议程

会议

百万圆桌年会为与会者提供以下形式的会议安排

主场会议

作为百万圆桌年会的最大舞台，主场会议将由思想领袖及知名演讲者带来发人深省的精彩内容，主题围绕销售及业务策略，以及工作与生活平衡等，全部都与金融服务业息息相关。

主场会议还设有百万圆桌开讲环节，这些节奏明快的会议邀请了会员分享创新业务概念，主题紧扣业绩、客户互动策略及商业实务等。

焦点会议

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。

交流区

交流区这个饶富趣味且活力十足的区域，荟萃直击主题的精彩演讲，以及一系列与会员同僚交际联谊的机会，可谓会议期间的核心活动重地。缔结终身友谊、与同僚交流联谊、拍照打卡并分享至社交媒体，并与演讲者展开热情讨论。交流区设有超 75 场会议，将为您带来无数解决方案及前沿理念，让您回家后立即付诸实践。

特别会议

注册参加特别会议，在百万圆桌年会期间收获特别独家内容，无疑是锦上添花的妙事一桩。
*设有会员资格要求；建议预先注册。

日程安排

6 月 6 日（星期六）

11:00 - 18:00

注册

11:00 - 16:00

百万圆桌基金会展位

View Sessions

11:00 - 17:00

交流区、百万圆桌会员福利中心及百万圆桌商店

16:30 - 17:30

PGA 志愿者启动仪式和专案小组分组会议

6 月 7 日（星期日）

09:00 - 18:30

注册

09:00 - 17:00

百万圆桌基金会展位

09:00 - 17:00

交流区、百万圆桌会员福利中心及百万圆桌商店

12:30 - 14:00

MDRT Center for Field Leadership 午餐交流会

12:30 - 15:00

内阁会员和顶尖会员接待会

Mike Walsh

AI 纪元：未来唯勇者可立勇

Language:

15:30 - 16:30

百万圆桌基金会骑士活动

16:00 - 17:00

“卓越首航”会议

Juan Bendaña; John F. Nichols, MSM, CLU

“卓越首航”会议

Language:

17:00 - 18:30

欢迎接待会

6 月 8 日（星期一）

07:00 - 16:00

注册

08:00 - 11:00

主场会议

Mariana Atencio

《信任优势：重燃使命、表现与更高层次的成果》

Language:

David C. Blake

百万圆桌基金会和 Room to Read

Language:

Andrew Busch

《未来经济：深刻变革期的成长机遇》

Language:

Dr. Geetha Murali

化不可能为可能

Language:

John F. Nichols, MSM, CLU

会长致辞

Language:

Mark Pollock

当难题选择您时

Language:

Dandapani Satgunasingam

活出以目的为本的人生

Language:

11:00 - 17:00

百万圆桌基金会展位

11:00 - 17:00

交流区、百万圆桌会员福利中心及百万圆桌商店

11:30 - 13:00

特别午餐会

Keith Ferrazzi

From "Never Eat Alone" to "Never Lead Alone": 20 years of wisdom

Language:

11:30 - 13:00

MDRT Academy 午餐

（仅限 MDRT Academy 成员参加。)

13:30 - 14:30

焦点会议

Weicheng Chung

善用财富管理架构，高效达成MDRT

Language:

Domenick D'Andrea, AIF, CRC

The myths advisors believe about social media, branding and reviews — and the realities that win trust

Language:

Akio Iida

Realize your ideal vision through marketing strategy and high aspirations

Language:

Alana Nichols; Roy Tuscany

The alchemy of tragedy: Turning trauma into triumph

Language:

Alejandro German Pisano

Applying neuroscience to life insurance sales

Language:

Howard E. Sharfman

攀登巅峰：助力您发展、领导和守护未来业务的实战策略

Language:

Ung Hee Shin

Retirement planning through past, present and future

Language:

Natt Supanatkullanan FChFP ChLP

Managing online customers to become sustainable, long-term clients

Language:

Abraham F. Zaarour

Consulting mastery

Language:

13:30 - 14:30

MDRT Academyセッション

（仅限 MDRT Academy 成员参加。会议使用英语发言，提供西班牙语口译。）

Allen Jackson, FSCP; Angela Daniela Malagón Beaven, FSCP, CLI; Joseph Sparacio; Remus Ungureanu

Panel discussion: Top strategies to attract future MDRT advisors

Language:

13:30 - 14:30

MDRT Center for Field Leadership 会议

Allen Jackson, FSCP; Angela Daniela Malagón Beaven, FSCP, CLI; Joseph Sparacio; Remus Ungureanu

Panel discussion: Top strategies to attract future MDRT advisors

15:00 - 16:00

焦点会议

Denise Allard Serna; Catalina Vega

Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Language:

Rick Denley

Reinvent for greatness

Language:

Minoru Kanai

The power of purpose transforms the quality of life: Building relationships and shaping vision using choice theory

Language:

Michael Morrow, CFP

金钱法则（60 分钟讲透 60 个要点）

Language:

Felippe Nardi

Making virtual workshops a signature part of your brand

Language:

Hyun Suk Oh

The 6 elements of a balanced life

Language:

Mongkol Tangmannaikit

Dare to fail

Language:

Woei Sean Tong

让影响力中心延续你的故事

Language:

Robyn Crane, CFP

Referrals made simple: A proven system for predictable growth

Language:

15:00 - 16:00

MDRT Center for Field Leadership 会议

Jocelyn Kau; Diana Ng, B Bus, ChFC; Agnieszka Surowik

MDRT Center Speaks: Developing new advisors

Language:

16:00 - 17:30

MDRT Center for Field Leadership 接待及颁奖仪式

17:00 - 18:00

四分之一世纪俱乐部

17:30 - 18:30

顶尖会员接待会

6 月 9 日（星期二）

07:30 - 16:00

注册

08:00 - 11:00

主场会议

Damon Dunn

《锁定方向：大胆前行，未来必将一片光明》

Language:

Clay Gillespie, CFP, CLU

新任会长致辞

Language:

Ming Hung Lai, RFC

在漆黑中发誓，构建出我对顶尖会员的愿景

Language:

Guy Mankey

《不，我不能这样做》

Language:

Juli Y. McNeely, CFP, CLU

解锁您的秘密超能力：成立客户顾问委员会

Language:

Kevin Miller; Marc Randolph

主场会议对话

Language:

Yuichiro Nakamura

《建立忠诚驱动的市场营销》

Language:

Surawut Pattanabandit

亿万富翁的锁匠：秘钥藏心中

Language:

Paweł F. Skotnicki

《每次会面获得三项转介绍》

Language:

Eszylfie Taylor

《非凡顾问 vs 平凡顾问：如何脱颖而出》

Language:

Sanjay Tolani, Ph.D., MBA

《大额个案的继承规划：从文书到安心》

Language:

11:00 - 17:00

百万圆桌基金会展位

11:00 - 17:00

交流区、百万圆桌会员福利中心及百万圆桌商店

11:30 - 13:00

特别午餐会

Morgan Housel

The psychology of money: How to change your clients’ lives and become their financial hero

Language:

13:30 - 14:30

焦点会议

Magali Bernal; Dayra Irene Chavez; Alexandra de Jesus Garcia Yanez; Yeritzell Gonzalez

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Language:

Delia Brimmer; Mark D. Olson, CFP, MSFS; Ted Rusinoff; Irene Stolte, ChFC

Panel discussion: The best MDRT book club that grew my practice

Language:

John P. Foppe

毅力、目标与卓越：打破借口，构建愿景

Language:

H. Adam Holt, ChFC, CFP

Investing in the original AI: Advisor intelligence

Language:

Cheng-Kan Huang, RFC, CPCS

加速成交的AI运用力

Language:

Young Joo Jeon; Jun Young Kim

Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Language:

Ayumu Okabe

Let's hold a family meeting to discuss nursing care and inheritance planning

Language:

Natnicha Thapthong

6 steps to retirement planning

Language:

Glen Alexander Winata

Why do they buy from me? Turning friends into clients through social media

Language:

13:30 - 14:30

MDRT Academy 会议

（仅限 MDRT Academy 成员参加。会议仅使用西班牙语发言。)

Devin Gaffney, FSCP, LUTCF; Avraam Pekris, BSc, MBA

Start fast, retain for years: A people-led, AI-reinforced onboarding program

Language:

13:30 - 14:30

MDRT Center for Field Leadership 会议

Devin Gaffney, FSCP, LUTCF; Avraam Pekris, BSc, MBA

Start fast, retain for years: A people-led, AI-reinforced onboarding program

Language:

15:00 - 16:00

焦点会议

Nelly Attar

Climbing your Everest

Language:

Kavita Bothra

Working with female clients: Building trust, influence and legacy

Language:

Ming-Fong Huang, CFP

时间管理：有效安排您的一周

Language:

Luis Arturo Juarez Morales

Sell higher premiums to achieve a more balanced life

Language:

Chul Kang

All about online consulting for doctors

Language:

Nick Longo, MFP, APFP

转介绍的力量：构建真正带来成果的影响力中心网络

Language:

Edit Martonosi

Serve your industry, research niche markets, strengthen your business brand and become an insurance communicator

Language:

Koji Morita

Seamless Living: Work, Community, and Life Integration

Language:

Voraseth Sinsophonphong

Reaching HNW clients via referrals and engagement

Language:

15:00 - 16:00

MDRT Academy 会议

（仅限 MDRT Academy 成员参加。会议仅使用英语发言。)

More Information to come

15:00 - 16:00

MDRT Center for Field Leadership 会议

Paige Williams

Creative leadership: The courage to lead differently

Language:

17:00 - 18:00

四分之一世纪俱乐部

6 月 10 日（星期三）

08:30 - 14:00

注册

07:30 - 09:00

内阁会员及顶尖会员公开论坛

09:00 - 10:00

四分之一世纪俱乐部

09:30 - 14:00

百万圆桌基金会展位

09:30 - 14:00

交流区、百万圆桌会员福利中心及百万圆桌商店

09:30 - 10:30

焦点会议

Carla Brown, FPFS, CFP; Derek Wong Tuck Kong; Fiona Foo Yuet Ling, ChFC/S; Nathan Graff, BFA, CFP; Ross G. Hultgren, CFP, DFP; R.J. Kelly, AEP, MSFS; Danny O'Connell, MBA; Helen Jayne West, APFS

焦点会议“能量一小时”

Language:

Aprilyn Chavez Geissler, LACP, CCP

Empowering women

Language:

Kosuke Ishihara

Continuing high performance with individual insurance

Language:

Tzu Hao Kuo

翻转寿险销售力，打造你的千万业绩

Language:

Montserrat Mureddu Gonzalez, FSCP

The psychology of money: A 6-meeting process to build trust with advanced markets

Language:

Jae Sung Park

Life insurance consulting through reverse thinking

Language:

Thanapat Soikampada, FChFP; Kotthanapat Thinbang

Panel discussion: Building advisors and business owners for the future

Language:

Phil Thompson

Finding your niche: How focus ignited 24x growth

Language:

Brendan Clune Walsh

The referral advantage: Referrals, networking and centers of influence

Language:

11:00 - 12:00

焦点会议

John Ross Cachia; Curtis V. Cloke, LUTCF, RICP; Sarah Helen Hogan, ACII; Panos Leledakis, LUTCF; Jane Lim; Edward Franklin Marshall, APFS; Svetlana Plitin-Tamaviciene; Paresh B. Shah, CFP

Focus Session Power Hour

Language:

Vincent Gan, ChFC, CLU

理财顾问的 25 个目标驱动型问题

Language:

Atsushi Hirao

Achieving Greater Results Through AI and Strategic Collaboration

Language:

Anthony Matthews Jones, BSc (Hons), QFA; Priti Ajit Kucheria, LUTCF, CFP; S Indresh Kumar Jain; Plabita Priyadarshi; Gail Singh, FCCA, FSCP

Panel discussion: Study group your way to success

Language:

Sunhoo Kim

Growth strategy: Overcoming 2 career plateaus

Language:

Travis D. Manning, CFP, CLU

Multigenerational selling: Keeping money in the family

Language:

Alejandro Marquez Espinosa, LCIC

Mindset: Motivation and resilience

Language:

Supaporn Samsittichok

From top performance to Top of the Table

Language:

Wei Wang, CFP, RFA

高效成交，达成 MDRT，活出全人生活

Language:

13:00 - 16:00

主场会议

Dr. José M. Hernández

攀登新高峰

Language:

Carol Kheng, ChFC

表彰卸任会长 Carol Kheng，ChFC

Language:

Brad J. Myers, ChFC

获提名人任命致辞

Language:

Dr. Helen Papagiannis

现实的未来

Language:

Robert Paylor

《从瘫痪到强大：释放韧性，重新定义可能性》

Language:

Giselle Ugarte

自信交流的新法则

Language:

日程可能会有所变动。

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