Speaking on the Global Stage in Macau: Sharing How EK Financial Group Uses TikTok, AI & Automation
15 September
This August, I had the incredible privilege of travelling to Macau, China to speak at the MDRT Global Conference, one of the largest and most prestigious gatherings for financial advisers worldwide.
In a packed auditorium of over 1,500 attendees, I delivered a one-hour Focus Session on a topic I’m incredibly passionate about — how we’re using TikTok, social media, AI, and automation to transform the way we connect with and onboard new clients at EK Financial Group.
And I’m proud to now share this experience with you — our clients, supporters, and friends of EK Financial — because this journey is about more than just technology. It’s about delivering value, building trust, and making financial advice more accessible than ever before.
💡 My Talk: Using TikTok and AI to Deliver Value and Drive Engagement
During my presentation, I walked through our full marketing and onboarding strategy — from the first TikTok video to a fully booked client meeting — showing advisers from across the globe how we’re leveraging technology to simplify and humanise the advice process.
My core message was this:
“Give value first. Educate people. Make complex financial ideas easy to understand. Be visible, be generous, and the right clients will come.”
Here’s what I covered on stage:
🎥 TikTok & Social Media: I create short, educational videos that break down complex financial concepts into everyday language. These videos are shared freely on TikTok and other platforms — not to sell, but to serve.
🤝 Building Trust Through Content: People engage, ask questions, and eventually reach out — not because of a sales pitch, but because they’ve received value first.
🤖 AI & Automation: From AI-driven meeting summaries to automated onboarding workflows (using tools like Calendly, Monday.com, and Zapier), we’ve built an experience that’s smooth, scalable, and client-friendly.
🧠 Mindset Shift: I encouraged attendees to challenge the old way of doing things. Marketing isn’t about advertising — it’s about education and connection.
📸 Photos and video clips from my talk are included below. It was a surreal and proud moment standing on that stage, representing our firm and sharing what we’ve built in Australia with a global audience.
🌇 Running in Macau: A City Tour on Foot
As many of you know, one of my personal passions is running in new cities whenever I travel. It’s my way of clearing my head, staying grounded, and seeing places from a different perspective.
In Macau, I went for a long morning run through the city — battling high humidity and heat, but soaking in the views of old colonial streets, vibrant cityscapes, and quiet hidden corners tourists often miss. It was tough, but beautiful — a reminder of why I love what I do, and the adventures it brings.
📷 You’ll see a photo from my run included below, sweaty but smiling.
🙏 Thank You to Our Clients & Community
Speaking on a global stage like this is a huge personal milestone. But it only happened because of the trust and support of our incredible clients at EK Financial Group.
Everything I shared in Macau is what we live and breathe every day at EK — and it’s all shaped by our mission to help Australians live with clarity and confidence.
Whether you’ve been a client for years or just joined us recently, thank you for being part of this journey. Your stories inspire everything we do — and I’m proud to represent you on platforms like this.
📸 Explore the Experience
✅ Photos and video clips from my MDRT Macau Focus Session
✅ Behind-the-scenes moments from the conference
✅ Image from my run through the streets of Macau
Everything is embedded right here in the blog for you to enjoy.
If you’d like to know more about how we’re using social media, AI, and automation to enhance our client experience, feel free to reach out — or just follow along online.
