Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.
Aileen Mari Palmes is a financial advisor at Insular Life, with 12 years of experience in the life insurance profession. Having a background in the hospitality industry, she is known for combining service and authenticity to build lasting client relationships. Her expertise lies in service-led growth strategies, client retention and insurance portfolio cleanups. Through this unique approach, she has doubled her business and continues to mentor fellow advisors in building authentic, scalable practices.
Katarzyna Pilczuk is a financial advisor, team leader and trainer with more than 15 years of experience in the financial services profession. She specializes in working with premium clients, increasing sales effectiveness and developing strong advisory teams while also mentoring advisors and building leaders. As founder and former president of the Polish Association of Recommended Insurance Advisors, Pilczuk helped increase MDRT membership in Poland more than tenfold in five years.
Jarmila Somolányiová has 18 years of experience in the financial services profession, specializing in financial analysis and planning, cash flow management, insurance, investments, mortgages, and the strategic and creative planning of personal portfolios. Somolányiová was ranked No. 1 VIP consultant at Partners Group for 2023, in the top 10 in personal production for 2024 and has been the first Slovak speaker at various industry events. She is also currently enrolled in MBA studies for digital marketing, with a focus on building a personal brand.
Cynthia Siew Leng Wee has more than 24 years of experience across global financial markets, specializing in international succession planning, cross-border wealth structuring and sophisticated insurance solutions for ultra-high-net-worth families. A regular keynote speaker at international wealth management conferences and exclusive family office forums across Asia, Wee’s dual expertise spans family office advisory services and insurance practice operations in a competitive wealth management landscape.
