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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。 

Main Platform deeper dive: How to create a team of superheroes to help you achieve Top of the Table

Tristan Hartey, Dip FA, BA (Hons)
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
14:00
Monday, June 23, 2025
Hartey
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This is some text inside of a div block.
语言:
英语
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Going alone only gets you so far; you need a team to constantly achieve great things. Hartey explains three main ways you can create a team of superheroes around you to make sure that you achieve Top of the Table each year.

Panel discussion: Unity in diversity

M. Mubashir Hassan, MBA
会议类型:
焦点会议
演讲语言:
印地语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
15:00
Monday, June 23, 2025
Hassan
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This is some text inside of a div block.
语言:
印地语
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What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

Panel discussion: Unity in diversity

M. Mubashir Hassan, MBA, Sneha Prakash Manjrekar, BA, R. Sepalika Panagoda, MFA
会议类型:
焦点会议
演讲语言:
印地语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
15:00
Monday, June 23, 2025
Hassan, Manjrekar, Panagoda
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This is some text inside of a div block.
语言:
印地语
No items found.

What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

Panel discussion: How to talk about MDRT with your clients

Julianne Hertel, CLU, CHFC
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
11:00
Sunday, June 22, 2025
Hertel
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Gestión de Negocios
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语言:
英语
No items found.

Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.

20 sales ideas in 20 minutes

Sarah Hogan, FPFS
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
15:30
Monday, June 23, 2025
Hogan
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Marketing
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语言:
英语
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Get ready to take notes! Hogan provides a quick-fire round of sales ideas and other concepts you can use with clients to generate more business and ensure your clients are protected.

Panel discussion: The first MDRT book club in Europe

Sarah Hogan, FPFS
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
11:30
Tuesday, June 24, 2025
Hogan
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Asesoría a Clientes
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语言:
英语
No items found.

Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

How much is your day worth?

Seokwon Hong
会议类型:
交流区
演讲语言:
朝鲜语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
12:00
Monday, June 23, 2025
Hong
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Persona Íntegra
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语言:
朝鲜语
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Drawing from successful experience in transitioning from the individual market to the physician market, Hong presents effective strategies for time management and productivity enhancement. Learn how to maximize the value of your daily 24 hours — time that's equally given to everyone.

From success to fulfillment — the sustaining power for high achievers

Gordon Hoo
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 25 日,星期三
开始时间:
9:30
Wednesday, June 25, 2025
Hoo
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This is some text inside of a div block.
语言:
英语
日语
朝鲜语
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Many high achievers get caught up in the endless pursuit of success, but when the applause fades and the spotlight dims, what’s left? Hoo explains how to shift from merely chasing achievements to experiencing a life of meaning and lasting fulfillment.

Train your brain to improve your mental fitness

Dorice Horenstein
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
13:30
Tuesday, June 24, 2025
Horenstein
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This is some text inside of a div block.
语言:
英语
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Did you know that your own well-being and stress levels can affect the way you manage your practice and relationship challenges? Horenstein encourages you to uncover roadblocks that are hindering peak performance and explore ways to utilize neuroscience and technology to rise above with resilience.

从全人生活到全人式退休

From holistic life to holistic retirement

Hsin-hua Hsu
会议类型:
交流区
演讲语言:
普通话
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
11:30
Sunday, June 22, 2025
Hsu
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Asesoría a Clientes
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语言:
普通话
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Hsu explores three global retirement trends: aging demographics, shifting retirement ages and increasing employment among those over 65. Learn how utilizing new thoughts can lead to challenging traditional retirement concepts, regaining control of your life and creating a better life.

解析全球退休趋势变革,分享如何突破传统退休观念限制,规划退休蓝图。掌握人生主导权,创造美好人生。

AI浪潮下的变与不变

Changes and constants in the AI era

Cheng-Kan Huang
会议类型:
交流区
演讲语言:
普通话
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
14:30
Sunday, June 22, 2025
Huang
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Asesoría a Clientes
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语言:
普通话
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AI is overwhelmingly affecting our work and life, so we can't help but wonder if it’s no longer necessary to work. Will we lose our jobs? Huang shares some practical tools to leverage AI and use fragmented time to maximize productivity while reinforcing the values that AI cannot replace: the importance of life insurance advisors.

探讨如何善用AI工具提升工作效能,发掘保险顾问的核心竞争力,巩固顾问在AI时代不可替代的价值。

How to turn your referrals into your ambassadors

Janet Huaracha Magana
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
13:30
Tuesday, June 24, 2025
Huaracha Magana
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Gestión de Negocios
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语言:
西班牙语
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Huaracha Magana addresses two key strategies: prospecting and creating networks of influence. Learn how to combine these strategies to create a positive cycle that allows you to strengthen your long-term relationships with clients, prospect organically through cross-referrals and have your most influential clients become your ambassadors.

How to turn your referrals into your ambassadors

Janet Huaracha Magana
会议类型:
焦点会议
演讲语言:
西班牙语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
13:30
Monday, June 23, 2025
Huaracha Magana
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This is some text inside of a div block.
语言:
西班牙语
No items found.

Huaracha Magana addresses two key strategies: prospecting and creating networks of influence. Learn how to combine these strategies to create a positive cycle that allows you to strengthen your long-term relationships with clients, prospect organically through cross-referrals and have your most influential clients become your ambassadors.

Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Ross G. Hultgren, CFP, DFP
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
15:00
Monday, June 23, 2025
Hultgren
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This is some text inside of a div block.
语言:
英语
泰语
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How can changes you make in your psychology directly translate into business success? Get to the core of developing and translating value while learning new techniques to drive referrals, revenue and much more.

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

Katherine Hunt, Ph.D.
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
15:00
Monday, June 23, 2025
Hunt
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This is some text inside of a div block.
语言:
英语
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Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.

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

Katherine Hunt, Ph.D., Jeffrey Scott, CFP, Ph.D.
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
15:00
Monday, June 23, 2025
Hunt, Scott
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This is some text inside of a div block.
语言:
英语
No items found.

Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.

Do your parents have life insurance?

Kyu Sang Hwang
会议类型:
交流区
演讲语言:
朝鲜语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
12:30
Monday, June 23, 2025
Hwang
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Marketing
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语言:
朝鲜语
No items found.

Based on his real-life experiences, Hwang shares effective techniques for proposing life insurance to the parents of clients in their 30s.

Your life plan is like a flight plan

Rodrigo Ibanez Barquet
会议类型:
焦点会议
演讲语言:
西班牙语
会议日期:
2025 年 6 月 25 日,星期三
开始时间:
9:30
Wednesday, June 25, 2025
Ibanez Barquet
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This is some text inside of a div block.
语言:
西班牙语
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Are you truly aware of the power of your thoughts and everything you can achieve with them? Ibáñez Barquet teaches you how to reset your mindset to attract abundance and leave all doubts behind. Discover how to turn your thoughts to your advantage and turn obstacles into opportunities with a life plan to achieve the success you desire.

Communicate the needs for inheritance planning

Fuyuki Igarashi
会议类型:
交流区
演讲语言:
日语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
12:30
Sunday, June 22, 2025
Igarashi
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Marketing
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语言:
日语
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Igarashi shares his approach to inheritance planning, highlighting how he differentiates civil law and tax law in a clear and simple way for clients. He provides examples of how to effectively divide an estate to protect the legacy, create funds for inheritance taxes and reduce tax liabilities.

How I protect my clients

Nana Inatomi
会议类型:
交流区
演讲语言:
日语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
14:30
Sunday, June 22, 2025
Inatomi
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Asesoría a Clientes
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语言:
日语
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Inatomi shares how she earns referrals by creating a family tree to raise awareness about financial needs, taking into account the parents' pensions, as well as to prepare for the events of death, disability and the necessity for nursing care for either parent.

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

Laszlo Ivanizs
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
14:00
Monday, June 23, 2025
Ivanizs
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Gestión de Negocios
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语言:
英语
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Many advisors want to connect with younger generations but don’t know where to start. Ivanizs explains how to connect with these in-demand clients via social media, develop and post content that reaches prospects, and convert engagements into leads and insurance agents.

The hidden potential of life insurance learned from cancer

Takayuki Iwao
会议类型:
交流区
演讲语言:
日语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
14:00
Sunday, June 22, 2025
Iwao
This is some text inside of a div block.
Marketing
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语言:
日语
No items found.

When you enhance your understanding of cancer, your communication will improve, prospects will agree to your proposals and your clients' sense of security will increase even further. Iwao explains the importance of understanding the emotions of clients when diagnosed, as well as how their families might feel, and provide a ray of hope with life insurance.

Driving continued success through the art of referrals

Shweta Jain
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
13:30
Tuesday, June 24, 2025
Jain
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This is some text inside of a div block.
语言:
英语
No items found.

What processes do you have in place to establish consistency in your business? Jain shares why no amount of effective prospecting or service will generate stability and growth if you don’t know how to inspire, ask for and secure referrals from satisfied clients. This session is part of the Hindi track and will be presented in English.

From fear to confidence: Embracing AI for competitive advantage

Tannya Jajal
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
13:30
Tuesday, June 24, 2025
Jajal
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This is some text inside of a div block.
语言:
英语
西班牙语
No items found.

AI is often surrounded by myths and misconceptions that can create fear and uncertainty. Jajal explains how you can cut through the confusion, understand the real potential of AI and see how it can drive innovation, operational efficiency and strategic growth as your most valuable asset rather than a perceived threat.

Market development strategies through comprehensive financial planning

Supawich Jedeetha, CFP
会议类型:
交流区
演讲语言:
泰语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
11:30
Tuesday, June 24, 2025
Jedeetha
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Marketing
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语言:
泰语
No items found.

Jedeetha has built a reputation as a dedicated financial planner who prioritizes trust over sales. This philosophy has earned him the confidence of his clients, who now seek his advice on both financial and non-financial matters. Learn how, by providing detailed, client-focused guidance, he has secured repeat business and referrals without having to actively pursue new clients for three years.

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