重要提示： 阅读卫生安全协议

演讲者与演讲信息

显示 0 个结果，共 0 个项目。
highlight
全部重置

会议类型

清除

演讲语言

清除

会议日期

清除

开始时间

清除

内容追踪

清除

直播

清除
筛选条件：
Tag
排序方式

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。 

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.

CLOSE

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
June 9, 2026 1:30 PM
Garcia Yanez
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.

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.

CLOSE

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
June 9, 2026 8:00 AM
Gillespie
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Get to know 2027 MDRT President Clay Gillespie, CFP, CLU

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

Jonathan Godshall C., MBA, LUTCF

,
,
入会总年份：
12
内阁会员荣誉：
1
顶尖会员荣誉：

Jonathan Godshall C., MBA, LUTCF, is the director of Godshall Consultores. He began in the financial services profession in 2012 at the age of 25. Since then, he has been a frequent MDRT volunteer, serving on committees, including the Member Communications Committee for Latin America, and as a speaker at the MDRT Annual Meeting. He is the author of the book, “Tu dinero, tu futuro: Guia practica para jóvenes y familias que quieren vivir sin estrés financiero.”

CLOSE

Transforming the way you build your financial advisory business

Jonathan Godshall C., MBA, LUTCF
会议类型：
MDRT Academy 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
June 9, 2026 1:30 PM
Godshall
语言：
西班牙语
No items found.

Every moment and interaction offers an opportunity to build trust.  In this exclusive session for MDRT Academy members, Godshall highlights the importance of maintaining a strong professional image, engaging in authentic communication, and delivering a concise, effective presentation that conveys confidence and genuine value. This session will inspire you to listen actively, develop genuine empathy, and see objections as opportunities for dialogue. Godshall also shares techniques for closing sales and strategies to tailor each interaction. He emphasizes the importance of an organized, people-centered business approach focused on building lasting relationships.

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.

CLOSE

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
June 9, 2026 1:30 PM
Gonzalez
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.

Nathan Graff, BFA, CFP

Corvallis
,
OR
,
United States
入会总年份：
4
内阁会员荣誉：
4
顶尖会员荣誉：
4

Nathan Graff，CFP、BFA 自 2008 年以来一直致力于帮助客户解决理财难题。他力求了解客户的目标，从而提供定制化且富有创意的解决方案，确保客户及其家人的愿景得以实现。Graff曾就读于南俄勒冈大学、牛津大学和俄勒冈州立大学，并获得哲学理学学士学位。他持有 LPL Financial 的 7 系列和 66 系列证券从业资格，以及俄勒冈州健康和人寿保险执照。

‍

Nathan Graff, CFP, BFA, hasbeen helping clients manage their financial puzzles since 2008. He aims tounderstand his clients’ goals, so he can provide customized and creativesolutions to ensure their visions for themselves and their families become a reality.Graff attended Southern Oregon University, the University of Oxford and OregonState University, where he earned a Bachelor of Science degree in philosophy.He holds Series 7 and 66 Securities Registrations with LPL Financial and anOregon health and life insurance license.

‍

CLOSE

焦点会议“能量一小时”

Focus Session Power Hour

Nathan Graff, BFA, CFP
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
June 10, 2026 9:30 AM
Graff
语言：
英语
日语
普通话
泰语
No items found.

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！

‍

Ho Hsiu Ling

,
,
Taiwan Area
入会总年份：
8
内阁会员荣誉：
1
顶尖会员荣誉：

HO HSIU LING，财务规划师，拥有20年人力资源经验，2024年获得内阁会员资格。

Ho Hsiu Ling is a financial planner who leverages 20 years of human resources expertise in her practice while also applying her training and consulting experience to her role.

CLOSE

带着梦想前进戈壁

Pursuing dreams across the Gobi

Ho Hsiu Ling
会议类型：
交流区
演讲语言：
普通话
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
11:30
June 7, 2026 11:30 AM
HO HSIU LING
语言：
普通话
No items found.

Ho Hsiu Ling shares insights from leading a 1,000-person Gobi Desert expedition, demonstrating how to build resilience against rejection. Learn how to channel the persistence required for achieving dreams into powerful professional service and marketing strategies that establish lasting client trust.

HO将分享千人走戈壁挑战，鼓励培养面对拒绝的韧性，将坚持梦想的精神转化为专业服务与市场营销能量，成为客户信赖的典范。

Travis Hamilton

,
,
入会总年份：
8
内阁会员荣誉：
5
顶尖会员荣誉：
2

Travis Hamilton is a financial advisor and business owner with 15 years of experience in the profession. As managing director of Plan B Financial Services, he specializes in life and health insurance. Hamilton is MDRT’s MCC Zone 13 Country Chair-Oceania and has served on the MDRT Academy Task Force. He is a Chartered member of the Institute of Directors and holds a Bachelor of Commerce in finance and economics.

CLOSE

How to build, develop and maintain strategic centers of influence

Travis Hamilton
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
13:00
June 8, 2026 1:00 PM
Hamilton
语言：
英语
No items found.

Real growth doesn’t happen in isolation — it happens through collaboration. Hamilton explains how he has built an advisory practice by developing powerful centers of influence who refer hundreds of clients each year and how you can apply his framework to make referring easy for your COIs.

Travis Hamilton

,
,
入会总年份：
8
内阁会员荣誉：
5
顶尖会员荣誉：
2

Travis Hamilton is a financial advisor and business owner with 15 years of experience in the profession. As managing director of Plan B Financial Services, he specializes in life and health insurance. Hamilton is MDRT’s MCC Zone 13 Country Chair-Oceania and has served on the MDRT Academy Task Force. He is a Chartered member of the Institute of Directors and holds a Bachelor of Commerce in finance and economics.

CLOSE

The secrets of MDRT members’ success

Travis Hamilton
会议类型：
MDRT Academy 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
June 8, 2026 1:30 PM
Hamilton
语言：
英语
西班牙语
No items found.

What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

Brian D. Heckert, CLU, ChFC

,
,
入会总年份：
38
内阁会员荣誉：
26
顶尖会员荣誉：
19

Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.

CLOSE

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

Brian D. Heckert, CLU, ChFC
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：
15:30
June 7, 2026 3:30 PM
Heckert
语言：
英语
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Dr. José M. Hernández

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

Dr. José Hernández 是加州大学校务委员，同时担任航天工程顾问公司 Tierra Luna Engineering LLC 的主席兼首席执行官。2001 年至 2011 年期间，Hernández 曾在美国航空航天局的约翰逊太空中心担任多项职务，其中包括在发现号航天飞船倒数第二次任务期间担任飞行工程师，该任务完成了国际太空站的建造工程。在加入美国航空航天局之前，Hernández 曾于劳伦斯利弗莫尔国家实验室工作 17 年，期间参与 X 光激光专案，并参与开发了首个用于早期乳腺癌检测的全视野数字化乳房造影系统。  

‍

Dr. José Hernández is a University of California regent and the president and CEO of Tierra Luna Engineering LLC, an aerospace engineering consulting firm. From 2001 to 2011, Hernández worked at NASA's Johnson Space Center in various roles, including as a flight engineer on the Space Shuttle Discovery’s penultimate mission, which completed construction of the International Space Station. Prior to his tenure at NASA, Hernández spent 17 years at Lawrence Livermore National Laboratory, where he contributed to the X-ray laser project and co-developed the first full-field digital mammography system for early breast cancer detection.

CLOSE

攀登新高峰

Reaching new heights

Dr. José M. Hernández
会议类型：
主场会议
演讲语言：
英语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
13:00
June 10, 2026 1:00 PM
Hernández
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

How did Hernández overcome adversity to soar beyond humble beginnings and become an astronaut? He shares how one personal success led to another and how you can apply the lessons of his journey to your business or personal goals.

Hernández 是如何克服逆境，从卑微的出身一飞冲天，最终成为一名航天员的？他将分享个人的成功如何环环相扣，一步步引领他迈向顶峰，并阐述如何将他这趟旅程的启示，应用于您的事业或个人目标之中。

‍

Atsushi Hirao

,
,
Japan
入会总年份：
5
内阁会员荣誉：
3
顶尖会员荣誉：
1

Atsushi Hirao is affiliated with the Risk Management Laboratory, he works closely with accounting firms nationwide to deliver integrated consulting services covering insurance, life planning, and business succession. As a dedicated advisor, he is committed to supporting the long-term financial well-being of clients and helping individuals and business owners navigate complex financial decisions with confidence.

‍

CLOSE

Achieving Greater Results Through AI and Strategic Collaboration

Atsushi Hirao
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
11:00
June 10, 2026 11:00 AM
Hirao
语言：
日语
No items found.

This session explores how sales professionals can use AI and video tools to improve efficiency and better understand client needs. It also highlights how collaboration with tax professionals can create new revenue opportunities while strengthening client trust. Grounded in the values of gratitude and service, the speaker will present practical strategies for building meaningful client relationships and achieving results that extend beyond individual capabilities.

‍

Sarah Helen Hogan, ACII

Lancashire
,
,
United Kingdom
入会总年份：
10
内阁会员荣誉：
10
顶尖会员荣誉：
8

Sarah Helen Hogan, ACII, is the director and owner of KBA,where she leads a team of financial advisors specializing in retirementplanning, business financial planning and succession planning. She has receivedaccolades for her exceptional leadership and client-focused service, such asbeing named Team Leader of the Year and Financial Adviser of the Year in theNorth West at the 2019 Professional Adviser Women in Financial Advice Awards,among many other nominations for her inspiration and mentorship. In addition tobuilding lasting relationships with clients and their families, Hogan alsoactively volunteers at numerous charitable organizations.

CLOSE

Focus Session Power Hour

Sarah Helen Hogan, ACII
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
June 10, 2026 11:00 AM
Hogan
语言：
英语
朝鲜语
西班牙语
No items found.

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.

H. Adam Holt, ChFC, CFP

Philadelphia
,
PA
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

H. Adam Holt, ChFC, CFP, is the managing partner at RubinGoldman and Associates and founder of Asset-Map, a platform used by thousands of advisors to engage more than 2.5 million households worldwide. With 26 years of experience, Holt has built a firm surpassing USD 1 billion AUM and millions in annual premium. A recognized thought leader and podcast host, he speaks globally on advisor intelligence, behavioral finance and the future of client engagement in financial advice.

CLOSE

Investing in the original AI: Advisor intelligence

H. Adam Holt, ChFC, CFP
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
June 9, 2026 1:30 PM
Holt
语言：
英语
泰语
No items found.

As clients gain access to increasingly sophisticated digital tools, the traditional approach of presenting multipage financial plans is quickly losing relevance. Holt explains how to deliver more meaningful client experiences and why the true differentiator is not artificial intelligence — it is advisor intelligence: your unique blend of empathy, judgment, real-time insight and trust-building that only an advisor can deliver.

Hoo See Yean Joyce

Subang Jaya
,
,
Malaysia
入会总年份：
7
内阁会员荣誉：
2
顶尖会员荣誉：

Hoo See Yean Joyce is a premier wealth planner with Prudential Malaysia, bringing 12 years of expertise in family and high-net-worth wealth and risk management. She is also a third-generation professional with more than four decades of family history in the life insurance business. Since starting her career as a fresh graduate, Hoo See Yean Joyce has earned prestigious accolades including the International Dragon Award, AKARD Diamond Award, Asia Pacific Financial Service Award and LIMRA’s PSM. A certified wealth planner with a bachelor’s in international business, she is dedicated to helping clients protect their dignity, preserve wealth and secure lasting legacies.

CLOSE

The unprepared generation: Closing the gap in long-term care planning for modern advisors

Hoo See Yean Joyce
会议类型：
交流区
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
June 8, 2026 12:00 PM
Hoo See Yean Joyce
语言：
英语
No items found.

Do you know how to prepare for extended lifespans and the rising costs of aging? Discover Hoo See Yean Joyce’s three-step framework for building sustainable care solutions, along with a metaphor to help you communicate the urgency of this issue to clients and avoid objections.

Morgan Housel

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

Morgan Housel is a partner at Collaborative Fund. His book, “The Psychology of Money,” has sold more than 2 million copies and has been translated into 49 languages. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of directors at Markel and has presented at more than 100 conferences in a dozen countries.

CLOSE

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

Morgan Housel
会议类型：
特别午餐会
演讲语言：
英语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
12:00
June 9, 2026 12:00 PM
Housel
语言：
英语
No items found.

Most people don’t make financial decisions on a spreadsheet; they make them at the dinner table or in a meeting room, where personal history and each person’s unique view of the world, ego, pride, marketing and odd incentives are scrambled together. Housel shares four stories that have nothing to do with investing but highlight behavior — and how to use those insights to make better decisions with money. Please note: This presentation includes topics that some may find disturbing or upsetting, including suicide.

Ming-Fong Huang, CFP

Taipei
,
,
Taiwan Area
入会总年份：
14
内阁会员荣誉：
8
顶尖会员荣誉：
5

Ming-Fong Huan，CFP，2020-2022、2024-2025 台湾分会地区主席，2024-2025 台湾分会顶尖会员会议主席并多次参与百万圆桌活动。荣获2021年商周百大CEO/百大顾问团等奖项。2022年出版《远距成交女王销售胜经》。2023-2025年每年出版线上课程。国立中央大学产业经济研究所硕士。

Ming-Fong Huan, CFP, is an active MDRT member, currently reprising her roles both as MDRT Chinese Taiwan Local Chair and Chair of the Top of the Table Market Engagement Committee, Chinese Taiwan. She received the 2021 Business Weekly Top 100 CEO/Top 100 Consultant Award and published “The Remote Sales Queen's Guide to Winning in 2022.” She has released annual online courses from 2023-2025 and holds a master's degree from National Central University, Institute of Industrial Economics.

CLOSE

时间管理：有效安排您的一周

Time management: Effectively organize your week

Ming-Fong Huang, CFP
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
15:00
June 9, 2026 3:00 PM
Huang
语言：
普通话
No items found.

Effective time management empowers advisors to shift from reactive firefighting to proactive client service delivery. Huang shares how to master three core principles of time management — categorizing tasks, setting priorities and creating action plans — to free up time for prospecting.

有效时间管理让业务员摆脱被动灭火，主动掌握客户服务节奏。掌握时间管理三原则，学会分类工作、安排优先级并拟定行动计划，创造开发新客户的时间。

Cheng-Kan Huang, RFC, CPCS

Taipei
,
,
Taiwan Area
入会总年份：
8
内阁会员荣誉：
3
顶尖会员荣誉：
0

Cheng-Kan Huang，RFC, CPCS，现任台湾分会区域主席，2024 年台湾百万圆桌日主场会议讲师，2025 迈阿密年会交流区讲师。于自身服务的金控担任 MDRT 促进会会长，发挥 MDRT 利他精神及影响力，三度荣获寿险公会评选的优秀从业代表。东海大学高阶经营管理研究所毕业。

Cheng-Kan Huang, RFC, CPCS, currently serves as Area Chair for MDRT’s MCC Zone 7 Chinese Taiwan. He was also a speaker at the 2024 MDRT Day Main Platform in Chinese Taiwan and a ConneXion Zone speaker at the 2025 MDRT Annual Meeting. With 25 years of financial and insurance experience, he is now the chief life insurance advisor at Taishin Life Insurance and has been named Outstanding Industry Representative by the Life Insurance Association three times. He holds a master's degree in advanced management from Tunghai University.

CLOSE

加速成交的AI运用力

Human wisdom × AI power

Cheng-Kan Huang, RFC, CPCS
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
June 9, 2026 1:30 PM
Huang
语言：
普通话
No items found.

Harness AI tools to enhance professional analysis and service efficiency while presenting insurance solutions through compelling storytelling. By combining technology with human empathy, Huang says, advisory services become faster, more precise and more personal.

运用 Gemini、NotebookLM、Perplexity、ChatGPT 等 AI 工具提升专业分析与服务效率，以故事化、图像化、数字化来帮助客户聚焦，呈现规划方案价值后加速成交的案例分享。结合科技与人性关怀，让顾问服务更精准、更快速、更有温度。

Ross G. Hultgren, CFP, DFP

GEELONG WEST
,
,
Australia
入会总年份：
28
内阁会员荣誉：
19
顶尖会员荣誉：
7

Ross G. Hultgren，CFP、DFP 是 CommunityChapman Welsh 的资深理财顾问。他在金融服务行业拥有38 年的丰富经验，目前主要服务于即将退休人士及新近退休人士，并曾凭借社区及客户服务荣获终身成就奖。

‍

Ross G. Hultgren, CFP, DFP,is a senior financial advisor at Community Chapman Welsh. He has 38 years ofexperience in the financial services profession, currently works withpre-retirees and the recently retired, and has received the Lifetime AchievementAward for his services to the community and his clients.

‍

CLOSE

焦点会议“能量一小时”

Focus Session Power Hour

Ross G. Hultgren, CFP, DFP
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
June 10, 2026 9:30 AM
Hultgren
语言：
英语
日语
普通话
泰语
No items found.

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！

‍

Victor Idoko, CFA, CFP

,
,
入会总年份：
3
内阁会员荣誉：
2
顶尖会员荣誉：

Victor Idoko, CFA, CFP, is the founder and principal advisor of CFV Advisory. He holds a master’s in finance with distinction and has more than 12 years of experience in financial services, including roles at Commonwealth Bank and Suncorp. He leads a growing team focused on legacy-driven wealth strategies, SMSFs and cross-border financial planning. Idoko is the author of “7 Basic Wealth Strategies,” hosts the “Elevate Your Wealth” podcast and recently co-authored a children’s book series called “Bunnies & Monies” to help educate kids on the importance of financial literacy.

CLOSE

From solo advisor to legacy enterprise: How to build a team that can 10x revenue without compromising purpose

Victor Idoko, CFA, CFP
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
12:30
June 8, 2026 12:30 PM
Idoko
语言：
英语
No items found.

Idoko shares the systems that helped him scale trust and delivery, how he uses the 16 Personalities framework to build a high-performing team, and why niching has been the key to sustainable, scalable growth. Gain insights that can help you 10x your revenue, reduce dependency on yourself and build a business admired for its purpose and people.

Akio Iida

Tokyo
,
,
Japan
入会总年份：
13
内阁会员荣誉：
8
顶尖会员荣誉：
4

Akio Iida is an executive life planner at Sony Life Insurance Company. Approximately 96% of his business comes from the corporate market. He is recognized as approachable yet professional and has expertise in the field. Before joining the business, he developed security systems at a major security company and served as a security consultant for a government-affiliated financial institution. He had no sales background and started from scratch in the insurance industry.

CLOSE

Realize your ideal vision through marketing strategy and high aspirations

Akio Iida
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
13:30
June 8, 2026 1:30 PM
Iida
语言：
日语
No items found.

Marketing success requires short-, mid- and long-term strategies rather than ad-hoc responses. Iida shares his seven beliefs for maintaining high aspirations, including specific examples of what to say and how and when to convey these ideas, even when the possibility of achieving them seems like an unattainable target.

Kosuke Ishihara

Tokyo
,
,
Japan
入会总年份：
22
内阁会员荣誉：
17
顶尖会员荣誉：
6

Kosuke Ishihara has been with Tokio Marine Nichido Anshin Life for 21 years. He sells individual insurance to practicing physicians and through seminars. He won every company award, including the championship in individual business 20 times. He graduated from Waseda University and worked for a leading travel agency before joining the life insurance business.

CLOSE

Continuing high performance with individual insurance

Kosuke Ishihara
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2026 年 6 月 10 日，星期三
开始时间：
9:30
June 10, 2026 9:30 AM
Ishihara
语言：
日语
No items found.

Ishihara has been closing at least one case every single week for more than 21 years since his rookie days. While many veterans transition to the business market, he places great importance on individual insurance and shares his secrets to continued high performance through seminar sales and developing the physicians’ market with individual insurance only.

Allen Jackson, FSCP

North Charleston
,
SC
,
United States
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Allen Jackson, FSCP, is a managing director with Transamerica Agency Network. With more than 30 years of experience as a financial services leader, Jackson focuses on leadership development, recruiting, selection and developing others. He was a Diamond Club qualifier for 23 years at AAA Life and is a graduate of both Leading from the Front and the Career Sales Institute.

CLOSE

Panel discussion: Top strategies to attract future MDRT advisors

Allen Jackson, FSCP
会议类型：
全球服务
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
June 8, 2026 1:30 PM
Jackson
语言：
英语
No items found.

Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

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

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Allen Jackson, FSCP, is a managing director with Transamerica Agency Network. With more than 30 years of experience as a financial services leader, Jackson focuses on leadership development, recruiting, selection and developing others. He was a Diamond Club qualifier for 23 years at AAA Life and is a graduate of both Leading from the Front and the Career Sales Institute.

Angela Daniela Malagón Beaven, FSCP, CLI, co-leads a sales team of 140 advisors and three managers at Patrimonia Seguros, a proud commercial partner of Seguros Monterrey New York Life. She has more than 20 years’ experience in the financial services profession and graduated from ITESM with a degree in Business Administration. She is a 2025 MDRT Center for Field Leadership Gold Agency Award recipient.

Joseph Sparacio has been in financial services leadership for 30 years and is currently a general agent with Texas National Financial Group, proud partner of National Life Group in Addison, Texas.  Prior to this role, he was head of field management at MassMutual. Sparacio is a graduate of Hofstra University, where he established a scholarship for students in speech and communication, and is currently on the NAIFA board of directors.

Remus Ungureanu is an agency manager senior expert for Metropolitan Life Romania, where he has been a leader for 25 years. He currently leads a team of 60 advisors and plays a key role in developing new leaders. He is a 2025 MDRT Center for Field Leadership Diamond Agency Award winner.

‍

‍

‍

CLOSE

Panel discussion: Top strategies to attract future MDRT advisors

Allen Jackson, FSCP; Angela Daniela Malagón Beaven, FSCP, CLI; Joseph Sparacio; Remus Ungureanu
会议类型：
全球服务
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
June 8, 2026 1:30 PM
Jackson; Malagon Beaven; Sparacio; Ungureanu
语言：
英语
No items found.

Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

Young Joo Jeon

Seoul
,
,
Republic of Korea
入会总年份：
17
内阁会员荣誉：
14
顶尖会员荣誉：
5

Young Joo Jeon is a professional with 19 years in the insurance business. Jeon specializes in consulting for inheritance, gifting, whole life and protection insurance, as well as handling claims disputes and basic insurance education. Jeon has achieved 785 consecutive weeks of three wins and co-authored the book, "The Language of Masters." She previously worked in performance planning and holds a bachelor's degree.

CLOSE

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

Young Joo Jeon
会议类型：
焦点会议
演讲语言：
朝鲜语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
June 9, 2026 1:30 PM
Jeon
语言：
朝鲜语
No items found.

Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

Young Joo Jeon; Jun Young Kim

Seoul
,
,
Republic of Korea
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Young Joo Jeon is a professional with 19 years in the insurance business. Jeon specializes in consulting for inheritance, gifting, whole life and protection insurance, as well as handling claims disputes and basic insurance education. Jeon has achieved 785 consecutive weeks of three wins and co-authored the book, "The Language of Masters." She previously worked in performance planning and holds a bachelor's degree.

Jun Young Kim is a financial expert with 15 years of experience, including 10 years in investment and 5 years in insurance. Kim specializes in macroeconomic analysis and investment strategy planning. He previously worked on the financial management team at LG Group.

‍

CLOSE

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

Young Joo Jeon; Jun Young Kim
会议类型：
焦点会议
演讲语言：
朝鲜语
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
13:30
June 9, 2026 1:30 PM
Jeon; Kim
语言：
朝鲜语
No items found.

Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

未找到结果
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now