議程

完整日程

6 月 21 日(星期六)

11:00 - 18:00
註冊開放
11:00 - 17:00
交流區開放 (此日無會議)
View Sessions
11:00 - 16:00
百萬圓桌基金會展位開放
11:00 - 17:00
百萬圓桌商店及百萬圓桌會員福利展位開放
16:30 - 17:30
PGA 志願者啟動儀式和專案小組分組

6 月 22 日(星期日)

09:00 - 18:30
註冊開放
10:00 - 17:00
交流區開放(會議將於 11:00 開始)

Danielle J. Genier, CLU, CFP

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

語言:
英文

Marcela Berdugo

The power of authenticity: Connecting beyond the screens

語言:
西班牙文

David Blake

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

語言:
英文

Kyriakos Chatzistefanou, DMS, CMI

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

語言:
英文

Hsin Yu Chen

The path to a Whole Person life

走向全人生活的路徑

語言:
普通話

Robert Cullen, FSCP, MBA

Panel discussion: How to talk about MDRT with your clients

語言:
英文

Marcelo H. De Rada

5 key principles to achieve Top of the Table

語言:
西班牙文

Julianne Hertel, CLU, CHFC

Panel discussion: How to talk about MDRT with your clients

語言:
英文

Sara Pardys

Panel discussion: How to talk about MDRT with your clients

語言:
英文

Christopher Lynn Stark, FICP, CLTC

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

語言:
英文

Sunduck Chung

Engage with clients through newsletters

語言:
韓文

Seana Fardy, CFP, CLU

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

語言:
英文

Hsin-hua Hsu

From holistic life to holistic retirement

從全人生活到全人式退休

語言:
普通話

Luis Arturo Juárez Morales

How to grow your business by 10

語言:
西班牙文

Aaron Kane, B Bus, AFA

5 traits of a profitable advisory firm

語言:
英文

Dana Mitchell, CFP, CLU

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

語言:
英文

Kittipong Buranachalermpong

The power of service beyond expectations

語言:
泰文

Tim Daniel Clairmont, MSFS, LACP

MDRT Academy session: Break through to the next level

語言:
英文

Hyunju Lee

Utilizing MDRT

語言:
韓文

Alfredo Roberto Martínez Cantu

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

語言:
西班牙文

Ee Boon Ong, CLU®/S, ChFC®/S

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

語言:
英文

Fuyuki Igarashi

Communicate the needs for inheritance planning

語言:
日文

Sofía Alethia Ledesma Rodriguez

The power of the mind: Visualization and projection

語言:
西班牙文

Bryan Phang, BBA, AEPP

Building a legacy with the MDRT Family of Brands

語言:
英文

Kwanchanok Sikiwat

The power of asking the right questions

語言:
泰文

Yu-Han Wang

Influence life by life

用生命影響生命

語言:
普通話

Naotake Bessho, MBA, AFP

Fostering high-quality mentees

語言:
日文

Josele Alejandro Romo Barajas

How to attract prospects daily on social media

語言:
西班牙文

Ryan Salonia

From burnout to breakthrough: The power of a positive mindset

語言:
英文

Xia Wu

Failure is not the end, but the beginning of sales

失敗不是結果,而是銷售的開始

語言:
普通話

Melisa Alejandra Corella Gastelum

Panel discussion: Foolproof strategies for countless referrals

語言:
西班牙文

Jane Lim

Turning adversity into advantage: Mastering resilience in work and life

語言:
英文

Jazmín Veneranda Medrano Torres, APA

Panel discussion: Foolproof strategies for countless referrals

語言:
西班牙文

Zhenrong Jeremy Tian, CLU®/S ChFC®/S

Embracing the new age of financial planning

語言:
英文

Min-Hong Tsai

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

Z 世代年輕保險人如何掌握戰後嬰兒潮世代的跨代經營

語言:
普通話

Nuttawut Chutipong

7 Steps for addressing your customer's growing needs

語言:
泰文

Peter D. Graham

Making retirement a period of life worth having

語言:
英文

Takayuki Iwao

The hidden potential of life insurance learned from cancer

語言:
日文

Mariant Carolina Navarro Protzel

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

語言:
西班牙文

Wong Hui Delia

5 steps to develop a value-driven sales process

語言:
英文

Fred Fouad Belman, FLMI, ACS

Living a balanced life no matter what

語言:
英文

Alfredo Cortés

Balancing financial advisors: Key strategies for sustainable growth without burnout

語言:
西班牙文

Derek Wong Tuck Kong

Serve and retain clients through high-quality staff management

語言:
英文

Cheng-Kan Huang

Changes and constants in the AI era

AI 浪潮下的變與不變

語言:
普通話

Nana Inatomi

How I protect my clients

語言:
日文

Thanan Sukreepirom, FChFP, AChFP

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

語言:
泰文
10:00 - 17:00
百萬圓桌商店及百萬圓桌會員福利展位開放
10:00 - 18:00
百萬圓桌基金會展位開放
12:30 - 15:00
內閣會員和頂尖會員接待會(僅限 2025 年內閣會員和 2025 年頂尖會員參加)

Will Guidara

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

超乎常理的款待:給予別人超出他們期望的東西,能讓您躋身頂流

語言:
英文
日文
韓文
普通話
西班牙文
泰文
15:00 - 16:00
「卓越首航」會議

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

Launch to Excellence

「卓越首航」會議

語言:
英文
日文
韓文
普通話
西班牙文
泰文
17:30 - 19:00
主場會議
More Information to come

6 月 23 日(星期一)

07:00 - 16:00
註冊開放
08:00 - 11:00
主場會議

Alessandro M. Forte, CFP, FCII

MDRT Foundation

百萬圓桌基金會

語言:
英文
日文
韓文
普通話
西班牙文
泰文

Carol Kheng, ChFC

Presidential Address

會長致辭

語言:
英文
日文
韓文
普通話
西班牙文
泰文

Kate Moynihan

Darkness to light: A journey of sight and transformation

從黑暗到光明視力與蛻變之旅

語言:
英文
日文
韓文
普通話
西班牙文
泰文

Nicholas Thompson

The future of being human

人類的未來

語言:
英文
日文
韓文
普通話
西班牙文
泰文
11:00 - 17:00
交流區開放(會議將於 11:30 開始)

Toshihiro Aoki

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

語言:
日文

Alessandro M. Forte, CFP, FCII

Questions you wished you had known to ask

語言:
英文

Tony Gordon

Questions you wished you had known to ask

語言:
英文

Jean Guan

Steps and staging for successful retirement planning

語言:
英文

Lin Bin

Improve file management for efficient sales closure

升級檔案管理以高效簽單

語言:
普通話

Maria Teresa López Alcala, LUTCF, FSS

Promises fulfilled, lifelong clients

語言:
西班牙文

Ming-hsu Chen

Simple sales, infinite referrals

簡單銷售,無限延伸

語言:
普通話

Bradford L. Elman, CLU, ChSNC

Business insurance planning: 7 sales in one

語言:
英文

Seokwon Hong

How much is your day worth?

語言:
韓文

Ryosuke Kitaguchi

Heighten our human skills

語言:
日文

Richard Dobson, CFP

Turning failure into feedback to survive and thrive

語言:
英文

Kyu Sang Hwang

Do your parents have life insurance?

語言:
韓文

Weeradet Khongcharoensuk

From 500 per month to 5 million per year

語言:
泰文

Takashi Muto

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

語言:
日文

Rodrigo Rivera Barba, LUTCF

Guaranteed sales: How to close 8 out of 10 deals

語言:
西班牙文

Wade A. Baldwin, CFP

From divorce to Top of the Table

語言:
英文

Pakpoom Kaewtrakanwong, FChFP

Tips for mastering the art of persuasion

語言:
泰文

Chia-Cheng Kuo

Explain insurance through visual storytelling

畫圖講保險

語言:
普通話

Sergio Fernando Puente Calzada, FSCP, CLI

Business shielding

語言:
西班牙文

Hui Hoon Yeoh

Unlock 250x growth with client mapping

語言:
英文

Douglas John Bennett, Dip PFS

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

語言:
英文

Gustavo Alberto Nava Reynoso

Master the art of connecting

語言:
西班牙文

Erik Olivares Rodriguez, MBA

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

語言:
西班牙文

Elijah Tan

Referral psychology: Create endless referrals like turning on your tap

語言:
英文

Laszlo Ivanizs

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

語言:
英文

Paul Milbourne

Critical illness insurance: Basics and best practices

語言:
英文

Aleyda Nelly Sánchez Garcia

The colors of transformation

語言:
西班牙文

Chee Kok Teh

Grasp online and offline opportunities

把握「兩線」生機

語言:
普通話

Szu Wei Chiu

Build script logic for personal and group operational excellence

建構劇本邏輯,讓個人與團隊高效經營

語言:
普通話

Herman Colin, LUTCF, CLI

Beyond numbers: Whole Person

語言:
西班牙文

Dana Mitchell, CFP, CLU

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

語言:
英文

Eszylfie Taylor

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

語言:
英文

Sarutikorn Thansakun, Ph.D.

Engaging clients through compelling storytelling strategies

語言:
泰文

Mathew Thomas Fogarty, CFP, ADFP

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

語言:
英文

Jonathan González Salgado

The emotional bank account: A tool for getting better referrals

語言:
西班牙文

Alphil J. Guilaran, CFBA, CFWA

The 3 pillars of retirement readiness

語言:
英文

Sarah Hogan, FPFS

20 sales ideas in 20 minutes

語言:
英文

Janet Huaracha Magana

How to turn your referrals into your ambassadors

語言:
西班牙文

Zuhua Wu

Steady progress to reach new heights in insurance

穩步精進,引領保險新高峰

語言:
普通話
11:00 - 17:00
百萬圓桌商店、百萬圓桌基金會展位及百萬圓桌會員福利展位開放
11:30 - 13:00
特別午餐會(憑票入場活動。會議僅使用英文發言。)

Sylvie di Giusto

The power of choice

13:30 - 14:30
焦點會議

Seok Hoon An

Doctor markets, I can do it too

語言:
韓文

Tamsin Astor, Ph.D.

Manage your mindset to communicate in a digital world

語言:
英文

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

語言:
英文
日文
韓文

Asvin Chauhan, MIFP, Dip FA

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

如何建立高業績團隊,讓他們的強項與您互補

語言:
英文
普通話
西班牙文

Janet Huaracha Magana

How to turn your referrals into your ambassadors

語言:
西班牙文

Ryosuke Kambara

Continue to excel as a life insurance specialist

語言:
日文

Paritosh Pathak

Unlock your next level of growth with strategic networking

語言:
印地文

Surawut Pattanabandit

Overcoming obstacles to attain success

語言:
泰文

Augustine Boon Kheong Seah, BSc

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

語言:
英文
印地文
泰文

Zeng Shao Hua

The logic of selling whole life insurance

終身壽險的銷售邏輯

語言:
普通話
13:30 - 14:30
MDRT Center for Field Leadership 會議(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。)

Carlyle Fletcher, CLU

Improve your hiring and supersize your results

15:00 - 16:00
焦點會議

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

語言:
英文
印地文
泰文

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

語言:
西班牙文

Robert Gignac

The importance of understanding clients’ perspectives on advisor value

瞭解客戶對顧問價值之看法的重要性

語言:
英文
韓文
普通話

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

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

語言:
英文

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

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

語言:
泰文

Joo Hwan Lee

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

語言:
韓文

Mio Umezawa

How to achieve remarkable results and develop the habit of reflection

語言:
日文

Xuan Yang

Embracing AI is the choice of the times

擁抱 AI 是時代的選擇

語言:
普通話
15:00 - 16:00
MDRT Center for Field Leadership 會議(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。)

Kelli J. McCauley

Purpose, people and profit: How top leaders inspire excellence

16:00 - 17:30
MDRT Center for Field Leadership 接待及頒獎儀式(僅限 MDRT Center for Field Leadership 成員參加)
17:00 - 18:00
四分之壹世紀俱樂部
(僅限會齡 25 年或以上的百萬圓桌會員參加。)
17:30 - 18:30
頂尖會員接待會(僅限 2025 年頂尖會員參加。)

6 月 24 日(星期二)

07:30 - 16:00
註冊開放
08:00 - 11:00
主場會議

John F. Nichols, MSM, CLU

Incoming Presidential Address

新任會長致辭

語言:
英文
日文
韓文
普通話
西班牙文
泰文
11:00 - 17:00
交流區開放(會議將於 11:30 開始)

Rima Antonios, BCA

Panel discussion: The first MDRT book club in Europe

語言:
英文

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: The first MDRT book club in Europe

語言:
英文

Sarah Hogan, FPFS

Panel discussion: The first MDRT book club in Europe

語言:
英文

Supawich Jedeetha, CFP

Market development strategies through comprehensive financial planning

語言:
泰文

Hye Ok Kim

Cultivating gratitude in pioneering new markets

語言:
韓文

Avraam Pekris

Panel discussion: The first MDRT book club in Europe

語言:
英文

Svetlana Plitin-Tamaviciene

Panel discussion: The first MDRT book club in Europe

語言:
英文

Pawel F. Skotnicki

Panel discussion: The first MDRT book club in Europe

語言:
英文

Tomonori Yoshida

Which track will you take for lasting success?

語言:
日文

Wen Chun Chen

How to become the brightest star

如何成為最亮的那顆星

語言:
普通話

Eunice Díaz Ledezma

Staying motivated in challenging times

語言:
西班牙文

Laura Patricia Rodríguez Cardenas

Build trust and grow your leads

語言:
西班牙文

Jung Yoojin

Targeting the MZ generation through coverage analysis

語言:
韓文

Rickson Joel D'Souza

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

語言:
英文

Karolos Vasiliou Markouizos Sr., RPS, EBC

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

語言:
英文

Montserrat Mureddu Gonzalez

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

語言:
西班牙文

Issaree Tunwilaikul

Strategies for planning pension taxation

語言:
泰文

Atsushi Zeniya

MDRT’s Whole Person concept

語言:
日文

Maria Fernanda Alpuche

Filtering prospects on social media

語言:
西班牙文

Guillermo Casillas Covarrubias

The secrets behind Top of the Table

語言:
西班牙文

Ayumu Nakajima

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

語言:
日文

Colin L.J. Ong, CLU, ChFC

Overcoming adversity and aspiring toward a Whole Person life

語言:
英文

Dechathon Yanan

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

語言:
泰文

Amanda Cassar, MFP, AFP

Protecting vulnerable clients: Safeguarding financial futures

語言:
英文

Anthony J. Longley, LUTCF, IFA

The power of mentoring for both mentors and mentees

語言:
英文

Isela Quiñones Arreola

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

語言:
西班牙文

Kevin J. Garza, FICF, MCom (IS)

Putting the personal in personal branding

語言:
英文

Douglas Enrique Gómez, AFP, LUTCF

Winning strategies: How to optimize annual reviews

語言:
西班牙文

Simran Dhillon, ADFS, B Comm

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

語言:
英文

Lee Chi-Hsiang, CFP, MSF

Build your insurance life circle

建立您的保險生活圈

語言:
普通話

Xavier Shengyuan Chen, B Bus, ChFC

The golden circle process for critical illness

語言:
英文

Márta Borbála Király

A 3-step magic formula for successful webinars

語言:
英文

Haiyang Wang

Leverage social media for minimalist sales

善用自媒體,賦能極簡銷售

語言:
普通話
11:00 - 17:00
百萬圓桌商店、百萬圓桌基金會展位及百萬圓桌會員福利展位開放
11:30 - 13:00
特別午餐會
(預付門票活動,註冊時需另付費用。會議僅使用英文發言。不提供傳譯服務。)

Erik Qualman

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

13:30 - 14:30
焦點會議

Dorice Horenstein

Train your brain to improve your mental fitness

語言:
英文

Hyeon Ho Kang

How are you preparing for your retirement income solutions?

語言:
韓文

Varisa Maneetavat, Kallaya Puangkingkaew

Establishing an eco-friendly digital marketplace for the emerging generation

語言:
泰文

Jun Mikawa

A repeatable and adoptable prospecting method

語言:
日文

Gustavo Alberto Nava Reynoso

Powerful questions will take you to the next level

語言:
西班牙文

Craig Palfrey, CFP

10 strategies to maximize client engagement and business growth

客戶互動及業務增長最大化的 10 個策略

語言:
英文
韓文
普通話

Wang Jinghuan

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

透過養老規劃實現連續 11 年 COT

語言:
普通話
13:30 - 14:30
MDRT Center for Field Leadership 會議(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。)

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
焦點會議

Assawapat Assawaboonyawat, CFP, FChFP

3 fundamental steps in financial planning for professional market categories

語言:
泰文

Regina Bedoya, CLU, ChFC, Fernando A. Gomez

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

語言:
西班牙文

Tim Daniel Clairmont, MSFS, LACP

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

語言:
英文
印地文
日文

Joseph Jordan

Purpose-driven retirement planning

使命為本的退休規劃

語言:
英文

Daisuke Kabata, Akiko Kawagoe

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

語言:
日文

June Rong Rong Koh

Lighthouse branding: Elevating your practice through your tribe

語言:
英文
韓文
泰文

Lin Bin

Upgraded file management for efficient closing

升級檔案管理高效簽單

語言:
普通話

Hee Geun Park

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

語言:
韓文

Syed Kazim Raza Zaidi

Goal setting: Planning to live your life your way

語言:
印地文
15:00 - 16:00
MDRT Center for Field Leadership 會議(僅限 MDRT Center for Field Leadership 成員參加。會議僅使用英文發言。)

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
四分之壹世紀俱樂部(僅限會齡 25 年或以上的會員參加。)

6 月 25 日(星期三)

08:30 - 14:00
註冊開放
07:30 - 09:00
內閣會員及頂尖會員公開論壇(僅限 2025 年內閣會員和 2025 年頂尖會員參加。)
09:00 - 10:00
四分之壹世紀俱樂部(僅限會齡 25 年或以上的會員參加。)
09:30 - 10:30
焦點會議

Theresa Callahan

If you want a better team, be a better leader

語言:
英文

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

Panel discussion: Managing a unified advisor brand

小組研討:經營統一的顧問品牌

語言:
普通話

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

Mentorship mastery: Building lasting connections and transforming practices through MDRT

掌握大師級指導能力:透過百萬圓桌建立長久連繫和成功轉型的業務

語言:
英文
印地文
普通話

Insuk Han

The shortest course to Top of the Table

語言:
韓文

Gordon Hoo

From success to fulfillment — the sustaining power for high achievers

語言:
英文
日文
韓文

Rodrigo Ibanez Barquet

Your life plan is like a flight plan

語言:
西班牙文

Theerawat Korkietanon

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

語言:
泰文

Toshihiro Mishima

To be chosen naturally by clients

語言:
日文

Bobby James Ning, CFP, BA

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

語言:
英文
西班牙文
泰文

Bipin Nemchand Savla

Mindset matters: Redefining perspectives on retirement planning

語言:
印地文
09:30 - 14:00
交流區開放(此日無會議)
09:30 - 14:00
百萬圓桌商店、百萬圓桌基金會展位及百萬圓桌會員福利展位開放
11:00 - 12:00
焦點會議

Shane E. Westhoelter, AEP, CLU

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

語言:
英文
日文
西班牙文

Gareth James Chalk, Dip PFS

Utilizing AI and automation to reduce stress and improve productivity

語言:
英文
日文
韓文

Rickson Joel D'Souza

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

語言:
英文

Salzina Cruzinha Fernandes

Dividing your target market into approachable groups

語言:
印地文

Carlos Fernandez

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

語言:
西班牙文

Amy Florian

Improve your skills with clients experiencing grief, loss and transition

語言:
英文

Bernard Lim

The estate planning revolution: Where human wisdom meets artificial intelligence

遺產規劃革命:當人類智慧邂逅人工智能

語言:
英文
普通話
西班牙文

Shizuko Ozaki

Referrals arise from either emotions, trust or advocacy

語言:
日文

Jidapa Srimuang, CFP, LUTCF

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

語言:
泰文

Junghun Suh

Mind Control

語言:
韓文

Jiawei Zhang, Ph.D.

Corporate inheritance and innovation drive a new insurance sales model

企業傳承創新驅動保險新銷售模型

語言:
普通話
13:00 - 16:00
主場會議

Gregory B. Gagne, ChFC

Recognition of Immediate Past President Gregory B. Gagne, ChFC

表揚卸任會長 Gregory B. Gagne,ChFC

語言:
英文
日文
韓文
普通話
西班牙文
泰文

Simon D. Lister, Dip PFS

Nominee Acceptance Speech

獲提名人任命致辭

語言:
英文
日文
韓文
普通話
西班牙文
泰文
日程可能隨時變更
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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、保戶開拓、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。
**預付門票活動,註冊時需另付費用。

「卓越首航」會議:不論您是新會員或首次出席年會,只要參加這場引人入勝的啟動儀式,您都可與來自世界各地的會員建立連繫,共同慶祝彼此所取得的成就,藉此充分善用會員資格,享受最圓滿的會議體驗。雖然此會議專為新加入百萬圓桌頭五年及初次參加百萬圓桌會議的會員而設,但是亦開放予所有與會者參加。

**特別午餐會:與行業專家同席暢談,深入探討相關主題。提供收費午餐。
(這些會議僅使用英文發言。)

*內閣會員和頂尖會員議程:與其他內閣會員及頂尖會員一起出席這場獨家會議,令您的會議體驗更上一層樓。
(此活動僅開放予 2025 年內閣會員和 2025 年頂尖會員參加。)

*內閣會員及頂尖會員公開論壇:內閣會員和頂尖會員將有機會在本次全長 90 分鐘的會議期間交流與互動,並參與他們關心的主題談話。
(此活動僅開放予 2025 年內閣會員和 2025 年頂尖會員參加。)

MDRT Center for Field Leadership 會議:這四場特別會議專為金融服務業的前線和在家辦公室領袖而設。薈萃團隊管理策略,充分體現「百萬圓桌卓越文化獎」所推崇的價值,您將在領導力之旅中加速前行,並與 MDRT Center 的其他成員建立連繫。
(這些會議使用英文發言。恕不提供傳譯。)

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