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 從事壽險行業已有 10 年。Chen 專精於醫療保險，確保在審查保單時，保持與客戶的溝通清晰簡明、易於理解。

Nikki Chen在疫情之前原本有不同的人生規劃，但現在她最不想從事的行業卻是她成功的根本工具。她多次獲得公司內部的銷售金獎與白金獎，並且很樂意分享自己是如何在一年內突破行業瓶頸，晉升為總監的。

Sky Chen Wei 透過將夢想付諸行動，並運用成功思維，見證自己的銷售線索由零增至無限多。

Chin Ti Chien 擁有 14 年的金融服務經驗，其中 7 年有七年的團隊管理經驗。

‍

‍

‍

Pei Mei Chiu 在人壽保險行業有10年的從業經驗，并且擔任了5年的主管。

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 是亞洲知名演講者，在保險行業擁有超過 20 年經驗。身為代理機構主管，他帶領著才華橫溢的專業團隊，全部人都成功入圍百萬圓桌。他是暢銷書作者、三份報刊雜誌的專欄作家，並榮獲了「年度最佳亞洲保險代理機構領袖」和「年度最佳數碼代理機構領袖」獎項。

Timothy Daniel Clairmont，CFP、MSFS 在美國 Oregon（俄勒岡州）Portland（波特蘭）創辦了全方位規劃企業 Clear Financial Partners Inc.，專為即將退休人士和新近退休人士提供退休收入規劃策略。他為全球顧問和客戶推出了免費教育應用程式，另外也是暢銷書作者兼勵志公開演說家。

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.

‍

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.

Karen Eber 是全球領導力顧問、主題演講者兼暢銷書作家。身為 Eber Leadership Group 的行政總裁兼首席講故事者，她致力以每次一個故事的方式，協助公司培養領袖、團隊及文化。她與通用電器、Kraft Heinz Compamny 和微軟等《財富》500 強企業密切合作，也在倫敦商學院、麻省理工學院和史丹福大學等院校任客席講師，並經常為《快公司》、《福布斯》雜誌、《紐約時報》和《商業內幕》等供稿。

Brandon Farbstein 以「過屬於自己的生活，建立自我接納框架」的大眾化訊息，啟迪了全球數以百萬計的人群。先天患有罕見聽覺障礙的 Farbstein，成功將痛苦、孤立與被害轉化為賦能、影響與感化。作為將兩條反欺凌條例正式納入 Virginia（維珍尼亞州）法律的幕後推手，Farbstein 持續以著作啟發萬千讀者，並為觀眾帶來粉碎束縛信念、提高思維模式、建立更好人生的工具。

‍

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.

根據業績、資格和合規標準來判斷，Alessandro M. Forte，FCII、CFP 是世上最頂尖的理財顧問之一。他曾在 88 個國家/地區發表演講，是國際暢銷書《敢於與眾不同》(Dare to be Different)（曾以八種語言出版）的作者，並曾幫助多間慈善機構籌得逾 2,400 萬美元的善款。