Ying Qi Carrie Chee is a financial services manager who has groomed multiple successful associates. She is a strong advocate of clear communication to facilitate understanding and minimize confusion. With 11 years of experience, she excels in having that difficult conversation with clients without coming across as offensive or aggressive.

Yu Chun Chen has 10 years of experience in the life insurance profession. Specializing in medical insurance, Chen ensures her communication with clients when reviewing their policies is clear, simple and easy to understand.

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.

Sky Chen Wei saw his leads go from zero to unlimited by taking action on his dreams and applying a mindset for success.

Chin Ti Chien has been in the financial services profession for 14 years, including seven years of team management experience.

Pei Mei Chiu has 10 years of experience in the life insurance field and five years’ experience as a supervisor.

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.

Joon Sik Choi joined MetLife Korea in 2005. Since becoming an MDRT member in 2006, Choi has been active on MCC and PGA committees and was a presenter in the ConneXion Zone at the 2019 MDRT Annual Meeting.

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.

Wave Chow Wing Kai es un destacado orador en Asia con más de 20 años de experiencia en la industria de seguros. Como director de agencia, lidera un equipo de profesionales talentosos que han calificado para MDRT. Es autor de Bestsellers, columnista apasionado para 3 distintas publicaciones y ha recibido los premios al “Líder del año de las agencias de seguros en Asia” y “Líder del año de las agencias digitales”.

Timothy Daniel Clairmont, CFP, MSFS, fundó Clear Financial Partners Inc., un negocio de planeación integral en Portland, Oregón, EUA, que les proporciona estrategias de planeación de ingresos para la jubilación a las personas que están apunto de jubilarse o que recién lo hicieron. Creó una aplicación de educación gratuita, disponible a nivel mundial, para asesores y clientes y también es autor de bestsellers y orador público.

Timothy Daniel Clairmont, MSFS, founded Clear Financial Partners Inc., a holistic planning business in Portland, Oregon, USA, that provides retirement income planning strategies to pre-retirees and the recently retired. He created the globally available, free education app for advisors and clients, and is also a bestselling author and inspirational public speaker.

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.

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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Vanina Paola Cruz es directora comercial de su compañía, que está conformada por 180 asesores financieros. Ha trabajado en el ámbito de las finanzas personales durante más de 25 años como empleada para diferentes compañías y de forma independiente.

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.

Richard Dobson Jr., CFP, lleva más de 40 años en la profesión de servicios financieros y durante más de 15 dirigió una compañía nacional registrada de asesoría sobre inversiones. Es autor de “Make Simplicity Your Superpower!” y continúa trabajando como asesor financiero personal.

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.

Othniel Duncombe has been in the financial services profession for more than 30 years, with 12 of those years in the insurance field, and is one of the top executive agents at BAF Financial & Insurance (Bahamas) Ltd.

Karen Eber es consultora de liderazgo global, oradora destacada y autora de un bestseller. Como CEO y narradora principal del Grupo Eber Leadership, ayuda a las empresas a crear líderes, equipos y cultura, una historia a la vez. Eber trabaja con empresas de la lista Fortune 500 como General Electric, Kraft Heinz y Microsoft Corporation. Ha sido invitada como oradora en universidades como la Escuela de Negocios de Londres, el MIT y Standford. Y contribuye con frecuencia con Fast Company, Forbes, el New York Post y Business Insider.

Brandon Farbstein inspira a millones de personas alrededor del mundo con su mensaje universal de vivir la vida en tus propios términos y crear el marco de la autoaceptación. Farbstein, quien nació con un tipo de enanismo extremadamente raro, ha transformado su sufrimiento, aislamiento y victimismo en empoderamiento, impacto e influencia. Además de ser el principal impulsor de la promulgación de dos nuevas leyes contra el acoso en Virginia, Farbstein continúa empoderando a los lectores con sus libros y dándole herramientas al público para romper paradigmas, elevar su mentalidad y crear una vida más plena.

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Brandon Farbstein inspires millions of people across the globe with his universal message of living life on your own terms and building the framework for self-acceptance. Born with an extremely rare form of dwarfism, Farbstein has turned his suffering, isolation and victimhood into empowerment, impact and influence. The driving force behind getting two new pieces of legislation against bullying signed into Virginia law, Farbstein continues to empower readers with his books and deliver tools to audiences that shatter limiting beliefs, elevate mindset and create an amplified life.

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. He is currently Vice President of the MDRT Foundation and has helped raise more than USD 24 million for numerous charities.

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.