2024 年百万圆桌年会

立即注册

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse tincidunt sagittis eros. Quisque quis euismod lorem. Etiam sodales ac felis id interdum.

000
天后开幕
2024 年 6 月 9 日至 12 日
历时: 4 天
加拿大 British Columbia
(不列颠哥伦比亚省)Vancouver(温哥华)
超过 100 名演讲者
超过 120 场会议 
000
天后开幕
2024 年 6 月 9 日至 12 日
历时: 4 天
加拿大 British Columbia
(不列颠哥伦比亚省)Vancouver(温哥华)
超过 100 名演讲者
超过 120 场会议 

同声传译

重要注意事项:全体年会与会者均需携带智能手机、平板电脑或笔记本电脑等私人装备以及耳机,出席每一天的会议。主场会议及一系列焦点会议和特别会议将按所选的语言安排同声传译。

  • 聆听魅力演讲者的经历,激发灵感。
  • 与世界各地志同道合的专业人士交流,获取创意新观点。
  • 沉浸式参会,提升个人技能,助力个人和职业发展。
  • 锁定最佳实践并应用于实际工作,实现个人和企业的蓬勃发展。
获取信息

Learn

Gain insights from past meetings and learn how to apply them to grow your business today. Log in to  to access personalized information and content.

Connect

Read about the topics explored at this year’s meeting on the . Be inspired by creative business concepts, learn specialized information from world-class speakers and discover new ways to expand your career.

Explore

The 2024 MDRT Annual Meeting and its official hotels will be in one of the most beautiful cities in the world — Vancouver. , discover and get a flavor of everything this incredible destination has to offer.

Jim Kwik

Jim Kwik 是优化大脑、提升记忆力与加速学习领域的国际知名权威。他是《纽约时报》和《华尔街日报》的畅销书作家,为无数人装备必要的工具,包括让人们理解大脑营养、大脑的类型,以及未来人工智能对我们日常生活带来的影响,让众人发挥无可比拟的生产力,实践个人转型并获得专业成就。他的一系列方法广获 Google、Virgin Atlantic、Nike、SpaceX 和二十世纪影业等业界巨企,以及哈佛大学、联合国等机构采纳。

Amy Jo Martin

Amy Jo Martin 是 Renegade Global 的创始人兼首席执行官,该公司致力于人类创新发展,为个人或企业带来正面变革。她是畅销书作者、主题演讲者、教育家、投资者及播客《为何不趁现在?》(Why Not Now?) 的主持人。Martin 曾为数以千计的人提供所需工具,让他们即时将想法付诸行动,并曾与多个世界知名品牌紧密合作,其中包括 Hilton Worldwide Holdings Inc.、Nike、Shaquille O'Neal 和 Dell。她还创办了最早的数字代理机构之一,引领了我们今日所熟知的网上个人品牌形象的发展。

Max Major

Max Major 是世界知名心理学家,现居美国 Nevada(内华达州)Las Vegas(拉斯维加斯)。凭借在 3,500 场直播节目中磨炼出读取肢体语言的能力,Major 的表演仿佛现实中的绝地武士心灵感应伎俩。除了成为第 15 季《美国达人秀》(America’s Got Talent) 的突围明星外,他也是地球上最多人追踪订阅的心理学家,其有关如何读懂陌生人心的视频在 2022 年突破了 10 亿播放量。他的客户包括 Facebook、Microsoft Corporation 和 Google,同时他也多次在美国国防部情报机关人员面前,示范肢体语言、催眠和影响力方面的技巧。

Gino Wickman

Gino Wickman 发明了一个让企业取得伟大成功的实用方法,名为“企业运营系统”(Entrepreneurial Operating System,简称 EOS)。自 21 岁开始创业以来,Wickman 便沉迷于学习令企业蓬勃发展、突出重围,从而让领导者通过业务达到心中目标的方法。他曾为超过 135 家公司开展 2,000 多次的全天课程,向他们展示如何采用 EOS,并曾撰写名为《牵引力:掌握您的业务》(Traction: Get a Grip on Your Business) 的畅销书籍。

前往 Vancouver(温哥华)出席 2024 年年会的旅游证件申请,需时可能达六个月之久。
请立即开始申请签证、电子旅行证 (eTA) 及护照。

获取信息

日程

6 月 8 日(星期六)

11:00 - 18:00
开放注册
11:00 - 17:00
交流区开放

(本日无会议)

11:00 - 16:00
开放百万圆桌基金会展位
11:00 - 17:00
开放百万圆桌商店及会员福利中心
16:30 - 17:30
PGA 志愿者启动仪式和专案小组分组会议
日程可能会有所变动。

6 月 9 日(星期日)

09:00 - 18:30
开放注册
10:00 - 17:00
交流区开放

(会议将于 11:00 开始)

Ponlacha Rojlertjanya and Kanyarat Yommana

How to create new markets online and offline

Magali Bernal

Develop your first appointment based on your target market

Nobuyuki Fukumoto

Uncovering hidden stains: A journey to consistent Top of the Table production

Edwin Rodrigo Aguilar Valdez

Turning a cold market into a warm market in 20 seconds

Hozumi Hanada, LUTCF

Understanding life insurance in the U.S.

Jennifer P. Mann, MBA, CFP

Trust matters: The art of connecting with clients

Lizzette Castillo Martell

From family chaos to becoming my full and structured self

Li-Ping Chang

以终为始的精神成为保户唯一托付的全方位顾问

Begin with the end in mind and become your client’s only trusted full-service advisor

Natchanan Nanthapongpokin and Ratthanan Nanthapongpokin

Achieving work-life balance and continued MDRT

Alexandra de Jesus Garcia Yanez

How to sell 100 policies and then travel for six months each year

Woong-bae Kim

Master your performance by mastering your attitude

Ravi P. Rajpal

Annual reviews that lead to loyalty, referrals and sales

Kris Amliwala, FPFS

Designing true wealth

Chulaporn Chaimontree

Building and growing your target market

Tae-sik Park

Questions that create client satisfaction during retirement planning

Floriano Alencar

Finding insurance solutions for international clients

Pei Chun Hsieh

吸引并与网上客户互动

Attracting and engaging with exclusively online clientele

Ngaongam Kunphai

Present, close and protect in only an hour

Lizbeth Lara Santacruz

The power of connections: Generate a perpetual network of prospects

Zinc Goh Zhi Yin

5-3-1 formula to closing from the opening

Dr. Susan Biali Haas, Delia Brimmer, Vanessa Y. Bucklin, MBA, CLU, Mark D. Olson, CFP, MSFS, and Ted Rusinoff

MDRT Book Club: Q&A with “The Resilient Life” author Dr. Susan Biali Haas

Yu-Chun Chen

如何简单建立客户保障的基本概念

How to effectively discuss and establish health-related insurance coverage

Alfonso Jorge Orozco Hernandez, CLI

Providing exceptional service in the digital age

Sky Chen Wei

协助客户理解保险的生活福利

Helping clients understand the living benefits of insurance

Pei Mei Chiu

团队力量成就个人梦想,迈向MDRT

Achieve your dream with the power of teamwork, and qualify for MDRT

Alessandro M. Forte, FCII, CFP

How to get multiple referrals from every client

Satoshi Ishii

Insurance agent rather than salesman

Guy Mankey

Ideas to help get YOU to the Top of the Table

Nobuyuki Ishikawa

Investment is a great insurance policy

Hsiao-Yin Lu

要提供优质服务,顺利的理赔结算不可或缺

Quality service requires successful claims settlement

Pawel F. Skotnicki

How to naturally start a meeting with a client

10:00 - 17:00
开放百万圆桌商店及会员福利中心
10:00 - 18:00
开放百万圆桌基金会展位
12:30 - 15:00
内阁会员和顶尖会员接待会

(仅限 2024 年内阁会员和 2024 年顶尖会员参加)

Steve Backley and Roger Black

找到每个人内心中的斗士 

Accessing the champion in all of us

15:00 - 16:00
“卓越首航”会议

Regina Bedoya, CLU, ChFC, Tony Gordon, and Thian Lung Jong

“卓越首航”会议

Launch to Excellence

17:30 - 19:00
主场会议

Alex Boyé

改变用词,改变人生

Change your words, change your life

Ian Green, Dip PFS

加法,乘法,减法

Add, multiply, subtract

Zack Kass

Yohei Tomita

辨别自身作为顾问的独特之处

Identifying what makes you unique as an advisor

Joel Zeff

大脑休息

Brain Break

日程可能会有所变动。

6 月 10 日(星期一)

07:00 - 16:00
开放注册
08:00 - 11:00
主场会议

Diana Chao

亲爱的陌生人:通过等待陌生人来促进联系与支持

Dear stranger: Fostering connection and support by writing to strangers

Gregory B. Gagne, ChFC

会长致辞

Presidential Address

Rick Hu, CLTC, RICP

建立顶尖会员实务,五个实践证明的方法

Five proven ways to build a Top of the Table practice

Jim Kwik

为大脑超级充能,从而加快学习速度及牢记更多事物 

Supercharge your brain to learn faster and remember more 

Andrew C. Lord, CLU, ChFC

百万圆桌基金会

MDRT Foundation

Elke Rubach, LL.M., CLU

置身科技主导、渐趋人工的世代,将真人交流置于首位

Prioritizing human interaction in an increasingly artificial, technologically driven world

Gino Wickman

精力管理及最大化的 10 项戒条

The 10 disciplines to free and maximize your energy

Tham Wongsankakorn

与高净值客户建立联系,让您的业务更上一层楼

Connect with high-net-worth clients to elevate your practice

Dr. Susan Biali Haas

能屈能伸的人生:在今天的疯狂世界中减少压力和过劳

The resilient life: Reducing stress and burnout in today’s wild world

11:00 - 17:00
交流区开放

(会议将于 11:00 开始)

Akkachai Chatchawalsakul, Donnapa Jitsopananont, Pichandech Kemped and Eakasak Narksakul

Achieving MDRT Life membership

Pui Ka Lam, Hunter Lord, CFP, Kevin Reidinger and Naixin Zhao

The next generation of young advisors

Sun-young Kim

Serving older clients through open-door, face-to-face meetings

Masakazu Shigemori

Are you working at what you love and are good at? Develop HNW clients by using your strengths!

Togo Kimura

Existing contract marketing that leads to results

Joo-hwan Lee

How to develop client trust that leads to retention

Jesus Rodrigo Alfaro Gutierrez

How becoming a better person led me to become a better advisor

Yi-Jean Lin, CIAM, FChFP

通过百万圆桌师徒制辅导计划,您能学到和教导哪些知识

What you can learn and teach through the MDRT Mentoring Program

Hiroshi Maeda

Principles and practices learned from “The Seven Habits of Highly Effective People”

Aurora L. Tancock, FLMI, CFP

Building trust by fostering strong client relationships

Christian Thomas Carpizo Vazquez Sr.

9 steps to increase your sales with the same customer base

Matthew T. Hoesly, CFP, ChFC

Top of the Table before 40

Jim Kwik

Q&A with Main Platform Speaker Jim Kwik

Xiaohu Liu

通过百万圆桌全人理念,在个人和职业方面双双取得收获

Gaining personally and professionally from the MDRT Whole Person concept

Katy Baxter, Dip PFS and Catherine Gough, FPFS

Tips from the top

Ying Qi Carrie Chee

Engage clients effectively and expand your case size

Yohei Tomita

Deeper Dive with Main Platform speaker Yohei Tomita

Chin Ti Chien, Yi-Jean Lin, CIAM, FChFP, Wang Lu and Li Zeng

与众不同的领导力

A different kind of leadership

Aree Burapapunjakul

Building efficiency and sustainability in your business

Imelda Xochitl Padilla

Having the balanced life we all dream of

Joon Sik Choi

The power of the check-in call

Shusaku Tezuka

How hobby-driven referrals led to 800 consecutive weeks of strong results

Shane E. Westhoelter, AEP, CLU

What words to use — and not use — to build client trust

Saad Anthony Baksh, BSc

Be the best version of you!

Kathleen R. Benjamin, CFP, CPA

Building a team with the right qualities, the right scores and the right training

Timothy Daniel Clairmont, MSFS

Digital avatars: Revolutionizing financial advisory services

Hsiu-chung Hsu

协助客户理解理财规划价值的实用技巧

Tips to help clients understand the value of financial planning

Regina Bedoya, CLU, ChFC, Jennifer P. Mann, MBA, CFP and Ana Sofia Rodriguez, MBA

Special challenges for female leaders

John R. Benton, ChFC, CLTC and Stephen Kagawa, FSS, LUTCF

Tips from the top

Mark P. Brunelle

Overlooked opportunities within your existing clients

Salvador Perez Mendez

Professional development through kindness, empathy and trust

Yen Wei Nee

优化客服,以心践行

Optimize customer service and practice it with heart

Krits Pitimana-aree, LUTCF, ChLP

How to qualify as an MDRT Life member

Jun Shimizu

Swimming in the blue ocean: How to maximize your strengths

Tham Wongsankakorn

Deeper Dive with Main Platform speaker Tham Wongsankakorn

11:00 – 17:00
开放百万圆桌商店、百万圆桌基金会展位及会员福利中心
11:30 - 13:00
特别午餐会

(预购票活动在注册时需另付费用。会议仅使用英语发言。不提供传译服务。)

Ethan Mollick

From  disruption to opportunity: Embracing the AI revolution

13:30 - 14:30
焦点会议

Chris George CFP, TEP, Natalie Sarah Hales, Brian Joseph Haney CFS, CLTC, Matt K. Halloran

Niche power: Elevating your marketing strategy

Kentaro Asai

How to make time for your work and your family

David Braithwaite, Dip PFS

利用媒体机会树立专业形象和强化业务水平

Leveraging media opportunities to establish expertise and enhance your business

Sammi Chang

用世代心理发挥领导力

Unleash leadership potential through generational psychology

Neha Prasad Doiphode, MBA

Forging lasting bonds: Why advisors should volunteer with service organizations

Matt K. Halloran

Niche power: Elevating your marketing strategy

Seonghun Jo

How to create an automated IT-based sales process

Alain Quennec, CFP, CIM

Create personal financial organizers to manage client relationships

Ana Sofia Rodriguez, MBA

Breathe, undertake and sell

Pitchaya Watcharakan, CFP, MBA

Sell without selling

13:30 - 14:30
MDRT Center for Field Leadership会议

(仅限 MDRT Center for Field Leadership 成员参加。会议仅使用英语发言。不提供传译服务。)

Tim Boyle, Fabian Weng Tuck Chan, ChFC/S, B.ENG, Joyce Chan, Angela Daniela Malagon Beaven

Gen Z — From recruiting to retaining

15:00 - 16:00/16:30
焦点会议

Ross Bernstein, CSP, CPAE, Alessandro M. Forte, FCII, CFP

揭秘:向行业翘楚学习实用经验教训

Secrets revealed: Learn practical takeaways from the best

D. Kyle Atkins CLU, CFP, Caroline A. Banks FPFS, Mark J. Hanna CLU, ChFC, Ross Vanderwolf CFP

Attaining and maintaining Top of the Table production

Vanina Paola Cruz, Caio Henrique Guidugli Cunha, Dulce Maria Zamora Davila, Mariant Carolina Navarro Protzel, Samir Chaman Sabag, CLI, FPC, Jazmin Eliana Vasquez

Key strategies: The secrets of the greatest Latin American experts

Attathapong Lao-ananchai, Pimlada Thanusakdumrong, Piyamon Wongthianchai

Panel discussion: The power of niche marketing

Nikki Peilin Chen

突破业绩极限与客户沟通艺术

Cutting-edge communication techniques with clients and breaking through performance limits

Sheri Fitts

Refining your brand for a rapidly changing world

Alessandro M. Forte, FCII, CFP

揭秘:向行业翘楚学习实用经验教训

Secrets revealed: Learn practical takeaways from the best

Sunil Nandlal Hassija

Reframe your marketing to build relationships

Takahiro Izuki

Leading the future of asset management

Atthapong Lao-ananchai

Panel discussion: The power of niche marketing

Young II Lee

How to most concisely communicate the ways you can help

Panos Leledakis, LUTCF

Skyrocket your production and reputation with AI and advanced technologies

15:00 - 16:00
MDRT Center for Field Leadership会议

(仅限 MDRT Center for Field Leadership 成员参加。会议仅使用英语发言。不提供传译服务。)

Bryan Phang, BBA, AEPP

Practical steps to achieve an MDRT Culture of Excellence Award

3:00 pm
16:00 - 17:30
MDRT Center for Field Leadership成员接待及颁奖典礼

(仅限百万圆桌外勤领导中心成员参加)

17:00 - 18:00
四分之一世纪俱乐部

(仅限会龄 25 年及以上的百万圆桌会员参加)

17:30 - 18:30
顶尖会员接待会

(仅限 2024 年顶尖会员参加)

日程可能会有所变动。

6 月 11 日(星期二)

07:30 - 16:00
开放注册
08:00 – 11:00
主场会议

Ian Green, Dip PFS and Tim Grover

主场会议对话

Main Platform Conversations

Wave Chow Wing Kai

帆船概念

The sailboat concept

Karen Eber

令故事变得完美

Make your story perfect

Brandon Farbstein

昂首 10 英尺:您与众不同之处就是您的超能力

10 feet tall: Your difference is your superpower

Carol Kheng, ChFC

新任会长致辞

Incoming Presidential Address

Jennifer P. Mann, MBA, CFP

从混乱到控制:管理积蓄以达到成功

From chaos to control: Organizing savings for success

Jamie McIntyre, CFP

摆脱预算的束缚,将开销计划作为礼物送给客户

Ditch the budget and give your clients the gift of a spending plan

11:00 - 17:00
交流区开放

(会议将于 11:30 开始)

Stephen Kagawa, FSS, LUTCF

A prospecting technique that can take you to Top of the Table

Sittichai Kallayasiri

Opening HNW clients' minds to your recommendations

Hua-Yu Kao

如何为客户带来清晰简明的体验

How to create ease and clarity for clients

Se-hyuk Lee

Build your own niche market

Timothy Daniel Clairmont, MSFS, Panos Leledakis, LUTCF and Paresh B. Shah, CFP

AI for beginners

Alain Pérez Munoz

Connecting with millenials: Keys to a successful sale

Mongkol Tangmannaikit

The shortcut to success is hard work

Hea-young Youn

Single mother of three, annual salary of 300 million won

Yuichiro Nakamura

Fact-finding to build strong relationships

Gustavo Rojas Ramirez

Self-reflection on the path to quality and performance

Kathleen R. Benjamin, CFP, CPA, David C. Blake, Ted Rusinoff and Cheng Huann Yeoh, ChFC, CLU

Being a boss

Othniel Duncombe

Identifying buying signals

Juana Lilia Martinez Ortiz

How I got 700 referrals in 1 year

Yusuke Mizuguchi

Driving communication with tax accountants

Ling-Shan Lin

利用马斯洛的需求理论讨论保险

Discuss insurance using Maslow's demand theory

Edit Martonosi

Spirit, sport, strategy: Applying the marketing from top athletes’ brands to financial services

Elke Rubach, LL.M, CLU

How charging for a financial plan grows not just sales but connection to your clients

Carla Brown, FPFS, CFP, Asvin Chauhan, MIFP, Dip FA and Adrian George, CFP, TEP

Niche marketing 101

We-Cheng Lin

利用全人理念,助力他人实现梦想

Using the Whole Person concept to help others realize their dreams

Douglas Eugene Owens, LUTCF

Mastering the use of drawings to simplify complex ideas

César Arturo Sepúlveda Garza, LUTCF, FSCP

Building communication and trust for long-term relationships with clients

José Sánchez Lopez, MBA

5 strategies to get endless referrals without asking for them

Yi Chun Liu

通过建立团结一致的员工队伍来提高工作绩效

Encouraging high performance by building a unified staff

George B. Sigurdson, CLU

How to effectively present financial planning buckets

Brian Moran

Q&A with Lunch Session speaker Brian Moran

Victor D. Reyes, CLU, ChFC

Create motivation and goal setting to reach Top of the Table

Erika Silva Velasco, CLI, FSCP

Tips to move from first-time member to MDRT Life member

Chiung-Yu Su

客制化的独特保单规划 — 人工智能无法取代

Unique and customized policy planning that is anything but artificial

David C. Blake, Yolie Aleman-Rodriguez and Tom E. Sunny, CFP, CLU

How the MDRT Academy can elevate your practice

Shawn Bellefeuille, CFP, CLU

Bridging the gap between online and offline marketing

Brandon Farbstein

Q&A with Main Platform speaker Brandon Farbstein

Bryson Milley, CFP, CIM

Valuable takeaways from MDRT's Business Performance Analysis

Peetitorn Chapradit and Pichandech Kemped

Leveraging insights from the CFP model in unexpected ways

Brandon Heckert, CFP, AAMS

Increased production and client satisfaction through goal-centric financial planning

Kusuo Yamaguchi

Importance of life insurance in inheritance planning

Freda Yeh

确保 3W 业绩的 3 个步骤

Use 3W in your practice, achieve self and team success with MDRT

Svetlana Plitin

From zero to hero: Simple steps to achieve success and balance

Tomoshige Yamamoto

Life planning for business owners: Understanding your options

Qian Zhou

和客户保持规律互动的726准则

The 726 rule for regular interaction with clients

11:00 - 17:00
开放百万圆桌商店、百万圆桌基金会展位及会员福利中心
11:30 - 13:00
特别午餐会

(预购票活动在注册时需另付费用。会议仅使用英语发言。不提供传译服务。)

Brian Moran

The 12-week year: How to accomplish more in 12 weeks than most do in 12 months

13:30 - 14:30
焦点会议

Arturo Viniegra Castellanos, Victor Hugo Garcia Gutierrez

Social media as a vehicle for prospecting and branding

Kavita Bothra

Networking alchemy: Creating reciprocal value with centers of influence

Richard Dobson Jr., CFP

Communication hacks every financial advisor should know

Paphasorn Kaewkorbsin

Business succession strategy: Creating an exit plan

Han Kim

What determines the quality of life after retirement?

Hajime Mega

3 gives, 3 thanks

Jim W. Ruta, BA, RHU

5 Cs to be a social media video all-star

Joseph Tan, ChFC, CLU

How to go from MDRT to Court of the Table by delegating

Yuan Yuan, RFA

确定规划需求,创造美好人生

Creating comfort by identifying the need for planning

Pádraic J. Ó Máille

成功等于纪律:立下大志,从小处着手,保持不断进步

Success equals discipline: Think big, start small, keep score

13:30 - 14:30
MDRT Center for Field Leadership会议

(仅限 MDRT Center for Field Leadership 成员参加。会议仅使用英语发言。不提供传译服务。)

Susan Clements

Building a leadership brand to achieve agency goals

15:00 - 16:00
焦点会议

Helen G. Arnold

From tiny town to global impact

Jagannath Das, MBA, MCom (IS)

Use behavioral insights to attract clients from different generations

Derek Hagen, CFP, CFA

From resistance to action: Working with clients who don't implement your advice

Matt K. Halloran

5 techniques to win more business with a podcast

Hiroyuki Hotta

Build trust on the path to success

Soo Hyun Oh

Understanding and adjusting for inflation

Siriporn Phuttharak

Fly to success: Go from good person to great salesperson

Ericka Stacy Rodriguez

What is beyond success? Dare find out

Wong Wei Chong Wilfred

指导任何顾问发挥自身潜力

Coach any advisor to reach their potential

Yuanyuan Zhang, RFC

通过现有客户开发新业务

Developing new business through existing clients

15:00 - 16:00
MDRT Center for Field Leadership

(仅限 MDRT Center for Field Leadership 成员参加。会议仅使用英语发言。不提供传译服务。)

Jack Newman

Lead through inspiration

17:00 - 18:00
四分之一世纪俱乐部

(仅限会龄 25 年及以上的会员参加)

日程可能会有所变动。

6 月 12 日(星期三)

07:30 - 14:00
开放注册
07:30 – 09:00
内阁会员及顶尖会员公开论坛

(预购票活动在注册时需另付费用。仅限 2024 年内阁会员和 2024 年顶尖会员参加。)

09:00 - 10:00
四分之一世纪俱乐部

(仅限会龄 25 年及以上的会员参加)

09:30 - 10:30
焦点会议

David Batchelor, Dip PFS, CFP, Simon John Gibson, Dip PFS

60 分钟学习 60 个有效的销售理念

60 sales ideas that really work — in just 60 minutes

Alejandro Hernandez, FSCP, LAE, Yaravi Morales Diaz Ordaz, MBA, CLI

From self-employed to company director

Jung Ryul Choi

Guiding pre-retirees toward retirement success

Eile Goh

Triple-R strategy: Revitalize, reinvent and reimagine your rebranding

Vikas Sayamlal Jethwani

Recognizing the art of decision-making in building your business

Sotaro Jinno

Connecting clients’ security to advisors’ values

Thanathon Karnjanisakorn

How to reach MDRT for life

Bin Qi

明确愿景,巩固未来

Clarify your vision to solidify your future

Demarra West

Develop a prosperity mindset to attract what you want

09:30 - 14:00
交流区开放

(本日无会议)

09:30 - 14:00
开放百万圆桌商店、百万圆桌基金会展位及会员福利中心
11:00 - 12:00
焦点会议

Alvaro Aldrete Morfin, Sergio Alberto Alejo Ortiz, Alejandro Rivera Revuelta

Failures and successes on the road to Top of the Table

Warika Chotiwit, Piyawan Yamarat

Panel discussion: The art and science of creating trusting relationships

Catherine Gough, FPFS

How to maximize your success by collaborating with a paraplanner

I Chia He

建构与z世代沟通共识的桥梁

Building bridges of communication and understanding with Generation Z

Bret Hood, MBA, CFE

感知盲视:为什么我们对需要看到的事物视而不见

Perception blindness: Why we fail to see what we need to see

Sung An Jung

How to manage clients' assets and win referrals

Izumi Osada

Mastering your mindset to overcome your limits

Stephanie Scheller

Mastering marketing on a small budget

Eileen Kerlin Walsh, J.D

Relationships: Cultivating and deepening the soul of your business

Sudeep Pooyath Balapeethambaran

Create a marketable personal brand to unlock the millionaire in “YOU”

13:00 - 16:00
主场会议

Delia Brimmer

独自上路走得快,结伴同行走更远

Go fast alone or far together

Timothy Daniel Clairmont, CFP, MSFS

在企业中解锁每个人独有才能的关键

The key to unlocking everyone’s unique abilities in a firm

Laura Xue-Fen Hoi, ChFC, AEPP

目的设定将大不相同!

Goal setting will never be the same again!

Max Major

心灵黑客

Mind-hacker

Amy Jo Martin

为何不趁现在?

Why not now?

Kim Perell

令我成为百万富翁的错误

Mistakes that made me a millionaire

Aurora L. Tancock, FLMI, CFP

获提名人任命致辞

Nominee Acceptance Speech

Peggy Tsai, RFP, CCFP

表扬卸任会长 Peggy Tsai,RFP、CCFP

Recognition of Immediate Past President Peggy Tsai, RFP, CCFP

日程可能会有所变动。

议程

百万圆桌年会为与会者提供四种不同形式的会议安排。

主场会议是百万圆桌年会最大的舞台,广邀精选会员演讲者、行业领袖、百万圆桌基金会,和执行委员会,带来精彩励志的演讲。

*These sessions are interpreted in all languages.

主场会议:由思想领袖和知名演讲者分享发人深省的故事和行业内容,主题均与金融服务、销售策略、行业实务和工作与生活平衡息息相关。

百万圆桌开讲: 这场快节奏会议的特色和亮点是,百万圆桌会员将以各种演讲方式,分享极富创新和创意的商业概念。就提高业绩、增进客户互动策略及改善行业实务提出建议。

执行委员会致辞:聆听百万圆桌执行委员会的诚挚寄语,包括 2024 年会长致辞。

百万圆桌基金会:认识 2024 年慈善合作伙伴,并了解百万圆桌基金会为全球带来的持续影响。

主场会议对话:百万圆桌领袖与精选演讲者之间的深入对谈。

这些会议提供特别专属内容,作为百万圆桌年会的附加会议。

特别午餐会*:与行业专家同席畅谈,深入探讨相关主题。提供午餐。(这些会议以英语演讲;不提供传译服务。)

“卓越首航”会议:无论您是首次成为百万圆桌会员,还是第一次参加百万圆桌年会,都欢迎您出席这场会议!诚邀您参加这场引人入胜的启动仪式,与来自世界各地的会员同僚建立联系,借此充分善用百万圆桌会员资格,享受最圆满的会议体验。届时将有资深百万圆桌会员莅临,分享真知灼见,传承成功秘诀。

千万别错过百万圆桌年会期间的这个宝贵机会!此会议专为新加入百万圆桌前五年及初次参加百万圆桌会议的会员而设,也开放于所有与会者参加。相信这场会议带来的启迪与指导,以及从中建立的情谊,必将留下悠长余韵,延续至您到访 Vancouver(温哥华)以外的更长时光。

内阁会员和顶尖会员议程**:与其他内阁会员及顶尖会员一起出席这场独家会议,令您的会议体验更上一层楼。(此活动仅开放于 2024 年内阁会员和 2024 年顶尖会员参加。)

内阁会员及顶尖会员公开论坛**:内阁会员和顶尖会员将有机会在本次全长 90 分钟的会议(星期三上午)期间交流与互动并参与他们关心的主题谈话。按语言分组的非正式圆桌讨论。(此活动仅开放于 2024 年内阁会员和 2024 年顶尖会员参加。)

MDRT Center for Field Leadership会议**:仅针对MDRT Center for Field Leadership成员,这四场特别会议专为金融服务领域的外勤和总部领导者而设。这些会议汇集团队管理策略并契合百万圆桌“卓越文化奖”的精神,将助您在领导力之旅中加速前行,并与百万圆桌中心的其他成员建立联系。(这些会议为英语演讲。不提供传译服务。)

*预购票活动在注册时需另付费用。
**设有会员资格要求;建议预先注册。

专为启发新想法、为当今挑战提供解决方案而设,焦点会议绝对不会令您失望!加入会员和非会员行业专家的行列,聆听他们分享各种主题的知识,包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技,以及工作与生活平衡。

借助一系列创新独特的产品和服务,交流区将提供直击演讲和各种交流机会,让您轻松结识其他会员和同僚。在整个会议期间开放,这个生动有趣的空间非常适合结识新朋友、建立人脉、拍照并分享在 Instagram 上、以及与演讲者进行问答。交流区提供多达六种语言的 100 多个专题讲座,您可以在此学习行业经验和前沿理念,用于日常工作实践。

注册

2024 年百万圆桌年会的注册及住宿将于 2024 年 3 月 19 日开放。请牢记于心,切勿错过。
Registration and housing for the 2023 MDRT Annual Meeting will open March 21, 2023. Mark your calendars.

现场注册费用

2024 年 5 月 14 日当日或之后(12:00 中部时间)
1,195
美元
不保证提供现场注册,视名额剩余情况而定。
立即注册
  • Admittance to all sessions
  • Optional EDGE Peer Group discussions matching members who opt in
  • Lunch, Meal Breaks and Welcome Reception
费用可能会有所变动。所有退款均以美元 (USD) 计。计注册将开放至达到会议接待量为止,额满后随即关闭。

会议资格

2024 年百万圆桌会员、2024 年MDRT Center for Field Leadership成员、2024 年百万圆桌代理人团队经理计划成员、2024 年 MDRT Academy 成员及 2024 年百万圆桌师徒制辅导计划学员均符合资格注册。与会者的配偶、子女、亲属、朋友或业务伙伴不得注册或参与任何官方会议和活动。

立即成为百万圆桌会员

深入了解

深入了解

深入了解  

退款

注册取消申请必须通过电子邮件发送至 ,才能获得全额退款。

  • 2024 年 4 月 25 日当日或之前收到取消申请:退还已支付注册费的 100%,扣除 100 美元手续费。
  • 2024 年 4 月 26 日至 5 月 9 日收到取消申请:退还已支付注册费的 50%,扣除 100 美元手续费。
  • 2024 年 5 月 10 日及之后收到取消申请:恕不退款。
  • 预购票和预付活动:5 月 10 日及之后恕不退款

签证被拒

若您的签证申请被拒,或您无法进行申请签证的必要预约,便符合资格获得会议注册费用的全额退款,前提是必须于 2024 年 4 月 25 日或之前收到您的退款申请。任何于 2024 年 4 月 26 日或后收到的退款申请均受取消政策约束,退款金额详见上方“注册”部分所述。

所有申请必须通过电子邮件单独提交至

退款申请中必须提供您的百万圆桌 ID 号以及加拿大移民、难民及公民部 (IRCC) 的官方拒签信或显示拒发签证的 IRCC 网站屏幕截图。

如无法提供上述文件,百万圆桌恕不处理申请。

志愿者机会

PGA 志愿者

通过成为项目统筹委员会 (PGA) 志愿者来增强会议体验。与来自世界各地的新朋友建立人脉关系,同时帮助他们扮演重要角色,使其他与会者在百万圆桌年会中得到愉快的体验。了解更多信息,并在注册会议时注册加入八个专案小组之一。

PGA 志愿者启动仪式和专案小组分组会议

志愿者必须参加 PGA 启动仪式,时间为 6 月 8 日(星期六)16:30。因此,敬请及时抵达 Vancouver(温哥华),聆听特别演讲,获得有关您的志愿者任务的重要细节,并与团队中的其他人见面。所有志愿者都必须是百万圆桌会员。会议室将于 16:00 开放。

走近百万圆桌

百万圆桌会员福利中心

到访百万圆桌会员福利展位,了解有关百万圆桌所能提供的一切。获取百万圆桌应用程序的使用教学、探索 上的精彩内容,并深入了解百万圆桌的师徒制辅导计划、MDRT Academy 和百万圆桌领导力中心。

百万圆桌基金会

百万圆桌基金会向世界各地的慈善组织捐款,展现百万圆桌会员的慷慨、服务和影响力。了解更多关于的信息。

会议期间,务必光临位于温哥华会议中心的百万圆桌基金会展位,了解基金会的全球资助计划并捐款支持本年度的慈善合作伙伴:

百万圆桌商店

百万圆桌商店展示了业内最好的教育资源。在 Vancouver Convention Centre(温哥华会议中心)现场光临该商店,或在线访问 ,查找会议专刊、奖牌、服装以及更多百万圆桌品牌商品。

感谢我们 2024 年的赞助商!

顶级赞助商
尊贵赞助商
Register
Now