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與全球各地的百萬圓桌同儕聚首一堂,參與全年最具價值的商務會議!
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The 2024 MDRT Annual Meeting and its official hotels will be in one of the most beautiful cities in the world — Vancouver. Explore, discover and get a flavor of everything this incredible destination has to offer.
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。
(此日無會議)
(會議將於 11:00 開始)
Ponlacha Rojlertjanya went from being a computer engineer to attaining MDRT-level production as a financial advisor and life insurance agent and has received accolades for his creation of an online market for sustainability.
Kanyarat Yommana has been in the financial services profession for 14 years, joining right after graduation. He has received recognition for his achievements, earning the Quality Manager Award from his company for nine consecutive years.
Magali Bernal is a financial services advisor who specializes in international trade and finance. With a degree in international relations and a master’s degree in financial services, Bernal is a multifaceted businesswoman who believes her career is more than a profession — it’s a lifestyle.
Nobuyuki Fukumoto, AFPは1995年に生命保険の仕事を始め、通算7回会社のトップ・セールスの栄光に輝きました。2009年に独立し、(株)ソリューション・プランニングを立ち上げました。2015年にSonic Japan に入社しました。
Nobuyuki Fukumoto, AFP, from Hiroshima, Japan, joined Saison Life in 1995 and earned the company’s top performance award twice. In 2009, Fukumoto became an independent agent and established Solution Planning. He joined Sonic Japan in 2015.
Edwin Rodrigo Aguilar Valdez is an insurance advisor at Seguros Monterrey New York Life. With more than six years of experience offering courses, training and lectures in human resources and leadership topics at the national level, Aguilar Valdez works with 300-plus clients in every state of Mexico and serves as a mentor to fellow advisors.
Hozumi Hanada, LUTCFはパシフィック・ブリッジ・カンパニーズの日本部門のリーダーであり、パシフィック・ブリッジ・ウェルス・リソーシズの社長です。山梨県生まれ。東京で10年間編集者として働いた後、ファイナンシャル・アドバイザーとして、グローバルなファイナンシャル・ナビゲーションを通じて、日本人の夢や希望を実現するサポートをすることに情熱を注いでいます。
Hozumi Hanada, LUTCF, is a leader of the Japanese division at The Pacific Bridge Companies and serves as president of the Pacific Bridge Wealth Resources. Born in Yamanashi, Hanada worked as an editor in Tokyo for 10 years before discovering her true passion — supporting the Japanese community as their financial advisor by helping them realize their dreams and aspirations through global financial navigation.
Lizzette Castillo Martell joined the financial services profession in 2018 and is committed to achieving her goals — whether they are set by her company or herself. Castillo Martell is a mentor to her fellow advisors and has spoken at various forums, including at several regional offices in Mexico.
(僅限 2024 年內閣會員和 2024 年頂尖會員參加)
Steve Backleyはやり投げの世界記録を3度更新し、世界No.1に輝いた達人です。幾度となく深刻な挫折を味わいながらも15年以上にわたってイギリス陸上ナショナルチームのメンバーとして、3回のオリンピックでメダルを獲得した唯一のイギリス人陸上競技選手であり、1990年には世界年間最優秀選手の栄冠に輝きました。
Roger Blackはヨーロッパ選手権、英連邦選手権、世界選手権の金メダルを含めて400メートルと4×400メートルリレーで合計15個のチャンピオンシップ・メダルを獲得したことで知られる元陸上選手です。選手生活で多くの障害を克服しながらイギリスとイングランド代表として国際的に活躍しました。
Steve Backley established himself as one of the all-time greats of his sport, becoming the world’s No. 1 javelin thrower after breaking the world record three times. Despite serious setbacks during his career, Backley participated in the British national athletics team for more than 15 years, is the only British track-and-field competitor to win medals at three different Olympic games and, in 1990, was crowned World Athlete of the Year.
Roger Black is a former athlete who is well-known for winning 15 major championship medals in the 400-meter and 4x400-meter relays, including European, Commonwealth and World Championship gold medals. Black competed internationally for Great Britain and England, overcoming many obstacles during his successful athletic career.
Regina Bedoya、CLU, ChFCはリタイアメントと保険プランニングを専門に扱うファイナンシャル・コンサルティング会社RB Financial Advisorsの社長です。2020年のMDRT会長であり、MDRT Foundationのプラチナ・ナイトの称号を持ち、Inner Circle Societyのメンバーです。Bedoyaはボランティアとして幅広い委員会活動に参加し、アニュアル・ミーティングや業界の国際的な会議で講演を行っています。これまでにIrvin Konter AwardおよびAmerican Free Enterprise Companion Medalを受賞し、Prudential Palm BeachのAgent of the Yearを2回受賞しています。
Tony Gordonは金融サービス業界で最も成功した有名なアドバイザーのひとりです。MDRTの元会長であり、50年以上の経験を持つGordonはその幅広い知識を生かしてアドバイザーを指導し、世界中の聴衆とアイディアを分かち合い、熱意を伝えています。
Thian Lung Jongは2006年にAIAに入社し、2008年にユニット・マネージャーに昇進しました。著書にSimplicity、共著にThe Mindset PlaybookおよびMalaysia Big Dealsがあり、その功績が称えられいくつもの賞を受けています。JongはMDRT会員として幅広くボランティア活動を行い、大会のPGA委員会、MDRTグローバル・アンバサダー、MDRT Foundationでさまざまな役割を果たしてきました。また、MDRTやエイジェンシー・マネジャー(機関長)会議、他の金融サービス組織でも講演をしています。
Regina Bedoya, CLU, ChFC, is president of RB Financial Services, a financial consulting firm specializing in retirement and insurance planning. She served as the 2020 MDRT President and is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Bedoya’s volunteerism within MDRT also includes extensive committee work as well as speaking at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and was named Prudential Palm Beach’s Agent of the Year twice.
Tony Gordon is one of the most successful and well-known advisors in the financial services profession. As an MDRT Past President — and with more than 50 years of experience in the business — Gordon applies his expansive knowledge to mentor other advisors and share his ideas and enthusiasm with audiences around the world.
Thian Lung Jong joined AIA in 2006 and was promoted to unit manager in 2008. He authored “Simplicity,” co-authored “The Mindset Playbook” and “Malaysia Big Deals,” and has received several awards over the years for his accomplishments. Jong has volunteered extensively as an MDRT member, serving in various roles for the MDRT Program General Arrangements Committee, as an MDRT Global Ambassador and for the MDRT Foundation. He has also participated in numerous speaking engagements for MDRT, at agency managers’ conferences and for other financial services organizations.
Diana Chaoはアメリカに移住したブイ族の中国系アメリカ人一世として、英語を話せない両親のもと南カリフォルニアで貧困ライン以下で育ちました。癒やされるまでのプロセスはストレートにはいかず紆余曲折を経る複雑な道のりだということを体験しました。一人で取り組むべきものではないことを身をもって学んだ彼女は、高校2年生のときにLetters to Strangers(L2S)を設立しました。現在L2Sは若者が運営するグローバルにメンタルヘルスに取り組んでいる団体として受賞歴もあります。メンタルの病気に対する差別をやめて、より多くの方々、特に若者が質の高い治療を受けられるように活動しています。Chaoは2人のアメリカ大統領に認められ、2021年ダイアナ妃のレガシー・アワードを受賞し、オプラ・マガジンで2019年ヘルス・ヒーローとして特集されました。
Diana Chao, a first-generation Buyi Chinese American immigrant from Southern California, grew up below the poverty line with parents who didn’t speak English. Learning firsthand that healing is a nonlinear, complicated process no one should have to approach alone, she founded Letters to Strangers (L2S) when she was a sophomore in high school. Today, L2S is the largest global, youth-run mental health nonprofit seeking to destigmatize mental illness and increase access to affordable, quality treatment for youth. Chao has been recognized by two U.S. Presidents, named a 2021 Princess Diana Legacy Award winner and featured as the 2019 Health Hero in The Oprah Magazine.
Gregory B. Gagne, ChFCは2024年度MDRT会長です。MDRT FoundationのExcalibur Knightの称号を有し、MDRT Foundationの理事を務めた経験があり、Inner Circle Societyのメンバーです。Gagneはウェルス・マネジメントと資金配分プランを専門的に扱うAffinity Investment Group LLCを設立しました。MDRTではトップ・オブ・ザ・テーブル担当グローバル・カウンシル・メンバーおよび諮問委員会チェア、2020年度大会準備委員会担当グローバル・カウンシル・メンバーなどを含めて数多くのボランティアを経験してきました。これまでにMDRTの大会で12回講演をしました。MDRTでのリーダーシップに加え、NAIFAのニューハンプシャー州支部長を務め、2008年にはDistinguished Financial Advisor Awardを受賞しました。
Gregory B. Gagne, ChFC, is the 2024 President of MDRT. An Excalibur Knight of the MDRT Foundation, Gagne is also a member of its Inner Circle Society and has served on its Board of Trustees. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution-planning services. His extensive MDRT volunteerism has included roles as Top of the Table Global Council Member and Advisory Board Chair and the 2020 Program Development Global Council Member. He has spoken at 12 MDRT meetings. In addition to his MDRT leadership, Gagne is a past president of NAIFA–New Hampshire and was awarded the Distinguished Financial Advisor Award in 2008.
Andrew C. Lord, CLU, ChFCはニューハンプシャー州を拠点とする投資顧問会社Essential Planning LLCの経営者であり、リタイアメント・プランニングを専門に顧客のために包括的かつ個別に設計した財務管理ソリューションを提供しています。Lordは今年度のMDRT Foundation会長です。トップ・オブ・ザ・テーブル諮問委員会委員長、メンバー・リソース部門グローバル・カウンシル・メンバー、メンバー・サービス部門DVPを含めてMDRTでのボランティア活動歴も豊富です。
Andrew C. Lord, CLU, ChFC, is the owner of Essential Planning LLC, a New Hampshire-based investment advisory firm specializing in retirement planning and offering comprehensive, personalized financial management solutions for clients. Lord currently serves as the President of the MDRT Foundation. He also has an extensive history of volunteerism with MDRT, including roles as Top of the Table Advisory Board Chair, Global Council Member of the Member Resources Division and Divisional Vice President of the Member Services Division.
Gino Wickmanはビジネスを偉大なものへと導く実践的な手法であるEntrepreneurial Operating System (EOS)を創業しました。21歳のときから起業家であったWickmanはビジネスを成功させる要因を学ぶことに執念を燃やし、リーダーがビジネスから望むものを引き出す手助けをしようと考えました。これまでに135社以上に、2,000回以上の1日セッションを実施し、EOSの導入方法を指導しました。また 著書のTraction: Get a Grip on Your Businessはベストセラーになりました。
Gino Wickman created the Entrepreneurial Operating System (EOS), a practical method for leading businesses to greatness. An entrepreneur since he was 21, Wickman had an obsession for learning what makes businesses thrive and set out to help leaders get what they want out of their businesses. He has delivered more than 2,000 full-day sessions for more than 135 companies, showing them how to implement the EOS, and has authored the bestselling book “Traction: Get a Grip on Your Business.”
(會議將於 11:30 開始)
Sun-young Kim is a financial services advisor at Nonghyup Insurance Company Ltd. and was named a Golden Fellow of the Life Insurance Association.
Masakazu Shigemori重盛政和は2004年にソニー生命保険会社に入社しました。歯科医への金融サービスを専門としており、その人柄から富裕層市場にとって価値あるアドバイザーとしての地位を確立したと考えています。
Masakazu Shigemori joined Sony Life Insurance Company in 2004. He specializes in providing financial services to dentists and believes his personality has helped establish him as a valued advisor for the high-net-worth market.
Togo Kimura木村冬悟は2009年にAXA生命に入社し、現在はエグゼクティブ・ファイナンシャル・プラン・アドバイザーとして生命保険のコンサルティングと相続対策を専門に活躍しています。
Togo Kimura joined AXA Life Insurance Company in 2009 and currently serves as executive financial plan advisor, focusing on life plan consulting and inheritance planning.
Joo-hwan Lee joined Mirae Asset Life Insurance in 2010 and founded a branch office of KMI Asset in 2019. He has an extensive MDRT volunteer history and strives to become a role model for fellow life insurance advisors in Korea.
Jesus Rodrigo Alfaro Gutierrez has been an insurance advisor at Seguros Monterrey New York Life since 2015. He has participated in conventions and symposiums and is the recipient of the Legion Centurion Award.
Hiroshi Maeda前田浩志は2003年にプルデンシャル生命保険会社に入社しました。鹿児島大学非常勤講師であり、MDRTプルデンシャル分会の理事を7年間務め、現在は副分会長です。
Hiroshi Maeda joined Prudential Life Insurance Company in 2003. He is a part-time lecturer at Kagoshima University and has served on the board of MDRT Prudential Company Club for seven years, currently serving as Vice Chair.
(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。)
Natalie Halesは米国およびカナダのファイナンシャル・アドバイザーが専門性を確立し、ブランドを構築し、理想的な顧客とつながることを支援するブランド戦略家です。10年以上にわたる金融マーケティングの経験を持ち、ユニークな専門知識はカナダ生命などの有名企業での仕事を通じて磨かれてきました。ファイナンシャル・ガイダンスがもたらす変革的な影響に感銘を受け、アドバイザーの潜在能力を増幅させ、ターゲットとする顧客に比類のない専門家としての地位を確立することに専念しています。
Natalie Hales is a brand strategist who helps financial advisors across the U.S. and Canada establish their expertise, build their brand and connect with their ideal clients. With more than a decade of financial marketing experience, Hales’ unique expertise was honed through her work with renowned companies like Canada Life. Personally touched by the transformative impact of financial guidance, Hales is devoted to amplifying advisors' potential and establishing them as unrivaled experts for their target audience.
浅井健太郎 - 2014年ソニー生命保険株式会社入社。
Kentaro Asai joined Sony Life Insurance Company in 2014.
David Braithwaite, DipPFS, began his financial services career in 1994 and has witnessed firsthand immense transformations over the years within this ever-changing profession. Passionate about sharing and speaking honestly about his experiences, Braithwaite presents his own weekly finance show on BBC radio, has appeared on TV in the U.K. and worldwide and has spoken at many conferences around the globe. He has also contributed to numerous podcasts and is an associate coach for Strategic Coach, a recognized worldwide leader in entrepreneurial coaching.
Sammi Chang has actively participated as a member and speaker at various MDRT events, including as a ConneXion Zone and Main Platform speaker at two Taiwan Area MDRT Days as well as a ConneXion Zone speaker at the 2022 MDRT Annual Meeting.
Neha Prasad Doiphode specializes in retirement planning, income replacement and legacy planning. She conducts insurance awareness programs for corporates and helps underprivileged people through her participation in many social organizations.
Matt Halloranは金融サービスの専門家向けのコミュニケーションとポッドキャストのエキスパートです。高い評価を得ているポッドキャスト「トップ・アドバイザー・マーケティング」のホストであり、非常に人気の高い基調講演者であり、金融アドバイザーとテクニックの秘密を共有することで知られる、需要の高いポッドキャストゲストでもあります。The Social Media Handbook for Financial Advisorsという共著はThe Wall Street Journal, Investment News そしてFinancial Planning magazineで紹介されました。
Matt Halloran is a communications and podcast expert for financial services professionals. He is the host of the acclaimed podcast “Top Advisor Marketing,” a highly sought-after keynote speaker and an in-demand podcast guest who is known for sharing the secrets of his techniques with financial advisors. He is the co-author of “The Social Media Handbook for Financial Advisors” and has been featured in The Wall Street Journal, Investment News and Financial Planning magazine.
Seonghun Jo earned his master’s degree in MIS and transitioned from IT to financial services in 2006. He provides asset management services to individuals and business management planning to corporate clients. As an in-house professor, he trains his team on how to use the company’s IT system and sales know-how strategies through various apps. Jo also works as a financial planning lecturer outside his company.
Alain Quennec, CFP, CIM, is known as “the explainer” by his clients because they consult with him before making any important decisions regarding their financial well-being. Quennec takes pride in guiding his clients along their journeys and helping them avoid mistakes that could jeopardize a successful outcome.
Ana Sofía Rodríguez, MBA, is an associate director of Grupo Inversiones en Seguros, representing the second generation in the brokerage firm, which was founded by her parents more than 40 years ago. Rodriguez sees herself as a protector of dreams: Those of her family, her friends and her clients. Through insurance, she provides the necessary tools to safeguard client's assets. She was President of Club Kiwanis Las Perlas, a non-profit association, made up entirely of professional women. She has been active as an MDRT volunteer as a director and committee member and speaker at annual meetings. Rodriguez often gives presentations at seminars on topics such as personal image, brand promotion, digital marketing, and asset protection
Pitchaya Watcharakan, CFP, MBA, is a successful financial advisor who plays an important role in establishing and supervising the MDRT team within his organization. He believes the key to reinforcing customer relationships is to focus on financial planning rather than selling products.
(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 began his career in the financial services profession as an insurance telemarketer for Allstate Financial at the age of 15. Working there throughout high school and college, Boyle held various roles and was promoted to his first management position by age 19. After graduating from the University of Alabama, he opened a successful, independent insurance agency in Charlotte, North Carolina, USA, before joining AAA at 23. He created the Life Insurance Career Distribution Channel for AAA Northeast in 2021, and currently manages a team of more than 50 life insurance and financial specialists throughout New England.
Fabian Bio
Joyce Bio
D. Kyle Atkins, CLU, CFPは金融サービスの専門家として39年以上の経験を持ち、Strategic Coach, the Spartanburg Rotary ClubそしてNAIFA.など、国や地域の数多くの専門家組織のメンバーとして活躍しています。
Caroline A. Banks, FPFSは2015年度のMDRT会長。イギリスで初期に承認された由緒ある認定ファイナンシャル・プランニングを提供する会社の創設社長であり、包括的なファイナンシャル・プランニングを専門にしています。世界的な組織であるSociety of Trust and Estate Practitioners (STEP)のメンバーでもあります。
Mark J. Hanna, CLU, ChFCは2017年度のMDRT会長で、2007年度にはトップ・オブ・ザ・テーブル会長を務めました。MDRT Foundationのロイヤル・オーダー・エクスカリバーの騎士の称号を持ち、Inner Circle Societyのメンバーです。
オーストラリア、クイーンズランド州ブリスベンのRoss Vanderwolf, CFPは2019年度のMDRT会長です。MDRT FoundationのPlatinum Knightの称号を有し、MDRT Foundationの理事を務め、Inner Circle Societyのメンバーです。Vanderwolfはフルサービスのファイナンシャル・プランニングを提供するRothgard Financial Partnersの代表取締役です。MDRT会員として数多くの委員会で活躍してきました。2014年以来毎年オーストラリアで最も信頼されるファイナンシャル・アドバイザーのひとりに認定されています。
D. Kyle Atkins, CLU, CFP, has more than 39 years of experience in the financial services profession and is an active member of numerous national and local professional organizations, such as Strategic Coach, the Spartanburg Rotary Club and NAIFA.
Caroline A. Banks, FPFS, served as MDRT President in 2015. The managing director of one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation, Banks specializes in holistic financial planning and is an affiliate of the worldwide Society of Trust and Estate Practitioners (STEP).
Mark J. Hanna, CLU, ChFC, served as MDRT President in 2017 and as Chair of Top of the Table in 2007. He is a Royal Order Excalibur Knight of the MDRT Foundation and a member of its Inner Circle Society.
Ross Vanderwolf, CFP, of Brisbane, Queensland, Australia, served as MDRT President in 2019. A Platinum Knight of the MDRT Foundation, he is also a member of its Inner Circle Society and has served on its Board of Trustees. Vanderwolf is managing director of Rothgard Financial Partners, a full-service financial planning practice. Over the course of his MDRT membership, Vanderwolf has served on numerous committees. He has been recognized as one of Australia’s Most Trusted Financial Advisers, since this designation’s inception in 2014.
Vanina Paola Cruz is the commercial director at her company, which is comprised of 180 insurance advisors. She has been working in the field of personal finance for more than 25 years, as an employee for different companies and a freelancer.
Caio Henrique Guidugli Cunha has been a financial advisor since 2007. He is an active MDRT member volunteer, having served as Regional Chair for Latin America and the Caribbean as well as Country Chair for Brazil. In 2012, Guidugli Cunha authored a publication on family economic planning that explored family behavior and identified their overall financial needs throughout life.
Dulce Maria Zamora Davila is a regional and national advisor at Seguros Monterrey New York Life. She is also a professional speaker image consultant, having worked at Procter & Gamble, Banco Compartamos and Coca-Cola FEMSA.
Mariant Carolina Navarro Protzel is an industrial engineer from Venezuela with a master's degree in manufacturing processes optimization. She enjoys helping her clients improve their finances and secure a stable financial future.
Samir Chaman Sabag Sr., CLI, FPC, is founding partner of Lopezychaman, an insurance advisory agency that has been providing financial services to clients since 2007. He holds a master’s degree in insurance, moderates the American College certification course in life insurance, has delivered more than 50 presentations to various promoters and agencies around the country, and is an active MDRT member volunteer.
Jazmin Eliana Vasquez has been a social communicator and risk manager for great economic impacts for more than a decade. She has studied at EUschool in Madrid and attends Hoopis Performance Network University. Vasquez has achieved first place for three years in the sales of wealth and family plans, keeping 100% of her clients in Colombia.
Atthapong Lao-ananchai has been in the financial services profession for four years and has already established his own wealth firm, acquiring four franchises under his firm. He was the youngest advisor to be promoted to sales executive in Allianz Ayudhya Thailand and has received great recognition for his success in his country .
Pimlada Thanusakdumrong graduated from Burapha University with a bachelor's degree as a Japanese language major. She continued her studies at Yokohama International Education Academy in Japan for more than a year and a half. Ms. Thanusakdumrong, formerly a Japanese interpreter for Mitsubishi Electric’s Marketing Department, transitioned in 2010 to the financial services industry. Since 2012, she has focused her expertise on specialized marketing, adding to her skills in this field for over ten years.
Piyamon Wongthianchai began her financial services career eight years ago, following in her mother’s footsteps. She works with approximately 22 administrative agencies and 200 agents, 24 of whom are MDRT members — the highest number in Rayong Province.
Nikki Chen had other plans for her life before COVID hit. Now, the business she least wanted to be part of has become the fundamental tool for her success. As a multiple gold and platinum achiever and top salesperson at her company, she enjoys sharing how she broke through the industry and was promoted to director within a year.
Sheri Fitts is an internationally recognized financial services speaker, success coach, social media expert and visionary pioneer of digital emotional intelligence. Fitts has nearly 30 years of experience helping financial services organizations and fintech firms build brands, deepen client relationships, and drive sales and revenue growth. She believes that, to survive the disruptive change that’s happening across the financial services industry, you must uncover and emotionally articulate the life transformations you deliver each day to your clients.
Alessandro M. Forte, FCII, CFP, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 88 countries, is the author of the international bestseller “Dare to be Different,” which is published in eight languages, and has helped raise more than USD 24 [VL1] million for numerous charities.
Sunil N. Hassija gained experience in stenography and accountancy before discovering his passion for financial services and wealth management. His firm mainly focuses on retirement planning, child education and family security planning. Hassija is also part of an accounting and income tax consultancy firm, where he has contributed his services for more than 30 years.
伊月貴博 - 株式会社ファイナンシャルリンクサービスの代表取締役であり、特に米国市場において富裕層顧客に保険、年金、証券サービスを提供しています。
Takahiro Izuki is the CEO of Financial Link Service Company Ltd., where he provides insurance, annuity and securities services to high-net-worth clients, particularly in the U.S. market.
Atthapong Lao-ananchai has been in the financial services profession for four years and has already established his own wealth firm, acquiring four franchises under his firm. He was the youngest advisor to be promoted to sales executive in Allianz Ayudhya Thailand and has received great recognition for his success in his country .
Young Il Lee, an executive at KB Life Partners, believes communicating the benefits of financial planning to clients doesn’t require long meetings. With proper preparation, relaying important information to them in concise conversations is not only possible but could prove to be more effective.
Panos Leledakis, LUTCF, has been in the financial services profession for more than 20 years and is considered a pioneer in his field. An expert in millennials, digital transformation, internet marketing strategy and new technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019 and, in 2020, was honored with the esteemed “Top 25 InsurTech CEOs of 2020” global award.
(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, has a decade of financial services experience and served as an agency leader for seven years. He spearheads a group of 18 financial consultants and oversees a diverse clientele of nearly 1,000. Recently honored with the prestigious MDRT Culture of Excellence Diamond Agency Award, Phang is only one of five global agency leaders recognized for outstanding achievements in areas such as production, retention, recruitment, persistency and holistic personal development. His commitment to excellence and leadership distinguishes him as a trailblazer in the financial services profession.
(僅限百萬圓桌前線領袖中心成員參加)
(僅限會齡 25 年及以上的百萬圓桌會員參加)
(僅限 2024 年頂尖會員參加)
Ian Green, Dip PFSは2021年MDRT会長、2017年トップ・オブ・ザ・テーブル担当グローバル・カウンシルメンバー兼諮問委員会委員長。ロンドンで独立系ファイナンシャル・プランニングの会社を経営し、ホール・パーソンのコンセプトの提唱者として、その成功の多くはMDRTから学んだことに起因していると述べます。
Tim Groverは世界的な基調講演者、コンサルタントであり、さまざまな業界のリーダー、アスリート、エリートアチーバーにあくなき野心、結果重視のパフォーマンス、メンタル・タフネスの原則を教えています。Groverは全米ベストセラーとなった “Relentless: From Good to Great to Unstoppable” の著者であり、デジタル・トレーニング・プラットフォームの The Relentless Systemの開発者でもあります。Sports Illustrated誌やYahoo誌のコラムニストとしても活躍するGroverはESPNやFox Sportsなどのメディアにも登場し、2022年度リアル・リーダーズ誌の世界のキーノート・スピーカー・トップ50にも選ばれました。
Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs an independent financial planning firm in London and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.
Tim Grover is a worldwide keynote speaker and consultant, teaching business leaders, athletes and elite achievers across various industries the principles of relentless ambition, results-driven performance and mental toughness. Grover is author of the national bestseller “Relentless: From Good to Great to Unstoppable” and creator of the digital training platform, The Relentless System. A featured columnist for Sports Illustrated and Yahoo, Grover also appears on media outlets such as ESPN and Fox Sports and was named one of Real Leaders’ top 50 keynote speakers in the world for 2022.
Carol Kheng, ChFCは2024年MDRT副会長です。MDRT Foundationのダイヤモンドの騎士の称号を有し、MDRT Foundationの理事を務め、Inner Circle Societyのメンバーです。シンガポールのPrudential Assurance Company(英)のファイナンシャル・コンサルタントであるKhengは富裕層の資産税・相続税対策にフォーカスしています。KhengはMDRTでボランティア精神を発揮し、グローバル・コンファレンスのPGA担当DVP、ビジネス管理ディビジョン担当ディビジョナル・バイス・プレジデント(DVP)、そして2014年MDRTエクスペリエンス大会のDVPなど数多くの役割で貢献してきました。また2020年度Prudential Presidents’Club受賞者であり、1996年以来毎年同社のQuality Club EliteおよびStar Clubのメンバーを続けています。2005年にプルーデンシャル生命内にMDRTクラブ(分会)を設立し、初代会長を務めました。
Carol Kheng, ChFC, is the 2024 First Vice President of MDRT. A Diamond Knight of the MDRT Foundation, Kheng is also a member of its Inner Circle Society and has served on its Board of Trustees. A master financial consultant with Prudential Assurance Company Singapore, Kheng focuses on estate planning for high-net-worth individuals. Kheng's extensive MDRT volunteerism includes roles as Divisional Vice President of the Global Conference Program General Arrangements (PGA) Division, Divisional Vice President Member Resources–Practice Management Division and Divisional Vice President of the 2014 MDRT Experience meeting. Kheng is also a 2020 Prudential Presidents’ Club awardee and has been a member of Prudential’s Quality Club Elite and Star Club since 1996. In 2005, she was the founding member and chairperson of Prudential’s MDRT Club.
(會議將於 11:30 開始)
Sittichai Kallayasiri earned his degree in finance, graduating with first-class honors. He has continued to receive repeated recognition by his agency throughout his nine-year career in the financial services profession.
Hua-Yu Kao has been in the financial services profession for 11 years and holds the record for selling three policies per week for 400 consecutive weeks.
Se-hyuk Lee is principal of MetLife Korea and serves as in-house trainer. He has found success by expanding his reach to include a variety of clients across many industries.
Alain Pérez Munoz is the founder and CEO of Hemisferio Financiero. He focuses on helping millennial clients understand the value of planning for their future.
Mongkol Tangmannaikit is passionate about leading his team through a core-driven business approach that is simple yet efficient. Believing hard work and discipline lead to success, Tangmannaikit encourages his team to aim higher, achieve more and become empowered from the inside out .
Hea-young Youn has been an insurance agent for 11 years, with eight of those years as a certified agent. She believes goal setting is a key factor in establishing strong client relationships.
(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。)
Arturo Viniegra Castellanos began his career as a professional insurance advisor in 2019 and has achieved many accolades for his success. He advises more than 500 clients on financial planning and is the host of the podcast “La Oveja Sin Lana” (“The Sheep Without Wool”).
Victor Hugo Garcia Gutierrez has more than nine years of experience in the financial services profession and serves more than 500 clients. He is the host of the podcast “La Oveja Sin Lana” and is passionate about promoting a positive financial culture within his country and Latin America.
Kavita Bothra began her career as a software professional and, after the Y2K crisis, transitioned to the financial services profession. Her family background provides a natural advantage of enterprise, effective communication and problem solving, which has helped her nurture relationships and steadily grow as an entrepreneur. As a financial coach, Bothra enjoys educating people on simple saving habits and training young advisors in behavioral finance, insurance and asset allocation — by applying the prized lessons of age-old grit and consistency.
Richard Dobson Jr., CFP, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.
Paphasorn Kaewkorbsin is the CEO of Idol Planner Company and specializes in tax planning, corporate structuring and family constitution.
Han Kim earned his master’s degree in finance and investment at Hanyang University and completed a financial insurance curriculum at KAIST College of Business.
妻鹿一 - 2003年にアクサ生命に入社し、2018年にはアクサ分会代表を務めました。また、複数のMDRT委員会のメンバーボランティアとしても活躍。
Hajime Mega joined AXA Life in 2003 and served as AXA company club chair in 2018. He has also been a member volunteer on several MDRT committees.
Jim Ruta is president of Advisorcraft Media, where he utilizes his experience as a successful advisor and executive manager to help insurance agents maximize their sales performance. He has spoken at multiple MDRT Annual Meetings, written four books and produced weekly Facebook Live videos since 2017, reinforcing his crusade to preserve, promote and propel the noble financial services profession.
Joseph Tan, ChFC, CLU, an advocate of the Whole Person concept, owns a business that specializes in providing comprehensive financial planning services for couples. Tan is a unique advisor in Singapore, as he enjoys sharing his thoughts on TV and radio about how financial planning pertains to love and marriage.
Yuan Yuan, RFA, is an expert in assurance and retirement planning. She excels at guiding clients to consider the most significant assurance plan in life through the perspective of beginning with the end in mind.
Pádraic Ó Máilleはビジネスとモチベーションに関するアイルランドで最もフレッシュな講師のひとりです。2009年から2013年にかけての世界的な経済不況の中、彼のクライアントの多くは感情的にも経済的にも肉体的にも混乱に直面していました。Ó Máilleは不況を生き抜くために必要な最も重要な資質はアイルランド語で規律を意味する“smacht” だと判断しました。以来3年かけて300人の経営者が明確な目標を設定し、行動計画にコミットし、責任感を持って達成するよう導いてきました。
Pádraic Ó Máille is one of Ireland’s freshest speakers on business and motivation. During the global economic recession from 2009 to 2013, many of his clients found themselves facing a tsunami of emotional, financial and physical turmoil. Ó Máille determined the most important quality required to survive the recession was “smacht,” the Irish word for discipline. He then spent the next three years helping 300 business owners set clear goals, commit to action plans and find people to hold them accountable.
(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 is co-owner of Benchmark Business Group LLC, a business coaching and business brokerage company. Her experience in coaching financial services executives, field leaders, insurance agents and financial advisors to achieve greater results led to authoring a turn-key Financial Services Coaching Program. Applied in hundreds of agencies and financial organizations, Optimal Outcome is a proven collection of best practices and a customizable blueprint for growing a financial services business.
Helen Arnold is owner and financial director of Television Mobiles Ltd., a one-stop broadcast facilities company based in Bartlemy, Co. Cork, Ireland, that provides high-spec OB trucks, specialized equipment and the latest technological developments, ensuring a first-class production. Arnold has more than 40 years of leadership experience in business development and strategic planning within the broadcast media industry.
Jagannath Das, MBA, M Com (IS), is a second-generation insurance advisor who specializes in finance and marketing. He began his career by working at a life insurance company for five years before joining his father at LIC India, where they both have been named corporate club members, the highest recognition by LIC India for an advisor. Das is an active MDRT member volunteer and was president of Junior Chamber International Kolkata.
Derek Hagenは、ファイナンシャル・アドバイザーだけでなく、個人やカップルが有意義な人生を送るための支援を専門とする認定プラクティショナーです。金融の専門家とお客さまの両方の心理をトレーニングで理解させて、アドバイザーのとるべき行動を訓練しています。毎週発行しているニュースレターでお金と価値ある人生を送るための心理学を、シンプルな絵を使って説明しています。彼の活躍はThe Wall Street Journal, Kitces’ “Nerd’s Eye View” blogそしてポッドキャストとして“Standard Deviations”および“The Human Side of Money”で人気を博しています。
Derek Hagen is a certified practitioner who specializes in helping financial advisors as well as individuals and couples live meaningful lives. He trains advisors on the psychology of financial planning, both as a fractional financial behavior officer and through his training courses. In his weekly newsletters, Hagen uses simple drawings to explain the psychology of money and living a valued life. He has been featured in The Wall Street Journal, Kitces’ “Nerd’s Eye View” blog and the podcasts “Standard Deviations” and “The Human Side of Money.”
Matt Halloran is a communications and podcast expert for financial services professionals. He is the host of the acclaimed podcast “Top Advisor Marketing,” a highly sought-after keynote speaker and an in-demand podcast guest who is known for sharing the secrets of his techniques with financial advisors. He is the co-author of “The Social Media Handbook for Financial Advisors” and has been featured in The Wall Street Journal, Investment News and Financial Planning magazine.
堀田裕之 - 2009年より金融サービス業に従事し、中小企業経営者の事業継続、財務、保険に関するアドバイスに注力。
Hiroyuki Hotta started his financial services career in 2009 and focuses on providing business continuation, finance and insurance advice for small- and medium-sized enterprise owners.
Soo Hyun Oh started working in financial services in 2005 and currently serves as a sales manager and personal wealth management consultant at Authentic Financial Group.
Siriporn Phuttharak is the CEO of FIN Infinity Company as well as senior regional director and senior sales consultant for the Association of Life Insurance Agents and Financial Advisors, where she held the position of president for several years. As an investment advisor who specializes in stock and mutual funds, Phuttharak has received many financial services credentials throughout her 30-plus years in the profession and has served as an international guest lecturer.
Ericka Rodriguez, the author of the personal growth and leadership book “El Llamado de tu grandeza” (“The Call of Your Greatness”), has helped individuals and companies in more than 15 countries achieve their wellness goals — enabling them to lead happy and fulfilling personal and professional lives. In 2021, she received the Huellas del Istmo Award in the category of commitment to prosperity.
Wong Wei Chong Wilfred is a senior director at Ascendance Wealth Management and author of “Adulting: The Graduate Starter Pack,” a regionally acclaimed financial planning guidebook for millennials. Out of 124 nominations of top advisors in Asia, Wong Wei Chong Wilfred was awarded “Asia Financial Advisor of the Year” in 2020.
Yuanyuan Zhang, RFC, has been in the financial services profession for 14 years. She began making 50 cold calls a day and what started as orphan leads developed into client referrals, leading her to accumulate 1,144 clients. She soon realized that following her own style of financial planning — and ditching the suit — made her more comfortable on her road to success.
(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 oversees a team of more than 60 financial advisers and 15 office employees. With more than 10 years of experience in leadership roles, Newman combines his personal and professional purpose and values to help, empower and inspire everyone he meets. As a community ambassador for a global charity and running ultramarathons to raise funds to help others, he has seen firsthand how his actions can have a positive impact on the lives of many.
(僅限會齡 25 年及以上的會員參加)
(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。)
(僅限會齡 25 年及以上的會員參加)
David Batchelor, Dip PFS, CFP, is the founder of Wills & Trusts Wealth Management, a multidisciplinary practice of financial advisors, accountants and lawyers that focuses on estate planning and investment management. He is a senior U.K. coach for Strategic Coach Inc. and also founder of Trust DFM, an investment management firm that manages the investments for many financial advisors in the U.K.
Simon John Gibson, Dip PFS, is an internationally recognized speaker who has presented at many conferences for MDRT and others. He began advising clients at 18 and now operates a successful financial services business in the U.K.
Alejandro Hernandez graduated from Instituto Tecnológico Autónomo de México and has spent the past eight years working for a market research agency in Mexico.
Yaravi Morales Diaz Ordaz, MBA, CLI, graduated from El Tecnológico de Monterrey in Mexico and went to IPADE Business School for her master’s degree.
Jong Ryul Choi, who earned his master’s degree in wealth management, has presented financial planning lectures at Samsung Electronics, Bank of Korea and Korea Electric Power Corporation.
Eile Goh is founder of Daaamn Good Pte Ltd. and a dedicated advocate for authentic living. During the pandemic, she transitioned from a food content creator to a supporter of local startups. With two decades of experience in financial services, Goh has earned accolades for her commitment to more than 1,000 clients and shares her H.E.A.R.T. work through workshops, retreats and coaching. Beyond her entrepreneurial endeavors, she is the author of the estate planning book “Hey! Wake Up Already!” and the recently launched sales manual “Hey! What the Huat?!”
Vikas Sayamlal Jethwani is a senior management professional and founder of Veez Insure. He has worked in key leadership roles for 12 years at companies such as ICICI Prudential and Aviva Life, and his proficiency lies in managing large agency business, driving productivities, channelizing businesses and identifying and implementing innovative stages that build sustainable business growth for advisors.
陣野壮太郎 - 1999年にアクサ生命に入社し、2001年にアクサ生命の年間表彰を受賞。その他、金融サービス業界における功績が認められ、数々の賞を受賞。
Sotaro Jinno joined AXA Life in 1999 and qualified for the company’s Annual Recognition Award in 2001. He has also received other accolades for his achievements within the financial services profession.
Thanathon Karnjanisakorn is a financial influencer, host of several financial programs and owner of the Namfinance Financial Plan, which has more than 100,000 followers and coordinates with every financial organization in Thailand. Karnjanisakorn believes more Thai people should take an interest in financial planning and has dedicated her life to sharing her knowledge about finance to ensure this becomes a reality.
Bin Qi is an active MDRT member volunteer, having served on many committees and spoken at several MDRT events over the years. She has also authored three publications that have garnered unanimous praise within the profession.
Demarra Westは女性のためのグローバル・ウェルネス企業のBe Well Beautiful Womanの創設者です。同社はリトリート、グループ・コーチング、文化的に包括的なウェルネス教育を提供しながら、解放、喜び、経済的エンパワーメントに焦点を当てています。YWCA Kalamazooの理事長であり、Change Agent Consultingの代表としてエグゼクティブ・コーチング、戦略プランニング、公平性、インクルージョン、帰属意識を高めるサービスを15年にわたり全米で提供しています。
Demarra West is founder of Be Well Beautiful Woman, a global wellness social enterprise for women that focuses on liberation, joy and financial empowerment while also providing retreats, group coaching and culturally inclusive wellness education. She is a board chairwoman of YWCA Kalamazoo and principal of Change Agent Consulting, where she has been offering executive coaching, strategic planning, equity, inclusion and belonging services nationwide for 15 years.
(此日無會議)
Alvaro Aldrete Morfin is a founding partner and managing director of Aldrete & Asociados, where he and his team advise more than 600 families and companies in financial planning. He is certified by the American College as a financial services specialist and counselor for the promotion and sale of life insurance and is considered one of the most successful insurance agents in Mexico, splitting his time to serve clients, attend conferences and promote his books.
Sergio Alberto Alejo Ortiz earned his master’s degree from IPADE Business School and has experience as a digital marketer.
Warika Chotiwit achieved success as a financial advisor by setting her sights on qualifying for MDRT membership. She began her career as an insurance advisor and gradually developed her marketing experience to expand her client base from the bottom up.
Piyawan Yamarat transitioned from being a full-time mother to a successful financial services advisor — consistently achieving Top of the Table membership since her first year in the business. She maintains a strong work ethic and enjoys sharing her secrets to continued success.
Catherine Gough, FPFSは英国イングランド、ShrewsburyのKingsland Wealth Management Ltd.のマネージング・ディレクターです。1995年から金融サービスに携わり、2002年にアドバイザーに転身し、独立した立場でファイナンシャル・プランニングを提供し、顧客の優先事項を大事にして目標達成を支援しています。
Catherine Gough, FPFS, is the managing director of Kingsland Wealth Management Ltd. in Shrewsbury, England, UK. She has worked in financial services since 1995 and transitioned to advisor in 2002, providing independent financial planning advice to help clients achieve their goals based on what is most important to them.
I Chia He has 16 years of experience in the financial services profession and leads a team of 250 partners, most of whom are under 25. She works hard not only to sustain her own success but also to train her students, recruit a partner every quarter and cultivate a supervisor every year.
Bret Hood served as a special agent in the FBI for 25 years before becoming the director of 21st Century Learning & Consulting LLC upon his retirement in 2016. He serves as an adjunct professor of corporate governance, ethics and forensic accounting for the University of Virginia as well as a faculty member for the Association of Certified Fraud Examiners. Hood has presented on topics such as leadership, ethics and anti-fraud instruction for Fortune 500 companies, nonprofit entities and governmental organizations.
Sungan Jung is a branch manager at Shinhan Life and has contributed as a columnist on how to remodel assets in a semiretirement era.
長田和泉 - 法政大学法学部を卒業後、日商岩井工場機械株式会社に入社。2001年に外資系生命保険会社に就職し、2019年にライフプラザパートナーズ株式会社に入社し、数カ月後にエグゼクティブファイナンシャルアドバイザーの資格を取得。
Izumi Osada graduated from Hose University with a bachelor’s degree in law before joining Nissho Iwai Plant Machinery K.K. In 2001, Osada began working at a non-Japanese life insurance company and, in 2019, joined Life Plaza Partners Company Ltd., where he qualified as an executive financial advisor a few months later.
Stephanie Scheller is a TEDx speaker, two-time bestselling author, award-winning entrepreneur and founder of Grow Disrupt, a company that designs and produces neuroscience-guided educational events for small business owners with ADHD. Scheller uses the violin to tap in to the human subconscious to break down the psychology behind business growth strategies and marketing techniques that simplify implementation and accelerate growth.
Eileen Kerlin Walsh is an award-winning estate planning attorney, author of the bestseller “The Soul of Your Business,” and creator of legacy writing and motivational programs. She also hosts her own monthly TV program and has been interviewed by TV and radio stations nationwide.
Sudeep Pooyath Balapeethambaran is the business head of agency and government alliances with PNB MetLife in India. He has 24 years of experience leading larger distribution channels by conceptualizing and executing sales strategies and people management, and has presented as the keynote speaker at many national and international conferences.
Aurora L. Tancock, FLMI, CFPはカナダ、オンタリオ州St. Catharinesで活動するAurora Tancock Financial Services Inc.の社長です。30年以上金融サービスの経験を持ち、お客さまに複雑な資金計画を理解していただき、効果的なプランを立案する活動に尽力しています。MDRTとMDRT Foundationのボランティアとして積極的に活動しする一方、地元のSt. Catharines Community Foundationの財務委員会で貢献しています。
Aurora L. Tancock, FLMI, CFP, is president of Aurora Tancock Financial Services Inc. in St. Catharines, Ontario, Canada. With more than 30 years of experience in financial services, Tancock strives to help her clients understand and overcome complexity as they plan for their financial future. She is an active MDRT and MDRT Foundation member volunteer and sits on the Finance Committee for the St. Catharines Community Foundation.
Peggy Tsai, RFP, CCFPは2024年MDRT前会長です。MDRT Foundationのダイヤモンドの騎士の称号を有し、Inner Circle Societyのメンバーです。Shin Kong生命のアドバイザーであり、7年連続で同社の営業実績No. 1を獲得しました。Tsaiは会員コミュニケーション委員会(MCC)Division 2のDVPやMCC リージョン・チェア、MCCゾーン・チェアを含め、多くのボランティア・リーダーを務めました。またMDRTの大会でもボランティアとして活躍し、アニュアル・ミーティングで講演をした経験もあります。MDRTでの貢献に加え、Tseは所属するリージョンの金融専門家に対して数多くの講演を行い、業界関連の発行物に記事を寄稿してきました。
Peggy Tsai, RFP, CCFP, is the 2024 Immediate Past President of MDRT. She is a Diamond Knight of the MDRT Foundation and a member of its Inner Circle Society. Tsai, an advisor with Shin Kong Life Insurance Co., has won the award for No. 1 sales achievement in her company for seven consecutive years. Tsai has held numerous volunteer leadership positions for MDRT, including Divisional Vice President of Membership Communications Committee (MCC) Division 2, MCC Region Chair and MCC Zone Chair. Tsai has also volunteered in several capacities for MDRT’s meetings and has presented at the MDRT Annual Meeting. In addition to her MDRT involvement, Tsai has spoken to numerous audiences of financial professionals and has contributed to industry publications in her region.
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。
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。)
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。
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MDRT Center for Field Leadership。
深入瞭解百萬圓桌代理人團隊經理計劃。
註冊取消申請必須透過電郵寄送至 mdrt@maritz.com,才能獲得全額退款。
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 mdrt@maritz.com。
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。
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。
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。
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 mdrt.org 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。瞭解更多關於百萬圓桌基金會的資訊。
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:Letters to Strangers。
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 mdrtstore.org,尋找書籍、會議專刊、獎牌、服裝以及更多百萬圓桌品牌商品。