Eileen Kerlin Walsh is an award-winning estate planning attorney, author of the bestseller “The Soul of Your Business,” and creator of legacy writing and motivational programs. She also hosts her own monthly TV program and has been interviewed by TV and radio stations nationwide.

Pitchaya Watcharakan, CFP, MBA, is a successful financial advisor who plays an important role in establishing and supervising the MDRT team within his organization. He believes the key to reinforcing customer relationships is to focus on financial planning rather than selling products.

Yen Wei Nee has more than 20 years of experience in the financial services profession.

Demarra West is founder of Be Well Beautiful Woman, a global wellness social enterprise for women that focuses on liberation, joy and financial empowerment while also providing retreats, group coaching and culturally inclusive wellness education. She is a board chairwoman of YWCA Kalamazoo and principal of Change Agent Consulting, where she has been offering executive coaching, strategic planning, equity, inclusion and belonging services nationwide for 15 years.

Shane E. Westhoelter, AEP, CLU, started in 1988 going door to door to build a client base. Now, as founder and CEO of Gateway Financial Advisors Inc., he oversees 180 offices, 230 producers, USD 4 billion in assets and more than USD 30 million in revenue. He has spoken at several MDRT events as well as internationally on sales training, motivational leadership and visionary topics, and is a frequent contributor to industry publications.

Gino Wickman criou o Sistema Operacional Empresarial (EOS), um método prático para levar empresas ao sucesso. Empreendedor desde os 21 anos, Wickman sempre foi obcecado em aprender o que faz uma empresa prosperar e se dedicou a ajudar os líderes a obter o que desejam de seus negócios. Ele realizou mais de 2.000 sessões para mais de 135 empresas ensinando como implementar o EOS, e é autor do best-seller “Traction: Get a Grip on Your Business.”

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

Tham Wongsankakorn é diretor da equipe Numthong na AIA Company. Ele começou sua carreira nos serviços financeiros em 1995 e recebeu inúmeros prêmios ao longo dos anos. Ele também escreveu o livro “Dare To Be Rich.”

Tham Wongsankakorn is the director of the Numthong team at AIA Company. He began his financial services career in 1995 and has received numerous awards throughout the years. He also authored the book “Dare To Be Rich.”

Piyamon Wongthianchai began her financial services career eight years ago, following in her mother’s footsteps. She works with approximately 22 administrative agencies and 200 agents, 24 of whom are MDRT members — the highest number in Rayong Province.

Kusuo Yamaguchi worked at an IT company soon after graduating from Seikei University. He joined Prudential Life Insurance Company Ltd. in 1997 and speaks at more than 30 life insurance and financial events a year.

How do you split a complex inheritance between two heirs? Yamaguchi explains how life insurance, wills and more come into play as you help determine the next financial step after someone dies.

Piyawan Yamarat transitioned from being a full-time mother to a successful financial services advisor — consistently achieving Top of the Table membership since her first year in the business. She maintains a strong work ethic and enjoys sharing her secrets to continued success.

Freda Yeh has worked in the financial services profession for 15 years. She has extensive marketing experience, currently serves in a management position and leads by example to fulfill the MDRT mission.

Cheng Huann Yeoh, ChFC, CLU, has been in the financial services profession since 2010. He focuses on helping his clients, who are mostly professionals, civic service personnel and business owners, plan for their retirement and family needs. He is an active MDRT member volunteer, currently serving as Global Council Member of Member Resources Best Practices Division 3, and is also on the MDRT Foundation’s Board of Trustees. He has spoken on many platforms in Singapore, sharing his insights on client contact management systems, retirement planning across different age groups and the various aspects of agency management.

Kanyarat Yommana has been in the financial services profession for 14 years, joining right after graduation. He has received recognition for his achievements, earning the Quality Manager Award from his company for nine consecutive years.

Hea-young Youn has been an insurance agent for 11 years, with eight of those years as a certified agent. She believes goal setting is a key factor in establishing strong client relationships.

Yuan Yuan, RFA, is an expert in assurance and retirement planning. She excels at guiding clients to consider the most significant assurance plan in life through the perspective of beginning with the end in mind.

Dulce Maria Zamora Davila is a regional and national advisor at Seguros Monterrey New York Life. She is also a professional speaker image consultant, having worked at Procter & Gamble, Banco Compartamos and Coca-Cola FEMSA.

Joel Zeff é um palestrante dinâmico, humorista de improvisação e motivador renomado com uma mensagem central para seu público: As organizações e os indivíduos devem celebrar os sucessos do dia a dia para aumentar a colaboração, a produtividade, a paixão e a inovação. Desde 1997, Zeff inspira públicos como Wells Fargo, Samsung e a IRS com uma combinação de inspiração, conhecimento empresarial essencial e ideias para ajudá-los a se reconectarem com sua paixão e sucesso.

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Li Zeng has been in the financial industry for 8 years. She leads a team helping clients achieve the quality of life passionately and brings many families with inspiring prospects. Her conviction and dedication grow each day amid the challenges and impact in her services . She volunteers extensively within MDRT and in Canada such as FAS and Book Club.

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

Naixin Zhao has worked for Sun Life Canada for 18  years and is president of Ada Zhao Financial Solutions Inc. She was named top advisor at Sun Life, having written the largest insurance case in the history of Eastern Ontario, and was the winner of The Queen’s Platinum Jubilee. For more than 20 years, she has proudly supported the local community in Ottawa.

Qian Zhou joined the financial services profession six years ago, achieving MDRT every year and consistently engaging in lifelong learning to ensure client satisfaction.

Zinc Goh Zhi Yin is an executive wealth director who leads a million-dollar agency. She is a master recipient of the “Singapore Management Award” and is passionate about delivering the best client experience while grooming MDRT advisors on her team.