[Event Post-Report] From Salesperson to Designer | Agency Convention Awards Ceremony for the First Half of 2026 Held

United BM Wealth Limited, an asset formation consulting company (Representative Director: Tomo Okoshi), held a convention on June 22, 2026, at THE LANDMARK SQUARE OSAKA.

We were honored to have Billy Hii, Founder and CEO of the financial group Bill Morrisons (to which our company belongs), as our guest.

The first part of the event featured a presentation by Representative Okoshi and team-building activities, followed by guest greetings, networking, and an awards ceremony in the second part.

We recognized members who achieved outstanding results in the first half of 2026, celebrating their efforts and challenges. Here is a report on the convention awards ceremony for the first half of 2026.

Event Name: Convention Awards Ceremony

Date: June 22, 2026 (Mon)

Venue: THE LANDMARK SQUARE OSAKA

Attendees: 121 (Invitation only)

Guest: Billy Hii, Founder and CEO of Bill Morrisons Group

Background of the Convention Awards Ceremony

Our company holds a convention awards ceremony twice a year to honor members who have achieved results.

The first-half convention awards ceremony was held under the theme of "A Stage to Visualize Team Growth," positioning it as an opportunity to share achievements and growth with everyone and move towards the next goal.

In addition to the above, this event also served as a forum to re-share the "future advisor profile" that our company expects from its members amidst significant changes in the financial industry environment.

Event Highlights

The convention awards ceremony was divided into the first and second parts as follows. Here, we introduce the details of each part.

Part 1: Presentation by Tomo Okoshi and Teamwork Building

Part 2: Guest Greetings, Networking, and Awards Ceremony

◾️Part 1: Presentation by Tomo Okoshi

The convention awards ceremony began with a presentation by our representative, Tomo Okoshi. We will sequentially convey the content of Okoshi's presentation.

▼You Cannot Protect Your Assets in Japan Alone

In recent years, the yen has weakened, with the exchange rate commonly reaching the 160 yen to the dollar range. Interest rates are also rising, and the weakening of the yen shows no signs of stopping, making it difficult to protect assets solely within Japan. In such circumstances, many people are increasingly interested in overseas assets, and an era of investment is dawning. Therefore, we believe it is crucial to have advisors who can provide value to customers based on correct knowledge.

▼Strengthening Regulations in the Financial Industry

In fiscal year 2026, regulations have been strengthened not only in overseas finance but across the entire financial industry. In such a situation, it is not just the presence of a financial license that matters, but also "who handles what and how." Our company also plans to review the products and services we handle in line with the times and pursue customer-centric proposals.

▼The Importance of People in the Age of AI

While AI utilization is advancing, what ultimately remains are "people who can connect with people." Individuals with meticulous attention to detail and human capabilities are important. That is why our members are expected to play the role of "designers" who support the asset formation of each customer, rather than just "salespeople."

◾️Part 1: Teamwork Building

Following Okoshi's presentation, we conducted team-building activities to deepen interaction among members.

▼Icebreaker Game This was conducted in a quiz format with teams competing. Points were awarded based on raising hands to answer, and the winning team received a prize.

▼Peek-a-Boo Game ~Complete the 2030 GLOBAL WEALTH MAP~ One person from each group memorized a diorama for 15 seconds. They then returned to their tables and recreated the scene they saw on drawing paper. It was necessary to accurately draw the numbers and letters written on the buildings, and cheers erupted from each table.

Conversations naturally arose among members who don't usually have many opportunities to talk. We hope that this team-building event will lead to smoother daily communication.

◾️Part 2: Guest Greetings (Billy Hii)

The second part began with greetings from our guest, Billy Hii, Founder and CEO of our parent company, Bill Morrisons Group. Billy shared the idea that "our current growth is due to our continuous adaptation to change" while looking back on the group's journey.

The company group has continuously improved the quality of financial services for the wealthy by flexibly reviewing its business and handled products in response to changes in market conditions and legal systems. Billy also stated that the group's growth is a result of these cumulative efforts.

Furthermore, the IFA business model has also developed to a level that can be called "the private banking version of independent asset management companies." He expressed the view that growth can continue by evolving services in line with the times, even when market conditions change.

Finally, he sent a message to our members, saying, "I hope you will continue to enhance the quality of education and foster professionals who can provide greater value to customers."

◾️Part 2: Networking

During the networking session, members actively deepened their interactions across different groups and regions.

Attendees not only stayed at their own tables but also visited other tables, engaging in lively information exchange about their respective activities and views on the financial industry. This provided a valuable opportunity for communication and knowledge sharing among members who don't usually have much contact.

This event strengthened the connections between participants and fostered a sense of unity throughout the organization to promote financial education and deliver value to customers.

◾️Part 2: Awards Ceremony

In the awards ceremony, we recognized members who, in the first half of 2026, faced customers in their respective regions and fields, learned, and repeatedly challenged themselves. While celebrating their efforts and achievements, learning about the accomplishments of colleagues undoubtedly provided new inspiration and insights for each participant.

Speaker Profiles

▼Organizer

Tomo Okoshi

Representative Director of United BM Wealth Limited.

Active as a member of Bill Morrisons, a financial group with official licenses throughout Asia. He entered the financial world after experiencing overseas annuity investments as a customer.

Currently, in addition to handling offshore investment procedures and assisting with private bank account openings, he organizes the financial seminar "Money Matters You Should Know" and has conducted awareness activities to convey the importance of asset formation to a cumulative total of 34,000 people.

▼Guest

Billy Hii

Founder and CEO of Bill Morissons Group

Leads Bill Morissons, a financial group with official licenses throughout Asia. He has continuously and flexibly adapted the company's business and handled products in response to changes in markets and legal systems, thereby enhancing the quality of financial services for the wealthy.

The Future of United BM Wealth Limited

Our company will continue to operate with the aim of delivering "world-class asset formation" and "correct financial education" to Japanese people.

The direction shared at this convention awards ceremony was the evolution of advisors from "salespeople" to "designers." While utilizing AI, people will be responsible for the most important aspect, education, and we will take time to cultivate a group of professionals who use customer education as their strength.

Our company will continue to disseminate methods for protecting and growing assets through activities such as holding money study sessions "Money Matters You Should Know," operating the web media "Comparative Research on Overseas Annuity Investments," and managing the YouTube channel "Tomo Okoshi's World-Class Asset Formation."

We prioritize customer interests and provide support from a neutral standpoint. Therefore, those considering asset formation overseas are encouraged to consult with United BM Wealth Limited.

▼Web Media: Comparative Research on Overseas Annuity Investments https://kaigaihoken-kenkyu.com/

▼note: Tomo Okoshi

https://note.com/tomoglobal

▼Book: Textbook of Overseas Private Banking

https://www.amazon.co.jp/dp/491174300X

Company Profile of United BM Wealth Limited

Company Name: United BM Wealth Limited

Representative Director: Tomo Okoshi

Location: Unit Level 9F(2), Main Office Tower, Financial Park Labuan, Jalan Merdeka, 87000 Federal Territory of Labuan, Malaysia

Website: https://unitedbmwealth.com/

Web Media: https://kaigaihoken-kenkyu.com/

Inquiries: info@unitedbillmorrisons.com