Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.
Jocelyn Kau is a five-time MDA award recipient. She is a senior wealth director at Prudential Financial Advisers Singapore, with 13 years of experience in financial services and eight in leadership. She holds an IBF Level 3 certification and leads a team of eight advisors, specializing in recruitment and Gen Z talent development.
Diana Ng, B Bus, ChFC, is a 12-year MDRT member with three Court of the Table qualifications. With 15 years in financial services and a decade of corporate marketing experience, she brings strategic insight to her work. As a director at Prudential Assurance Company Singapore, Ng specializes in financial wellness and estate planning, leads a team of 19 advisors, and is passionate about developing confident, purpose-driven leaders.
Agnieszka Surowik is an expert in financial risk transfer, specializing in life and health protection, retirement solutions, business succession and cross-insurance for companies — integrating strategy with values and long-term responsibility. With 18 years of management and leadership experience and seven in sales, Surowik advanced from advisor to director to sales trainer within five years of joining the financial services profession. She achieved MDRT in her second year and is now an MDRT Center for Field Leadership member, supporting dozens of advisors in their development through the Millionaire Club at Prudential Poland.
