Program - Sch

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

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

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

Juan Bendaña; John F. Nichols, MSM, CLU

Launch to Excellence

Language:

17:00 - 18:30

欢迎接待会

6 月 8 日（星期一）

07:00 - 16:00

08:00 - 11:00

主场会议

David C. Blake

MDRT Foundation & Room to Read

Language:

Dr. Geetha Murali

Making the impossible possible

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

Keith Ferrazzi

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

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

Leveraging wealth management frameworks to achieve 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

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

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

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

Minoru Kanai

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

Language:

Michael Morrow, CFP

The rules of money (60 ideas in 60 minutes)

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

Let your centers of influence continue your story

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

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

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

Unlocking your secret superpower: Creating a client advisory board

Language:

Kevin Miller; Marc Randolph

Main Platform Conversations

Language:

Yuichiro Nakamura

Building loyalty-driven marketing

Language:

Surawut Pattanabandit

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

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:

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:

Narangsan Suracharoenchaikul, FChFP

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

Language:

13:30 - 14:30

焦点会议

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

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

Language:

Dayra Irene Chavez

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

Language:

John P. Foppe

Grit, goals and greatness: Breaking excuses and building vision

Language:

H. Adam Holt, ChFC, CFP

Investing in the original AI: Advisor intelligence

Language:

Cheng-Kan Huang, RFC, CPCS

Human wisdom × AI power

Language:

Ayumu Okabe

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

Language:

Mark D. Olson, CFP, MSFS

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

Language:

Irene Stolte, ChFC

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

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

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

15:00 - 16:00

焦点会议

Kavita Bothra

Working with female clients: Building trust, influence and legacy

Language:

Ming-Fong Huang, CFP

Time management: Effectively organize your week

Language:

Luis Arturo Juarez Morales

Sell higher premiums to achieve a more balanced life

Language:

Chul Kang

All about online consulting for doctors

Language:

Edit Martonosi

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

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。)

Paige Williams

Creative leadership: The courage to lead differently

15:00 - 16:00

MDRT Center for Field Leadership 会议

Paige Williams

Creative leadership: The courage to lead differently

17:00 - 18:00

四分之一世纪俱乐部

6 月 10 日（星期三）

08:30 - 14:00

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

Focus Session Power Hour

Language:

Aprilyn Chavez Geissler, LACP, CCP

Empowering women

Language:

Kosuke Ishihara

Continuing high performance with individual insurance

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:

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:

Anthony Matthews Jones, BSc (Hons), QFA

Panel discussion: Study group your way to success

Language:

Alejandro Marquez Espinosa, LCIC

Mindset: Motivation and resilience

Language:

Gail Singh, FCCA, FSCP

Panel discussion: Study group your way to success

Language:

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。

议程

会议

主场会议

焦点会议

交流区

特别会议

“卓越首航”会议

特别午餐会

内阁会员和顶尖会员议程*

内阁会员及顶尖会员公开论坛*

MDRT Center for Field Leadership 会议*

MDRT Academy 会议*

日程安排

6 月 6 日（星期六）

6 月 7 日（星期日）

Oscar Jesus Aguilar Rivas

A planning tool as a sales strategy

Juan Pablo Araoz Martinez Sr.

Multiply your productivity with sales funnels and social media

María Lorena Arroyo Melchor

24 hours: Challenges and advantages of unstoppable agents

Saad Anthony Baksh, BSc

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

Maribe Carolina Barbona

From prospect to client in less than 20 minutes

Jorge Antonio Barraza

The human side of business: Practical advice on behavioral finance

Eunjoo Chin

Sales process completed with one page

Tim Daniel Clairmont, MSFS, LACP

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

Thomas Cunningham III, QFA, RFP

Referral growth system

Ho Hsiu Ling

Pursuing dreams across the Gobi

Brian D. Heckert, CLU, ChFC

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

Se Hyeon Kang

The essence and value of whole life insurance

Jocelyn Kau

Using Excel to automate 80% of my financial planning work

Chi-Chin Kuan

Multigenerational legacy — building an MDRT family

Mei Hung Lin, CFP

Baby boomer asset allocation essentials

Heather Lindsley, LUTCF, RICP

The power of 1

Moisés Martínez Hernandez

Growing amid crisis

Luis Fernando Martínez Oliver

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

Juli Y. McNeely, CFP, CLU

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

Suchanun Mitchueachart

MDRT strategy for year 1 and family legacy

Ng Ka Wai Carrie

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

Alyssa O'Brien

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

Thomas Pourlidas

Choose the uphill

Nattakun Sandesh, CFP

Sales techniques through financial plans

Rodrigo Santana Leiva

Sell easily, sell naturally

Aneta Sobol

How to improve the client experience when selling life insurance

Jason C. Staas, MS

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

Pitchuda Suwannasarn

Digital marketing journey to MDRT achievement

Dimosthenis Sykovaris, ACS

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

Adrián Fabricio Villareal Alfaro, FSCP, CLI

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

Pablo Vázquez Moya

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

Donald F. White Jr., CLU, ChFC

Living on the edge of your next commission

Wong Wing Suet Rachael, CFP