Speaker Sessions

Singapore

,

Singapore

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

June Rong Rong Koh is a pharmacist by training and became a financial advisor at Prudential Assurance Singapore in 2019. In 2020, she qualified as one of Prudential’s top rookie financial consultants in her first full year. She has presented at numerous international speaking engagements, specifically on topics about running high activities, social media and branding. Currently an associate financial services manager, Koh is dedicated to mentoring and multiplying her impact through raising future generations of financial professionals.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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Building a community — The heart of client loyalty

June Rong Rong Koh

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Koh

Idioma:

Offering rewards and marketing strategies are no longer enough to stand out and establish client loyalty in this digital world. Building a distinct brand community attracts emotionally invested clients, passive referrals and walk-in prospects from anywhere. Koh shares the ABCs of discovering and establishing your own community.

Mexico City

,

Mexico

Total en años de membrecía:

21

Años calificado en Court of the Table:

7

Años calificado en Top of the Table:

2

Denise Allard Serna comenzó su carrera en los servicios financieros a principios de 2022 y ya ha obtenido importantes reconocimientos por sus logros. Se ha ganado la confianza de numerosas familias y empresas y esto la ha posicionado como una líder ética y profesional que se actualiza continuamente y siempre que tiene oportunidad. Allard Serna es miembro del Club Gran Diamante de New York Life, del Grupo Atlantis y autora del libro “Finanzas con propósito”.

Denise Allard Serna started her financial services career in early 2022 and has already received accolades for her accomplishments. She has earned the trust of many families and companies, positioning herself as an ethical and professional leader who participates in continuing education whenever possible. Allard Serna is a member of the Big Diamond Club at New York Life, a member of the Atlantis Group and author of the book “Finanzas con Propósito.”

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Atrás de un resultado exrtaordinario, está un equipo de trabajo altamente efectivo

Behind an outstanding outcome is a highly effective work team

Denise Allard Serna

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Hora de inicio:

Allard Serna

Idioma:

“Hoy sé más que ayer”. Cada mañana es una nueva oportunidad para construir el mundo que queremos. Ser nosotros mismos todos los días implica seguir nuestros sueños, trabajar para encontrar el éxito y estar en constante búsqueda de nuestra mejor versión. Allard Serna comparte los pilares clave que nos ayudarán a construir nuestra mejor versión día a día para alcanzar resultados extraordinarios.

“Today, I’m more knowledgeable than I was yesterday.” Each morning represents a new opportunity to build the world we want. Being ourselves every day means pursuing our dreams, working to find success and being on a continuous search for the best possible version of ourselves. Allard Serna shares the key pillars that will help us build the best possible version of ourselves every day to achieve extraordinary results.

Selangor

,

Malaysia

Total en años de membrecía:

8

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

Lim Yee Von is a Generation Y financial advisor from Malaysia who has received numerous awards for her personal sales portfolio accomplishments. She has spoken at various MDRT events and other conferences around the world and initiated the first webinar-based sharing platform in Malaysia on topics related to finance, mental health and well-being.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Driving success in your organization by understanding givers and takers

Lim Yee Von

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Lim

Idioma:

Before advisors can achieve growth, they first must understand the role necessary to create success for themselves and their team. Learn the importance of being both a giver and a taker, and how these two personality types can create a healthy, motivated and productive environment for your team. By moving toward change and embracing help from others, a generous mindset can reap great rewards.

,

Total en años de membrecía:

10

Años calificado en Court of the Table:

9

Años calificado en Top of the Table:

7

Makoto Mitsui started his financial services career in 2012 and credits much of his success over the years to his MDRT committee involvement, learning and growing alongside some of MDRT greatest members.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Journey to Top of the Table starts from PGA

Makoto Mitsui

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Japonés

Fecha de la sesión:

Hora de inicio:

Mitsui

Idioma:

Have you registered for PGA at an MDRT event? Mitsui discusses how many legendary members work as PGA, and explains how you can learn from them while working as PGA and having fun together.

Yucatan

,

Mexico

Total en años de membrecía:

21

Años calificado en Court of the Table:

10

Años calificado en Top of the Table:

1

Augusto Antonio Quijano Farjat, LUTCF, CLI, es un asesor financiero ávido de conocimiento y se esfuerza por lograr que la primera impresión que deja en sus clientes sea inolvidable.

Augusto Antonio Quijano Farjat, LUTCF, CLI, is a financial advisor who is passionate about learning and strives to make each first impression he has with clients one they will never forget.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Preséntate como asesor miembro de MDRT desde la primera cita

Introduce yourself as an MDRT advisor at the first appointment

Augusto Quijano Farjat, LUTCF, CLI

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Hora de inicio:

Quijano Farjat

Idioma:

¿Sabías que la primera impresión que causas en las personas influye en su decisión de compra y que 30 segundos son suficientes para crear esa primera impresión? Quijano Farjat analiza los elementos necesarios para presentarte como un asesor miembro de MDRT desde la primera vez que te reúnas con tus prospectos.

Did you know that the first impression you make on people will influence their purchase decision? And did you know that 30 seconds are enough to make that first impression? Quijano Farjat reviews the elements necessary to introduce yourself as an MDRT advisor from the very first encounter with prospects.

Taipei

,

Taiwan Area

Total en años de membrecía:

4

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Yi-Pei Lin, MBA, joined the financial services profession in 2017 and, after adjusting her strategy, became a first-time MDRT member in 2020. She averages 10 cases a year, and most of her clients have come through referrals.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

How to attract high-quality clients

Yi-Pei Lin, MBA

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Hora de inicio:

Lin

Idioma:

Every advisor wants to work with the best clients they can; defining and attracting them, however, can be easier said than done. Lin shares how you can not only determine who are the right clients for your practice but motivate them to come to you.

,

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Mathew Thomas Fogarty, CFP, Dip FP, applies the same principles he learned in nursing school to the financial services profession he joined more than 33 years ago. He is committed to achieving great outcomes for his clients and mentoring the next generation of financial professionals.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Adding value as the family's trusted advisor using 3 simple tools

Mathew Thomas Fogarty, CFP, DIP FP

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Fogarty

Idioma:

Fogarty showcases three tools to help you provide extra value to your clients while positioning yourself as the family’s trusted advisor.

,

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Peter Hill, ChFC, started his career in 1993 after graduating from Wartburg College in Waverly, Iowa, USA. He grew up on a farm in Hamilton County, 55 miles north of Des Moines, and has used this background in his financial planning career, helping individuals, small businesses and families through their estate planning and retirement goals. In addition, Hill has developed a niche in the public-sector marketplace working with city, county and state employees. Clients appreciate him for being a good listener, a problem solver and someone who can explain financial concepts in a way they can understand.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

How to use the MDRT Benchmarking Survey

Peter Hill, ChFC

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Hill

Idioma:

What do you want to know about your practice, and what does the data tell you? Hill discovered the tremendous benefits of reviewing the MDRT Benchmarking Survey to compare his business with other ensemble firms and encourages you to take note of what the data can teach you about yours.

Harrison

,

NY

,

US

Total en años de membrecía:

23

Años calificado en Court of the Table:

16

Años calificado en Top of the Table:

14

David C. Blake is the founder of an independent insurance organization that has created insurance offerings for tens of thousands of highly compensated professionals across the U.S. During his career, Blake has developed marketing and client support systems that allowed his organization to create a repeatable client experience and capitalize on business opportunities created by market disruptions.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Maintaining your mission and life balance amid adversity and change

David C. Blake

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Blake

Idioma:

When faced with events and circumstances that will inevitably surface throughout your financial services career, Blake identifies ways to stay focused on your mission and adjust the tactics needed to protect your well-being while effectively serving your clients.

London

,

UK

Total en años de membrecía:

12

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

Alvin Albert Jones, CFP, CLU, is president of A. Jones Wealth and Estate Planning. Passionate about serving his community, he has a longtime affiliation with Advocis, having served as chair of its board and its chapter leadership council, and is past chair of The Institute for Advanced Financial Education.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Elevating prospects to becoming valuable staff resources

Alvin Albert Jones, CFP, CLU

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Jones

Idioma:

Have you wondered how to get your prospects more engaged in your practice? Jones suggests leveraging the advocacy of your existing clients by seeking out their insight in a client advisory board to discover new ways to elevate the client experience, leading to increased productivity.

Bangkok

,

Thailand

Total en años de membrecía:

4

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

Pradit Prasertdendoung has a degree in mechanical engineering.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

How to get new clients

Pradit Prasertdendoung

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Hora de inicio:

Prasertdendoung

Idioma:

Prasertdendoung shares his ideas for creating business components for a sustainable ecosystem.

Huhhot

,

China

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Guojin Li graduated from Zhejiang University, started his financial services career in 2019 and has been a marketing trainer for the Critical Illness Without Critical 3D Training Camp for six consecutive years.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

How to explore the pension market

Guojin Li

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Hora de inicio:

Li

Idioma:

Li takes you deep into the pension market to help you not just understand the market itself but how to help clients plan for their pensions. In addition, learn how you can expand your offerings by selling pensions as well.

,

Total en años de membrecía:

4

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

Sarah Bloxham is from Auckland, New Zealand, and has been in the financial services profession since 2015. Her experience includes two years in mortgages, six years in risk/insurance solutions and many years as an IT manager. She provides comprehensive financial planning for her clients and enjoys connecting with them online.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Insurance referrals from mortgage clients

Sarah Bloxham

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Bloxham

Idioma:

Bloxham illustrates how including mortgages in your business strategy has myriad benefits: It paves the way for other insurance solutions, it reduces the chances of clients looking elsewhere for coverage, and it strengthens an already-existing trusting advisor-client relationship.

Bangkok

,

Thailand

Total en años de membrecía:

5

Años calificado en Court of the Table:

3

Años calificado en Top of the Table:

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.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

How to build a wealth firm with millennials

Atthapong Lao-ananchai

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Hora de inicio:

Lao-ananchai

Idioma:

According to Lao-ananchai, to attract millennials to your firm, there are three principles to understand: how to recruit them, how to cooperate with them and how to help them succeed in finance.

Seoul

,

Rep of South Korea

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Ung Hee Shin has been an associate financial planner of Korea since 2015 and has discovered sales strategies that have brought him great success.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Sales is about strategy — 5 must-win sales strategies

Ung Hee Shin

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Coreano

Fecha de la sesión:

Hora de inicio:

Shin

Idioma:

Do you conduct sales with strategy? Shin explains how to create a checklist for quantified sales strategies.

Totowa

,

NJ

,

USA

Total en años de membrecía:

22

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

0

Lesley E. Weiner, CFP, ChFC, has been in the financial services profession for 41 years and is passionate about showing client appreciation through charitable giving opportunities.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Client appreciation through charitable giving

Lesley Weiner, CFP, ChFC

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Weiner

Idioma:

Weiner explains how advisors can utilize generosity to show recognition for clients year-round. This can range from purchasing clothing to donating to food pantries to other efforts that don’t require extensive cost — just intent, emotion and purpose.

Taichung City

,

Taiwan Area

Total en años de membrecía:

7

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Hung Ju Liao strives to help fellow advisors understand the necessity of allocating the risks that can’t be calculated with insurance, as insurance proceeds can be estimated but the damage cannot.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Understanding your purpose as an advisor

Hung Ju Liao

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Hora de inicio:

Liao

Idioma:

Advisors understand the enormous difference between someone who is protected for the future and someone who isn’t. Liao explains how to recognize the impact you can have on a client and how to communicate the importance of planning for the unexpected.

,

Total en años de membrecía:

21

Años calificado en Court of the Table:

19

Años calificado en Top of the Table:

17

Sanjay Tolani, Ph.D., MBA, is the CEO of Goodwill World, with offices in seven countries, working with ultra-high-net-worth families in 53 countries on estate planning and legacy construction. The youngest managing director of an insurance brokerage firm in the Middle East, Tolani is also author of the bestseller “28000 — Make Every Day Count” and has been recognized as a renowned speaker on topics such as economics, investments, insurance, risk management and sales management.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Future advisor concepts: Insurance as an investment

Sanjay Tolani, Ph.d, MBA

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Tolani

Idioma:

The world of insurance has been a traditional risk management module, Tolani says. But it doesn’t always have to be that way. He explains why the time is now for advisors to acknowledge all the other things that insurance can do and how it can be used as an investment for multiple future generations.

Bangkok

,

Thailand

Total en años de membrecía:

2

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

Attaphorn Eiamaorn is an assistant unit manager who has grown his holistic business by interacting more with the younger generation and enjoys sharing what he has learned with his fellow advisors.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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Understanding how to engage with younger generations

Attaphorn Eiamaorn

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Hora de inicio:

Eiamaorn

Idioma:

There is no such thing as “one size fits all” when it comes to the work of an advisor. Fittingly, the way you engage with younger generations won’t necessarily be the same as how you engage with older ones. Eiamaorn explains how to understand younger clients’ behaviors, beliefs and expressions to establish connections and grow your business through this important clientele.

Taipei

,

Taiwan Area

Total en años de membrecía:

12

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Kuo Hsiang Kung is a financial services advisor who has established a successful system for encouraging referrals from his more than 300 physician clients.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Plant a tree of referrals

Kuo Hsiang Kung

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Hora de inicio:

Kung

Idioma:

The first step toward generating referrals, Kung says, is developing your ideal list of clients. Through those successful relationships can sprout recommendations to prospects and a broader understanding of how you can connect people with the meaning and value of insurance protection.

Gurgaon

,

India

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Madhusudhan P. Gad started his financial services career in 2001 and has found great success as an advisor at Max life Insurance Company Ltd. in Bengaluru, India.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Our client’s future is our present specialization

Madhusudhan P. Gad

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Gad

Idioma:

Gad demonstrates an effective way to encourage your clients to start planning immediately for their future financial needs, as the costs are most likely much higher than they anticipate.

,

Total en años de membrecía:

24

Años calificado en Court of the Table:

12

Años calificado en Top of the Table:

6

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.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Programming your brain — Daily tips to choose your attitude

Helen Jayne West, APFS

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

West

Idioma:

Nobody knows what tomorrow will bring, so that’s all the reason anyone should need to make today count. West explains how to program your brain for maximum daily results to ensure your attitude is in line with the success and outlook you want to achieve each day.

Nakhon Pathom

,

Thailand

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Panupon Vungvilai, AFP, believes a pension is a crucial element to financial stability and credits his success as an advisor to selling such annuity products.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Pension is human breath

Panupon Vungvilai, AFP

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Hora de inicio:

Vungvilai

Idioma:

Vungvilai believes pension is as vital as oxygen to every human. Learn how pension will take care of you in your retirement even after your cash has run out.

Hong Kong

,

Hong Kong

Total en años de membrecía:

8

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Tse Chi Wai Ray credits his success as a financial advisor to a tactic he developed for not only gaining referrals from clients but ensuring it becomes a standard part of his business process.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

The key to obtaining continuous referrals

Tse Chi Wai Ray

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Cantonés

Fecha de la sesión:

Hora de inicio:

Idioma:

Tse Chi Wai Ray explains how to get continuous referrals through simple words and how to establish a user-friendly regular-contact system to make clients’ referrals a usual practice.

Bangkok

,

Thailand

Total en años de membrecía:

6

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

0

Theerawat Korkietanon is a financial services advisor who believes in the power of a strong mindset, crediting it to establishing and achieving whatever dreams he sets his sights on.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

How to make yourself mentally strong

Theerawat Korkietanon

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Hora de inicio:

Korkietanon

Idioma:

Korkietanon discusses how one of the top qualities of a successful individual in this career is being tough-minded.

Cumberland

,

ME

,

USA

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

David S. Spellman, AIF, CLTC, has been providing financial services to clients in Maine, New England and Florida since 1982, specializing in individual, employee benefits, business insurance and retirement planning. He is an active MDRT member and has served on several MDRT and NAIFA committees.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Motivate clients through successful storytelling

David S. Spellman, AIF, CLTC

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Spellman

Idioma:

The heart of why clients follow through on the coverage you recommend isn’t just the truth of how it can help. It’s also the way you tell the story of their lives and how you can protect the people they care about. Through this storytelling as well as the importance of owning what you sell, Spellman explains how you can speak with ultimate conviction in your interactions with clients.

Bangkok

,

Thailand

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Pacharej Thephasdin has been in the financial services profession for 18 years after receiving her master’s degree. Though she began her career with some hesitation, Thephasdin overcame her fear and has found success by understanding the important role trust plays in relationships.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

The psychology of trust in business relationships

Pacharej Thephasdin

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Hora de inicio:

Thephasdin

Idioma:

Trust lies in the brain and heart. Thephasdin identifies the different factors that cause us to trust people.

Samut Praken

,

Thailand

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Varisa Maneetavat graduated from the faculty of pharmaceutical science at Chulalongkorn University and became a certified investment planner by the Thai Financial Planners Association. She believes in standing out from the competition through an active online marketing presence.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Endless no-cost online marketing

Varisa Maneetavat

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Hora de inicio:

Maneetavat

Idioma:

Online marketing is an emerging opportunity for life insurance agents and financial advisors. Learn how you can stand out in the ever-competitive online world, acquire a never-ending influx of names and become forever MDRT certified.

Mexico City

,

Mexico

Total en años de membrecía:

5

Años calificado en Court of the Table:

3

Años calificado en Top of the Table:

0

Mariant Carolina Navarro Protzel es ingeniera industrial de Venezuela y cursó una maestría en optimización de procesos de fabricación. Le apasiona ayudar a sus clientes a mejorar sus finanzas y asegurar un futuro financiero estable.

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.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Deja de buscar empleados perfectos y empieza a tener procesos perfectos

Stop looking for perfect employees and start having perfect processes

Mariant Carolina Navarro Protzel

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Hora de inicio:

Navarro Protzel

Idioma:

Navarro Protzel explica cómo dejar de administrar tu negocio como individuo para convertirte en empresario. Esto se logra desarrollando un modelo de negocios basado en la definición y estandarización de procesos operativos, reclutando empleados con un perfil profesional adecuado a sus necesidades y diseñando indicadores clave de desempeño (KPI, por sus siglas en inglés) que permitan medir y desarrollar el desempeño de todos los miembros del equipo y, en consecuencia, del negocio.

Navarro Protzel shares how to stop running your business as an individual and instead become an entrepreneur. This is done by developing a business model based on the definition and standardization of operation processes, recruiting employees with a professional profile suitable for their needs, and developing KPIs that measure and develop the performance of all the members of the team and, therefore, of the business.

,

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

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.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Earn easy referrals by being invaluable to accountants and lawyers

Edward F. Marshall, APFS

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Marshall

Idioma:

Marshall explains the frustrations that many professionals such as accountants and lawyers have — and how they often don’t realize the many ways you can help. Discover the value you can provide and how to become their problem-solver, resulting in a steady stream of pre-qualified referrals and more ideal clients.

Bangkok

,

Thailand

Total en años de membrecía:

5

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

0

Veeraya Jiradilok graduated from Chulalongkorn University and has received various awards over the years for her success as a financial services advisor.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Know yourself to create strategies in financial planning

Veeraya Jiradilok

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Hora de inicio:

Jiradilok

Idioma:

When we attain an in-depth knowledge of ourselves, we can create distinct financial planning strategies to increase our chances of winning over a client. Jiradilok shares how you can develop your own individual style.

Penang

,

Malaysia

Total en años de membrecía:

10

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

2

Lim Meow Lih has been in the financial services profession for 29 years and strives for total leadership and excellence in personal sales and organizational development. She was nominated as a finalist for the Asia Trusted Life Agents and Advisors Award for 2022, is the co-author of the book “Big Deal” and has received various awards for training new leaders as well as for her personal sales performance.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Closing a sale by client DIY

Lim Meow Lih

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Hora de inicio:

Lim Meow Lih

Idioma:

Have you ever changed roles with your client, empowering them to feel like the expert? Lim Meow Lih shares the four steps of this process, which include allowing clients to realize their own needs, answer their own objections and close the sale themselves.

,

Total en años de membrecía:

40

Años calificado en Court of the Table:

29

Años calificado en Top of the Table:

29

Rao K. Garuda, CLU, ChFC, has found tremendous success in the financial services profession and is passionate about sharing the many ideas and strategies he has learned from attending countless MDRT events, namely how to best engage with high-net-worth clients and consistently achieve Top of the Table.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Best ways to engage with high-net-worth clients and consistently qualify for Top of the Table

Rao K. Garuda, CLU, ChFC

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Garuda

Idioma:

Garuda shares what he has learned during his 30 years in the business that allowed him to qualify for Top of the Table in less than three months each year, including how to explain what you do to prospects and the best way to charge fees for your services.

Bangkok

,

Thailand

Total en años de membrecía:

4

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

Nuttamol Traiupok believes personal branding and educating the next generation of clients has positively impacted her success as a financial services advisor.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Keys to winning the next-gen

Nuttamol Traiupok

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Hora de inicio:

Traiupok

Idioma:

Winning a client’s heart is difficult, and the younger generation is even more difficult. Traiupok shares how to do it.

Melbourne

,

Australia

Total en años de membrecía:

10

Años calificado en Court of the Table:

7

Años calificado en Top of the Table:

2

Esther Althaus, FChFP, founded Perspective Financial Services Pty Ltd. in 2003 when she recognized that helping other people achieve their dreams helped her achieve her own. She has become an award-winning financial advisor who is passionate about working with women who are separated, divorced or widowed who have little knowledge about wealth management. Althaus has presented on various topics, such as her inspirational career journey, financial literacy and empowerment for women, and she currently helps families secure a smooth and healthy transition of wealth to the next generation.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Revaluing my relationships: How I tripled my fees and kept the same clients

Esther Althaus, FChFP

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Althaus

Idioma:

Althaus explains how having the often-difficult conversation about fees with clients should become less of an issue once you establish an alignment between your value and their objectives and expectations.

Singapore

,

Singapore

Total en años de membrecía:

6

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Shalyn Xiaoqi Lee, BSc, CIAM, is a financial services director who has led multiple million-dollar agencies. She is an advocate of balancing a successful business with leading an enjoyable home life.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

The ABCs of becoming a family agent

Shalyn Lee, BSc, CIAM

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Lee

Idioma:

Just because you work with a client doesn’t mean you will automatically be referred to their family members. A referral is intentional, Lee says. She identifies the importance of being your client's family agent and three targeted referrals methods to become exactly that.

,

Total en años de membrecía:

14

Años calificado en Court of the Table:

9

Años calificado en Top of the Table:

7

Brian Joseph Haney, CFS, CLTC, is the founder The Haney Company and an industry expert, operating an independent, family-owned practice with his father and brother in the Greater Washington, D.C., area. He’s been in the profession for 18 years and is an author, speaker and podcast host, helping financial professionals develop a strategic, digital brand and marketing framework to catapult their practices forward.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Elevate your brand to become the gold standard in your niche

Brian Haney, CFS, CLTC

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Haney

Idioma:

Haney presents on the differences between marketing to a niche and becoming an insider within your niche in addition to providing several common elements that industry insiders share that you can adopt and implement.

,

Total en años de membrecía:

12

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

4

Rick Hu is the founder and president of Midas Wealth, where he helps clients with all aspects of their investment and financial planning matters while also directing the firm’s financial strategies for client portfolios. Hu has received many awards for his sustained vision, outstanding leadership and client communication, and he is a frequent speaker on financial services topics. In addition, he has been featured in Forbes, Winston Benefits, Yahoo Finance and Newsday.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Positioning your money into permanent life insurance vs. the stock market

Rick Hu

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Hu

Idioma:

Hu analyzes the pros and cons for positioning funds into a permanent life insurance policy versus the stock market and how these strategies may benefit your client based on their goals and needs within their overall financial plan. Topics include death benefit, estate planning, portfolio diversification and tax strategies.

Wakefield

,

MA

,

US

Total en años de membrecía:

3

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

0

Janice Virginia Berner, CPA, has been in the financial services profession for 30 years. With a prior background in psychology and finance/accounting working for large international organizations, Berner found her calling 11 years ago, combining her financial and emotional intelligence as a financial advisor to clients going through life milestones.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Your client is getting a divorce — Now what?

Janice Virginia Berner, CPA

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Berner

Idioma:

Berner discusses why she chose divorce as a sub-specialty and how you can use this specific knowledge of handling divorce cases to grow your practice, including keeping or transitioning these clients once the financial plan is done.

Penang

,

Malaysia

Total en años de membrecía:

5

Años calificado en Court of the Table:

4

Años calificado en Top of the Table:

2

Ryan Lau Le An has found great success as a financial services advisor: He achieved Court of the Table qualification before he graduated from his university, and upon graduation, he consecutively qualified for Top of the Table. Lau Le An speaks professionally for Malaysia’s MDRT community, educates members of financial institutions throughout Malaysia and regularly works with wealthy business owners on successful financial strategies.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Practical strategies from MDRT to Top of the Table

Ryan Lau Le An

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Lau Le An

Idioma:

Lau Le An explains how efficiently advising wealthy business owners can help maintain a peak condition for sales activities, as the better you manage your time with your clients, especially during the sales process, the better you can serve them.

,

Total en años de membrecía:

25

Años calificado en Court of the Table:

17

Años calificado en Top of the Table:

9

Asvin Chauhan, Dip FA, MIFP, has been in the financial services profession for 32 years and has spoken globally, assisting fellow advisors raise their production and clients get fruitful outcomes. His specialties include investment, retirement, and risk and tax management.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Prospecting for Top of the Table and beyond

Asvin Chauhan, Dip FA, MIFP

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Chauhan

Idioma:

Chauhan unravels the mystery of identifying asset-rich and time-poor prospects through target marketing, yielding a stream of wealthy prospects that can take you to Top of the Table qualification.

Mumbai

,

India

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Radhakrishna K. Shetty, LL.B, MBA, has received many honorable achievements during his career in financial services and has earned him what he believes to be the most valuable asset of all: the confidence to sell products he knows his clients will benefit from.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

How to sell with 100% confidence

Radhakrishna K. Shetty, LL.B, MBA

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Shetty

Idioma:

So much of success comes from confidence. This means believing in the business you are in, the financial instruments you utilize, and the experience and knowledge you bring to your discussion of the products themselves. Shetty shares how maximizing your confidence will maximize your productivity.

Tokyo

,

Japan

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Toru Sugawara started his career in financial services at 25 and currently specializes in asset building for potential high-net-worth clients. He is MetLife Company Club chair-elect for 2023 and receives business case leads by tax accountants.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Recommendation of “Osekkai”

Toru Sugawara

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Japonés

Fecha de la sesión:

Hora de inicio:

Sugawara

Idioma:

Sugawara shares his meddling experiences, the outcome and his recommendations for success.

Penang

,

Malaysia

Total en años de membrecía:

10

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

2

Lim Meow Lih has been in the financial services profession for 29 years and strives for total leadership and excellence in personal sales and organizational development. She was nominated as a finalist for the Asia Trusted Life Agents and Advisors Award for 2022, is the co-author of the book “Big Deal” and has received various awards for training new leaders as well as for her personal sales performance.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Closing a sale by client DIY

Lim Meow Lih

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Meow Lih

Idioma:

Have you ever changed roles with your client, empowering them to feel like the expert? Lim Meow Lih shares the four steps of this process, which include allowing clients to realize their own needs, answer their own objections and close the sale themselves.

Mexico City

,

Mexico

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Gabriela Garza González calificó como miembro Court of the Table durante su primer año en la profesión de servicios financieros y ha recibido numerosos reconocimientos a lo largo de los años, incluido el Bicampeonato Gibraltar en Prudential, además de ser ganadora de premios de AMASFAC.

Gabriela Garza Gonzalez qualified for Court of the Table in her first year in the financial services profession and has received various acknowledgements over the years, including being a two-time winner of the Gibraltar Championship at Prudential and an AMASFAC award winner.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

¿Cómo venderle una póliza al prospecto que no cree en los seguros?

How to sell a policy to a prospect who doesn’t believe in insurance

Gabriela Garza Gonzalez

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Hora de inicio:

Garza Gonzalez

Idioma:

¿Estás cansado de enfrentar las objeciones típicas de tus prospectos desde el momento en el que pides la cita y a lo largo del proceso de asesoría? Conoce el método que Garza González usa para rebatir las objeciones del día a día.

Are you tired of facing the typical objections from your prospects from the moment you ask for an appointment throughout the whole advice process? Learn Garza Gonzalez’s method to overcome this everyday issue of objections.

Gurgaon

,

India

Total en años de membrecía:

8

Años calificado en Court of the Table:

4

Años calificado en Top of the Table:

0

Salzina Cruzinha Fernandes has found great success in the financial services profession as a need-based selling expert on retirement planning.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Retirement planning keys

Salzina Cruzinha Fernandes

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Fernandes

Idioma:

Fernandes shares her ideas on the importance of planning early for retirement.

Kuala Lumpur

,

Malaysia

Total en años de membrecía:

11

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Kui Hiong Su, BA (Hons), attended Middlesex University London and graduated with a degree in music. She left her job as a music teacher in Singapore and moved to a small town in Malaysia, where she joined Great Eastern Life Assurance in 2005. She has won many awards over the years and is a frequent speaker at various financial services events.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Qualifying for MDRT through strategy and persistence

Su Kui Hiong

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Hora de inicio:

Su Kui Hiong

Idioma:

You will best serve your clients and yourself by knowing your own strengths and how you can help people who need it. Su explains how to differentiate your target market from your competitors and drive connections to prospects that become long-lasting relationships with clients.

Hong Kong

,

Hong Kong

Total en años de membrecía:

7

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Chan Wing Sze specializes in providing wealth management planning for families as well as sharing with them her strong belief in the Whole Person concept. She is an active MDRT member and has spoken at industry workshops attended by more than 60 managers from various insurance companies on the topics of activity volume, performance management and good working habits.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Performance management during the pandemic without fear

Chan Wing Sze

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Cantonés

Fecha de la sesión:

Hora de inicio:

Idioma:

Chan Wing Sze explains the steps for successful sales and referrals, from recording the turnaround time of the next successful interview after meeting new people, to reviewing your notes every 90 days, to allocating your time properly (80% to fact-finding, 20% to opening cases) to educating loyal clients and more.

Zapopan

,

Mexico

Total en años de membrecía:

12

Años calificado en Court of the Table:

7

Años calificado en Top of the Table:

1

José Trinidad Núñez Orozco, LUTCF, FSS, ha tenido un gran éxito personal y profesional mediante la reconstrucción de su vida y el hallazgo de su felicidad.

Jose Trinidad Nunez Orozco, LUTCF, FSS, has found great success personally and professionally by choosing to rebuild his life and find happiness.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Gente bien haciendo el bien

Good people doing good things

Jose Trinidad Nunez Orozco, LUTCF, FSS

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Hora de inicio:

Nuñez Orozco

Idioma:

Núñez Orozco habla de la ansiedad, el sufrimiento y los miedos que vivió y que lo llevaron a hacer un profundo análisis personal. Después de adoptar hábitos saludables, aprendió a gestionar los sentimientos negativos, escapar de las trampas del pasado y superar el dolor para buscar verdaderamente la felicidad.

Nunez Orozco discusses his personal fears, anxieties and pain that drove him to a deep, personal analysis. After adopting healthy habits, he learned how to manage negative feelings, escape past traps, overcome pain and truly pursue happiness.

Panama City

,

Panama

Total en años de membrecía:

10

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

1

Douglas Enrique Gómez, AFP, LUTCF, es ingeniero industrial y asesor de servicios financieros con más de 25 años de experiencia en el sector asegurador de Panamá. Asimismo, es fundador de la empresa Seguros Infinity y ha trabajado como instructor y facilitador de LIMRA, LUTC y la International Coaching Community. Como director del programa de radio “Seguros y más”, Gómez educa a las personas acerca de la importancia de contar con un plan financiero sólido.

Douglas Enrique Gomez, AFP, LUTCF, is an industrial engineer and financial services advisor who has more than 25 years of experience in the insurance sector in Panama. He is the founder of Seguros Infinity and has worked as an instructor and facilitator for LIMRA, LUTC and the International Coaching Community. As the host of the radio show “Seguros y Más,” Gomez educates people on the importance of having a solid financial plan in place.

Alternate Sessions

What’s a Rich Text element?

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.

Static and dynamic content editing

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!

How to customize formatting for each rich text

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.

Multiplica tus ventas con una campaña extra de vida

Multiply your sales with an extra life insurance campaign

Douglas Gomez, AFP, LUTCF

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Hora de inicio:

Gomez Candanedo

Idioma:

Gómez comparte cómo hacer crecer tu cartera de clientes por medio de preguntas clave relacionadas con la actualización de la suma del seguro de vida y un servicio postventa.

Gomez shares how to boost your client portfolio through key questions about increasing the amount of life insurance and after-sales service.

Orador e información de la sesión

Tipo de sesión

Idioma:

Fecha de la sesión:

Hora de inicio

Avenidas temáticas

Transmisión en vivo

June Rong Rong Koh

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Building a community — The heart of client loyalty

June Rong Rong Koh

Denise Allard Serna

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Atrás de un resultado exrtaordinario, está un equipo de trabajo altamente efectivo

Behind an outstanding outcome is a highly effective work team

Denise Allard Serna

Lim Yee Von

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Driving success in your organization by understanding givers and takers

Lim Yee Von

Makoto Mitsui

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Journey to Top of the Table starts from PGA

Makoto Mitsui

Augusto Quijano Farjat, LUTCF, CLI

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Preséntate como asesor miembro de MDRT desde la primera cita

Introduce yourself as an MDRT advisor at the first appointment

Augusto Quijano Farjat, LUTCF, CLI

Yi-Pei Lin, MBA

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How to attract high-quality clients

Yi-Pei Lin, MBA

Mathew Thomas Fogarty, CFP, DIP FP

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Adding value as the family's trusted advisor using 3 simple tools

Mathew Thomas Fogarty, CFP, DIP FP

Peter Hill, ChFC

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How to use the MDRT Benchmarking Survey

Peter Hill, ChFC

David C. Blake

Alternate Sessions

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Maintaining your mission and life balance amid adversity and change

David C. Blake

Alvin Albert Jones, CFP, CLU

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Elevating prospects to becoming valuable staff resources

Alvin Albert Jones, CFP, CLU

Pradit Prasertdendoung