议程

完整日程

6 月 21 日(星期六)

11:00 - 18:00
注册开放
11:00 - 17:00
交流区开放 (此日无会议)
View Sessions
11:00 - 16:00
百万圆桌基金会展位开放
11:00 - 17:00
百万圆桌商店及百万圆桌会员福利展位开放
16:30 - 17:30
PGA 志愿者启动仪式和专案小组分组

6 月 22 日(星期日)

09:00 - 18:30
注册开放
10:00 - 17:00
交流区开放(会议将于 11:00 开始)
More Information to come
10:00 - 17:00
百万圆桌商店及百万圆桌会员福利展位开放
10:00 - 18:00
百万圆桌基金会展位开放
12:30 - 15:00
内阁会员和顶尖会员接待会(仅限 2025 年内阁会员和 2025 年顶尖会员参加)
15:00 - 16:00
“卓越首航”会议
17:30 - 19:00
主场会议
More Information to come

6 月 23 日(星期一)

07:00 - 16:00
注册开放
08:00 - 11:00
主场会议

Alessandro M. Forte, CFP, FCII

MDRT Foundation

百万圆桌基金会

Carol Kheng, ChFC

Presidential Address

会长致辞

Kate Moynihan

Nicholas Thompson

The future of being human

人类的未来

11:00 - 17:00
交流区开放(会议将于 11:30 开始)

Alessandro M. Forte, CFP, FCII

Questions you wished you had known to ask

Alphil J. Guilaran, CFBA, CFWA

The 3 pillars of retirement readiness

11:00 - 17:00
百万圆桌商店、百万圆桌基金会展位及百万圆桌会员福利展位开放
11:30 - 13:00
特别午餐会(凭票入场活动。会议仅使用英语发言。)
13:30 - 14:30
焦点会议

Seok Hoon An

Doctor markets, I can do it too

Tamsin Astor, Ph.D.

Manage your mindset to communicate in a digital world

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU, William J. Rossi, CFP, ChFC

Attaining and maintaining Top of the Table production

Asvin Chauhan, MIFP, DipFA

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

如何建立高业绩团队,让他们的强项与您互补

Janet Huaracha Magana

How to turn your referrals into your ambassadors

Ryosuke Kambara

Continue to excel as a life insurance specialist

Paritosh Pathak

Unlock your next level of growth with strategic networking

Surawut Pattanabandit

Overcoming obstacles to attain success

Augustine Boon Kheong Seah, BSc

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

Zeng Shao Hua

The logic of selling whole life insurance

终身寿险的销售逻辑

13:30 - 14:30
MDRT Center for Field Leadership 会议(仅限 MDRT Center for Field Leadership 成员参加。会议仅使用英语发言。)

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

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

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

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

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

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

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

Joo Hwan Lee

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

Mio Umezawa

How to achieve remarkable results and develop the habit of reflection

Xuan Yang

Embracing AI is the choice of the times

拥抱AI是时代的选择

15:00 - 16:00
MDRT Center for Field Leadership 会议(仅限 MDRT Center for Field Leadership 成员参加。会议仅使用英语发言。)

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(仅限 MDRT Center for Field Leadership 成员参加。)
17:00 - 18:00
四分之一世纪俱乐部
(仅限会龄 25 年或以上的百万圆桌会员参加。)
17:30 - 18:30
顶尖会员接待会(仅限 2025 年顶尖会员参加。)

6 月 24 日(星期二)

07:30 - 16:00
注册开放
08:00 - 11:00
主场会议

John F. Nichols, MSM, CLU

Incoming Presidential Address

新任会长致辞

11:00 - 17:00
交流区开放(会议将于 11:30 开始)

Rima Antonios, BCA

Panel discussion: The first MDRT book club in Europe

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: The first MDRT book club in Europe

Sarah Hogan, FPFS

Panel discussion: The first MDRT book club in Europe

Avraam Pekris

Panel discussion: The first MDRT book club in Europe

Svetlana Plitin-Tamaviciene

Panel discussion: The first MDRT book club in Europe

11:00 - 17:00
百万圆桌商店、百万圆桌基金会展位及百万圆桌会员福利展位开放
11:30 - 13:00
特别午餐会
(预付门票活动,注册时需另付费用。会议仅使用英语发言。不提供传译服务。)
13:30 - 14:30
焦点会议

Hyeon Ho Kang

How are you preparing for your retirement income solutions?

Varisa Maneetavat, Kallaya Puangkingkaew

Establishing an eco-friendly digital marketplace for the emerging generation

Craig Palfrey, CFP

10 strategies to maximize client engagement and business growth

客户互动及业务增长最大化的 10 个策略

Wang Jinghuan

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

通过养老规划实现连续11年COT

13:30 - 14:30
MDRT Center for Field Leadership 会议
(仅限 MDRT Center for Field Leadership 成员参加。会议仅使用英语发言。)

Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada

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

Regina Bedoya, CLU, ChFC, Fernando A. Gomez

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

Joseph Jordan

Purpose-driven retirement planning

使命为本的退休规划

Daisuke Kabata, Akiko Kawagoe

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

June Rong Rong Koh

Lighthouse branding: Elevating your practice through your tribe

Lin Bin

Upgraded file management for efficient closing

升级档案管理高效签单

Hee Geun Park

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

15:00 - 16:00
MDRT Center for Field Leadership 会议
(仅限 MDRT Center for Field Leadership 成员参加。会议仅使用英语发言。)

Ana Daniela Morosanu

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

Ana Daniela Morosanu, Augustine Boon Kheong Seah, BSc, Christopher Lynn 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(仅限会龄 25 年或以上的会员参加。)

6 月 25 日(星期三)

08:30 - 14:00
注册开放
07:30 - 09:00
内阁会员及顶尖会员公开论坛(仅限 2025 年内阁会员和 2025 年顶尖会员参加。)
09:00 - 10:00
四分之一世纪俱乐部(仅限会龄 25 年或以上的会员参加。)
09:30 - 10:30
焦点会议

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

Panel discussion: Managing a unified advisor brand

小组研讨:经营统一的顾问品牌

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

Mentorship mastery: Building lasting connections and transforming practices through MDRT

掌握大师级指导能力:通过百万圆桌建立长久联系和成功转型的业务

Rodrigo Ibanez Barquet

Your life plan is like a flight plan

Theerawat Korkietanon

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

Bobby James Ning, CFP, BA

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

Bipin Nemchand Savla

Mindset matters: Redefining perspectives on retirement planning

09:30 - 14:00
交流区开放(此日无会议)
09:30 - 14:00
百万圆桌商店、百万圆桌基金会展位及百万圆桌会员福利展位开放
11:00 - 12:00
焦点会议

Shane E. Westhoelter, AEP, CLU

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

Rickson Joel D'Souza

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

Salzina Cruzinha Fernandes

Dividing your target market into approachable groups

Shizuko Ozaki

Referrals arise from either emotions, trust or advocacy

Jidapa Srimuang, CFP, LUTCF

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

Junghun Suh

Mind Control

Jiawei Zhang, Ph.D.

Corporate inheritance and innovation drive a new insurance sales model

企业传承创新驱动保险新销售模型

13:00 - 16:00
主场会议

Gregory B. Gagne, ChFC

Recognition of Immediate Past President Gregory B. Gagne, ChFC

表彰卸任会长 Gregory B. Gagne,ChFC

Simon D. Lister, Dip PFS

Nominee Acceptance Speech

获提名人任命致辞

日程可能随时变更。
View All Speakers

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。交流区设有超过 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。
**预付门票活动,注册时需另付费用。

“卓越首航”会议:无论您是新会员或首次出席年会,只要参加这场引人入胜的启动仪式,您都可与来自世界各地的会员建立联系,共同庆祝彼此所取得的成就,借此充分善用会员资格,享受最圆满的会议体验。虽然此会议专为新加入百万圆桌前五年及初次参加百万圆桌会议的会员而设,但是也开放所有与会者参加。

**特别午餐会:与行业专家同席畅谈,深入探讨相关主题。提供收费午餐。
(这些会议仅使用英语发言。)

*内阁会员和顶尖会员议程:与其他内阁会员及顶尖会员一起出席这场独家会议,令您的会议体验更上一层楼。
(此活动仅开放给 2025 年内阁会员和 2025 年顶尖会员。)

*内阁会员及顶尖会员公开论坛:内阁会员和顶尖会员将有机会在本次全长 90 分钟的会议期间交流与互动,并参与他们关心的主题谈话。
(此活动仅开放给 2025 年内阁会员和 2025 年顶尖会员。)

MDRT Center for Field Leadership 会议:这四场特别会议专为金融服务业的前线和在家办公室领袖而设。荟萃团队管理策略,充分体现“百万圆桌卓越文化奖”所推崇的价值,您将在领导力之旅中加速前行,并与 MDRT Center 的其他成员建立联系。
(这些会议使用英语发言。恕不提供传译。)

Register Now