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。

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。

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。

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。

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。

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。

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。

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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。

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。

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。

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。

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。

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。

浅井健太郎 - 2014年ソニー生命保険株式会社入社。

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。

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.

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.

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Fabian Bio

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Joyce Bio

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Ross Bernstein, the bestselling author of nearly 50 sports books, is a peak-performance business speaker who consistently speaks at more than 120 live events per year — many of which are in the financial services and insurance space. A proud member of the Speaker Hall of Fame, he has keynoted conferences on all seven continents, and his books have been featured on CNN, CBS Mornings, MSNBC, Bloomberg, Fox News and ESPN, as well as in The Wall Street Journal, New York Times, USA Today and Sports Illustrated.

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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.

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。

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.

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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。

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.

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.

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。

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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。

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。

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。

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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。

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。.

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.

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。

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。

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.

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Helen Arnold is owner and financial director of Television Mobiles Ltd., a one-stop broadcast facilities company based in Bartlemy, Co. Cork, Ireland, that provides high-spec OB trucks, specialized equipment and the latest technological developments, ensuring a first-class production. Arnold has more than 40 years of leadership experience in business development and strategic planning within the broadcast media industry.

Jagannath Das, MBA, M Com (IS), is a second-generation insurance advisor who specializes in finance and marketing. He began his career by working at a life insurance company for five years before joining his father at LIC India, where they both have been named corporate club members, the highest recognition by LIC India for an advisor. Das is an active MDRT member volunteer and was president of Junior Chamber International Kolkata.

Derek Hagenは、ファイナンシャル・アドバイザーだけでなく、個人やカップルが有意義な人生を送るための支援を専門とする認定プラクティショナーです。金融の専門家とお客さまの両方の心理をトレーニングで理解させて、アドバイザーのとるべき行動を訓練しています。毎週発行しているニュースレターでお金と価値ある人生を送るための心理学を、シンプルな絵を使って説明しています。彼の活躍はThe Wall Street Journal, Kitces’ “Nerd’s Eye View” blogそしてポッドキャストとして“Standard Deviations”および“The Human Side of Money”で人気を博しています。

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.

堀田裕之 - 2009年より金融サービス業に従事し、中小企業経営者の事業継続、財務、保険に関するアドバイスに注力。

Soo Hyun Oh started working in financial services in 2005 and currently serves as a sales manager and personal wealth management consultant at Authentic Financial Group.

Siriporn Phuttharak is the CEO of FIN Infinity Company as well as senior regional director and senior sales consultant for the Association of Life Insurance Agents and Financial Advisors, where she held the position of president for several years. As an investment advisor who specializes in stock and mutual funds, Phuttharak has received many financial services credentials throughout her 30-plus years in the profession and has served as an international guest lecturer.

Ericka Rodriguez, the author of the personal growth and leadership book “El Llamado de tu grandeza” (“The Call of Your Greatness”), has helped individuals and companies in more than 15 countries achieve their wellness goals — enabling them to lead happy and fulfilling personal and professional lives. In 2021, she received the Huellas del Istmo Award in the category of commitment to prosperity.

Wong Wei Chong Wilfred is a senior director at Ascendance Wealth Management and author of “Adulting: The Graduate Starter Pack,” a regionally acclaimed financial planning guidebook for millennials. Out of 124 nominations of top advisors in Asia, Wong Wei Chong Wilfred was awarded “Asia Financial Advisor of the Year” in 2020.

Yuanyuan Zhang, RFC, has been in the financial services profession for 14 years. She began making 50 cold calls a day and what started as orphan leads developed into client referrals, leading her to accumulate 1,144 clients. She soon realized that following her own style of financial planning — and ditching the suit — made her more comfortable on her road to success.

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.

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.

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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。

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。

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.

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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.

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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。

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。

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。

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。

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。

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。

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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。

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。