重要提示：閱讀衛生安全協議

演講者與演講資訊

顯示 0 個項目的 0 個結果。
highlight
全部重設

會議類型

清除

演講語言

清除

會議日期

清除

開始時間

清除

內容追蹤

清除

直播

清除
篩選條件：
Tag
排序方式

英文是 2025 年百萬圓桌年會的官方語言。百萬圓桌提供主場會議演講的同聲傳譯，並為指定非英文焦點會議及特別會議提供最多 12 種語言的傳譯服務，前提是有至少 50 名註冊會員要求用同一種語言進行傳譯。您必須在註冊時提出同聲傳譯的要求。提交同聲傳譯申請的截止日期是 2025 年 4 月 27 日。 

Toshihiro Mishima

,
,
入會總年份：
21
內閣會員榮譽：
11
頂尖會員榮譽：
4

Toshihiro Mishima is a Life Planner of Prudential Life Insurance Company.

CLOSE

To be chosen naturally by clients

Toshihiro Mishima
會議類型：
焦點會議
演講語言：
日文
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
9:30
Wednesday, June 25, 2025
Mishima
This is some text inside of a div block.
This is some text inside of a div block.
語言：
日文
No items found.

MDRT members diligently gather information to enhance their knowledge to serve our clients. However, that alone is not enough to ensure that you will be chosen by clients. While it's essential to guide clients with logical information, providing emotional support is also important. Mishima explains his intentional actions to be chosen naturally without burdening either side.

Dana Mitchell, CFP, CLU

,
,
入會總年份：
11
內閣會員榮譽：
7
頂尖會員榮譽：
4

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

CLOSE

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Dana Mitchell, CFP, CLU
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
11:30
Sunday, June 22, 2025
Mitchell
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
語言：
英文
No items found.

Discover how you can leverage MDRT mentorship to elevate your practice and create a network of support for years to come. Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful, professional relationship that still impacts both of their lives today through growth, guidance and much more.

Dana Mitchell, CFP, CLU

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Dana Mitchell, CFP, CLU, is principal of Basis Wealth, a financial planning firm. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

CLOSE

The MDRT Academy and you: How to partner with the Academy for training success

Dana Mitchell, CFP, CLU
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
14:30
Monday, June 23, 2025
Mitchell
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
語言：
英文
No items found.

When you’re running a business and meeting with clients, it leaves little time to focus on training your junior advisors and helping them achieve their own MDRT qualifications. Mitchell shares how she has implemented the MDRT Academy in her work with junior advisors as well as the useful tools and resources that free up your time so you can zero in on the practice management and client service skills that mean so much.

Dana Mitchell, CFP, CLU

,
,
入會總年份：
11
內閣會員榮譽：
7
頂尖會員榮譽：
4

Dana Mitchell，CFP、CLU 是理財規劃公司 Basis Wealth 的老闆。憑藉 20 多年的豐富經驗，Mitchell 致力與客戶合作累積財富，同時保護對他們重要的事物。

Dana Mitchell, CFP, CLU, is principal of the financial planning firm Basis Wealth. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.

CLOSE

掌握大師級指導能力：透過百萬圓桌建立長久連繫和成功轉型的業務

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Dana Mitchell, CFP, CLU
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
9:30
Wednesday, June 25, 2025
Mitchell
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
印地文
普通話
No items found.

Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

透過分享百萬圓桌師徒制輔導計劃的啟迪之旅，Fardy 和 Mitchell 將揭示一次簡單的網上配對，如何演變為一段饒富意義的專業關係，至今依然影響著他們的人生。瞭解他們如何圍繞百萬圓桌師徒制輔導計劃框架來安排會面，並以之作為繼承規劃和團隊建設等職業轉變的契機，以及在不斷蛻變的關係中找到意想不到的價值。

Ana Daniela Morosanu

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Ana Daniela Morosanu is a unit manager at Metropolitan Life Romania. She has been in the financial services profession for 24 years and has served as a leader for 22 years. As a manager of 10 direct agents, Morosanu specializes in growing sales teams and has helped hers achieve multiple sales awards. She holds a master’s degree in mathematics from the University of Bucharest and earned the MDRT Culture of Excellence Platinum Agency Award in 2023.

CLOSE

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Ana Daniela Morosanu
會議類型：
全球服務
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Morosanu
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
No items found.

Do you want to use data to drive decisions and goals as well as enhance your leadership through emotional intelligence? This rapid-fire session explores essential steps to these important factors for productivity and connection while driving more of your team members to qualify for MDRT.

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, Christopher Lynn Stark, FICF, CLTC

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Ana Daniela Morosanu is a unit manager at Metropolitan Life Romania. She has been in the financial services profession for 24 years and has served as a leader for 22 years. As a manager of 10 direct agents, Morosanu specializes in growing sales teams and has helped hers achieve multiple sales awards. She holds a master’s degree in mathematics from the University of Bucharest and earned the MDRT Culture of Excellence Platinum Agency Award in 2023.

Augustine Boon Kheong Seah, BSc, started his agency when he was 26 and now leads a team of nearly 70 consultants and staff members. He strongly believes that cultivating young leaders in the industry is key to fostering agency growth and success. Seah has received numerous awards over the years, including the President’s Club Award, the Multimillion-Dollar Agency Leader Award and the Million-Dollar Agency Leader Award.

Christopher Lynn Stark, FICF, CLTC, has been in the financial services profession for 11 years, serving as a general agent for eight years. He manages 16 field agents, specializes in recruiting and training his team, and received the MDRT Culture of Excellence Platinum Agency Award in 2024.

‍

‍

CLOSE

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, Christopher Lynn Stark, FICF, CLTC
會議類型：
全球服務
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Morosanu, Seah, Stark
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
No items found.

Do you want to use data to drive decisions and goals as well as enhance your leadership through emotional intelligence? This rapid-fire session explores essential steps to these important factors for productivity and connection while driving more of your team members to qualify for MDRT.

Kate Moynihan

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Kate Moynihan 是一名獲獎無數且備受信任的策略領袖，致力擴展全球必要健康服務的供應，務求帶來長遠存續且卓有成效的解決方案，以改善服務不足社群的健康福祉。由 2017 年開始，她便出任 Seva Foundation 的執行董事，與該非牟利組織一起推廣優質視力保健服務。在 Moynihan 的優秀領導下，Seva 在研究上取得了重大突破，向世界展現健全視力的價值，並在組織方針上予以革新，除了推行恢復視力的可持續計劃外，亦致力提升經濟及社會機遇，惠及數百萬計對醫療保健服務受用有限的人。

‍

Kate Moynihan is an award-winning and highly trusted strategic leader dedicated to expanding access to essential health services worldwide and delivering long-lasting and effective solutions that improve the well-being of underserved communities. Since 2017, she has served as executive director of the Seva Foundation, a nonprofit committed to increasing access to quality eye care. Under Moynihan’s leadership, Seva has contributed to groundbreaking research demonstrating the value of sight and evolved its approach to creating sustainable programs that restore vision as well as enhance economic and social opportunities for millions of individuals with limited access to health care.

‍

CLOSE

從黑暗到光明視力與蛻變之旅

Darkness to light: A journey of sight and transformation

Kate Moynihan
會議類型：
主場會議
演講語言：
英文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
8:00
Monday, June 23, 2025
Moynihan
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

Since 1978, the Seva Foundation, the MDRT Foundation’s charity partner for the 2025 MDRT Annual Meeting, has been transforming lives by restoring sight in communities with limited or no access to eye care. Moynihan shares how Seva partners with local institutions in more than 20 countries to strengthen health care infrastructure and co-create sustainable, community-led eye care solutions.  

‍

自 1978 年起，2025 年百萬圓桌年會百萬圓桌基金會慈善合作夥伴 Seva Foundation 便一直服務社區，為視力保障服務缺乏或有限的群體恢復光明，改變了無數人的一生。Moynihan 將分享 Seva 如何與逾 20 個國家/地區的當地機構攜手合作，致力加強醫療保健基建，共同創造由社區主導的可持續視力保健解決方案。  

‍

Montserrat Mureddu Gonzalez

,
,
入會總年份：
5
內閣會員榮譽：
2
頂尖會員榮譽：

Montserrat Mureddu Gonzalez is an organizational psychologist specializing in personal finance management from Tecnológico de Monterrey. She is also an insurance advisor and a certified personal finance coach. With six years of experience in the financial services profession, Mureddu Gonzalez has focused on family finances and estate planning for business families. As an insurance advisor, she has received several prestigious awards from her company for her exceptional performance.

CLOSE

Success and balance: How to be a Court of the Table member, a dedicated mom and work part time

Montserrat Mureddu Gonzalez
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
12:30
Tuesday, June 24, 2025
Mureddu Gonzalez
This is some text inside of a div block.
Persona Íntegra
This is some text inside of a div block.
語言：
西班牙文
No items found.

Mureddu Gonzalez shares how she has successfully balanced her work and family life and explains how her strategies helped her identify a specific, high-profile niche market that aligns with her work philosophy: Provide premium advice to clients who value personalized service and are willing to pay higher premiums.

Takashi Muto

,
,
入會總年份：
11
內閣會員榮譽：
1
頂尖會員榮譽：

Takashi Muto is an executive life plan consultant at Gibraltar Life Insurance. He has 18 years of experience in the business and 99% of his market is individuals.

CLOSE

How to maintain consistent performance in the worksite market for many years

Takashi Muto
會議類型：
交流區
演講語言：
日文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
12:30
Monday, June 23, 2025
Muto
This is some text inside of a div block.
Persona Íntegra
This is some text inside of a div block.
語言：
日文
No items found.

It took Muto 10 years to achieve stable performance in this business. Some may have had a rocket start, but he worked one step at a time for 18 years in the worksite market and earned Court of the Table for the first time this year. He shares his insights from his journey and his vision for the future of MDRT members.

Ayumu Nakajima

,
,
入會總年份：
10
內閣會員榮譽：
9
頂尖會員榮譽：
4

Ayumu Nakajima began his career at a property and casualty insurance company, specializing in sales promotion in the corporate market. He was later tasked with developing sales representatives to become professional general agents. He registered to sell life insurance in April 2015 and focused on business insurance market. With a total of 34 years of experience in the insurance business, he is the leading agent in the General Agency.

CLOSE

How to win the hearts of customers with P&C insurance stories

Ayumu Nakajima
會議類型：
交流區
演講語言：
日文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:00
Tuesday, June 24, 2025
Nakajima
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
語言：
日文
No items found.

Our prospects will only be ready to listen whe they are interested in our knowledge and information. Nakajima will share his method of using everyday P&C insurance stories to capture their interest, engage them in the conversation, and demonstrate that our time together will be valuable.

Gustavo Alberto Nava Reynoso

,
,
入會總年份：
6
內閣會員榮譽：
1
頂尖會員榮譽：

Gustavo Alberto Nava Reynoso is a professional insurance advisor at MetLife Mexico. Throughout his 10 years of experience in the financial services profession, Nava Reynoso has specialized in life insurance and major medical expenses, and his excellent performance has earned him awards, such as National and International Conventionist, Regional Life Insurance Champion as a novice advisor in 2014 and National Life Insurance Champion in 2017.

CLOSE

Master the art of connecting

Gustavo Alberto Nava Reynoso
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
13:30
Monday, June 23, 2025
Nava Reynoso
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
語言：
西班牙文
No items found.

Mastering the art connecting with the emotions of your prospects will help you not only close sales, but also open lifelong relationships. In this session, you will learn to identify a buyer's most important emotions and how to use them to your advantage.

‍

Gustavo Alberto Nava Reynoso

,
,
入會總年份：
6
內閣會員榮譽：
1
頂尖會員榮譽：

Gustavo Alberto Nava Reynoso is a professional insurance advisor at MetLife Mexico. Throughout his 10 years of experience in the financial services profession, Nava Reynoso has specialized in life insurance and major medical expenses, and his excellent performance has earned him awards, such as National and International Conventionist, Regional Life Insurance Champion as a novice advisor in 2014 and National Life Insurance Champion in 2017.

CLOSE

Powerful questions will take you to the next level

Gustavo Alberto Nava Reynoso
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:30
Tuesday, June 24, 2025
Nava Reynoso
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

Asking prospects the right questions is a practice that every insurance advisor should follow, no matter the stage of their career. This is how prospects recognize the importance of buying insurance and protecting their family’s future. Nava Reynoso shares how to structure the right questions so the prospect can resolve their own objections and make the decision to buy without feeling pressured by their advisor.

Mariant Carolina Navarro Protzel

,
,
入會總年份：
7
內閣會員榮譽：
5
頂尖會員榮譽：

Mariant Carolina Navarro Protzel began her financial services career in 2016. As an independent advisor for Seguros Monterrey New York Life, Navarro Protzel serves as a member of the regional board of advisors for the company. She has been in the top 1% in sales in Mexico for three years. As an MDRT member, she has participated as a speaker for a ConneXion Zone session and a Focus Session.

CLOSE

Financial thermostat: How to make Court of the Table your new normal

Mariant Carolina Navarro Protzel
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
14:00
Sunday, June 22, 2025
Navarro Protzel
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
語言：
西班牙文
No items found.

Did you know that your self-concept and financial thermostat act as invisible boundaries that determine your level of success? Moving from a fatalistic mindset to a victorious one involves reprogramming the subconscious. Navarro Protzel shares hacks that will help you become highly productive, such as prioritizing time, eliminating distractions and focusing on high-impact tasks to break through those limits and achieve extraordinary results.

Jaslyn Ng, CLU, ChFC/S

,
,
入會總年份：
8
內閣會員榮譽：
6
頂尖會員榮譽：
3

Jaslyn Ng，CLU、ChFC/S 是 Prudential Singapore 的理財服務總監，負責帶領價值數百萬元的代理機構。過去七年來她獲獎無數，包括勇奪「亞洲年度最佳保險代理人」獎項，也躋身了「年度精英女性」和「年度數碼代理人/領袖」之列。Ng 曾在 80 多個國際、地區和本地平台上發表演講，向顧問同行分享親身經驗。她亦榮獲 LinkedIn 授予「LinkedIn 最強音」榮譽，該稱號旨在表彰在各自領域持續分享見解、推動對話及與受眾交流的少數專業人士。

‍

Jaslyn Ng, CLU, ChFC/S, leads her multimillion-dollar agency as a financial services director with Prudential Singapore. She has won many awards in the last seven years, including Asia Insurance Agent of the Year, one of the Elite Women of the Year and Digital Agent/Leader of the Year. Ng has spoken on more than 80 international, regional and local platforms, sharing her experiences with fellow advisors. She was also recognized as a LinkedIn Top Voice, an honor given by LinkedIn to select professionals who consistently share insights, drive conversations and engage audiences in their respective fields.

CLOSE

解開終身轉介紹的秘密公式：永不會再苦無客戶

Unlock the secret formula to lifelong referrals: Never run out of clients again

Jaslyn Ng, CLU, ChFC/S
會議類型：
主場會議
演講語言：
英文
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
13:00
Wednesday, June 25, 2025
Ng
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

Using a five-minute, step-by-step approach, learn how to build lasting client relationships and generate continuous referrals from enthusiastic, loyal clients. Ng shares how to establish a strong online presence, gather valuable client feedback through targeted questions, and leverage testimonials to engage clients, promote your services and grow your referral network.

透過五分鐘的逐步方針，學習如何建立長久的客戶關係，並從熱情且忠誠的客戶身上，產生源源不絕的轉介紹。Ng 將分享如何建立強大的網絡形象，透過目標明確的提問來收集客戶的意見回饋，以及善用客戶評價來與他們互動、宣傳您的服務並擴展您的轉介紹網絡。

‍

John F. Nichols, MSM, CLU

,
,
入會總年份：
25
內閣會員榮譽：
20
頂尖會員榮譽：
18

John F.Nichols，MSM、CLU 将出任 2025 年度百万圆桌第一副会长。他拥有 25 年百万圆桌会龄，20 次获得内阁会员资格，18 次获得顶尖会员资格。Nichols 曾在 2020 年担任百万圆桌会员分会的全球理事会成员，也是 2019 年章程和道德委员会的主席。2022 年，他成为了百万圆桌基金会会长兼“皇家勋章神剑骑士”，也是核心集团的成员。Nichols 是 Nichols Consulting LLC 的创始人；该公司是全国认可的伤残保险福利企业。 

‍

John F. Nichols, MSM, CLU, is the 2025 First Vice President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 18 Top of the Table qualifications. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a nationally recognized disability insurance benefits practice. 

‍

CLOSE

新任會長致辭

Incoming Presidential Address

John F. Nichols, MSM, CLU
會議類型：
主場會議
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
8:00
Tuesday, June 24, 2025
Nichols
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

Get to know 2026 MDRT President John F. Nichols, MSM, CLU

認識 2026 年度百萬圓桌會長 John F. Nichols，MSM、CLU

Bobby James Ning, CFP, BA

,
,
入會總年份：
19
內閣會員榮譽：
7
頂尖會員榮譽：
5

Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.

CLOSE

Engaging multiple generations to create successful wealth transfers

Bobby James Ning, CFP, BA
會議類型：
交流區
演講語言：
英文
會議日期：
開始時間：
Ning
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
語言：
英文
No items found.

A recent CNBC study found that 90% of parents intend to leave an inheritance for the next generation, but 48% do not have a specific plan in place. Ning explains how to facilitate conversations about value systems around building wealth, identifying conflicts that may exist between family members, and engaging with multiple generations to create paths for long-term relationships and financial planning.

Bobby James Ning, CFP, BA

,
,
入會總年份：
19
內閣會員榮譽：
7
頂尖會員榮譽：
5

Bobby James Ning, CFP, BA, is managing director and co-founder of Financial Literacy Counsel. With more than 25 years of experience in the financial services profession, Ning specializes in delivering comprehensive wealth, tax and estate management solutions tailored for physicians and business leaders. Additionally, he holds special certifications that enable him to consult with family offices and develop programs for heirs and beneficiaries. He oversees a multi-advisory practice that manages the financial affairs of 2,000 families, in addition to his personal clientele.

CLOSE

Know them today or lose them tomorrow: Strategies for keeping your clients' next generation in your practice

Bobby James Ning, CFP, BA
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
9:30
Wednesday, June 25, 2025
Ning
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
西班牙文
泰文
No items found.

Parents want assurance that the next generation shares their values on wealth, and advisors need to build relationships with heirs to manage these assets. Ning explains how the ADDIE process (Analysis, Design, Development, Implementation, Evaluation) helps advisors create effective programs to drive these connections, ensuring content meets client needs and improves financial literacy.

Erik Olivares Rodriguez, MBA

,
,
入會總年份：
1
內閣會員榮譽：
頂尖會員榮譽：

Erik Olivares Rodriguez, MBA, is the founder and CEO of Persé, a firm specializing in personal finance. He has been part of the financial services profession since 2009 and is an advocate of the digital nomad concept.

CLOSE

Working 24/7: When does your advisory business expire?

Erik Olivares Rodriguez, MBA
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
13:30
Monday, June 23, 2025
Olivares Rodriguez
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
語言：
西班牙文
No items found.

Your personal brand is the image you present to others, shaped by your experiences, skills and values. Olivares Rodriguez shares why building a personal brand that sets you apart as a professional advisor is essential, how to create one and why you should start this process now.

Ee Boon Ong, CLU®/S, ChFC®/S

,
,
入會總年份：
8
內閣會員榮譽：
2
頂尖會員榮譽：

Ee Boon Ong, CLU/S, ChFC/S, is a senior manager at Great Eastern Life-Singapore. Ong has been in the financial services profession for 12 years and specializes in comprehensive financial planning.

CLOSE

3 Ps of sales that can lead to qualifying for MDRT year after year

Ee Boon Ong, CLU®/S, ChFC®/S
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 22 日，星期日
開始時間：
12:00
Sunday, June 22, 2025
Ong
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
語言：
英文
No items found.

What processes and daily steps do you have in place to generate consistent business that leads to MDRT qualification? Ong provides actionable techniques to improve your prospecting, positioning and problem-solving.

Colin L.J. Ong, CLU, ChFC

,
,
入會總年份：
30
內閣會員榮譽：
7
頂尖會員榮譽：
3

Colin L.J. Ong, CLU, ChFC, is the executive senior director of financial services at Great Eastern Life-Singapore under Advisors’ Clique Collective. A veteran in the profession with more than 30 years of experience, Ong is the recipient of the IBF Fellow Award from the Institute of Banking and Finance.

CLOSE

Overcoming adversity and aspiring toward a Whole Person life

Colin L.J. Ong, CLU, ChFC
會議類型：
交流區
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:00
Tuesday, June 24, 2025
Ong
This is some text inside of a div block.
Persona Íntegra
This is some text inside of a div block.
語言：
英文
No items found.

For most of his career, Ong’s focus on work came at the expense of his personal life. He shares how he has shifted toward a more balanced life in recent years and how you can prioritize both the personal and professional relationships in your life.

Candice Ong

,
,
入會總年份：
7
內閣會員榮譽：
1
頂尖會員榮譽：

Candice Ong 2015 年畢業於南洋理工大學，擁有商務學位並主修市場推廣。在 Shopee 任職一年後，她在 2016 年加入 Prudential Assurance Corporation Singapore，轉型成為理財顧問。在接下來四年間，Ong 成功建立顧問業務，並順利躋身管理層。目前任職金融服務主管的她，非常熱衷於帶領及指導顧問團隊，並積極建立網上形象。

‍

Candice Ong graduated from Nanyang Technological University, earning a degree in business with a major in marketing in 2015. After spending a year at Shopee, she transitioned to a career as a financial consultant at Prudential Assurance Corporation Singapore in 2016. Over the next four years, Ong successfully built her consulting business before advancing into management. Currently, as a financial services director, she enjoys leading and mentoring a team of consultants while cultivating her online presence.

CLOSE

黑暗中的光芒：入心連繫帶來的心得教訓

The light in the darkness: Lessons from heartfelt connections

Candice Ong
會議類型：
主場會議
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
8:00
Tuesday, June 24, 2025
Ong
This is some text inside of a div block.
Persona Íntegra
This is some text inside of a div block.
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

How can we add value beyond financial transactions, client servicing and even claims? Ong shares organic, creative initiatives that not only held profound meaning but also united people from diverse communities in support of a noble cause, yielding remarkable results.

除了財務交易、客戶服務和理賠，我們還能如何增加價值？Ong 將分享一些創意十足的做法，不但意義深遠，而且能連繫多元社群的人們，讓他們鼎力支持崇高的公益事業，並帶來顯赫的成績。

‍

Shizuko Ozaki

,
,
入會總年份：
23
內閣會員榮譽：
15
頂尖會員榮譽：
10

Shizuko Ozaki is an executive life plan consultant of Gibraltar Life Insurance Company. With 25 years of experience in the profession, Ozaki has received many accolades over the years, such as the 2024 Best LC Award and Kiyo Sakaguchi Golden Heart Memorial Award.

CLOSE

Referrals arise from either emotions, trust or advocacy

Shizuko Ozaki
會議類型：
焦點會議
演講語言：
日文
會議日期：
2025 年 6 月 25 日，星期三
開始時間：
11:00
Wednesday, June 25, 2025
Ozaki
This is some text inside of a div block.
This is some text inside of a div block.
語言：
日文
No items found.

Clients refer us only when they are moved, trust us or are willing to support us. Ozaki shares her experiences during the early years (one to five years), developed phase (five to 15 years) and veteran phase (15-plus years) of her career, and what enabled her to qualify for Top of the Table 10 times.

Craig Palfrey, CFP

,
,
入會總年份：
16
內閣會員榮譽：
14
頂尖會員榮譽：
13

Craig Palfrey，CFP 是 Penguin Wealth 的創辦人。Palfrey 在金融服務行業有 25 年經驗，致力於協助客戶作出更精明的理財決策，從而實現財務自由，活出最美滿的人生。他也是一名國際演講者，並著有兩本 Amazon 精選書籍。

Craig Palfrey, CFP, is founder of Penguin Wealth. With 25 years of experience in the financial services profession, Palfrey is dedicated to helping his clients achieve financial freedom and live their best lives by making smarter financial decisions. He is also an international speaker and author of two Amazon-featured books.

CLOSE

客戶互動及業務增長最大化的 10 個策略

10 strategies to maximize client engagement and business growth

Craig Palfrey, CFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
13:30
Tuesday, June 24, 2025
Palfrey
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
韓文
普通話
No items found.

How can you exceed client expectations, strengthen relationships and future-proof your practice? Palfrey explains 10 transformative ways to control the financial journey, communicate effectively and build a thriving practice without having to prospect again.

如何逾越客戶的期望、鞏固關係並讓業務經受得起未來的挑戰？Palfrey 將介紹 10 種變革之道，助您掌控金融旅程、有效溝通及建立蓬勃業務，而且不必再開發潛在客戶。

R. Sepalika Panagoda, MFA

,
,
入會總年份：
18
內閣會員榮譽：
15
頂尖會員榮譽：
4

R. Sepalika Panagoda, MFA, is a master financial advisor at Ceylinco Life Insurance Ltd. Panagoda has been in the financial services profession for 20 years and works with more than 1,200 clients across 250 corporate companies. Her business has become a community of advisors, with more than 10,000 referrals available at any given time. She specializes in group insurance, retirement planning, critical illness insurance, disability insurance and education plans. She has been recognized with a wide range of awards, both locally and globally, and credits her MDRT volunteerism with enhancing her leadership skills.

CLOSE

Panel discussion: Unity in diversity

R. Sepalika Panagoda, MFA
會議類型：
焦點會議
演講語言：
印地文
會議日期：
2025 年 6 月 23 日，星期一
開始時間：
15:00
Monday, June 23, 2025
Panagoda
This is some text inside of a div block.
This is some text inside of a div block.
語言：
印地文
No items found.

What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

Hee Geun Park

,
,
入會總年份：
13
內閣會員榮譽：
7
頂尖會員榮譽：
1

Hee Geun Park has been working as a financial planning and corporate consulting expert at MetLife for more than 12 years. A former elementary school teacher, he graduated from the Department of Science Education at a teachers' college. He continues to achieve outstanding achievements, including achieving the MetLife Year-End Grand Prize for 12 consecutive years and the Excellent Certified Planner for 10 consecutive years.

CLOSE

Corporate collaboration consulting to grow from Court of the Table to Top of the Table

Hee Geun Park
會議類型：
焦點會議
演講語言：
韓文
會議日期：
2025 年 6 月 24 日，星期二
開始時間：
15:00
Tuesday, June 24, 2025
Park
This is some text inside of a div block.
This is some text inside of a div block.
語言：
韓文
No items found.

This session is for FCs who dream of Court of the Table and Top of the Table beyond MDRT. Based on the vivid experience of achieving Top of the Table by specializing in the corporate market, Park presents a step-by-step successful corporate sales strategy, from preparing for corporate market sales to collaboration consulting and actual consultation techniques. He provides practical help to FCs who want to grow to the next level through years of accumulated know-how.

查無結果
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now