2024 年百萬圓桌年會

立即註冊

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000
天後開幕
2024 年 6 月 9 日至 12 日
持續時間:4 天
加拿大 British Columbia
(卑詩省)
Vancouver(溫哥華)
超過 100 名演講者
超過 120 場會議  
000
天後開幕
2024 年 6 月 9 日至 12 日
持續時間:4 天
加拿大 British Columbia
(卑詩省)
Vancouver(溫哥華)
超過 100 名演講者
超過 120 場會議  

全體適用的同聲傳譯……

重要注意事項:全體年會與會者均須攜帶智能電話、平板電腦或手提電腦等個人裝置,以及耳筒,出席每一天的會議。主場會議及一系列焦點會議和特別會議將安排同聲傳譯。

  • 聆聽演講者發人深省的分享。
  • 與全球志同道合的專業人士交流聯誼,吸收推動創新的嶄新想法。
  • 沉浸於專為促進個人和職業成長的連場會議中,將技能提升至另一層次。
  • 掌握最佳實務並帶回公司,讓您自身與業務一起蓬勃發展。

Learn

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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 是優化大腦、提升記憶力與加速學習領域的國際知名權威。他是《紐約時報》和《華爾街日報》的暢銷書作家,為無數人裝備必要的工具,包括讓人們理解大腦營養、大腦的類型,以及未來人工智能對我們日常生活帶來的影響,讓眾人發揮無可比擬的生產力,實踐個人轉型並取得專業成就。他的一系列方法廣獲 Google、維珍航空、Nike、SpaceX 和二十世紀影業等業界巨企,以及哈佛大學、聯合國等機構採納。

Amy Jo Martin

Amy Jo Martin 是 Renegade Global 的創辦人兼行政總裁,該公司致力於人類創新發展,為個人或企業帶來正面變革。她是暢銷書作者、主題演講者、教育家、投資者及播客《為何不趁現在?》(Why Not Now?) 的主持人。Martin 曾為數以千計的人提供所需工具,讓他們即時將想法付諸行動,並曾與多個世界知名品牌緊密合作,其中包括 Hilton Worldwide Holdings Inc.、Nike、Shaquille O'Neal 和 Dell。她亦創辦了最早的數碼代理機構之一,引領了我們今日所熟知之網上個人品牌形象的發展。

Max Major

Max Major 是世界知名心理學家,現居美國 Nevada(內華達州)Las Vegas(拉斯維加斯)。憑藉在 3,500 場直播節目中磨煉出讀取肢體語言的能力,Major 的表演仿佛現實中的絕地武士心靈感應伎倆。除了成為第 15 季《全美一叮》(America’s Got Talent) 的突圍明星外,他也是地球上最多人追蹤訂閱的心理學家,其有關如何讀懂陌生人心的影片在 2022 年突破了 10 億播放量。他的客戶包括 Facebook、Microsoft Corporation 和 Google,同時他亦多次在美國國防部情報機構人員面前,示範肢體語言、催眠和影響力方面的技巧。

Gino Wickman

Gino Wickman 發明了一個讓企業取得偉大成功的實用方法,名為「企業營運系統」(Entrepreneurial Operating System,簡稱 EOS)。自 21 歲開始創業以來,Wickman 便沉迷於學習令企業蓬勃發展、突出重圍,從而讓領導者透過業務達成心中目標的方法。他曾為超過 135 間公司開展 2,000 多次的全天課程,向他們展示如何採用 EOS,並曾撰寫名為《牽引力:掌握您的業務》(Traction: Get a Grip on Your Business) 的暢銷書籍。

前往 Vancouver(溫哥華)出席 2024 年年會的旅遊證件申請,需時可能達六個月之久。
請立即開始申請簽證、電子旅行證 (eTA) 及護照。

獲取資訊

日程

6 月 8 日(星期六)

11:00 - 18:00
開放註冊
11:00 - 17:00
交流區開放

(此日無會議)

11:00 - 16:00
開放百萬圓桌基金會展位
11:00 - 17:00
開放百萬圓桌商店及會員福利展位
16:30 - 17:30
PGA 志願者啟動儀式和專案小組分組會議
日程可能會有所變動。

6 月 9 日(星期日)

09:00 - 18:30
開放註冊
10:00 - 17:00
交流區開放

(會議將於 11:00 開始)

Ponlacha Rojlertjanya and Kanyarat Yommana

How to create new markets online and offline

Magali Bernal

Customizing your service for the needs of your 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.

Lizzette Castillo Martell

From family chaos to becoming my full and structured self

Li-Ping Chang

以終為始的精神成為保戶唯一託付的全方位顧問

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

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

Pei Chun Hsieh

吸引並與網上客戶互動

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

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

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

Yu-Chun Chen

如何簡單建立客戶保障的基本概念

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

協助客戶理解保險的在生福利

Helping clients understand the living benefits of insurance

Pei Mei Chiu

團隊力量成就個人夢想,邁向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

要提供優質服務,順利的理賠結算不可或缺

Quality service requires successful claims settlement

Pawel F. Skotnicki

How to naturally start a meeting with a client

10:00 - 17:00
開放百萬圓桌商店及會員福利展位
10:00 - 18:00
開放百萬圓桌基金會展位
12:30 - 15:00
內閣會員和頂尖會員接待會

(僅限 2024 年內閣會員和 2024 年頂尖會員參加)

Steve Backley and Roger Black

找到每個人內心中的鬥士 

Accessing the champion in all of us

15:00 - 16:00
「卓越首航」會議

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

「卓越首航」會議

Launch to Excellence

5:30 - 7 p.m.
主場會議

Alex Boyé

改變用詞,改變人生

Change your words, change your life

Ian Green, Dip PFS

三的力量

Add, multiply, subtract

Yohei Tomita

辨別自身作為顧問的獨特之處

Identifying what makes you unique as an advisor

Joel Zeff

腦袋小休

Brain Break

日程可能會有所變動。

6 月 10 日(星期一)

07:00 - 16:00
開放註冊
08:00 - 11:00
主場會議

Diana Chao

親愛的陌生人:透過等待陌生人來促進連繫與支援

Dear stranger: Fostering connection and support by writing to strangers

Gregory B. Gagne, ChFC

會長致辭

Presidential Address

Rick Hu, CLTC, RICP

建立頂尖會員實務,五個實踐證明的方法

Five proven ways to build a Top of the Table practice

Jim Kwik

為大腦超級充能,從而加快學習速度及牢記更多事物 

Supercharge your brain to learn faster and remember more 

Andrew C. Lord, CLU, ChFC

百萬圓桌基金會

MDRT Foundation

Elke Rubach, LL.M., CLU

置身科技主導、漸趨人工的世代,將真人交流置於首位

Prioritizing human interaction in an increasingly artificial, technologically driven world

Gino Wickman

精力管理及最大化的 10 項戒條

The 10 disciplines to free and maximize your energy

Tham Wongsankakorn

與高淨值客戶建立連繫,讓您的業務更上一層樓

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

Dr. Susan Biali Haas

能屈能伸的人生:在今天的瘋狂世界中減少壓力和過勞

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

11:00 - 17:00
交流區開放

(會議將於 11:30 開始)

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

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

透過百萬圓桌全人理念,在個人和職業方面雙雙取得收穫

Gaining personally and professionally from the MDRT Whole Person concept

Ying Qi Carrie Chee

Engage clients effectively and expand your case size

Yohei Tomita

Deeper Dive with Main Platform speaker Yohei Tomita

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

協助客戶理解理財規劃價值的有用貼士

Tips to help clients understand the value of financial planning

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

優化客服,以心實踐

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
開放百萬圓桌商店、百萬圓桌基金會展位及會員福利展位
11:30 - 13:00
特別會議午餐會

(預付門票活動,註冊時需另付費用。會議僅使用英文發言。不提供傳譯服務。)

Ethan Mollick

From  disruption to opportunity: Embracing the AI revolution

13:30 - 14:30
焦點會議

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

運用傳媒機會樹立專業形象及強化業務水平

Leveraging media opportunities to establish expertise and enhance your business

Sammi Chang

用世代心理發揮領導力

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

(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。不提供傳譯服務。)

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
焦點會議

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

揭秘:向行業翹楚學習實用經驗

Secrets revealed: Learn practical takeaways from the best

3:00 pm

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

3:00 pm

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

3:00 pm

Attathapong Lao-ananchai, Pimlada Thanusakdumrong, Piyamon Wongthianchai

Panel discussion: The power of niche marketing

3:00 pm

Nikki Peilin Chen

突破業績極限與客戶溝通藝術

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

3:00 pm

Sheri Fitts

Refining your brand for a rapidly changing world

3:00 pm

Alessandro M. Forte, FCII, CFP

揭秘:向行業翹楚學習實用經驗

Secrets revealed: Learn practical takeaways from the best

3:00 pm

Sunil Nandlal Hassija

Reframe your marketing to build relationships

3:00 pm

Takahiro Izuki

Leading the future of asset management

3:00 pm

Atthapong Lao-ananchai

Panel discussion: The power of niche marketing

3:00 pm

Young II Lee

How to most concisely communicate the ways you can help

3:00 pm

Panos Leledakis, LUTCF

Skyrocket your production and reputation with AI and advanced technologies

3:00 pm
15:00 - 16:00
MDRT Center for Field Leadership

(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。不提供傳譯服務。)

Bryan Phang, BBA, AEPP

Practical steps to achieve an MDRT Culture of Excellence Award

16:00 - 17:30
MDRT Center for Field Leadership 接待及頒獎儀式

(僅限百萬圓桌前線領袖中心成員參加)

17:00 - 18:00
四分之壹世紀俱樂部

(僅限會齡 25 年及以上的百萬圓桌會員參加)

17:30 - 18:30
頂尖會員接待會

(僅限 2024 年頂尖會員參加)

日程可能會有所變動。

6 月 11 日(星期二)

07:30 - 16:00
開放註冊
08:00 - 11:00
主場會議

Ian Green, Dip PFS and Tim Grover

主場會議對話

Main Platform Conversations

Wave Chow Wing Kai

帆船概念

The sailboat concept

Karen Eber

令故事變得完美

Make your story perfect

Brandon Farbstein

昂藏 10 呎:您與眾不同之處就是您的超能力

10 feet tall: Your difference is your superpower

Carol Kheng, ChFC

新任會長致辭

Incoming Presidential Address

Jennifer P. Mann, MBA, CFP

從混亂到控制:管理積蓄以達致成功

From chaos to control: Organizing savings for success

Jamie McIntyre, CFP

擺脫預算的束縛,將開銷計劃作為禮物送給客戶

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

11:00 - 17:00
交流區開放

(會議將於 11:30 開始)

Sittichai Kallayasiri

Opening HNW clients' minds to your recommendations

Hua-Yu Kao

如何為客戶帶來清晰簡明的體驗

How to create ease and clarity for clients

Se-hyuk Lee

Build your own niche market

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

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

利用馬斯洛的需求理論討論保險

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

We-Cheng Lin

利用全人理念,助力他人實現夢想

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

透過建立團結一致的員工隊伍來提高工作績效

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

客製化的獨特保單規劃 — 人工智能無法取代

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

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

確保 3W 業績的 3 個步驟

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

和客戶保持規律互動的726準則

The 726 rule for regular interaction with clients

11:00 - 17:00
開放百萬圓桌商店、百萬圓桌基金會展位及會員福利展位
11:30 - 13:00
特別午餐會

(預付門票活動,註冊時需另付費用。會議僅使用英文發言。不提供傳譯服務。)

Brian Moran

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

13:30 - 14:30
焦點會議

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

確定規劃需求,創造美好人生

Creating comfort by identifying the need for planning

Pádraic J. Ó Máille

成功等於紀律:立下大志,從小處著手,保持不斷進步

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

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

(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。不提供傳譯服務。)

Susan Clements

Building a leadership brand to achieve agency goals

15:00 - 16:00
焦點會議

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

指導任何顧問發揮自身潛力

Coach any advisor to reach their potential

Yuanyuan Zhang, RFC

透過現有客戶開發新業務

Developing new business through existing clients

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

(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。不提供傳譯服務。)

Jack Newman

Lead through inspiration

17:00 - 18:00
四分之壹世紀俱樂部

(僅限會齡 25 年及以上的會員參加)

日程可能會有所變動。

6 月 12 日(星期三)

07:30 - 14:00
開放註冊
07:30 - 09:00
內閣會員及頂尖會員公開論壇

(預付門票活動,註冊時需另付費用。僅限 2024 年內閣會員和 2024 年頂尖會員參加。)

09:00 - 10:00
四分之壹世紀俱樂部

(僅限會齡 25 年及以上的會員參加)

09:30 - 10:30
焦點會議

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

60 分鐘學習 60 個有效的銷售理念

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

明確願景,鞏固未來

Clarify your vision to solidify your future

Demarra West

Develop a prosperity mindset to attract what you want

09:30 - 14:00
交流區開放

(此日無會議)

09:30 - 14:00
開放百萬圓桌商店、百萬圓桌基金會展位及會員福利展位
11:00 - 12:00
焦點會議

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

建構與z世代溝通共識的橋樑

Building bridges of communication and understanding with Generation Z

Bret Hood, MBA, CFE

感知盲視:為何我們對需要看見的事物視而不見

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
主場會議

Delia Brimmer

獨自上路走得快,結伴同行走更遠

Go fast alone or far together

Timothy Daniel Clairmont, CFP, MSFS

在企業中解鎖每個人獨有才能的關鍵

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

Laura Xue-Fen Hoi, ChFC, AEPP

目的設定將大不相同!

Goal setting will never be the same again!

Max Major

心靈黑客

Mind-hacker

Amy Jo Martin

為何不趁現在?

Why not now?

Kim Perell

令我成為百萬富翁的錯誤

Mistakes that made me a millionaire

Aurora L. Tancock, FLMI, CFP

獲提名人任命致辭

Nominee Acceptance Speech

Peggy Tsai, RFP, CCFP

表揚卸任會長 Peggy Tsai,RFP、CCFP

Recognition of Immediate Past President Peggy Tsai, RFP, CCFP

日程可能會有所變動。

議程

百萬圓桌年會為與會者提供四種不同形式的會議安排。

主場會議是百萬圓桌年會最大的舞台,廣邀精選會員演講者、行業領袖、百萬圓桌基金會和執行委員會,帶來精彩勵志的演講。

*These sessions are interpreted in all languages.

主場會議:由思想領袖和知名演講者分享發人深省的故事和行業內容,主題皆與金融服務、銷售策略、行業實務和工作與生活平衡息息相關。

百萬圓桌開講:這些節奏明快的會議的特色和亮點是,百萬圓桌成員將以各種演講方式,分享極富創新和創意的商業概念。就提高業績、增進客戶互動策略及改善行業實務提出建議。

執行委員會致辭:聆聽百萬圓桌執行委員會的誠摯寄語,包括 2024 年會長致辭。

百萬圓桌基金會:認識 2024 年慈善合作夥伴,並瞭解百萬圓桌基金會為全球帶來的持續影響。

主場會議對話:百萬圓桌領袖與精選演講者之間的深入對談。

這些會議提供特別專屬內容,作為百萬圓桌年會的附加會議。

特別午餐會*:與行業專家同席暢談,深入探討相關主題。提供午餐。(這些會議以英文演講;不提供傳譯服務。)

「卓越首航」會議:無論您是首次成為百萬圓桌會員,還是第一次參加百萬圓桌年會,都無任歡迎您出席這場會議!誠邀您參加這場引人入勝的啟動儀式,與來自世界各地的會員同儕建立連繫,藉此充分善用百萬圓桌會員資格,享受最圓滿的會議體驗。屆時將有資深百萬圓桌會員蒞臨,分享真知灼見,傳承成功秘訣。

萬勿錯過百萬圓桌年會期間的這個寶貴機會!此會議專為新加入百萬圓桌頭五年及初次參加百萬圓桌會議的會員而設,亦開放予所有與會者參加。相信這場會議帶來的啟迪與指導,以及從中建立的情誼,必將留下悠長餘韻,延續至您到訪 Vancouver(溫哥華)以外的更長時光。

內閣會員和頂尖會員議程**: 與其他內閣會員及頂尖會員一起出席這場獨家會議,令您的會議體驗更上一層樓。(此活動僅開放予 2024 年內閣會員和 2024 年頂尖會員參加。)

內閣會員及頂尖會員公開論壇**:內閣會員及頂尖會員公開論壇**:內閣會員和頂尖會員將有機會在本次全長 90 分鐘的會議(星期三上午)期間交流與互動並參與他們關心的主題談話。按語言分組的非正式圓桌討論。(此活動僅開放予 2024 年內閣會員和 2024 年頂尖會員參加。)內閣會員和頂尖會員將有機會在本次全長 90 分鐘的會議(星期三上午)期間交流與互動並參與他們關心的主題談話。按語言分組的非正式圓桌討論。(此活動僅開放予 2024 年內閣會員和 2024 年頂尖會員參加。)

MDRT Center for Field Leadership會議**:僅限 MDRT Center for Field Leadership 成員參加,這四場特別會議專為金融服務業的前線和在家辦公室領袖而設。這些會議薈萃團隊管理策略,充分體現「百萬圓桌卓越文化獎」所推崇的價值,將助您在領導力之旅中加速前行,並與百萬圓桌中心的其他成員建立連繫。(這些會議以英文演講。不提供傳譯服務。)

*預付門票活動,註冊時需另付費用。
**設有會員資格要求;建議預先註冊。

專為啟發新想法、為當今挑戰提供解決方案而設,焦點會議絕對不會令您失望!加入會員和非會員行業專家的行列,聆聽他們分享各種主題的知識,包括保障型產品、財富管理、退休策略、市場推廣、保戶開拓、業務流程、僱用助理、科技,以及工作與生活平衡。

藉助一系列獨特創新的產品和服務,交流區將提供直擊演講和各種交流機會,讓您輕鬆結識會員和同儕。這個趣味與生機盎然的空間在會議期間全程開放,是結識新朋友、交流聯誼、拍照發佈到 Instagram,以及參與演講者互動問答環節的絕佳場所。交流區共有超過 100 場會議,分別以多達六種語言進行,帶來即時收穫及頂尖理念,讓您在日常業務中付諸實踐。

註冊

2024 年百萬圓桌年會的註冊及住宿將於 2024 年 3 月 19 日開放。記得預留日子。
Registration and housing for the 2023 MDRT Annual Meeting will open March 21, 2023. Mark your calendars.

一般註冊費用

2024 年 4 月 23 日(12:00 中部時間)至
2024 年 5 月 13 日(23:59 中部時間)
1,095
美元
  • Admittance to all sessions
  • Optional EDGE Peer Group discussions matching members who opt in
  • Lunch, Meal Breaks and Welcome Reception
立即註冊

現場註冊費用

2024 年 5 月 14 日當日或之後(12:00 中部時間)
1,195
美元
不保證提供現場註冊,視乎剩餘名額而定。
  • Admittance to all sessions
  • Optional EDGE Peer Group discussions matching members who opt in
  • Lunch, Meal Breaks and Welcome Reception
費用可能會有所變更。所有退款的貨幣單位必須為美元 (USD)。註冊將開放至達到會議接待量為止,額滿後隨即關閉。

會議資格

2024 年百萬圓桌會員、2024 年MDRT Center for Field Leadership成員、2024 年百萬圓桌代理人團隊經理計劃成員、2024 年 MDRT Academy 成員及 2024 年百萬圓桌師徒制輔導計劃學員均符合資格註冊。與會者的配偶、子女、親屬、朋友或業務夥伴不得註冊或參與任何官方會議和活動。

立即成為百萬圓桌會員

深入瞭解

深入瞭解

深入瞭解  

退款

註冊取消申請必須透過電郵寄送至 ,才能獲得全額退款。

  • 2024 年 4 月 25 日當日或之前收到取消申請:退還已支付註冊費的 100%,扣除 100 美元手續費。
  • 2024 年 4 月 26 日至 5 月 9 日收到取消申請:退還已支付註冊費的 50%,扣除 100 美元手續費。
  • 2024 年 5 月 10 日及之後收到取消申請:恕不退款。
  • 預付門票和預付活動:5 月 10 日及之後恕不退款。

簽證被拒

若您的簽證申請被拒,或您無法進行申請簽證之必要預約,便符合資格獲得會議註冊費用的全額退款,前提是必須於 2024 年 4 月 25 日或之前收到您的退款申請。任何於 2024 年 4 月 26 日或之後收到的退款申請均受取消政策約束,退款金額詳見上方「註冊」部分所述。

所有申請必須透過電郵單獨提交至

退款申請中必須提供您的百萬圓桌 ID 號碼,以及加拿大移民、難民及公民部 (IRCC) 的官方拒簽信或顯示拒發簽證的 IRCC 網站螢幕截圖。

如無法提供上述文件,百萬圓桌恕不處理申請。

志願者機會

PGA 志願者

透過成為項目統籌委員會 (PGA) 志願者來增強會議體驗。與來自世界各地的新朋友建立人脈關係,同時幫助他們扮演重要角色,使其他與會者在百萬圓桌年會中得到愉快的體驗。瞭解更多資訊,並在註冊會議時登記加入八個專案小組之一。

PGA 志願者啟動儀式和專案小組分組會議

志願者必須參加 PGA 啟動儀式,時間為 6 月 8 日(星期六)16:30。因此,敬請及時抵達 Vancouver(溫哥華),聆聽特別演講,獲得有關您的志願者任務的重要細節,並與團隊中的其他人見面。所有志願者都必須是百萬圓桌會員。會議室將於 16:00 開放。

探索百萬圓桌

百萬圓桌會員福利展位

到訪百萬圓桌會員福利展位,瞭解有關百萬圓桌所能提供的一切。獲取百萬圓桌應用程式的使用教學、探索 上的珍貴內容,並深入瞭解百萬圓桌的師徒制輔導計劃、MDRT Academy 和百萬圓桌領導力中心。

百萬圓桌基金會

百萬圓桌基金會向世界各地的慈善組織捐款,展現百萬圓桌會員的慷慨、服務和影響力。瞭解更多關於的資訊。

會議期間,務必到訪位於溫哥華會議中心的百萬圓桌基金會展位,瞭解基金會的全球資助計劃,並捐款支持本年度的慈善合作夥伴:

百萬圓桌商店

百萬圓桌商店展示了業內最好的教育資源。在溫哥華會議中心現場到訪該商店,或在網上瀏覽,尋找書籍、會議專刊、獎牌、服裝以及更多百萬圓桌品牌商品。

感謝我們 2024 年的贊助商!

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