议程

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

Danielle J. Genier, CLU, CFP

Mentoring hard and fast: A proven approach for building resilient teams

Language:
English

Marcela Berdugo

The power of authenticity: Connecting beyond the screens

Language:
Spanish

Hsin Yu Chen

The path to a Whole Person life

Language:
Mandarin

Robert Cullen, FSCP, MBA

Panel discussion: How to talk about MDRT with your clients

Language:
English

Marcelo H. De Rada

5 key principles to achieve Top of the Table

Language:
Spanish

Julianne Hertel, CLU, CHFC

Panel discussion: How to talk about MDRT with your clients

Language:
English

Sunduck Chung

Engage with clients through newsletters

Language:
Korean

Seana Fardy, CFP, CLU

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Language:
English

Hsin-hua Hsu

From holistic life to holistic retirement

Language:
Mandarin

Luis Arturo Juárez Morales

How to grow your business by 10

Language:
Spanish

Aaron Kane, B Bus, AFA

5 traits of a profitable advisory firm

Language:
English

Dana Mitchell, CFP, CLU

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Language:
English

Kittipong Buranachalermpong

The power of service beyond expectations

Language:
Thai

Tim Daniel Clairmont, MSFS, LACP

MDRT Academy session: Break through to the next level

Language:
English

Hyunju Lee

Utilizing MDRT

Language:
Korean

Alfredo Roberto Martínez Cantu

From prospect to client: The art of effective follow-up

Language:
Spanish

Ee Boon Ong, CLU®/S, ChFC®/S

3 Ps of sales that can lead to qualifying for MDRT year after year

Language:
English

Fuyuki Igarashi

Communicate the needs for inheritance planning

Language:
Japanese

Sofía Alethia Ledesma Rodriguez

The power of the mind: Visualization and projection

Language:
Spanish

Bryan Phang, BBA, AEPP

Building an MDRT culture of excellence with the MDRT Family of Brands

Language:
English

Kwanchanok Sikiwat

The power of asking the right questions

Language:
Thai

Yu-Han Wang

Influence life by life

Language:
Mandarin

Naotake Bessho, MBA, AFP

Fostering high-quality mentees

Language:
Japanese

David Blake

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

Language:
English

Kyriakos Chatzistefanou, DMS, CMI

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

Language:
English

Josele Alejandro Romo Barajas

How to attract prospects daily on social media

Language:
Spanish

Ryan Salonia

From burnout to breakthrough: The power of a positive mindset

Language:
English

Chris Stark, FICP, CLTC

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

Language:
English

Xia Wu

Failure is not the end, but the beginning of sales

Language:
Mandarin

Jane Lim

Turning adversity into advantage: Mastering resilience in work and life

Language:
English

Zhenrong Jeremy Tian, CLU®/S ChFC®/S

Embracing the new age of financial planning

Language:
English

Min-Hong Tsai

How Gen Z insurance professionals can master cross-generational management for post-war baby boom generation

Language:
Mandarin

Nuttawut Chutipong

7 Steps for addressing your customer's growing needs

Language:
Thai

Takayuki Iwao

The hidden potential of life insurance learned from cancer

Language:
Japanese

Mariant Carolina Navarro Protzel

Financial thermostat: How to make Court of the Table your new normal

Language:
Spanish

Wong Hui Delia

5 steps to develop a value-driven sales process

Language:
English

Fred Fouad Belman, FLMI, ACS

Living a balanced life no matter what

Language:
English

Alfredo Cortés

Balancing financial advisors: Key strategies for sustainable growth without burnout

Language:
Spanish

Derek Wong Tuck Kong

Serve and retain clients through high-quality staff management

Language:
English

Cheng-Kan Huang

Changes and constants in the AI era

Language:
Mandarin

Nana Inatomi

How I protect my clients

Language:
Japanese

Thanan Sukreepirom, FChFP, AChFP

Attracting new prospects remotely and achieving a 100% deal closure rate

Language:
Thai

Winston S. Williams, CLU, ChFC

Applying the local context to your retirement plan

Language:
English
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
15:00 - 16:00
“卓越首航”会议

Jennifer A. Borislow, CLU, Thomas R. McCoy, CLTC, Ross Vanderwolf, CFP

Launch to Excellence

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
17:00 - 18:30
欢迎接待会

Matthew Dicks

Homework for life

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Inky Johnson

Mental agility: Harnessing adversity to unlock opportunities

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Steven A. Plewes, CLU, ChFC

MDRT ACTS: A community of caring

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

6 月 8 日(星期一)

07:00 - 16:00
注册
08:00 - 11:00
主场会议

Gareth James Chalk, Dip PFS

Utilizing AI and automation to reduce stress and improve productivity

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Molly Fletcher

Secrets of a champion mindset

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Justin Forsett

Greatness grows best in the shadows: A playbook for building resilient teams

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Alessandro M. Forte, CFP, FCII

MDRT Foundation

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Tristan Hartey, Dip FA, BA (Hons)

How to create a team of superheroes to help you achieve Top of the Table

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Carol Kheng, ChFC

Presidential Address

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Kate Moynihan

Darkness to light: A journey of sight and transformation

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Nicholas Thompson

The future of being human

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Fuji Yeo, AEPP, AFC

Perseverance in crisis: Protecting lives, leaving legacies

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
11:00 - 17:00
百万圆桌基金会展位

Toshihiro Aoki

How to help your prospects truly understand the need for life insurance

Language:
Japanese

Alessandro M. Forte, CFP, FCII

Questions you wished you had known to ask

Language:
English

Tony Gordon

Questions you wished you had known to ask

Language:
English

Jean Guan

Steps and staging for successful retirement planning

Language:
English

Lin Bin

Improve file management for efficient sales closure

Language:
Mandarin

Maria Teresa López Alcala, LUTCF, FSS

Promises fulfilled, lifelong clients

Language:
Spanish

Ming-hsu Chen

Simple sales, infinite referrals

Language:
Mandarin

Bradford L. Elman, CLU, ChSNC

Business insurance planning: 7 sales in one

Language:
English

Seokwon Hong

How much is your day worth?

Language:
Korean

Ryosuke Kitaguchi

Heighten our human skills

Language:
Japanese

Richard Dobson, CFP

Turning failure into feedback to survive and thrive

Language:
English

Kyu Sang Hwang

Do your parents have life insurance?

Language:
Korean

Weeradet Khongcharoensuk

From 500 per month to 5 million per year

Language:
Thai

Takashi Muto

How to maintain consistent performance in the worksite market for many years

Language:
Japanese

Rodrigo Rivera Barba, LUTCF

Guaranteed sales: How to close 8 out of 10 deals

Language:
Spanish

Wade A. Baldwin, CFP

From divorce to Top of the Table

Language:
English

Pakpoom Kaewtrakanwong, FChFP

Tips for mastering the art of persuasion

Language:
Thai

Chia-Cheng Kuo

Explain insurance through visual storytelling

Language:
Mandarin

Sergio Fernando Puente Calzada, FSCP, CLI

Business shielding

Language:
Spanish

Hui Hoon Yeoh

Unlock 250x growth with client mapping

Language:
English

Douglas John Bennett, Dip PFS

Resilience, reinvention and rewards: Rising from life’s setbacks

Language:
English

Gustavo Alberto Nava Reynoso

Master the art of connecting

Language:
Spanish

Erik Olivares Rodriguez, MBA

Working 24/7: When does your advisory business expire?

Language:
Spanish

Elijah Tan

Referral psychology: Create endless referrals like turning on your tap

Language:
English

Tristan Hartey, Dip FA, BA (Hons)

Main Platform deeper dive: How to create a team of superheroes to help you achieve Top of the Table

Language:
English

Laszlo Ivanizs

A 3-step action plan to recruit and onboard Gen Z

Language:
English

Paul Milbourne

Critical illness insurance: Basics and best practices

Language:
English

Aleyda Nelly Sánchez Garcia

The colors of transformation

Language:
Spanish

Chee Kok Teh

Grasp online and offline opportunities

Language:
Mandarin

Szu Wei Chiu

Build script logic for personal and group operational excellence

Language:
Mandarin

Herman Colin, LUTCF, CLI

Beyond numbers: Whole Person

Language:
Spanish

Dana Mitchell, CFP, CLU

The MDRT Academy and you: How to partner with the Academy for training success

Language:
English

Eszylfie Taylor

Objection-free sales process: 6 steps to increased productivity and retention

Language:
English

Dechathon Yanan

Unknown online customer service and care: Building on MDRT qualification to Court of the Table

Language:
Thai

Mathew Thomas Fogarty, CFP, ADFP

Harnessing the power of accountability: Building trust and momentum while overcoming challenges together

Language:
English

Jonathan González Salgado

The emotional bank account: A tool for getting better referrals

Language:
Spanish

Alphil J. Guilaran, CFBA, CFWA

The 3 pillars of retirement readiness

Language:
English

Sarah Hogan, FPFS

20 sales ideas in 20 minutes

Language:
English

Zuhua Wu

Steady progress to reach new heights in insurance

Language:
Mandarin
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

Sylvie di Giusto

The power of choice

13:30 - 14:30
焦点会议

Seok Hoon An

Doctor markets, I can do it too

Language:
Korean

Tamsin Astor, Ph.D.

Manage your mindset to communicate in a digital world

Language:
English

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU

Attaining and maintaining Top of the Table production

Language:
English
Japanese
Korean

Asvin Chauhan, MIFP, Dip FA

How to build a high-performing team whose strengths complement yours

Language:
English
Mandarin
Spanish

Janet Huaracha Magana

How to turn your referrals into your ambassadors

Language:
Spanish

Ryosuke Kambara

Continue to excel as a life insurance specialist

Language:
Japanese

Paritosh Pathak

Unlock your next level of growth with strategic networking

Language:
English

Surawut Pattanabandit

Overcoming obstacles to attain success

Language:
Thai

Augustine Seah, BSc

30% growth every year: A tried and tested methodology for lifetime MDRT qualification

Language:
English
Thai

Zeng Shao Hua

The logic of selling whole life insurance

Language:
Mandarin
13:30 - 14:30
MDRT Center for Field Leadership 会议

Carlyle Fletcher, CLU

Improve your hiring and supersize your results

15:00 - 16:00
焦点会议

Esther Althaus, FChFP, Baz Gardner, Ross G. Hultgren, CFP, DFP, Aaron Kane, B Bus, AFA

Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Language:
English
Thai

Marcela Berdugo, Codesh Shekinah De Jesus Hernandez, Lizette Kominik Sterling, Isela Quinones Arreola, Sr.

Panel discussion: Boosting your business: Women entrepreneurs transforming the insurance industry

Language:
Spanish

Robert Gignac

The importance of understanding clients’ perspectives on advisor value

Language:
English
Korean
Mandarin

Katherine Hunt, Ph.D., Jeffrey Scott, CFP, Ph.D.

“Would you do this to your mother?”: The ethics of advice

Language:
English

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

Panel discussion: Enhance your financial approach to distinguish yourself with our exceptional financial planning services

Language:
Thai

Joo Hwan Lee

Successful organization management and sales know-how for long-term success

Language:
Korean

Mio Umezawa

How to achieve remarkable results and develop the habit of reflection

Language:
Japanese

Shane E. Westhoelter, AEP, CLU

How to build a business that generates USD 30 million income annually

Language:
English
Japanese
Spanish

Xuan Yang

Embracing AI is the choice of the times

Language:
Mandarin
15:00 - 16:00
MDRT Center for Field Leadership 会议

Kelli J. McCauley

Purpose, people and profit: How top leaders inspire excellence

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

Regina Bedoya, CLU, ChFC. Yossi Ghinsberg

Main Platform Conversations

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

D. Scott Brennan

One word

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Maria Fernanda Calva Villalon

The transformative power of daily habits

Language:
Spanish
English
Japanese
Korean
Spanish
Thai

Sharon Gai

Growth through efficiency: Harness the power of technology to skyrocket your business

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Diana Kander

Unlock the innovator within

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

John F. Nichols, MSM, CLU

Incoming Presidential Address

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Candice Ong

The light in the darkness: Lessons from heartfelt connections

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
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

Rima Antonios, BCA

Panel discussion: The first MDRT book club in Europe

Language:
English

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: The first MDRT book club in Europe

Language:
English

Sarah Hogan, FPFS

Panel discussion: The first MDRT book club in Europe

Language:
English

Supawich Jedeetha, CFP

Market development strategies through comprehensive financial planning

Language:
Thai

Hye Ok Kim

Cultivating gratitude in pioneering new markets

Language:
Korean

Avraam Pekris

Panel discussion: The first MDRT book club in Europe

Language:
English

Svetlana Plitin-Tamaviciene

Panel discussion: The first MDRT book club in Europe

Language:
English

Pawel F. Skotnicki

Panel discussion: The first MDRT book club in Europe

Language:
English

Haiyang Wang

Leverage social media for minimalist sales

Language:
Mandarin

Tomonori Yoshida

Which track will you take for lasting success?

Language:
Japanese

Wen Chun Chen

How to become the brightest star

Language:
Mandarin

Eunice Díaz Ledezma

Staying motivated in challenging times

Language:
Spanish

Laura Patricia Rodríguez Cardenas

Build trust and grow your leads

Language:
Spanish

Jung Yoojin

Targeting the MZ generation through coverage analysis

Language:
Korean

Rickson Joel D'Souza

12x Top of the Table with 4 new clients each year

Language:
English

Karolos Vasiliou Markouizos Sr., RPS, EBC

7 simple, game-changing actions for your relationships with clients

Language:
English

Montserrat Mureddu Gonzalez

Success and balance: How to be a Court of the Table member, a dedicated mom and work part time

Language:
Spanish

Issaree Tunwilaikul

Strategies for planning pension taxation

Language:
Thai

Atsushi Zeniya

MDRT’s Whole Person concept

Language:
Japanese

Maria Fernanda Alpuche

Filtering prospects on social media

Language:
Spanish

Guillermo Casillas Covarrubias

The secrets behind Top of the Table

Language:
Spanish

Ayumu Nakajima

How to win the hearts of customers with P&C insurance stories

Language:
Japanese

Colin L.J. Ong, CLU, ChFC

Overcoming adversity and aspiring toward a Whole Person life

Language:
English

Sarutikorn Thansakun, Ph.D., FChFP

Engaging clients through compelling storytelling strategies

Language:
Thai

Amanda Cassar, MFP, AFP

Protecting vulnerable clients: Safeguarding financial futures

Language:
English

Sharon Gai

Main Platform deeper dive: Growth through efficiency: Harness the power of technology to skyrocket your business

Language:
English

Janet Huaracha Magana

How to turn your referrals into your ambassadors

Language:
Spanish

Anthony J. Longley, LUTCF, IFA

The power of mentoring for both mentors and mentees

Language:
English

Isela Quiñones Arreola

Challenging conventions: An inspirational mother and leader in the insurance profession

Language:
Spanish

Kevin J. Garza, FICF, MCom (IS)

Putting the personal in personal branding

Language:
English

Douglas Enrique Gómez, AFP, LUTCF

Winning strategies: How to optimize annual reviews

Language:
Spanish

Juan Roberto Job

Certainty in an uncertain world: How top advisors deliver stability, yield and cross-border confidence

Language:
English

Diana Kander

Main Platform deeper dive: Unlock the innovator within

Language:
English

Fang Yu Lo

Leverage the 3S system for enhanced performance

Language:
Mandarin

Ryan J. Pinney, LACP

Certainty in an uncertain world: How top advisors deliver stability, yield and cross-border confidence

Language:
English

Simran Dhillon, ADFS, B Comm

How to get your clients engaged and buying, then how to keep them engaged and paying

Language:
English

Matthew Dicks

Main Platform deeper dive: Homework for life

Language:
English

Lee Chi-Hsiang, CFP, MSF

Build your insurance life circle

Language:
Mandarin

Xavier Shengyuan Chen, B Bus, ChFC

The golden circle process for critical illness

Language:
English

Márta Borbála Király

A 3-step magic formula for successful webinars

Language:
English
11:30 - 13:00
特别午餐会

Erik Qualman

Digital leadership and AI: Leveraging co-intelligence to artificial relevance

13:30 - 14:30
焦点会议

Dorice Horenstein

Train your brain to improve your mental fitness

Language:
English

Hyeon Ho Kang

How are you preparing for your retirement income solutions?

Language:
Korean

Varisa Maneetavat, Kallaya Puangkingkaew

Establishing an eco-friendly digital marketplace for the emerging generation

Language:
Thai

Jun Mikawa

A repeatable and adoptable prospecting method

Language:
Japanese

Gustavo Alberto Nava Reynoso

Powerful questions will take you to the next level

Language:
Spanish

Craig Palfrey, CFP

10 strategies to maximize client engagement and business growth

Language:
English
Korean
Mandarin

Wang Jinghuan

Achieving 11 consecutive years of Court of the Table through retirement planning

Language:
Mandarin
13:30 - 14:30
MDRT Center for Field Leadership 会议

Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada, Gwendolyn Tan, BSc (Hons) ChFC®/S

Panel discussion: Inspire, lead and grow your agency team

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S

Panel discussion: Inspire, lead and grow your agency team

15:00 - 16:00
焦点会议

Assawapat Assawaboonyawat, CFP, FChFP

3 fundamental steps in financial planning for professional market categories

Language:
Thai

Regina Bedoya, CLU, ChFC, Fernando A. Gomez

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Language:
Spanish

Tim Daniel Clairmont, MSFS, LACP

Trust, goals and passionate ambivalence: Mastering the art of authentic advising

Language:
English
Japanese

Joseph Jordan

Purpose-driven retirement planning

Language:
English

Daisuke Kabata, Akiko Kawagoe

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Language:
Japanese

June Rong Rong Koh

Lighthouse branding: Elevating your practice through your tribe

Language:
English
Korean
Thai

Lin Bin

Upgraded file management for efficient closing

Language:
Mandarin

Hee Geun Park

Corporate collaboration consulting to grow from Court of the Table to Top of the Table

Language:
Korean
15:00 - 16:00
MDRT Center for Field Leadership 会议

Ana Daniela Morosanu

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Ana Daniela Morosanu, Augustine Seah, BSc, Chris Stark, FICF, CLTC

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

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 - 10:30
焦点会议

Theresa Callahan

If you want a better team, be a better leader

Language:
English

Wen Chun Chen, Lee Chi-Hsiang, Holly Xiao Yan Miao Brain, Haiyang Wang

Panel discussion: Managing a unified advisor brand

Language:
Mandarin

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Language:
English
Mandarin

Insuk Han

The shortest course to Top of the Table

Language:
Korean

Gordon Hoo

From success to fulfillment — the sustaining power for high achievers

Language:
English
Japanese
Korean

Rodrigo Ibanez Barquet

Your life plan is like a flight plan

Language:
Spanish

Theerawat Korkietanon

Strategies to grow and diversify the clientele of high-net-worth individuals and prominent figures

Language:
Thai

Toshihiro Mishima

To be chosen naturally by clients

Language:
Japanese

Bobby James Ning, CFP, BA

Know them today or lose them tomorrow: Strategies for keeping your clients' next generation in your practice

Language:
English
Spanish
Thai

Bipin Savla

Mindset matters: Redefining perspectives on retirement planning

Language:
English
11:00 - 12:00
焦点会议

Gareth James Chalk, Dip PFS

Utilizing AI and automation to reduce stress and improve productivity

Language:
English
Japanese
Korean

Rickson Joel D'Souza

12x Top of the Table with a 46-day summer vacation

Language:
English
Thai

Salzina Cruzinha Fernandes

Dividing your target market into approachable groups

Language:
English

Carlos Fernandez

Undertaking a business metamorphosis: Transform your leadership and open yourself to innovation

Language:
Spanish

Amy Florian

Improve your skills with clients experiencing grief, loss and transition

Language:
English

Bernard Lim

The estate planning revolution: Where human wisdom meets artificial intelligence

Language:
English
Mandarin
Spanish

Shizuko Ozaki

Referrals arise from either emotions, trust or advocacy

Language:
Japanese

Jidapa Srimuang, CFP, LUTCF

The transformation from a Thai national gymnast to a nationally accredited professional financial planner

Language:
Thai

Junghun Suh

Mind Control

Language:
Korean

Jiawei Zhang, Ph.D.

Corporate inheritance and innovation drive a new insurance sales model

Language:
Mandarin
09:30 - 14:00
交流区、百万圆桌会员福利中心及百万圆桌商店
13:00 - 16:00
主场会议

Coach Micheal Burt

Activating the prey drive

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Derek Wong Tuck Kong

Scaling success: From 100 to 5,000 clients by building a team of specialists

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Gregory B. Gagne, ChFC

Recognition of Immediate Past President Gregory B. Gagne, ChFC

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Felipe Gomez

Virtuoso

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Márta Borbála Király

AI helped me save a life

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Simon D. Lister, Dip PFS

Nominee Acceptance Speech

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Jaslyn Ng, CLU, ChFC/S

Unlock the secret formula to lifelong referrals: Never run out of clients again

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Dr. Robert Waldinger

What actually makes us happy? Lessons from the longest study of human life

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
日程可能会有所变动。

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。

Main Platform: Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices, and work-life balance.

MDRT Speaks: A highlight of the meeting, these fast-paced sessions feature MDRT members sharing innovative and creative business concepts delivered in a variety of presentation formats. Come away with ideas to improve your productivity, client engagement strategies, and business practices.

Executive Committee Addresses: Hear from your MDRT Executive Committee, including the 2024 Presidential Address.

MDRT Foundation: Learn about the 2024 charity partner and the continued impact our MDRT Foundation is making across the globe.

Main Platform Conversations: An in-depth conversation between an MDRT leader and a featured speaker.

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。

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