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

Oscar Jesus Aguilar Rivas

A planning tool as a sales strategy

Language:

Juan Pablo Araoz Martinez Sr.

Multiply your productivity with sales funnels and social media

Language:

María Lorena Arroyo Melchor

24 hours: Challenges and advantages of unstoppable agents

Language:

Saad Anthony Baksh, BSc

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Language:

Maribe Carolina Barbona

From prospect to client in less than 20 minutes

Language:

Jorge Antonio Barraza

The human side of business: Practical advice on behavioral finance

Language:

Eunjoo Chin

Sales process completed with one page

Language:

Tim Daniel Clairmont, MSFS, LACP

Panel discussion: A guide for communicating MDRT value to clients and peers

Language:

Thomas Cunningham III, QFA, RFP

Referral growth system

Language:

Ho Hsiu Ling

Pursuing dreams across the Gobi

Language:

Brian D. Heckert, CLU, ChFC

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Language:

Se Hyeon Kang

The essence and value of whole life insurance

Language:

Jocelyn Kau

Using Excel to automate 80% of my financial planning work

Language:

Chi-Chin Kuan

Multigenerational legacy — building an MDRT family

Language:

Mei Hung Lin, CFP

Baby boomer asset allocation essentials

Language:

Heather Lindsley, LUTCF, RICP

The power of 1

Language:

Moisés Martínez Hernandez

Growing amid crisis

Language:

Luis Fernando Martínez Oliver

How to transition from being an average advisor to a Top of the Table member

Language:

Juli Y. McNeely, CFP, CLU

Panel discussion: A guide for communicating MDRT value to clients and peers

Language:

Suchanun Mitchueachart

MDRT strategy for year 1 and family legacy

Language:

Ng Ka Wai Carrie

How to be seen: A step-by-step guide to running social media

Language:

Alyssa O'Brien

Panel discussion: A guide for communicating MDRT value to clients and peers

Language:

Thomas Pourlidas

Choose the uphill

Language:

Nattakun Sandesh, CFP

Sales techniques through financial plans

Language:

Rodrigo Santana Leiva

Sell easily, sell naturally

Language:

Aneta Sobol

How to improve the client experience when selling life insurance

Language:

Jason C. Staas, MS

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Language:

Pitchuda Suwannasarn

Digital marketing journey to MDRT achievement

Language:

Dimosthenis Sykovaris, ACS

The power of recommendations: How to grow your clientele with credibility and strategy

Language:

Adrián Fabricio Villareal Alfaro, FSCP, CLI

Working with high-net-worth markets without neglecting the youth market

Language:

Pablo Vázquez Moya

How to turn your personal brand into a magnet for clients: The power of social media in the financial world

Language:

Donald F. White Jr., CLU, ChFC

Living on the edge of your next commission

Language:

Wong Wing Suet Rachael, CFP

Systematic approach to coach your teammates to build an MDRT agency

Language:

Yu Hsuan Wu

4 Court of the Table qualifications in 6 years

Language:

Yan Kit Ying Albee

Personal branding mastery in the social media era

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

More Information to come

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

David C. Blake

MDRT Foundation & Room to Read

Language:

Dr. Geetha Murali

Language:

John F. Nichols, MSM, CLU

Presidential Address

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

More Information to come

11:30 - 13:00

MDRT Academy 午餐

（仅限 MDRT Academy 成员参加。)

13:30 - 14:30

焦点会议

More Information to come

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。）

More Information to come

13:30 - 14:30

MDRT Center for Field Leadership 会议

More Information to come

15:00 - 16:00

焦点会议

More Information to come

15:00 - 16:00

MDRT Center for Field Leadership 会议

More Information to come

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

Clay Gillespie, CFP, CLU

Incoming Presidential Address

Language:

Ming Hung Lai, RFC

A vow in darkness forged my vision for Top of the Table

Language:

Guy Mankey

No, I can't do that

Language:

Juli Y. McNeely, CFP, CLU

Creating a client advisory board

Language:

Kevin Miller

Main Platform Conversations

Language:

Yuichiro Nakamura

Building loyalty-driven marketing

Language:

Surawut Pattanabandit

Billionaire’s locksmith: The secret key lies in the heart

Language:

Marc Randolph

Main Platform Conversations

Language:

Paweł F. Skotnicki

3 referrals from every meeting

Language:

Eszylfie Taylor

Extraordinary versus ordinary advisors: How to stand out

Language:

Sanjay Tolani, Ph.D., MBA

Succession planning for bigger cases: From paperwork to peace

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

Paola Almontes

From 0 to 2 million followers: Create a brand that sells without selling

Language:

Eric Gabriel Gamilla

Time mastery: Thriving in multiple roles without losing balance

Language:

DaiHui Kim

From risk management expert to life companion

Language:

Jung Hwan Kim

K-financial planning: Asset transfer and collaboration

Language:

Elaine Milne, DipPFS

Client service excellence: Turning satisfaction into loyalty

Language:

Robert E. Nixon, B Com, DipAll

Succession planning with a twist

Language:

Mathew Page

The 1% advantage: What Formula 1 taught me about financial advising

Language:

Ariadna Salazar Leon

Team and time management as factors for success

Language:

Nicolás Scalerandi

The family legacy: Being memorable

Language:

Naransan Suracharoenchaikul, FChFP

Planned vs. unplanned legacy: Choosing your family’s future

Language:

Kanjana Surapraphant

Online marketing strategies: From everyday content to six-figure cases

Language:

Takako Tsuruta

Strong branding: Consulting on overall financial assets from defined contribution pension plans

Language:

Ya-Hui Wang

HNW client strategy masterclass

Language:

Hui Wen Yang, AAMS

3 children, 3 lawyers, 1 funeral

Language:

France Zaguirre

How to sustain MDRT success each year via social media marketing

Language:

13:30 - 14:30

焦点会议

More Information to come

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。)

More Information to come

13:30 - 14:30

MDRT Center for Field Leadership 会议

More Information to come

15:00 - 16:00

焦点会议

More Information to come

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

More Information to come

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

More Information to come

11:00 - 12:00

焦点会议

More Information to come

13:00 - 16:00

主场会议

Carol Kheng, ChFC

Recognition of Immediate Past President Carol Kheng, ChFC

Language:

Brad J. Myers, ChFC

Nominee Acceptance Speech

Language:

日程可能会有所变动。

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