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。

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。

日程安排

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

Adrián Fabricio Villareal Alfaro, FSCP, CLI

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

Language:

Chi-Chin Kuan

世代傳承 — 建立 MDRT 家庭

Language:

Oscar Jesus Aguilar Rivas

A planning tool as a sales strategy

Language:

Tommy Cunningham III, QFA, RFP

Referral growth system

Language:

Ho Hsiu Ling

帶著夢想前進戈壁

Language:

Pitchuda Suwannasarn

Digital marketing journey to MDRT achievement

Language:

Heather Lindsley, LUTCF, RICP

The power of 1

Language:

Suchanun Mitchueachart

MDRT strategy for year 1 and family legacy

Language:

Yan Kit Ying Albee

社交媒體時代的個人品牌決勝術

Language:

Thomas Pourlidas

Choose the uphill

Language:

Nattakun Sandesh, CFP

Sales techniques through financial plans

Language:

Yu Hsuan Wu

入行六年：達成四次內閣會員

Language:

Jocelyn Kau

Using Excel to automate 80% of my financial planning work

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:

María Lorena Arroyo Melchor

24 hours: Challenges and advantages of unstoppable agents

Language:

Su-hyeon Kang

The nation's best whole life sales role playing master class

Language:

Ng Ka Wai Carrie

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

Language:

Jorge Antonio Barraza

The human side of business: Practical advice on behavioral finance

Language:

Eunjoo Chin

Mastering the sales process on a single page

Language:

Dimosthenis Sykovaris, ACS

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

Language:

Mei Hung Lin, CFP

嬰兒潮資產配置關鍵

Language:

Katarzyna Pilczuk

From selling to advising: The key to premium clients

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:

Namiki Ohishi

Beyond MDRT: Refocus on the principles

Language:

Aneta Sobol

How to improve the client experience when selling life insurance

Language:

Saad Anthony Baksh, BSc, and 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:

Maribe Carolina Barbona

From prospect to client in less than 20 minutes

Language:

Mizuki Torii

Recognition and case size: Aqua marketing to let go of busyness

Language:

Juan Pablo Araoz Martinez Sr.

Multiply your productivity with sales funnels and social media

Language:

Donald F. White Jr., CLU, ChFC

Living on the edge of your next commission

Language:

Rodrigo Santana Leiva

Sell easily, sell naturally

Language:

Wong Wing Suet Rachael, CFP

Systematic approach to coach your teammates to build an MDRT agency

Language:

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

Juan Bendaña; John F. Nichols, MSM, CLU

「卓越首航」會議

Language:

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

Mariana Atencio

《信任優勢：重燃使命、表現與更高層次的成果》

Language:

David C. Blake

百萬圓桌基金會和 Room to Read

Language:

Andrew Busch

《未來經濟：深刻變革期的成長機遇》

Language:

Dr. Geetha Murali

化不可能為可能

Language:

John F. Nichols, MSM, CLU

會長致辭

Language:

Mark Pollock

當難題選擇您時

Language:

Dandapani Satgunasingam

活出以目的為本的人生

Language:

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

Keith Ferrazzi

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

Language:

11:30 - 13:00

MDRT Academy 午餐

（僅限 MDRT Academy 成員參加。)

13:30 - 14:30

焦點會議

Weicheng Chung

善用財富管理架構，高效達成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

攀登頂峰：拓展業務、領導團隊、實現可持續經營的實證策略

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 會議

More Information to come

13:30 - 14:30

MDRT Center for Field Leadership 會議

Allen Jackson, FSCP; Angela Daniela Malagón Beaven, FSCP, CLI; Joseph Sparacio; Remus Ungureanu

Panel discussion: Top strategies to attract future MDRT advisors

Language:

15:00 - 16:00

焦點會議

Denise Allard Serna; Catalina Vega

Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Language:

Rick Denley

Reinvent for greatness

Language:

Minoru Kanai

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

Language:

Michael Morrow, CFP

金錢法則（60 分鐘講解 60 個概念）

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

讓影響中心延續你的故事

Language:

Robyn Crane, CFP

Referrals made simple: A proven system for predictable growth

Language:

15:00 - 16:00

MDRT Center for Field Leadership 會議

Jocelyn Kau; Diana Ng, B Bus, ChFC; Agnieszka Surowik

MDRT Center Speaks: Developing new advisors

Language:

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

Damon Dunn

《鎖定方向：大膽前行，未來定將一片光明》

Language:

Clay Gillespie, CFP, CLU

新任會長致辭

Language:

Ming Hung Lai, RFC

在漆黑中發誓，構建出我對頂尖會員的願景

Language:

Guy Mankey

《不，我不能這樣做》

Language:

Juli Y. McNeely, CFP, CLU

解鎖您的秘密超能力：成立客戶顧問委員會

Language:

Kevin Miller; Marc Randolph

主場會議對話

Language:

Yuichiro Nakamura

《建立忠誠驅動的市場推廣》

Language:

Surawut Pattanabandit

億萬富翁的鎖匠：秘鑰藏心中

Language:

Paweł F. Skotnicki

《每次會面獲得三項轉介紹》

Language:

Eszylfie Taylor

《非凡顧問 vs 平凡顧問：如何脫穎而出》

Language:

Sanjay Tolani, Ph.D., MBA

《大額個案的繼承規劃：從文書到安心》

Language:

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

Morgan Housel

The psychology of money: How to change your clients’ lives and become their financial hero

Language:

13:30 - 14:30

焦點會議

Magali Bernal; Dayra Irene Chavez; Alexandra de Jesus Garcia Yanez; Yeritzell Gonzalez

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

Language:

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

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

Language:

John P. Foppe

毅力、目標與卓越：破除藉口，築就願景

Language:

H. Adam Holt, ChFC, CFP

Investing in the original AI: Advisor intelligence

Language:

Cheng-Kan Huang, RFC, CPCS

加速成交的AI運用力

Language:

Young Joo Jeon; Jun Young Kim

Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Language:

Ayumu Okabe

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

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 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

Devin Gaffney, FSCP, LUTCF; Avraam Pekris, BSc, MBA

Start fast, retain for years: A people-led, AI-reinforced onboarding program

Language:

15:00 - 16:00

焦點會議

Nelly Attar

Climbing your Everest

Language:

Kavita Bothra

Working with female clients: Building trust, influence and legacy

Language:

Ming-Fong Huang, CFP

時間管理：有效安排您的一周

Language:

Luis Arturo Juarez Morales

Sell higher premiums to achieve a more balanced life

Language:

Chul Kang

All about online consulting for doctors

Language:

Nick Longo, MFP, APFP

轉介紹力量：建立高效產出的影響力中心網絡

Language:

Edit Martonosi

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

Language:

Koji Morita

Seamless Living: Work, Community, and Life Integration

Language:

Voraseth Sinsophonphong

Reaching HNW clients via referrals and engagement

Language:

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

Paige Williams

Creative leadership: The courage to lead differently

Language:

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

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

焦點會議「能量一小時」

Language:

Aprilyn Chavez Geissler, LACP, CCP

Empowering women

Language:

Kosuke Ishihara

Continuing high performance with individual insurance

Language:

Tzu Hao Kuo

翻轉壽險銷售力，打造你的千萬業績

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:

Thanapat Soikampada, FChFP; 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

焦點會議

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:

Vincent Gan, ChFC, CLU

為理財顧問而設的 25 條使命主導型提問

Language:

Atsushi Hirao

Achieving Greater Results Through AI and Strategic Collaboration

Language:

Anthony Matthews Jones, BSc (Hons), QFA; Priti Ajit Kucheria, LUTCF, CFP; S Indresh Kumar Jain; Plabita Priyadarshi; Gail Singh, FCCA, FSCP

Panel discussion: Study group your way to success

Language:

Sunhoo Kim

Growth strategy: Overcoming 2 career plateaus

Language:

Travis D. Manning, CFP, CLU

Multigenerational selling: Keeping money in the family

Language:

Alejandro Marquez Espinosa, LCIC

Mindset: Motivation and resilience

Language:

Supaporn Samsittichok

From top performance to Top of the Table

Language:

Wei Wang, CFP, RFA

高效成交，達成MDRT，活出全人生活

Language:

13:00 - 16:00

主場會議

Dr. José M. Hernández

攀登新高峰

Language:

Carol Kheng, ChFC

表揚卸任會長 Carol Kheng，ChFC

Language:

Brad J. Myers, ChFC

獲提名人任命致辭

Language:

Dr. Helen Papagiannis

現實的未來

Language:

Robert Paylor

《從癱瘓到強大：釋放韌力，重新定義可能性》

Language:

Giselle Ugarte

自信交流的新法則

Language:

日程可能會有所變動。

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