Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.
Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.
Wen Chun Chen is the vice president of Honesty Insurance Brokers, where she specializes in DISC personality traits, personal branding expertise and cultivating the giant within. She has more than 20 years of experience in the financial services profession and is the author of "Anchors of the Heart" and "Big Deals."
Lee Chi-Hsiang, CFP, MSF, has 21 years of experience in the insurance profession and holds a master’s degree in international finance. As a division manager at Nan Shan Life, he specializes in asset inheritance planning, corporate insurance policies and personal retirement planning as well as individual, medical and accident insurance planning.
Xiao Yan Holly Miao is the founder of Sunnylife 1618 Financial Inc., and the co-founder and CEO of Sunnylife Prosperity. With master’s degrees in management and law, Miao has 10 years of experience in the financial services profession and has received multiple awards for her accomplishments.
Haiyang Wang is a certified lecturer at CEIBS. He ranked first on the WeChat Channels' insurance influencers list and was honored as outstanding video creator in 2023. He is an active MDRT member, having served on MCC and other MDRT committees over the years.
