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.

자산관리 석사 학위를 취득한 최종률 강연사는 삼성전자, 한국은행, 한전 등에서 재무설계 강연을 진행한 바 있습니다.

최준식은 2005년 메트라이프 코리아에 입사했습니다. 2006년 MDRT 회원이 되어 MCC와 PGA 위원회에서 활동했으며 2019 MDRT 연차총회 커넥션 존에서 강연했습니다.

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.

웨이브 차우 윙 카이(Wave Chow Wing Kai)는 아시아 곳곳에서 유명한 강연가로, 보험 업계에서 20년이 넘는 경험을 갖고 있습니다. 그는 한 에이전시의 이사로서 재능있는 직원으로 구성된 팀을 이끌고 있습니다. 이 팀은 구성원 모두가 MDRT 회원 자격을 갖고 있습니다. 그는 베스트셀러 작가이며, 세 곳에 기고문을 게재하는 열정적인 기고가입니다. 그리고 “올해의 아시아 보험 에이전시 리더”와 “올해의 디지털 에이전시 리더” 상을 수상한 바 있습니다.

티머시 대니얼 클레어몬트(Timothy Daniel Clairmont, CFP, MSFS)는 미국 오리건주 포틀랜드에 종합 설계 서비스를 제공하는 클리어 파이낸셜 파트너스(Clear Financial Partners Inc.)를 창립했습니다. 이 회사는 은퇴를 앞두고 있거나 갓 은퇴한 사람을 대상으로 은퇴 수익 설계 전략을 제공합니다. 그는 전 세계의 상담사 및 고객이 사용할 수 있는 무료 교육 앱을 만들었으며, 베스트셀러를 저술한 작가이자 영감을 주는 강연자이기도 합니다.

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 is the commercial director at her company, which is comprised of 180 insurance advisors. She has been working in the field of personal finance for more than 25 years, as an employee for different companies and a freelancer.

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, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.

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.

캐런 에버(Karen Eber)는 글로벌 리더십 컨설턴트이자 강연자, 베스트셀러 작가입니다. 그녀는 CEO이자 에버 리더십 그룹(Eber Leadership Group)의 대표 스토리텔러로서 한 번에 하나씩의 이야기를 만들어 가며 기업들이 리더를 만들고 팀과 문화를 구축하는 것을 돕습니다. 그녀는 포춘 500(Fortune 500)에 속한 제너럴 일렉트릭, 크래프트 하인즈, 마이크로소프트 코퍼레이션과 같은 기업과 함께 일하며, 런던 스쿨 오브 비즈니스(London School of Business), MIT, 스탠퍼드(Stanford)에 객원 강사로 출강하고 있습니다. 그리고 패스트 컴퍼니(Fast Company), 포브스(Forbes), 뉴욕포스트(New York Post), 비즈니스 인사이더(Business Insider)에도 자주 기고 등을 게재합니다.

브랜든 파르브스타인(Brandon Farbstein)은 자신의 방식대로 삶을 포용하고 자기 수용 기반을 구축하라는 보편적인 메시지를 통해 전 세계 수백만 명의 사람에게 영감을 줍니다. 극히 드문 형태의 왜소증을 가지고 태어난 파르브스타인은 자신의 고통, 고립, 피해자성에 힘을 부여하고 영향력의 원천으로 전환했습니다. 그는 버지니아에서 2가지 괴롭힘 방지법을 제정하는 데 중추적인 역할을 했습니다. 또한 자신의 책을 통해 계속해서 독자들에게 힘을 실어주고 있으며 제한된 신념을 깨뜨리고, 사고방식을 고양하며, 개인적 성장을 달성하기 위한 도구를 청중에게 제공합니다.

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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.