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所列的传译语言场次分配都为暂定。英语是 2023 年百万圆桌年会的官方语言。百万圆桌将为主场会议演讲和特定焦点会议提供同声传译服务(当至少 50 名注册会员要求用同一种语言进行传译时)。有关传译场次选项的最终决定将于 5 月 8 日后公布

Maintaining your mission and life balance amid adversity and change

David C. Blake
会议类型:
交流区
演讲语言:
英语
会议日期:
开始时间:
Blake
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语言:
英语
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When faced with events and circumstances that will inevitably surface throughout your financial services career, Blake identifies ways to stay focused on your mission and adjust the tactics needed to protect your well-being while effectively serving your clients.

Your client is getting a divorce — Now what?

Janice Virginia Berner, CPA
会议类型:
交流区
演讲语言:
英语
会议日期:
开始时间:
Berner
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语言:
英语
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Berner discusses why she chose divorce as a sub-specialty and how you can use this specific knowledge of handling divorce cases to grow your practice, including keeping or transitioning these clients once the financial plan is done.

3 approaches to enabling continuous referrals

Yuen Shiu Lun
会议类型:
交流区
演讲语言:
粤语
会议日期:
开始时间:
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语言:
粤语
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Yuen Shiu Lun values referrals because, if she has to spend more time looking for new clients, it could affect the quality of her service to her existing clients. In this session, she explains how to find new business and how to serve each of your clients personally.

Closing a sale by client DIY

Lim Meow Lih
会议类型:
交流区
演讲语言:
普通话
会议日期:
2023 年 6 月 25 日,星期日
开始时间:
11:00
Sunday, June 25, 2023
Lim Meow Lih
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语言:
普通话
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您是否试过让客户反客为主,让他们感觉自己是个专家?林妙丽将分享这个四步走的过程,其中包括让客户发掘自身需求,解决自己的回绝意见,并自行达成交易。

Have you ever changed roles with your client, empowering them to feel like the expert? Lim Meow Lih shares the four steps of this process, which include allowing clients to realize their own needs, answer their own objections and close the sale themselves.

Performance management during the pandemic without fear

Chan Wing Sze
会议类型:
交流区
演讲语言:
粤语
会议日期:
2023 年 6 月 25 日,星期日
开始时间:
11:00
Sunday, June 25, 2023
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语言:
粤语
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Chan Wing Sze explains the steps for successful sales and referrals, from recording the turnaround time of the next successful interview after meeting new people, to reviewing your notes every 90 days, to allocating your time properly (80% to fact-finding, 20% to opening cases) to educating loyal clients and more.

The foundation to building strong relationships with clients

Jorge Antonio Barraza Avila
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2023 年 6 月 25 日,星期日
开始时间:
11:00
Sunday, June 25, 2023
Avila
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语言:
西班牙语
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Barraza Avila discusses the five keys to a successful fact-finding process, the foundation for closing a sale and how to build strong and long-lasting relationships with your clients.

Understanding how to engage with younger generations

Attaphorn Eiamaorn
会议类型:
交流区
演讲语言:
泰语
会议日期:
2023 年 6 月 25 日,星期日
开始时间:
11:30
Sunday, June 25, 2023
Eiamaorn
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语言:
泰语
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There is no such thing as “one size fits all” when it comes to the work of an advisor. Fittingly, the way you engage with younger generations won’t necessarily be the same as how you engage with older ones. Eiamaorn explains how to understand younger clients’ behaviors, beliefs and expressions to establish connections and grow your business through this important clientele.

Secrets to developing your next-generation associate

Amy Howard, CHS
会议类型:
交流区
演讲语言:
英语
会议日期:
2023 年 6 月 25 日,星期日
开始时间:
11:30
Sunday, June 25, 2023
Howard
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语言:
英语
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Does being too busy to stop and train an associate sound familiar? Many advisors fear the time it takes to develop their staff will hurt their production. George and Howard explain how they developed a plan for George to maintain his Top of the Table production while Howard set her sights on achieving MDRT-level production.

Make X a leading role

Tang Man Ching Mi
会议类型:
交流区
演讲语言:
粤语
会议日期:
2023 年 6 月 25 日,星期日
开始时间:
11:30
Sunday, June 25, 2023
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语言:
粤语
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What will you fill in "X" in "making X a leading role"? Tang Man Ching Mi describes how to be severe with yourself and lenient with others to create power and possibilities with no limits.

Secrets to developing your next-generation associate

Adrian George, CFP, TEP
会议类型:
交流区
演讲语言:
英语
会议日期:
2023 年 6 月 25 日,星期日
开始时间:
11:30
Sunday, June 25, 2023
George
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语言:
英语
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Does being too busy to stop and train an associate sound familiar? Many advisors fear the time it takes to develop their staff will hurt their production. George and Howard explain how they developed a plan for George to maintain his Top of the Table production while Howard set her sights on achieving MDRT-level production.

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