議程

會議

百萬圓桌年會為與會者提供以下形式的會議安排：

主場會議

作為百萬圓桌年會的最大舞台，主場會議將由思想領袖及知名演講者帶來發人深省的精彩內容，主題圍繞銷售及業務策略，以及工作與生活平衡等，全部皆與金融服務業息息相關。

主場會議亦設有百萬圓桌開講環節，這些節奏明快的會議邀請了會員分享創新業務概念，主題緊扣業績、客戶互動策略及商業實務等。

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.

焦點會議

加入會員和非會員行業專家的行列，聆聽他們分享各種主題的知識，包括保障型產品、財富管理、退休策略、市場推廣、開發潛在客戶、業務流程、僱用助理、科技，以及工作與生活平衡。

交流區

交流區這個饒富趣味且活力十足的區域，薈萃直擊主題的精彩演講，以及一系列與會員同儕交際聯誼的機會，可謂會議期間的核心活動重地。締結終身友誼、與同儕交流聯誼、拍照打卡並分享至社交媒體，並與演講者展開熱情討論。交流區設有逾 75 場會議，將為您帶來無數解決方案及前沿理念，讓您回家後立即付諸實踐。

特別會議

註冊參加特別會議，在百萬圓桌年會期間收穫特別獨家內容，無疑是錦上添花的妙事一樁。
*設有會員資格要求；建議預先註冊。

「卓越首航」會議

特別午餐會

內閣會員和頂尖會員議程*

內閣會員及頂尖會員公開論壇*

MDRT Center for Field Leadership 會議*

MDRT Academy 會議*

日程安排

6 月 6 日（星期六）
6 月 7 日（星期日）
6 月 8 日（星期一）
6 月 9 日（星期二）
6 月 10 日（星期三）

6 月 6 日（星期六）

11:00 - 18:00
註冊
11:00 - 16:00
百萬圓桌基金會展位
View Sessions
11:00 - 17:00
交流區、百萬圓桌會員福利展位及百萬圓桌商店
16:30 - 17:30
PGA 志願者啟動儀式和專案小組分組

6 月 7 日（星期日）

09:00 - 18:30
註冊
09:00 - 17:00
百萬圓桌基金會展位
09:00 - 17:00
交流區、百萬圓桌會員福利展位及百萬圓桌商店
12:30 - 14:00
MDRT Center for Field Leadership 午餐交流會
12:30 - 15:00
內閣會員和頂尖會員接待會

Oscar Jesus Aguilar Rivas

A planning tool as a sales strategy

Language:
Spanish

Juan Pablo Araoz Martinez Sr.

Multiply your productivity with sales funnels and social media

Language:
Spanish

María Lorena Arroyo Melchor

24 hours: Challenges and advantages of unstoppable agents

Language:
Spanish

Saad Anthony Baksh, BSc

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

Language:
English

Maribe Carolina Barbona

From prospect to client in less than 20 minutes

Language:
Spanish

Jorge Antonio Barraza

The human side of business: Practical advice on behavioral finance

Language:
Spanish

Eunjoo Chin

Sales process completed with one page

Language:
Korean

Tim Daniel Clairmont, MSFS, LACP

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

Language:
English

Thomas Cunningham III, QFA, RFP

Referral growth system

Language:
English

Ho Hsiu Ling

Pursuing dreams across the Gobi

Language:
Mandarin

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:
English

Se Hyeon Kang

The essence and value of whole life insurance

Language:
Korean

Jocelyn Kau

Using Excel to automate 80% of my financial planning work

Language:
English

Chi-Chin Kuan

Multigenerational legacy — building an MDRT family

Language:
Mandarin

Mei Hung Lin, CFP

Baby boomer asset allocation essentials

Language:
Mandarin

Heather Lindsley, LUTCF, RICP

The power of 1

Language:
English

Moisés Martínez Hernandez

Growing amid crisis

Language:
Spanish

Luis Fernando Martínez Oliver

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

Language:
Spanish

Juli Y. McNeely, CFP, CLU

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

Language:
English

Suchanun Mitchueachart

MDRT strategy for year 1 and family legacy

Language:
Thai

Ng Ka Wai Carrie

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

Language:
English

Alyssa O'Brien

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

Language:
English

Thomas Pourlidas

Choose the uphill

Language:
English

Nattakun Sandesh, CFP

Sales techniques through financial plans

Language:
Thai

Rodrigo Santana Leiva

Sell easily, sell naturally

Language:
Spanish

Aneta Sobol

How to improve the client experience when selling life insurance

Language:
English

Jason C. Staas, MS

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

Language:
English

Pitchuda Suwannasarn

Digital marketing journey to MDRT achievement

Language:
Thai

Dimosthenis Sykovaris, ACS

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

Language:
English

Adrián Fabricio Villareal Alfaro, FSCP, CLI

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

Language:
Spanish

Pablo Vázquez Moya

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

Language:
Spanish

Donald F. White Jr., CLU, ChFC

Living on the edge of your next commission

Language:
English

Wong Wing Suet Rachael, CFP

Systematic approach to coach your teammates to build an MDRT agency

Language:
English

Yu Hsuan Wu

4 Court of the Table qualifications in 6 years

Language:
Mandarin

Yan Kit Ying Albee

Personal branding mastery in the social media era

Language:
Mandarin
17:00 - 18:30
百萬圓桌基金會騎士活動
16:00 - 17:00
「卓越首航」會議
More Information to come
17:00 - 18:30
歡迎接待會

6 月 8 日（星期一）

07:00 - 16:00
註冊
08:00 - 11:00
主場會議

David C. Blake

MDRT Foundation & Room to Read

Language:
English

Dr. Geetha Murali

Language:
English

John F. Nichols, MSM, CLU

Presidential Address

Language:
English
11:00 - 17:00
百萬圓桌基金會展位
11:00 - 17:00
交流區、百萬圓桌會員福利展位及百萬圓桌商店
11:30 - 13:00
特別午餐會
More Information to come
11:30 - 13:00
MDRT Academy 午餐
（僅限 MDRT Academy 成員參加。)
13:30 - 14:30
焦點會議
More Information to come
13:30 - 14:30
MDRT Academy 會議
More Information to come
13:30 - 14:30
MDRT Center for Field Leadership 會議
More Information to come
15:00 - 16:00
焦點會議
More Information to come
15:00 - 16:00
MDRT Center for Field Leadership 會議
More Information to come
16:00 - 17:30
MDRT Center for Field Leadership 接待及頒獎儀式
17:00 - 18:00
四分之壹世紀俱樂部
17:30 - 18:30
頂尖會員接待會

6 月 9 日（星期二）

07:30 - 16:00
註冊
08:00 - 11:00
主場會議

Clay Gillespie, CFP, CLU

Incoming Presidential Address

Language:
English

Ming Hung Lai, RFC

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

Language:
Mandarin

Guy Mankey

No, I can't do that

Language:
English

Juli Y. McNeely, CFP, CLU

Creating a client advisory board

Language:
English

Kevin Miller

Main Platform Conversations

Language:
English

Yuichiro Nakamura

Building loyalty-driven marketing

Language:
English

Surawut Pattanabandit

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

Language:
Thai

Marc Randolph

Main Platform Conversations

Language:
English

Paweł F. Skotnicki

3 referrals from every meeting

Language:
English

Eszylfie Taylor

Extraordinary versus ordinary advisors: How to stand out

Language:
English

Sanjay Tolani, Ph.D., MBA

Succession planning for bigger cases: From paperwork to peace

Language:
English
11:00 - 17:00
百萬圓桌基金會展位
11:00 - 17:00
交流區、百萬圓桌會員福利展位及百萬圓桌商店
11:30 - 13:00
特別午餐會

Paola Almontes

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

Language:
Spanish

Eric Gabriel Gamilla

Time mastery: Thriving in multiple roles without losing balance

Language:
English

DaiHui Kim

From risk management expert to life companion

Language:
Korean

Jung Hwan Kim

K-financial planning: Asset transfer and collaboration

Language:
Korean

Elaine Milne, DipPFS

Client service excellence: Turning satisfaction into loyalty

Language:
English

Robert E. Nixon, B Com, DipAll

Succession planning with a twist

Language:
English

Mathew Page

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

Language:
English

Ariadna Salazar Leon

Team and time management as factors for success

Language:
Spanish

Nicolás Scalerandi

The family legacy: Being memorable

Language:
Spanish

Naransan Suracharoenchaikul, FChFP

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

Language:
Thai

Kanjana Surapraphant

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

Language:
Thai

Takako Tsuruta

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

Language:
Japanese

Ya-Hui Wang

HNW client strategy masterclass

Language:
Mandarin

Hui Wen Yang, AAMS

3 children, 3 lawyers, 1 funeral

Language:
Mandarin

France Zaguirre

How to sustain MDRT success each year via social media marketing

Language:
English
13:30 - 14:30
焦點會議
More Information to come
13:30 - 14:30
MDRT Academy 會議
（僅限 MDRT Academy 成員參加。會議僅使用西班牙文發言。)
More Information to come
13:30 - 14:30
MDRT Center for Field Leadership 會議
More Information to come
15:00 - 16:00
焦點會議
More Information to come
15:00 - 16:00
MDRT Academy 會議
（僅限 MDRT Academy 成員參加。會議僅使用英文發言。)
More Information to come
15:00 - 16:00
MDRT Center for Field Leadership 會議
More Information to come
17:00 - 18:00
四分之壹世紀俱樂部

6 月 10 日（星期三）

08:30 - 14:00
註冊
07:30 - 09:00
內閣會員及頂尖會員公開論壇
09:00 - 10:00
四分之壹世紀俱樂部
09:30 - 14:00
百萬圓桌基金會展位
09:30 - 14:00
交流區、百萬圓桌會員福利展位及百萬圓桌商店
09:30 - 10:30
焦點會議
More Information to come
11:00 - 12:00
焦點會議
More Information to come
13:00 - 16:00
主場會議

Carol Kheng, ChFC

Recognition of Immediate Past President Carol Kheng, ChFC

Language:
English

Brad J. Myers, ChFC

Nominee Acceptance Speech

Language:
English
日程可能會有所變動。
Register Now