演讲者与演讲信息

显示 0 个结果,共 0 个项目。
highlight
全部重置

会议类型

清除

演讲语言

清除

会议日期

清除

开始时间

清除

内容追踪

清除

直播

清除

所列的传译语言场次分配都为暂定。英语是 2023 年百万圆桌年会的官方语言。百万圆桌将为主场会议演讲和特定焦点会议提供同声传译服务(当至少 50 名注册会员要求用同一种语言进行传译时)。有关传译场次选项的最终决定将于 5 月 8 日后公布

Building a community — The heart of client loyalty

June Rong Rong Koh
会议类型:
交流区
演讲语言:
英语
会议日期:
开始时间:
Koh
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

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.

Behind an outstanding outcome is a highly effective work team

Denise Allard Serna
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
开始时间:
Allard Serna
This is some text inside of a div block.
This is some text inside of a div block.
语言:
西班牙语
No items found.

“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.

Driving success in your organization by understanding givers and takers

Lim Yee Von
会议类型:
交流区
演讲语言:
英语
会议日期:
开始时间:
Lim
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

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.

Journey to Top of the Table starts from PGA

Makoto Mitsui
会议类型:
交流区
演讲语言:
日语
会议日期:
开始时间:
Mitsui
This is some text inside of a div block.
This is some text inside of a div block.
语言:
日语
No items found.

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.

Introduce yourself as an MDRT advisor at the first appointment

Augusto Quijano Farjat, LUTCF, CLI
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
开始时间:
Quijano Farjat
This is some text inside of a div block.
This is some text inside of a div block.
语言:
西班牙语
No items found.

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.

How to attract high-quality clients

Yi-Pei Lin, MBA
会议类型:
交流区
演讲语言:
普通话
会议日期:
开始时间:
Lin
This is some text inside of a div block.
This is some text inside of a div block.
语言:
普通话
No items found.

描述:每位顾问都想找到最优质的客户;定义并吸引他们。但是这说起来容易做起来难。林不仅会与您分享您应该如何决定谁是理想的客户,还会告诉您应该怎样让他们自动找上门。

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.

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

Mathew Thomas Fogarty, CFP, DIP FP
会议类型:
交流区
演讲语言:
英语
会议日期:
开始时间:
Fogarty
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

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

How to use the MDRT Benchmarking Survey

Peter Hill, ChFC
会议类型:
交流区
演讲语言:
英语
会议日期:
开始时间:
Hill
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

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.

Maintaining your mission and life balance amid adversity and change

David C. Blake
会议类型:
交流区
演讲语言:
英语
会议日期:
开始时间:
Blake
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

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.

Elevating prospects to becoming valuable staff resources

Alvin Albert Jones, CFP, CLU
会议类型:
交流区
演讲语言:
英语
会议日期:
开始时间:
Jones
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

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.

未找到结果
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now