Speaker Sessions

Singapore

,

Singapore

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

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

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.

Building a community — The heart of client loyalty

June Rong Rong Koh

會議類型：

交流區

演講語言：

英文

會議日期：

開始時間：

Koh

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語言：

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

入會總年份：

21

內閣會員榮譽：

7

頂尖會員榮譽：

2

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.

Behind an outstanding outcome is a highly effective work team

Denise Allard Serna

會議類型：

交流區

演講語言：

西班牙文

會議日期：

開始時間：

Allard Serna

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語言：

“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

入會總年份：

8

內閣會員榮譽：

2

頂尖會員榮譽：

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

會議類型：

交流區

演講語言：

英文

會議日期：

開始時間：

Lim

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語言：

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.

,

入會總年份：

10

內閣會員榮譽：

9

頂尖會員榮譽：

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

會議類型：

交流區

演講語言：

日文

會議日期：

開始時間：

Mitsui

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語言：

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

入會總年份：

21

內閣會員榮譽：

10

頂尖會員榮譽：

1

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.

Introduce yourself as an MDRT advisor at the first appointment

Augusto Quijano Farjat, LUTCF, CLI

會議類型：

交流區

演講語言：

西班牙文

會議日期：

開始時間：

Quijano Farjat

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語言：

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

入會總年份：

4

內閣會員榮譽：

0

頂尖會員榮譽：

0

林怡貝, MBA, 從2017年開始從事金融服務行業。在調整了策略之後，她于2020年首次獲得MDRT會員資格。她每年平均件數約10件左右，大多數的客戶都是通過主動推薦獲得。

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.

如何吸引優質客戶

How to attract high-quality clients

Yi-Pei Lin, MBA

會議類型：

交流區

演講語言：

普通話

會議日期：

開始時間：

Lin

This is some text inside of a div block.

語言：

描述:每位顧問都想找到最優質的客戶；定義並吸引他們。但是這説起來容易做起來難。林不僅會與您分享您應該如何決定誰是理想的客戶，還會告訴您應該怎樣讓他們自動找上門

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.

,

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

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

會議類型：

交流區

演講語言：

英文

會議日期：

開始時間：

Fogarty

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語言：

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

,

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

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

會議類型：

交流區

演講語言：

英文

會議日期：

開始時間：

Hill

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語言：

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

入會總年份：

23

內閣會員榮譽：

16

頂尖會員榮譽：

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

會議類型：

交流區

演講語言：

英文

會議日期：

開始時間：

Blake

This is some text inside of a div block.

語言：

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

入會總年份：

12

內閣會員榮譽：

1

頂尖會員榮譽：

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

會議類型：

交流區

演講語言：

英文

會議日期：

開始時間：

Jones

This is some text inside of a div block.

語言：

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.

演講者與演講資訊

會議類型

演講語言

會議日期

開始時間

內容追蹤

直播

Building a community — The heart of client loyalty

June Rong Rong Koh

Behind an outstanding outcome is a highly effective work team

Denise Allard Serna

Driving success in your organization by understanding givers and takers

Lim Yee Von

Journey to Top of the Table starts from PGA

Makoto Mitsui

Introduce yourself as an MDRT advisor at the first appointment

Augusto Quijano Farjat, LUTCF, CLI

如何吸引優質客戶

How to attract high-quality clients

Yi-Pei Lin, MBA

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

Mathew Thomas Fogarty, CFP, DIP FP

How to use the MDRT Benchmarking Survey

Peter Hill, ChFC

Maintaining your mission and life balance amid adversity and change

David C. Blake

Elevating prospects to becoming valuable staff resources

Alvin Albert Jones, CFP, CLU