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英语是 2025 年百万圆桌年会的官方语言。百万圆桌提供主场会议演讲的同声传译，并为指定非英语焦点会议及特别会议提供最多 12 种语言的传译服务，前提是有至少 50 名注册会员要求用同一种语言进行传译。您必须在注册时提出同声传译的要求。提交同声传译申请的截止日期是 2025 年 4 月 27 日。 

Dayra Irene Chavez

Cuidad de Panama
,
,
Panama
入会总年份：
15
内阁会员荣誉：
3
顶尖会员荣誉：
0

Dayra Irene Chávez served as Country Chair for MDRT’s MCC Zone 11, Panama, from 2016 to 2018. She has a remarkable 17-year career as an insurance agent and is the founder and CEO of D.C. Asesores de Seguros S.A., a brokerage specializing in personal and general insurance as well as surety bonds. Chávez served as president of the National Association of Insurance Producers of Panama from 2021 to 2023 and is currently a member of the advisory board of the National Association of Insurance Professionals of Panama. She is also the host of her successful podcast @dayraasegura.

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

Dayra Irene Chavez
会议类型：
焦点会议
演讲语言：
西班牙语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
Tuesday, June 9, 2026
Chavez
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语言：
西班牙语
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

Aprilyn Chavez Geissler, LACP, CCP

Albuquerque
,
NM
,
United States
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
3

Aprilyn Chavez Geissler, LACP, CCP, began working in the financial services profession while in college. She has served as a NAIFA national trustee and is currently the national treasurer at WIFS, where she specializes in wealth management, employee benefits, fixed insurance and multiline insurance. She is the first executive vice president for Gateway Insurance and Financial Services and runs her own practice, which focuses on empowering women. She was the recipient of the 2019 NAIFA National Diversity Champion Award and was recognized by Investment News in 2020 as one of the top women to watch in the country.

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Empowering women

Aprilyn Chavez Geissler, LACP, CCP
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
9:30
Wednesday, June 10, 2026
Chavez Geissler
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Marketing
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语言：
英语
No items found.

Women face distinct challenges, and recognizing these challenges allows financial professionals to better connect, build trust and provide relevant, empowering services to meet women’s priorities, values and long-term goals. Chavez Geissler explores how to impactfully share your knowledge in ways women will understand and can relate to.

Yung-Han Cheng, AFP

,
,
入会总年份：
9
内阁会员荣誉：
2
顶尖会员荣誉：

Cheng Yung-Han，目前任职于南山人寿，已有13年的年资，擅长财税领域与家族传承规划，毕业于台湾大学并在毕业后任职于勤业众信会计师事务所。

Yung-Han Cheng, AFP, serves at Nan Shan Life Insurance and has 13 years of industry experience, specializing in tax planning and family legacy strategies. He graduated from National Taiwan University and began his career at Deloitte before transitioning to the insurance sector.

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小善举 大循环

Small acts, big impact

Yung-Han Cheng, AFP
会议类型：
交流区
演讲语言：
普通话
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
13:00
Monday, June 8, 2026
Cheng
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语言：
普通话
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Drawing on extensive charitable service experience, Cheng explores how to guide clients in sustaining philanthropic contributions through strategic insurance planning and how to master techniques for blending insurance with social good while implementing a Whole Person client service approach.

结合公益服务经验，带领客户通过保险规划持续投入公益。与会者将掌握保险与公益结合的方法、实现全人理念的客户服务模式。

Eunjoo Chin

,
,
入会总年份：
5
内阁会员荣誉：
顶尖会员荣誉：

Eunjoo Chin is a star wealth manager and financial professional at KB Life Partners with six years of experience. Chin specializes in death benefits, retirement planning and life planning. She has received the KB Life Partners Annual Award every year and achieved Rookie Champion status. Previously, Chin worked in overseas business marketing.

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Mastering the sales process on a single page

Eunjoo Chin
会议类型：
交流区
演讲语言：
朝鲜语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
14:00
Sunday, June 7, 2026
Chin
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语言：
朝鲜语
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Faithfully following the sales process allows you to become a client's exclusive partner without competition. Chin explains how to use a one-page life planning tool to manage everything from consultation to referrals while stimulating the client’s needs by focusing on their life rather than products.

Weicheng Chung

,
,
入会总年份：
7
内阁会员荣誉：
0
顶尖会员荣誉：
0

Weicheng Chung 于富邦人寿任职通讯处处经理，寿险业年资10年，擅长培育年轻业务主管，曾荣获全公司最佳通讯处处主管前三名，也获得过中华民国寿险公会年度优秀寿险从业人员。

‍

Weicheng Chung has served as a Communications Office Manager at Fubon Life Insurance, with 10 years of experience in the life insurance industry. Specializes in training young sales managers. Ranked among the Top 3 Best Communications Office Managers company-wide and was also recognized as an Outstanding Life Insurance Professional of the Year by the Life Insurance Association of the Republic of China.

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善用财富管理架构，高效达成MDRT

Leveraging wealth management frameworks to achieve MDRT

Weicheng Chung
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
13:30
Monday, June 8, 2026
Chung
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Asesoría a Clientes
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语言：
普通话
No items found.

This session equips individual advisors with practicalwealth management frameworks that streamline prospecting, marketing, and salesthrough a client-led approach. Learn how to align conversations with clientgoals, clarify your value, and create a repeatable process that builds trustand drives growth. Walk away with actionable strategies to work moreefficiently, attract the right clients, and consistently perform at a higherlevel.

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本场演讲为顾问们提供实用的财富管理框架，通过以客户为主导的方法，简化获客、营销和销售流程。学习如何将对话与客户目标对齐，清晰阐明自身价值，并打造一个可复制的流程，以建立信任并推动业务增长。观众们可以学到可实施的策略，更高效地工作，吸引合适的客户，并持续实现更高水平的业绩表现。

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Tim Daniel Clairmont, MSFS, LACP

,
,
入会总年份：
16
内阁会员荣誉：
16
顶尖会员荣誉：
15

Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.

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

Tim Daniel Clairmont, MSFS, LACP
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
11:00
Sunday, June 7, 2026
Clairmont
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语言：
英语
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Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

Tim Daniel Clairmont, MSFS, LACP, Juli Y. McNeely, CFP, CLU, Alyssa O'Brien

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner of Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS “Woman of the Year” award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services .”

Alyssa O’Brien is a communications expert with 15 years of experience helping organizations craft compelling narratives and engage their audiences effectively. As client service manager at G&S Business Communications, a firm that partners with financial services clients like MDRT to unify and elevate their messaging, strengthen their brand and achieve their goals through holistic communications, O’Brien has a proven track record of developing and executing integrated communications strategies. She brings deep industry knowledge with an innovative approach to public relations and marketing.

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

Tim Daniel Clairmont, MSFS, LACP, Juli Y. McNeely, CFP, CLU, Alyssa O'Brien
会议类型：
交流区
演讲语言：
英语
会议日期：
开始时间：
11:00
Sunday, June 7, 2026
Clairmont, McNeely, O'Brien
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This is some text inside of a div block.
语言：
英语
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Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

Curtis V. Cloke, LUTCF, RICP

Burlington
,
IA
,
United States
入会总年份：
27
内阁会员荣誉：
21
顶尖会员荣誉：
19

Curtis  V. Cloke, LUTCF, RICP, is a recognized thought leader in the retirement  industry, known as one of the brightest minds in retirement education and  academia today. He is an adjunct professor with The American College of  Financial Services and an inspiring keynote speaker, sharing his passion,  knowledge and love for the art of retirement planning with audiences  worldwide. Cloke received the Lifetime Achievement Award by the Financial  Hall of Fame in 2025, is a frequent guest on radio and TV commentary  programs, and has been featured on a variety of news media platforms.

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Focus Session Power Hour

Curtis V. Cloke, LUTCF, RICP
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
11:00
Wednesday, June 10, 2026
Cloke
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Asesoría a Clientes
This is some text inside of a div block.
语言：
英语
朝鲜语
西班牙语
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Robyn Crane, CFP

PALM HARBOR
,
FL
,
United States
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Robyn Crane, CFP, is a nationally recognized business coach who has impacted more than 31,000 financial advisors. Her proven marketing, sales and client-acquisition systems help advisors consistently grow thriving practices. Organizations like FPA, WIFS, Guardian Life and Prudential rely on her practical strategies and high-energy delivery. Crane’s insights have appeared in Oprah Magazine, Fortune and The Wall Street Journal. Her colorful style, candid approach and track record of results make her a standout voice in the financial industry.

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Referrals made simple: A proven system for predictable growth

Robyn Crane, CFP
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
15:00
Wednesday, June 10, 2026
Crane
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Marketing
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语言：
英语
日语
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While referrals remain one of the most powerful ways to grow a practice, many advisors feel awkward or ineffective asking for them. Crane shares a psychology-based framework for turning uncomfortable “asks” into natural conversations and how to shift from hoping clients bring referrals to creating steady introductions with confidence, credibility and consistency.

Tommy Cunningham III, QFA, RFP

,
,
入会总年份：
3
内阁会员荣誉：
2
顶尖会员荣誉：

Tommy Cunningham, QFA, RFP, is a financial consultant, entrepreneur, and Principal of Cunningham Financial Services Ltd. With over 13 years’ experience in the financial services profession, Thomas brings a commercially astute perspective shaped by building and leading successful businesses. He advises individuals, families, and business owners across life protection, investment strategy, retirement planning, and broader financial structuring, including lending and mortgage solutions where appropriate. His work focuses on creating resilient, long-term financial frameworks that protect capital, manage risk, and support sustainable wealth creation across all stages of life.

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Referral growth system

Tommy Cunningham III, QFA, RFP
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
11:30
Sunday, June 7, 2026
Cunningham III
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This is some text inside of a div block.
语言：
英语
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Referrals are a reward for trust, Cunningham says, and trust requires not just listening to the clients but really hearing them. He shares a five-step process that has helped him build a business of more than 1,000 referral-driving clients.

Domenick D'Andrea, AIF, CRC

Westbury
,
NY
,
United States
入会总年份：
10
内阁会员荣誉：
1
顶尖会员荣誉：
0

Domenick D’Andrea, AIF, CRC, has been in the financial services profession for more than 31 years. As co-founder of DanDarah Wealth Management, he helps individuals and families navigate retirement and financial planning with clarity and confidence by pairing proven advisory expertise with a modern focus on digital presence. A frequent conference and webinar speaker, D’Andrea shares insights on social media, digital branding and client reviews — equipping professionals to build trust, strengthen reputations and drive growth in today’s digital-first world.

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The myths advisors believe about social media, branding and reviews — and the realities that win trust

Domenick D'Andrea, AIF, CRC
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
13:30
Monday, June 8, 2026
D'Andrea
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Marketing
This is some text inside of a div block.
语言：
英语
No items found.

Showing up online with authenticity matters far more than being polished, D’Andrea says. Discover how social media, digital branding and reputation management have transformed his business and altered him personally as well as why reviews and digital presence are not just marketing tools — they’re reflections of who you are and the value you deliver.

Susana Itzel Delgadillo Pineda

,
,
入会总年份：
5
内阁会员荣誉：
顶尖会员荣誉：

Susana Itzel Delgadillo Pineda holds a bachelor's degree in international business from Tecnológico de Monterrey. With six years of experience as an insurance agent specializing in life and health insurance, she has built a solid portfolio of more than 600 clients. Currently, she ranks third among the top 10 agents in her company and has been the national champion in her agency for the past three years.

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From apprentice to leader: 5 strategies to become a benchmark in the industry

Susana Itzel Delgadillo Pineda
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
14:00
Monday, June 8, 2026
Delgadillo Pineda
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This is some text inside of a div block.
语言：
西班牙语
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Delgadillo Pineda discusses practical sales strategies and techniques to boost your professional growth, improve your results and stand out in an increasingly competitive market. Learn to create valuable content, leverage social media and build trust to attract quality prospects while gaining insight into how to effectively ask for referrals and ensure that every prospect becomes a client.

Rick Denley

Toronto
,
Ontario
,
Canada
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Rick Denley is a growth and leadership expert. For more than 30 years, he has led multinational corporations and coached executives and professional athletes, empowering them to transform and maximize their influence and impact. An award-winning international coach, consultant and speaker, Denley has inspired thousands worldwide to harness the opportunities in change to reach their peak performance.

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Reinvent for greatness

Rick Denley
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
15:00
Monday, June 8, 2026
Denley
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Persona Íntegra
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语言：
英语
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Do you know how to navigate through life's challenges with resilience and positivity? Denley shares examples of his own adversity while empowering you to delight in his positive outcomes and envision your own success.

Derek Wong Tuck Kong

Petaling Jaya
,
,
Malaysia
入会总年份：
12
内阁会员荣誉：
6
顶尖会员荣誉：
3

17 年前，Derek WongTuck Kong 加入 PrudentialAssurance Malaysia Berhad，正式展开金融服务生涯。他拥有计算机学士学位，如今负责管理一支 10 人团队，并在 2023 年创造最高保险成交个案数量的记录。

‍

Derek Wong Tuck Kong beganhis career in financial services 17 years ago at Prudential Assurance MalaysiaBerhad. He graduated with a bachelor’s degree in computing, manages a team of10 and holds the record for the highest number of insurance cases closed in2023.

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焦点会议“能量一小时”

Focus Session Power Hour

Derek Wong Tuck Kong
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
9:30
Wednesday, June 10, 2026
Derek Wong Tuck Kong
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Gestión de Negocios
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语言：
英语
日语
普通话
泰语
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

在60 分钟的时间内，八名演讲者将轮流分享精明实用理念，让您立即付诸实践。千万别错过这场充满奥妙策略、生动案例与行动收获的会议——会议必将为所有与会者带来裨益！

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Damon Dunn

Seattle
,
Washington
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Damon Dunn 成长于一间十人同住的三卧室拖车屋，依靠狩猎和捕鱼维生。高中时期，他获选为全州美式足球明星球员，并赢得斯坦福大学奖学金。就学期间，他担任东帕罗奥图斯坦福暑期学院执行总监，为弱势拉丁裔与非裔学生提供课业辅导与导师指导。毕业后，他曾先后效力于 NFL 杰克逊维尔美洲虎队、克里夫兰布朗队、纽约喷射机队与达拉斯牛仔队，后来成立了 Fighting Giants Ministry 组织，致力协助重伤儿童。他也是现任 Sagan Sign Talent 首席执行官。

Damon Dunn grew up in a three-bedroom trailer with 10 people, relying on hunting and fishing for food. In high school, he was an all-state football player and was awarded a scholarship to Stanford University. While there, Dunn served as executive director of the East Palo Alto Stanford Summer Academy, providing tutoring and mentorship to underprivileged Latino and African American students. Upon graduation, he played in the NFL for the Jacksonville Jaguars, Cleveland Browns, New York Jets and Dallas Cowboys, and founded the Fighting Giants Ministry to support children with life-changing injuries. Today, he is the CEO of Sagan Sign Talent.

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《锁定方向：大胆前行，未来必将一片光明》

Locked in: Be bold, the future is bright

Damon Dunn
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
Dunn
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语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
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Dunn’s unique journey gives him a rare vantage point on how people reclaim their sovereignty, break through plateaus and intentionally engineer their future. He shares the hard-earned lessons he experienced in the arenas of competition, strategy and leadership, providing a blueprint for relentless excellence, system-driven execution, strategic decision-making and resilience under pressure.

Dunn 独特的经历赋予他罕见的视角，洞察人们如何重掌主导权、突破停滞期，并有意识地构建未来。他将分享在竞技、策略与领导力领域中艰苦得来的教训，为不懈追求卓越、系统化执行、策略决策及压力下的韧性提供蓝图。

Keith Ferrazzi

Los Angeles
,
California
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Keith Ferrazzi is an entrepreneur, philanthropist, award-winning speaker, bestselling author and investor. As founder and chairman of Ferrazzi Greenlight and its applied research institute, Ferrazzi coaches teams in top organizations to achieve transformative outcomes. He is a Fast Company Leadership Hall of Famer and Toastmasters’ 2018 Golden Gavel Award winner who has a passion for challenging people to embrace change and inclusive collaboration.

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

Keith Ferrazzi
会议类型：
特别午餐会
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
12:00
Monday, June 8, 2026
Ferrazzi
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语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
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What has Ferrazzi learned in the 20 years between his books “Never Eat Alone” and “Never Lead Alone”? He shares the highlights of this journey and how relationships and teams lead to success.  

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Fiona Foo Yuet Ling, ChFC/S

Singapore
,
,
Singapore
入会总年份：
11
内阁会员荣誉：
6
顶尖会员荣誉：
0

Fiona Foo Yuet Ling，ChFC/S 是一位拥有超过 10 年理财规划经验的高级执行经理。自 2014 年加入新加坡大东方理财顾问公司以来，她始终秉持对事业的热忱和信念，致力于与客户建立终身关系，陪伴他们走过人生的不同阶段。她拥有商业学士学位，专长于财富保障和整体理财规划，并且是百万圆桌会员交流委员会的活跃成员。她也曾在公司及行业活动中发表演讲。

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Fiona Foo Yuet Ling, ChFC/S,is an executive senior manager with more than 10 years of experience infinancial planning. Since joining Great Eastern Financial Advisers Singapore in2014, she has been driven by her passion and conviction to build lifelongrelationships with clients and journey with them through different phases oftheir lives. She holds a bachelor’s degree in business, specializes in wealthprotection and holistic financial planning, and is an active member of MDRT’sMembership Communications Division. She has also spoken at company and industryevents.

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焦点会议“能量一小时”

Focus Session Power Hour

Fiona Foo Yuet Ling, ChFC/S
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
9:30
Wednesday, June 10, 2026
Foo Yuet Ling
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Marketing
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语言：
英语
日语
普通话
泰语
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

在60 分钟的时间内，八名演讲者将轮流分享精明实用理念，让您立即付诸实践。千万别错过这场充满奥妙策略、生动案例与行动收获的会议——会议必将为所有与会者带来裨益！

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John P. Foppe

Breese
,
IL
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

John P. Foppe 是经验丰富的国际主题演讲嘉宾，曾接受 Zig Ziglar 培训，并在超过 25 个国家/地区发表演讲。Foppe 天生无臂，是 Friends of the Forgotten 的创始人，该组织致力于服务发展中国家机构中的残障儿童。他是“What's Your Excuse?”一书的作者，并被美国青年商会评为十大杰出青年美国人之一。

John P. Foppe is a seasoned international keynote speaker who was trained by Zig Ziglar and has presented in more than 25 countries. Born without arms, Foppe is the founder of Friends of the Forgotten, a mission serving institutionalized children with disabilities in the developing world. He is the author of “What’s Your Excuse?” and was named one of the Ten Outstanding Young Americans by U.S. Junior Chamber of Commerce.

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毅力、目标与卓越：打破借口，构建愿景

Grit, goals and greatness: Breaking excuses and building vision

John P. Foppe
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
Tuesday, June 9, 2026
Foppe
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Persona Íntegra
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语言：
英语
普通话
西班牙语
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Success is not the absence of obstacles, but the presence of grit, determination and the discipline to focus on what truly matters. Foppe, who was born without arms, challenges members to recognize their “emergency excuses” and dismantle the myths that hold them back.

成功并非没有障碍，而是拥有毅力、决心和自律专注于真正重要的事物。天生无臂的 Foppe 激励会员识别自己的“应急借口”，并打破阻碍前进的思维误区。

Devin Gaffney, FSCP, LUTCF

London
,
KY
,
United States
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Devin Gaffney, FSCP, LUTCF, is the sales training manager and development leader for AAA Life Insurance Company. With almost 30 years’ experience in financial services, Gaffney has spent the last 13 years focused on designing and delivering programs that combine traditional training methods with cutting-edge technology to empower advisors. He graduated from Western Kentucky University with a degree in advertising and marketing.

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

Devin Gaffney, FSCP, LUTCF
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
Tuesday, June 9, 2026
Gaffney
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语言：
英语
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AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

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

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Devin Gaffney, FSCP, LUTCF, is the sales training manager and development leader for AAA Life Insurance Company. With almost 30 years’ experience in financial services, Gaffney has spent the last 13 years focused on designing and delivering programs that combine traditional training methods with cutting-edge technology to empower advisors. He graduated from Western Kentucky University with a degree in advertising and marketing.

Avraam Pekris, BSc, MBA, is the CEO and founder of Huminance Insurance Agents and Consultants. He has more than 20 years of experience in the financial services profession and specializes in leadership development, recruitment and building exceptional agency cultures. An actuary by training, Pekris holds first-class honors from the London School of Economics and Political Science and an MBA from the Cyprus International Institute of Management.

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

Devin Gaffney, FSCP, LUTCF; Avraam Pekris, BSc, MBA
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
Tuesday, June 9, 2026
Gaffney; Pekris
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语言：
英语
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AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Eric Gabriel Gamilla

SAN PABLO CITY
,
,
Philippines
入会总年份：
5
内阁会员荣誉：
1
顶尖会员荣誉：

Eric Gabriel Gamilla joined the financial services profession in 2019 and specializes in health protection, wealth management, risk management and financial planning to help individuals and their families safeguard their futures. He is a medical doctor, registered pharmacist and branch head at AXA Philippines who has also served as an MDRT mentor and MDRT Company Chair in the Philippines. He has been recognized with numerous industry honors and, with his unique background in medicine, education and financial services leadership, he brings a holistic approach to advising clients and mentoring advisors, combining professional excellence with a deep sense of purpose.

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Time mastery: Thriving in multiple roles without losing balance

Eric Gabriel Gamilla
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
Tuesday, June 9, 2026
Gamilla
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语言：
英语
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Many advisors struggle to balance multiple roles — professional, personal and family — without feeling overwhelmed. Gamilla shares his five principles (including defining and prioritizing roles, structuring your week around nonnegotiables and more) of time mastery that have helped him thrive while wearing many hats.

Vincent Gan, ChFC, CLU

Singapore
,
,
Singapore
入会总年份：
17
内阁会员荣誉：
1
顶尖会员荣誉：
0

Vincent Gan，ChFC、CLU 现任新加坡大东方理财顾问公司高级执行董事，拥有 20 年金融服务从业经验。他专注于团队领导力、培训与发展，致力于帮助理财顾问实现有目标且可持续的成长。Gan 毕业于新加坡国立大学，曾担任行业委员会成员，在国际论坛发表演讲，并荣获多项公司与行业殊荣。

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in agency leadership, training and development, with a passion for helping financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums and received numerous company and industry accolades.

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理财顾问的 25 个目标驱动型问题

Ask 25 purpose-driven questions for financial consultants

Vincent Gan, ChFC, CLU
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
11:00
Wednesday, June 10, 2026
Gan
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Asesoría a Clientes
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语言：
英语
普通话
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Clients aren’t just looking for numbers; they’re seeking meaning, direction and someone who truly understands what matters to them. Gan distills more than two decades of professional insight into 25 purpose-driven questions designed to spark trust, uncover deep motivations and guide transformative conversations.

客户寻求的不仅仅是数字，更是意义、方向，以及真正理解他们所重视事物的人。Gan 将二十余年的专业洞察提炼为 25 个目标驱动型问题，旨在建立信任、挖掘深层动机并引导启发性对话。

Alexandra de Jesus Garcia Yanez

SALTILLO
,
COAH
,
Mexico
入会总年份：
5
内阁会员荣誉：
0
顶尖会员荣誉：
0

Alexandra de Jesus García Yanez is an insurance agent at Seguros Monterrey New York Life. With more than five years of experience in the financial services profession, she has earned recognition for her focus on financial education for young people, especially women, empowering them to build a strong future with a long-term perspective. García Yanez has gained significant recognition for her performance, including Legión Platino, Club Diamante and Club Atlantis. She has also been both a champion and a runner-up in her company's Northern Zone for three consecutive years in the life insurance category.

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

Alexandra de Jesus Garcia Yanez
会议类型：
焦点会议
演讲语言：
西班牙语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
Tuesday, June 9, 2026
Garcia Yanez
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语言：
西班牙语
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

Clay Gillespie, CFP, CLU

Vancouver
,
BC
,
Canada
入会总年份：
25
内阁会员荣誉：
23
顶尖会员荣誉：
22

Clay Gillespie，CFP、CLU 将出任 2026 年度百万圆桌第一副会长。身为百万圆桌基金会的神剑骑士，Gillespie 在 2023 年担任百万圆桌财务分会的全球理事会成员，也曾在 2019 年任职顶尖会员全球理事会成员兼顾问委员会主席。他是 2015 年百万圆桌年会焦点会议委员会的队长，并曾在顶尖会员分会辖下的好几个委员会担任主席。Gillespie 是一名理财顾问、投资组合经理兼 RGF Integrated Wealth Management 的董事总经理。

Clay Gillespie, CFP, CLU, is the 2026 First Vice President of MDRT. An Excalibur Knight of the MDRT Foundation, Gillespie served as Global Council Member of MDRT’s Finance Division in 2023 and as Top of the Table Global Council Member and Advisory Board Chair in 2019. He was Captain of the 2015 MDRT Annual Meeting Focus Sessions Committee and has served as Chair of several committees in the Top of the Table Division. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management.

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新任会长致辞

Incoming Presidential Address

Clay Gillespie, CFP, CLU
会议类型：
主场会议
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
8:00
Tuesday, June 9, 2026
Gillespie
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语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
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Get to know 2027 MDRT President Clay Gillespie, CFP, CLU

认识 2027 年百万圆桌会长 Clay Gillespie，CFP、CLU

Yeritzell Gonzalez

Cuidad de Panama
,
,
Panama
入会总年份：
7
内阁会员荣誉：
0
顶尖会员荣誉：
0

Yeritzell González is a successful insurance broker and a founding partner of GYP Seguros Panamá, with 15 years of experience in the insurance industry. The awards she has received for her outstanding professional performance include Top 1 New Agent in 2011, Top 1 Agent in 2014 and Top 5 Agent at ASSA.

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

Yeritzell Gonzalez
会议类型：
焦点会议
演讲语言：
西班牙语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
Tuesday, June 9, 2026
Gonzalez
This is some text inside of a div block.
This is some text inside of a div block.
语言：
西班牙语
No items found.

Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

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