Would you like to grow your base to 1,000 clients and acquire an endless flow of referrals? Ng Ka Lee will present ideas which will nurture your COIs as well as build trust with clients, which will make them feel comfortable about introducing you to others.
您想將客戶群擴大至 1,000 人,並獲取無窮無盡的轉介紹嗎?Ng Ka Lee 將介紹有助您培養影響力中心 (COI) 的概念,也會講解如何與客戶建立信任,從而令他們舒適地將您介紹給別人。
Speaker Bio
Graduated from the Polytechnic University, Department of Hotel Management, Joanne entered the insurance industry in 2008, and has been qualified for MDRT for each consecutive year since. She serves a client base of more than 1,000 individuals and groups, mainly providing clients with protection arrangements, wealth planning and inheritance, in addition to providing employee benefits and mandatory provident fund services for multinational listed companies. She was a guest speaker at the MDRT Annual Meeting in June 2017 as well as the MDRT Thailand Experience & Global Conference in February 2018.
Joanne 畢業於香港理工大學酒店管理學系,自 2008 年起投身保險業,並從那時起每年均取得百萬圓桌會員資格。她服務於由超過 1,000 名個人和團體組成的客戶群,主要為客戶提供保障安排、財富規劃與繼承服務,以及為跨國上市公司提供僱員福利和強積金服務。她曾於 2017 年 6 月擔任百萬圓桌年會的演講嘉賓,亦曾在 2018 年 2 月於泰國舉辦的百萬圓桌體驗會和全球會議上演講。