国际主题演说家,并经常以韧力专家身份现身媒体。
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Clay Gillespie,CFP、CLU 是 RGF Integrated Wealth Management 的理财顾问、投资组合经理兼总经理,该公司成立于 1973 年,总部位于 Vancouver(温哥华),有 65 名员工。Gillespie 的专长是退休收入规划、退休后的有效创收方法及相关遗产规划问题。他是 2019 年全球理事会成员和顾问委员会主席,也是 2017 年的 CALU 主席。
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
Keller Rinaudo 是机器人和医疗保健领域的创新者,并联合创立了美国医疗产品运输公司 Zipline;该公司专门设计、制造和经营无人机,以向医院和健康中心运送所需的救生医疗用品。作为哈佛大学毕业生,Rinaudo 用 RNA 和 DNA 构建了可在人体细胞中运行的计算机,充当分子医生,并在《自然生物学技术》(Nature Biotechnology) 杂志上发表了这项研究,成为该刊史上最年轻的第一作者之一。
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.
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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Randy L. Scritchfield,CFP、LUTCF 是前任会长,百万圆桌会龄 38 年,曾 3 次获得内阁会员资格,21 次获得顶尖会员资格。Scritchfield 是百万圆桌基金会的“神剑骑士”,同时也是核心集团的成员,并曾担任受托人董事会成员。他是 Montgomery Financial Group(一家位于大马士革的退休规划公司)的创始人。他丰富的百万圆桌志愿者经历包括 6 次服务于百万圆桌理事会,以及 9 次担任委员会主席。在其担任过的领导职位中,Scritchfield 担任过顶尖会员分副会长和顾问委员会主席,以及年会日程起草委员会分副会长。Scritchfield 还在百万圆桌年会和顶尖会员年会上多次发表演讲,并且代表百万圆桌多次在海外发表演讲。
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.
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.
Alex Sheen 是 because I said I would 组织的创始人,这是一个致力于通过承诺和实践来改善人类生活的社会运动和非营利组织。在丧父之痛的刺激下,Sheen 和所在组织旨在向世界各地的人们免费寄送承诺卡。在短短两年内,because I said I would 已经向超过 153 个不同国家/地区寄送了超过 1,230 万张承诺卡。Sheen 已参加过五次 TEDx 演讲,ABC World News、CNN、The Today Show、NPR、《洛杉矶时报》(The Los Angeles Times) 和其他知名节目均报道了他的慈善事迹。
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.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
主场会议是百万圆桌年会最大的舞台,广邀精选会员演讲者、行业领袖、百万圆桌基金会和执行委员会,带来精彩励志的演讲。
主场会议:由思想领袖和知名演讲者分享发人深省的故事和行业内容,主题均与金融服务、销售策略、行业实务和工作与生活平衡息息相关。
百万圆桌开讲:这场节奏明快的会议将在星期二早上举行,其特色在于百万圆桌会员将以各种演讲方式,分享极富创新和创意的业务概念。就提高业绩、增进客户互动策略及改善行业实务提出建议。
执行委员会致辞:聆听百万圆桌执行委员会的诚挚寄语,包括 2023 年会长致辞。
百万圆桌基金会:认识 2023 年慈善合作伙伴,并了解百万圆桌基金会为全球带来的持续影响。
主场会议对话:百万圆桌领袖与精选演讲者之间的深入对谈。
这些会议提供特别专属内容,作为百万圆桌年会的附加会议。
特别午餐会*:与行业专家同席畅谈,深入探讨相关主题。提供午餐。(会议语言为英语,不提供传译服务。)
首次与会者会议:这是专为首次与会者而设的宝贵会议,帮助大家结交朋友,了解享受会议的最佳方式。不要错过这段与同僚一起的特别经历,共同庆祝成功、获取灵感及建立友谊,让美好收获的悠扬余韵,持续至 Nashville(纳什维尔)四日会议以后的更长日子。此会议为首次与会者而设,但欢迎所有人参加。
内阁会员和顶尖会员议程**:与其他内阁会员及顶尖会员一起出席这场独家会议,令您的会议体验更上一层楼。(此活动仅开放于 2023 年内阁会员和 2023 年顶尖会员参加。)
内阁会员及顶尖会员公开论坛**:内阁会员和顶尖会员将有机会在本次全长 90 分钟的会议(星期三上午)期间交流与互动并参与他们关心的主题谈话。非正式圆桌讨论将按照语言分组,并由顶尖会员担任主持。(此活动仅开放于 2023 年内阁会员和 2023 年顶尖会员参加。)
百万圆桌全球服务会议**:这四场特别会议仅限百万圆桌全球服务成员参加,专为金融服务业的团队领导者而设。这些会议汇集团队管理策略和鼓舞人心之道,将助您在领导力之旅中加速前行,并与全球服务的其他成员建立联系。(这些会议以英语演讲;不提供传译服务。)
专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。
借助一系列创新产品和服务,交流区将提供直击演讲和各种交流机会,让您轻松结识其他会员。这个有趣而气氛活跃的空间,将于会议期间全程开放。与同事联系、认识新朋友、拍摄照片、参与演讲者问答环节,并观看互动演讲。交流区提供超过 50 场以最多七种不同语言演讲的直击会议。会员可从中获取即时信息和前沿理念,并将其运用到日常实务中。
2023 年百万圆桌会员、2023 年百万圆桌全球服务成员、2023 年百万圆桌代理人团队经理计划成员、2023 年 MDRT Academy 成员及 2023 年百万圆桌师徒制辅导计划学员均符合资格注册。与会者的配偶、子女、亲属、朋友或业务伙伴不得注册或参与任何官方会议和活动。
立即成为百万圆桌会员深入了解百万圆桌全球服务。
深入了解百万圆桌代理人团队经理计划。
深入了解您可以出席的所有百万圆桌会议及活动!
绩效、领导力、主动性,这些都是使百万圆桌会员表现出众的品质——也是百万圆桌选择产品以帮助会员继续迎接增值市场的挑战时所追求的品质。
百万圆桌商店展示了业内最好的教育资源。在 Nashville(纳什维尔)Music City Center 现场光临该商店,或在线访问 mdrtstore.org 查找书籍、会议专刊、奖牌、服装以及更多百万圆桌品牌商品。
会议期间,百万圆桌商店恕不接受现金或处理任何现金交易。
百万圆桌基金会向世界各地的慈善组织捐款,展现百万圆桌会员的慷慨、服务和影响力。了解更多关于百万圆桌基金会的信息。
会议期间,务必光临位于 Music City Center 的百万圆桌基金会展位,了解志愿服务机会并进行捐款。