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)

Danielle J. Genier, CLU, CFP

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

语言:
英语

Marcela Berdugo

The power of authenticity: Connecting beyond the screens

语言:
西班牙语

David Blake

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

语言:
英语

Kyriakos Chatzistefanou, DMS, CMI

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

语言:
英语

Hsin Yu Chen

The path to a Whole Person life

走向全人生活的路径

语言:
普通话

Robert Cullen, FSCP, MBA

Panel discussion: How to talk about MDRT with your clients

语言:
英语

Marcelo H. De Rada

5 key principles to achieve Top of the Table

语言:
西班牙语

Julianne Hertel, CLU, CHFC

Panel discussion: How to talk about MDRT with your clients

语言:
英语

Sara Pardys

Panel discussion: How to talk about MDRT with your clients

语言:
英语

Christopher Lynn Stark, FICP, CLTC

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

语言:
英语

Sunduck Chung

Engage with clients through newsletters

语言:
朝鲜语

Seana Fardy, CFP, CLU

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

语言:
英语

Hsin-hua Hsu

From holistic life to holistic retirement

从全人生活到全人式退休

语言:
普通话

Luis Arturo Juárez Morales

How to grow your business by 10

语言:
西班牙语

Aaron Kane, B Bus, AFA

5 traits of a profitable advisory firm

语言:
英语

Dana Mitchell, CFP, CLU

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

语言:
英语

Kittipong Buranachalermpong

The power of service beyond expectations

语言:
泰语

Tim Daniel Clairmont, MSFS, LACP

MDRT Academy session: Break through to the next level

语言:
英语

Hyunju Lee

Utilizing MDRT

语言:
朝鲜语

Alfredo Roberto Martínez Cantu

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

语言:
西班牙语

Ee Boon Ong, CLU®/S, ChFC®/S

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

语言:
英语

Fuyuki Igarashi

Communicate the needs for inheritance planning

语言:
日语

Sofía Alethia Ledesma Rodriguez

The power of the mind: Visualization and projection

语言:
西班牙语

Bryan Phang, BBA, AEPP

Building a legacy with the MDRT Family of Brands

语言:
英语

Kwanchanok Sikiwat

The power of asking the right questions

语言:
泰语

Yu-Han Wang

Influence life by life

用生命影响生命

语言:
普通话

Naotake Bessho, MBA, AFP

Fostering high-quality mentees

语言:
日语

Josele Alejandro Romo Barajas

How to attract prospects daily on social media

语言:
西班牙语

Ryan Salonia

From burnout to breakthrough: The power of a positive mindset

语言:
英语

Xia Wu

Failure is not the end, but the beginning of sales

失败不是结果,而是销售的开始

语言:
普通话

Melisa Alejandra Corella Gastelum

Panel discussion: Foolproof strategies for countless referrals

语言:
西班牙语

Jane Lim

Turning adversity into advantage: Mastering resilience in work and life

语言:
英语

Jazmín Veneranda Medrano Torres, APA

Panel discussion: Foolproof strategies for countless referrals

语言:
西班牙语

Zhenrong Jeremy Tian, CLU®/S ChFC®/S

Embracing the new age of financial planning

语言:
英语

Min-Hong Tsai

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

Z世代保险人如何掌握跨代经营

语言:
普通话

Nuttawut Chutipong

7 Steps for addressing your customer's growing needs

语言:
泰语

Peter D. Graham

Making retirement a period of life worth having

语言:
英语

Takayuki Iwao

The hidden potential of life insurance learned from cancer

语言:
日语

Mariant Carolina Navarro Protzel

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

语言:
西班牙语

Wong Hui Delia

5 steps to develop a value-driven sales process

语言:
英语

Fred Fouad Belman, FLMI, ACS

Living a balanced life no matter what

语言:
英语

Alfredo Cortés

Balancing financial advisors: Key strategies for sustainable growth without burnout

语言:
西班牙语

Derek Wong Tuck Kong

Serve and retain clients through high-quality staff management

语言:
英语

Cheng-Kan Huang

Changes and constants in the AI era

AI浪潮下的变与不变

语言:
普通话

Nana Inatomi

How I protect my clients

语言:
日语

Thanan Sukreepirom, FChFP, AChFP

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

语言:
泰语
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)

Will Guidara

Unreasonable Hospitality: How giving people more than they expect can get you to No. 1

超乎常理的款待:给予别人超出他们期望的东西,能让您跻身顶流

语言:
英语
日语
朝鲜语
普通话
西班牙语
泰语
15:00 - 16:00
“卓越首航”会议

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

Launch to Excellence

“卓越首航”会议

语言:
英语
日语
朝鲜语
普通话
西班牙语
泰语
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

语言:
英语
日语
朝鲜语
普通话
西班牙语
泰语

Carol Kheng, ChFC

Presidential Address

会长致辞

语言:
英语
日语
朝鲜语
普通话
西班牙语
泰语

Kate Moynihan

Darkness to light: A journey of sight and transformation

从黑暗到光明视力与蜕变之旅

语言:
英语
日语
朝鲜语
普通话
西班牙语
泰语

Nicholas Thompson

The future of being human

人类的未来

语言:
英语
日语
朝鲜语
普通话
西班牙语
泰语
11:00 - 17:00
交流区开放(会议将于 11:30 开始)

Toshihiro Aoki

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

语言:
日语

Alessandro M. Forte, CFP, FCII

Questions you wished you had known to ask

语言:
英语

Tony Gordon

Questions you wished you had known to ask

语言:
英语

Jean Guan

Steps and staging for successful retirement planning

语言:
英语

Lin Bin

Improve file management for efficient sales closure

升级档案管理高效签单

语言:
普通话

Maria Teresa López Alcala, LUTCF, FSS

Promises fulfilled, lifelong clients

语言:
西班牙语

Ming-hsu Chen

Simple sales, infinite referrals

简单销售,无限延伸

语言:
普通话

Bradford L. Elman, CLU, ChSNC

Business insurance planning: 7 sales in one

语言:
英语

Seokwon Hong

How much is your day worth?

语言:
朝鲜语

Ryosuke Kitaguchi

Heighten our human skills

语言:
日语

Richard Dobson, CFP

Turning failure into feedback to survive and thrive

语言:
英语

Kyu Sang Hwang

Do your parents have life insurance?

语言:
朝鲜语

Weeradet Khongcharoensuk

From 500 per month to 5 million per year

语言:
泰语

Takashi Muto

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

语言:
日语

Rodrigo Rivera Barba, LUTCF

Guaranteed sales: How to close 8 out of 10 deals

语言:
西班牙语

Wade A. Baldwin, CFP

From divorce to Top of the Table

语言:
英语

Pakpoom Kaewtrakanwong, FChFP

Tips for mastering the art of persuasion

语言:
泰语

Chia-Cheng Kuo

Explain insurance through visual storytelling

画图讲保险

语言:
普通话

Sergio Fernando Puente Calzada, FSCP, CLI

Business shielding

语言:
西班牙语

Hui Hoon Yeoh

Unlock 250x growth with client mapping

语言:
英语

Douglas John Bennett, Dip PFS

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

语言:
英语

Gustavo Alberto Nava Reynoso

Master the art of connecting

语言:
西班牙语

Erik Olivares Rodriguez, MBA

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

语言:
西班牙语

Elijah Tan

Referral psychology: Create endless referrals like turning on your tap

语言:
英语

Laszlo Ivanizs

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

语言:
英语

Paul Milbourne

Critical illness insurance: Basics and best practices

语言:
英语

Aleyda Nelly Sánchez Garcia

The colors of transformation

语言:
西班牙语

Chee Kok Teh

Grasp online and offline opportunities

把握“两线”生机

语言:
普通话

Szu Wei Chiu

Build script logic for personal and group operational excellence

建构剧本逻辑,实现高效经营

语言:
普通话

Herman Colin, LUTCF, CLI

Beyond numbers: Whole Person

语言:
西班牙语

Dana Mitchell, CFP, CLU

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

语言:
英语

Eszylfie Taylor

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

语言:
英语

Sarutikorn Thansakun, Ph.D.

Engaging clients through compelling storytelling strategies

语言:
泰语

Mathew Thomas Fogarty, CFP, ADFP

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

语言:
英语

Jonathan González Salgado

The emotional bank account: A tool for getting better referrals

语言:
西班牙语

Alphil J. Guilaran, CFBA, CFWA

The 3 pillars of retirement readiness

语言:
英语

Sarah Hogan, FPFS

20 sales ideas in 20 minutes

语言:
英语

Janet Huaracha Magana

How to turn your referrals into your ambassadors

语言:
西班牙语

Zuhua Wu

Steady progress to reach new heights in insurance

稳步精进,引领保险新高峰

语言:
普通话
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。)

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

语言:
朝鲜语

Tamsin Astor, Ph.D.

Manage your mindset to communicate in a digital world

语言:
英语

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

语言:
英语
日语
朝鲜语

Asvin Chauhan, MIFP, Dip FA

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

语言:
英语
普通话
西班牙语

Janet Huaracha Magana

How to turn your referrals into your ambassadors

语言:
西班牙语

Ryosuke Kambara

Continue to excel as a life insurance specialist

语言:
日语

Paritosh Pathak

Unlock your next level of growth with strategic networking

语言:
印地语

Surawut Pattanabandit

Overcoming obstacles to attain success

语言:
泰语

Augustine Boon Kheong Seah, BSc

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

语言:
英语
印地语
泰语

Zeng Shao Hua

The logic of selling whole life insurance

终身寿险的销售逻辑

语言:
普通话
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

语言:
英语
印地语
泰语

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

语言:
西班牙语

Robert Gignac

The importance of understanding clients’ perspectives on advisor value

了解客户对顾问价值看法的重要性

语言:
英语
朝鲜语
普通话

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

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

语言:
英语

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

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

语言:
泰语

Joo Hwan Lee

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

语言:
朝鲜语

Mio Umezawa

How to achieve remarkable results and develop the habit of reflection

语言:
日语

Xuan Yang

Embracing AI is the choice of the times

拥抱AI是时代的选择

语言:
普通话
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

语言:
英语
日语
朝鲜语
普通话
西班牙语
泰语
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

语言:
英语

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: The first MDRT book club in Europe

语言:
英语

Sarah Hogan, FPFS

Panel discussion: The first MDRT book club in Europe

语言:
英语

Supawich Jedeetha, CFP

Market development strategies through comprehensive financial planning

语言:
泰语

Hye Ok Kim

Cultivating gratitude in pioneering new markets

语言:
朝鲜语

Avraam Pekris

Panel discussion: The first MDRT book club in Europe

语言:
英语

Svetlana Plitin-Tamaviciene

Panel discussion: The first MDRT book club in Europe

语言:
英语

Pawel F. Skotnicki

Panel discussion: The first MDRT book club in Europe

语言:
英语

Tomonori Yoshida

Which track will you take for lasting success?

语言:
日语

Wen Chun Chen

How to become the brightest star

如何成为最亮的那颗星

语言:
普通话

Eunice Díaz Ledezma

Staying motivated in challenging times

语言:
西班牙语

Laura Patricia Rodríguez Cardenas

Build trust and grow your leads

语言:
西班牙语

Jung Yoojin

Targeting the MZ generation through coverage analysis

语言:
朝鲜语

Rickson Joel D'Souza

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

语言:
英语

Karolos Vasiliou Markouizos Sr., RPS, EBC

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

语言:
英语

Montserrat Mureddu Gonzalez

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

语言:
西班牙语

Issaree Tunwilaikul

Strategies for planning pension taxation

语言:
泰语

Atsushi Zeniya

MDRT’s Whole Person concept

语言:
日语

Maria Fernanda Alpuche

Filtering prospects on social media

语言:
西班牙语

Guillermo Casillas Covarrubias

The secrets behind Top of the Table

语言:
西班牙语

Ayumu Nakajima

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

语言:
日语

Colin L.J. Ong, CLU, ChFC

Overcoming adversity and aspiring toward a Whole Person life

语言:
英语

Dechathon Yanan

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

语言:
泰语

Amanda Cassar, MFP, AFP

Protecting vulnerable clients: Safeguarding financial futures

语言:
英语

Anthony J. Longley, LUTCF, IFA

The power of mentoring for both mentors and mentees

语言:
英语

Isela Quiñones Arreola

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

语言:
西班牙语

Kevin J. Garza, FICF, MCom (IS)

Putting the personal in personal branding

语言:
英语

Douglas Enrique Gómez, AFP, LUTCF

Winning strategies: How to optimize annual reviews

语言:
西班牙语

Simran Dhillon, ADFS, B Comm

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

语言:
英语

Lee Chi-Hsiang, CFP, MSF

Build your insurance life circle

打造您的保险生活圈

语言:
普通话

Xavier Shengyuan Chen, B Bus, ChFC

The golden circle process for critical illness

语言:
英语

Márta Borbála Király

A 3-step magic formula for successful webinars

语言:
英语

Haiyang Wang

Leverage social media for minimalist sales

善用自媒体,赋能极简销售

语言:
普通话
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。)

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

语言:
英语

Hyeon Ho Kang

How are you preparing for your retirement income solutions?

语言:
朝鲜语

Varisa Maneetavat, Kallaya Puangkingkaew

Establishing an eco-friendly digital marketplace for the emerging generation

语言:
泰语

Jun Mikawa

A repeatable and adoptable prospecting method

语言:
日语

Gustavo Alberto Nava Reynoso

Powerful questions will take you to the next level

语言:
西班牙语

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

语言:
英语
朝鲜语
普通话

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

语言:
普通话
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, 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

语言:
泰语

Regina Bedoya, CLU, ChFC, Fernando A. Gomez

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

语言:
西班牙语

Tim Daniel Clairmont, MSFS, LACP

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

语言:
英语
印地语
日语

Joseph Jordan

Purpose-driven retirement planning

使命为本的退休规划

语言:
英语

Daisuke Kabata, Akiko Kawagoe

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

语言:
日语

June Rong Rong Koh

Lighthouse branding: Elevating your practice through your tribe

语言:
英语
朝鲜语
泰语

Lin Bin

Upgraded file management for efficient closing

升级档案管理高效签单

语言:
普通话

Hee Geun Park

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

语言:
朝鲜语

Syed Kazim Raza Zaidi

Goal setting: Planning to live your life your way

语言:
印地语
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

Theresa Callahan

If you want a better team, be a better leader

语言:
英语

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

语言:
普通话

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

语言:
英语
印地语
普通话

Insuk Han

The shortest course to Top of the Table

语言:
朝鲜语

Gordon Hoo

From success to fulfillment — the sustaining power for high achievers

语言:
英语
日语
朝鲜语

Rodrigo Ibanez Barquet

Your life plan is like a flight plan

语言:
西班牙语

Theerawat Korkietanon

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

语言:
泰语

Toshihiro Mishima

To be chosen naturally by clients

语言:
日语

Bobby James Ning, CFP, BA

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

语言:
英语
西班牙语
泰语

Bipin Nemchand Savla

Mindset matters: Redefining perspectives on retirement planning

语言:
印地语
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

语言:
英语
日语
西班牙语

Gareth James Chalk, Dip PFS

Utilizing AI and automation to reduce stress and improve productivity

语言:
英语
日语
朝鲜语

Rickson Joel D'Souza

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

语言:
英语

Salzina Cruzinha Fernandes

Dividing your target market into approachable groups

语言:
印地语

Carlos Fernandez

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

语言:
西班牙语

Amy Florian

Improve your skills with clients experiencing grief, loss and transition

语言:
英语

Bernard Lim

The estate planning revolution: Where human wisdom meets artificial intelligence

遗产规划革命:当人类智慧邂逅人工智能

语言:
英语
普通话
西班牙语

Shizuko Ozaki

Referrals arise from either emotions, trust or advocacy

语言:
日语

Jidapa Srimuang, CFP, LUTCF

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

语言:
泰语

Junghun Suh

Mind Control

语言:
朝鲜语

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

语言:
普通话
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

语言:
英语
日语
朝鲜语
普通话
西班牙语
泰语

Simon D. Lister, Dip PFS

Nominee Acceptance Speech

获提名人任命致辞

语言:
英语
日语
朝鲜语
普通话
西班牙语
泰语
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。)

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