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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。 

Nick Longo, MFP, APFP

Richmond
,
VIC
,
Australia
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
0

Nick Longo，MFP、APFP 是 Relevant Financial 的理财规划师和合伙人，通过全面的理财规划和个性化投资策略，帮助个人和家庭实现理财目标。Longo 拥有 20 年金融服务从业经验，专长于财富创造、退休规划和风险管理。

Nick Longo, MFP, APFP, is a financial planner and partner at Relevant Financial, where he helps individuals and families achieve their financial goals through comprehensive financial planning and personalized investment strategies. With 20 years of experience in the financial services profession, Longo specializes in wealth creation, retirement planning and risk management.

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转介绍的力量：构建真正带来成果的影响力中心网络

Referral power: Building a COI network that delivers

Nick Longo, MFP, APFP
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：
15:00
June 9, 2026 3:00 PM
Longo
语言：
英语
普通话
泰语
No items found.

How can you leverage COI partnerships that deliver real business results? Longo offers five proven COI marketing techniques designed to create a consistent pipeline of ideal clients and provides immediately actionable strategies to enhance your referral networks and drive sustained practice growth.

如何利用影响力中心 (COI) 合作关系获得实质性业务成果？Longo 提供五项经过验证的 COI 营销技巧，旨在创建持续稳定的理想客户渠道，并提供可行的策略来增强您的转介绍网络，推动业务持续增长。

Angela Daniela Malagón Beaven, FSCP, CLI

Merida
,
YUC
,
Mexico
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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

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Panel discussion: Top strategies to attract future MDRT advisors

Angela Daniela Malagón Beaven, FSCP, CLI
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
Malagon Beaven
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.

Guy Mankey

Balgowlah Heights
,
New South Wales
,
Australia
入会总年份：
24
内阁会员荣誉：
18
顶尖会员荣誉：
16

Guy Mankey 自 1979 年售出首张保单以来，毕生致力于探索更优的保险安排、客户与理赔管理方式。多年来，他不单成为澳大利亚、新西兰与亚洲广受欢迎的演讲者，也曾在全球多场百万圆桌会议中分享。

Guy Mankey has dedicated his professional life to discovering better ways to arrange insurance and manage clients and claims since he sold his first policy in 1979. Over the years, he’s not only become a sought-after speaker in Australia, New Zealand and Asia, but has also presented at numerous MDRT meetings around the globe.

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《不，我不能这样做》

No, I can't do that

Guy Mankey
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
Mankey
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

When a client decides to cancel insurance, Mankey says, your answer should always start with, “No, I can't do that.” He explains the importance of those words, the business retained, the claims paid and the lives saved because he said, “No.”

Mankey 指出，当客户决定取消保险时，您的回答应始终以此开头：“不，我不能那样做。”他将解释这句话的重要性——因其“拒绝”才得以保留业务、成本理赔，并挽救生命。

Travis D. Manning, CFP, CLU

Caledonia
,
ON
,
Canada
入会总年份：
17
内阁会员荣誉：
6
顶尖会员荣誉：
2

Travis D. Manning, CFP, CLU, is the president of The Evers Financial Group Inc. and has more than 25 years of financial planning experience in retirement income and estate planning. He studied anthropology, language, software engineering and computer science in post-secondary schools.

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Multigenerational selling: Keeping money in the family

Travis D. Manning, CFP, 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
June 10, 2026 11:00 AM
Manning
语言：
英语
日语
泰语
No items found.

Do you know how to sell to multiple generations of a family, including the keys to understanding each generation and how to convert them all into clients? Manning explains how to do all of that while creating a never-ending list of referrals and a stable income stream for your business.

Alejandro Marquez Espinosa, LCIC

Bogota
,
,
Colombia
入会总年份：
17
内阁会员荣誉：
15
顶尖会员荣誉：
4

Alejandro Márquez Espinosa, LCIC, has 31 years of experience in the financial services profession and proudly leads AME Consulting, a successful wealth management firm that administers an insurance portfolio of more than 9,000 policies.

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Mindset: Motivation and resilience

Alejandro Marquez Espinosa, LCIC
会议类型：
焦点会议
演讲语言：
西班牙语
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
Marquez Espinosa
语言：
西班牙语
No items found.

Discover the true value of a success-oriented mindset as well as the importance of resilience in leadership. Márquez Espinosa also shares how these qualities are the most powerful invisible assets behind the world's top financial advisors.

Edward Franklin Marshall, APFS

Stafford
,
,
United Kingdom
入会总年份：
9
内阁会员荣誉：
9
顶尖会员荣誉：
8

Edward Franklin Marshall,APFS, is a holistic, values-driven financial planner and managing director atDeans Wealth Management, with 23 years of experience in financial services. Hestarted as a tied financial advisor in 2001 and progressed to an independentfinancial advisor in 2004, moving to Kingsland Wealth Management in 2006 andthen their joint venture with Deans in 2008. Marshall bought out Deans in 2024and leads a team of seven. He is a trusted voice on BBC radio, both nationaland local, and has appeared on BBC Breakfast News and BBC Politics coveringvarious financial planning topics.

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Focus Session Power Hour

Edward Franklin Marshall, APFS
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
Marshall
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.

Edit Martonosi

Budapest
,
,
Hungary
入会总年份：
8
内阁会员荣誉：
6
顶尖会员荣誉：
3

Edit Martonosi began her financial services career in 2005 and currently works at an independent insurance brokerage company, specializing in risk life insurance, estate planning strategies for business operators and creating financial portfolios for large companies. In 2018, Martonosi decided to become an international sports insurance advisor in car and motorcycle sports. She has won the Independent Champion Advisor Award several times in the life insurance sector and, in 2024, was elected customer education chair by the Association of Hungarian Insurance Advisors to develop programs, campaigns and communication strategies that address and provide solutions to challenges the advisory profession encounters.

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Serve your industry, research niche markets, strengthen your business brand and become an insurance communicator

Edit Martonosi
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：
15:00
June 9, 2026 3:00 PM
Martonosi
语言：
英语
日语
No items found.

A key element of the financial services profession is to think about a specialization that refreshes your business, builds new networks of relationships, and provides new products and education to your clients. Martonosi shares how she identified her niche market — developing sports insurance for car and motorcycle sports as well as career path models for athletes — and discusses how her five-step model can help you build your own advisory brand, reach new target markets and leverage the power, visibility and partnership of brand ambassadors.

Moisés Martínez Hernandez

,
,
入会总年份：
24
内阁会员荣誉：
6
顶尖会员荣誉：

Moisés Martínez Hernandez has been an insurance agent for 33 years, specializing in health and life insurance. He is also an MDRT mentor and speaker and has served as a volunteer leader of MDRT’s Membership Communications Committee (MCC). Throughout his career, he has received multiple awards from his company, MetLife, and from the Asociación Mexicana de Agentes de Seguros y Fianzas for his high productivity. Martínez Hernandez also serves as a moderator for postgraduate insurance courses at the Instituto Mexicano Educativo de Seguros y Fianzas.

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Growing amid crisis

Moisés Martínez Hernandez
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
15:00
June 7, 2026 3:00 PM
Martínez Hernandez
语言：
西班牙语
No items found.

Martínez Hernandez shares his best techniques for prospecting and obtaining referrals to win new clients. He also explains how to prospect through service surveys.

Luis Fernando Martínez Oliver

,
,
入会总年份：
3
内阁会员荣誉：
3
顶尖会员荣誉：
3

Luis Fernando Martínez Oliver has been in the insurance industry for 12 years, establishing himself as a prominent financial and insurance agent who specializes in life insurance, retirement plans and investment funds. His strategic approach to content creation has allowed him to leverage social media and artificial intelligence to successfully prospect and attract high-net-worth clients. Martínez Oliver has mentored agents and received numerous awards from the company he has represented throughout his career.

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How to transition from being an average advisor to a Top of the Table member

Luis Fernando Martínez Oliver
会议类型：
交流区
演讲语言：
西班牙语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
15:00
June 7, 2026 3:00 PM
Martínez Oliver
语言：
西班牙语
No items found.

Martínez Oliver shares a road map inspired by Frank Bettger's philosophy and Mark Manson's ideas focusing on prioritizing valuable content and reducing distractions. He also discusses a 30-day plan to attract high-net-worth clients and achieve Court of the Table and Top of the Table status.

Juli Y. McNeely, CFP, CLU

,
,
入会总年份：
19
内阁会员荣誉：
9
顶尖会员荣誉：
6

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 .”

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

Juli Y. McNeely, CFP, CLU
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
June 7, 2026 11:00 AM
McNeely
语言：
英语
No items found.

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.

Juli Y. McNeely, CFP, CLU

Spencer
,
Wisconsin
,
USA
入会总年份：
19
内阁会员荣誉：
9
顶尖会员荣誉：
6

Juli Y. McNeely，CFP、CLU 在金融服务行业长大，小时候便看着父母为客户服务。她目前拥有一家名为 Financial Clarify by Design 的公司；该独立公司由她的父亲一手成立；同时她还在发展个人教练业务：Juli McNeely Consulting LLC。她于 2014 年成为 NAIFA 的首位女性主席，并于 2015 年荣获 WIFS“年度女性奖”。2016 年，McNeely 出版了《无需领带：金融服务行业女性成功指南》(No Necktie Needed: A Woman's Guide to Success in Financial Services) 一书。

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.”

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解锁您的秘密超能力：成立客户顾问委员会

Unlocking your secret superpower: Creating a client advisory board

Juli Y. McNeely, 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
McNeely
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Because real-time feedback from clients isn’t always the easiest to obtain, McNeely’s firm gathered some of its best clients to provide input on new ideas and strategies. McNeely explains what she shares with this group and the ways they have helped identify how clients will receive her practice’s newest offerings.

由于即时客户反馈十分不易，因此 McNeely 的公司集结了顶尖客户群体，为新构想与策略提供意见。McNeely 将阐述她与该群体分享的内容，以及这如何协助辨别客户对其最新服务的反应。

Hidenori Miki

,
,
入会总年份：
28
内阁会员荣誉：
3
顶尖会员荣誉：

Hidenori Miki is a branch manager of Yokohama Bashamichi Branch of Financial Japan. He has 28 years of experience in the profession and specializes in asset management, business succession and life insurance planning for business owners in the manufacturing and construction industries. Before entering the life insurance business, he worked for Marsh Japan.

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How AI-boosted marketing improves productivity

Hidenori Miki
会议类型：
交流区
演讲语言：
日语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
11:30
June 8, 2026 11:30 AM
Miki
语言：
日语
No items found.

How will ChatGPT 5 change the world? Miki shares his experience of how active use of AI ultimately helped shape his market strategy, specifically, it changed his positioning and relationships with his clients. Discover how it’s never too late to use AI.

Kevin Miller

Woodland Park
,
Colorado
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Kevin Miller 耗费 15 年时光研究及报导人类潜能，其职业生涯致力于探索人类如何创造意义及诠释自身经历。这份投入促使他共同开发了 S.A.G.E. 流程，通过一种革命性的语言模型，赋予人们以个人能动性进行表达及创造意义的能力，从而强化内在安全感——也就是心理健康的基础。他持续在《Kevin Miller 播客》上与当代最受敬重的实践者探讨人类潜能的相关议题。  

‍

Kevin Miller has spent 15 years researching and reporting on human potential, dedicating his career to deep study of how we create meaning and interpret our experiences. This devotion led him to co-develop the S.A.G.E. process, which equips people to speak and make meaning with personal agency through a revolutionary linguistic model that strengthens inner security — the foundation of mental well-being. He continues to engage in discourse on human potential with today’s most respected practitioners on The Kevin Miller Podcast.  

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主场会议对话

Main Platform Conversations

Kevin Miller
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
Miller
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

‍

您渴望成为创新者，在全世界及您所在的社群中，创造具有影响力的真正变革吗？在这场作为主场会议对话一部分的“炉边密话”中，Netflix 联合创始人兼第一首席执行官 Marc Randolph，将与人类潜能资深研究者 Kevin Miller 一起探讨 Randolph 的无数成功创新经验，以及如何将革命性的想法转化为具有实质影响的行动。

‍

Kevin Miller; Marc Randolph

,
,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Kevin Miller 耗费 15 年时光研究及报导人类潜能，其职业生涯致力于探索人类如何创造意义及诠释自身经历。这份投入促使他共同开发了 S.A.G.E. 流程，通过一种革命性的语言模型，赋予人们以个人能动性进行表达及创造意义的能力，从而强化内在安全感——也就是心理健康的基础。他持续在《Kevin Miller 播客》上与当代最受敬重的实践者探讨人类潜能的相关议题。  

‍

Marc Randolph 是一位资深硅谷企业家、顾问兼投资者。作为 Netflix 的联合创始人兼初任首席执行官，正是他铺设的基础孕育出这如今坐拥逾 2.75 亿订阅用户的服务平台，让全球媒体内容体验方式掀起巨变。Randolph 曾创办或参与成立另外六家初创企业，全部都发展得相当顺利；他还曾指导处于创业初期的数百位企业家，以及协助成立数十家大获成功的创科创投基金。他著有全球畅销回忆录《复盘网飞：从一个点子到商业传奇》(That Will Never Work: The Birth of Netflix and the Amazing Life of an Idea)，同时也是苹果 10 大播客《That Will Never Work》的主持人。

‍

Kevin Miller has spent 15 years researching and reporting on human potential, dedicating his career to deep study of how we create meaning and interpret our experiences. This devotion led him to co-develop the S.A.G.E. process, which equips people to speak and make meaning with personal agency through a revolutionary linguistic model that strengthens inner security — the foundation of mental well-being. He continues to engage in discourse on human potential with today’s most respected practitioners on The Kevin Miller Podcast.  

‍

Marc Randolph is a veteran Silicon Valley entrepreneur, advisor and investor. As co-founder and first CEO of Netflix, he laid much of the groundwork for a service that’s grown to more than 275 million subscribers, fundamentally altering how the world experiences media. Randolph has founded or co-founded six other successful startups, mentored hundreds of early-stage entrepreneurs and helped seed dozens of successful tech ventures. He is the author of the international bestseller memoir, “That Will Never Work: The Birth of Netflix and the Amazing Life of an Idea,” and host of the top 10 Apple podcast “That Will Never Work.”

‍

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主场会议对话

Main Platform Conversations

Kevin Miller; Marc Randolph
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
Miller; Randolph
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

‍

您渴望成为创新者，在全世界及您所在的社群中，创造具有影响力的真正变革吗？在这场作为主场会议对话一部分的“炉边密话”中，Netflix 联合创始人兼第一首席执行官 Marc Randolph，将与人类潜能资深研究者 Kevin Miller 一起探讨 Randolph 的无数成功创新经验，以及如何将革命性的想法转化为具有实质影响的行动。

‍

Elaine Milne, DipPFS

,
,
入会总年份：
18
内阁会员荣誉：
13
顶尖会员荣誉：
9

Elaine Milne, Dip PFS, has been in the financial services profession for 28 years and is the director of her own successful financial planning practice. She has spoken frequently at MDRT events in various countries as well as on Main Platform at the 2019 MDRT Annual Meeting. She is an Excalibur Knight of the MDRT Foundation and was proud to serve on the Board of Trustees from 2019-2022. As 2025-2026 president of her local Rotary Club, Milne enjoys participating in a variety of charitable endeavors.

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Client service excellence: Turning satisfaction into loyalty

Elaine Milne, DipPFS
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：
12:30
June 9, 2026 12:30 PM
Milne
语言：
英语
No items found.

A client gifting strategy, such as sending personalized gifts to clients for special occasions in their life, can help them know they have a bespoke and personal service. Milne shares how you can put careful thought into who your clients are as people and how applying that understanding can lead to meaningful gifts, reactions and relationships.

Suchanun Mitchueachart

,
,
入会总年份：
8
内阁会员荣誉：
2
顶尖会员荣誉：

Suchanun Mitchueachart is a recognized financial advisor and team leader with a strong focus on developing advisor capabilities and advancing professional standards. She was named a finalist in the Young Executive category at the 10th Asia Trusted Life Agents & Advisers Awards 2025. Her areas of expertise include team management, manager development and sustainable performance growth. Throughout her career, she has received multiple industry awards, including GAMA Awards, APFinSA Awards and professional excellence recognition such as IQA, TNQA and NAA, as well as recognition as a Quality Manager (Q).

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MDRT strategy for year 1 and family legacy

Suchanun Mitchueachart
会议类型：
交流区
演讲语言：
泰语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
12:00
June 7, 2026 12:00 PM
Mitchueachart
语言：
泰语
No items found.

Mitchueachart shares her disciplined, action-driven path from being a new graduate with no client base to achieving MDRT in the first year. It highlights consistent door knocking and booth activities, followed by systematic follow-up to expand existing clients into family relationships. Learn how to manage time effectively, build deep trust and grow a stable, sustainable portfolio that can extend across generations.

Carlos Edgar Morales Sanchez

,
,
入会总年份：
7
内阁会员荣誉：
4
顶尖会员荣誉：

Carlos Edgar Morales Sanchez is the CEO and founder of Consultoría 11A, a company specializing in comprehensive strategies for personal retirement plans, life and health insurance. With a decade of experience in the financial industry, Morales Sanchez has stood out for his remarkable performance, winning international conventions from Prudential Seguros México and positioning himself as a speaker on wealth planning. He is currently pursuing the FSCP certification at The American College of Financial Services.

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From agent to consultant: How to attract high-net-worth clients

Carlos Edgar Morales Sanchez
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：
12:30
June 8, 2026 12:30 PM
Morales Sanchez
语言：
西班牙语
No items found.

High-net-worth clients seek consultants who provide comprehensive strategies and a strong business vision, rather than just policy salespeople. Morales Sanchez discusses how he transformed his self-perception, built a high-performance team and forged strategic alliances, enabling him to access corporate prospects and higher-level clients. Discover how to differentiate yourself, present your practice as a company and build trusting relationships that elevate your business.

Koji Morita

,
,
Japan
入会总年份：
10
内阁会员荣誉：
3
顶尖会员荣誉：
1

Koji Morita joined a multinational telecommunications company in 2001. In 2010, he transitioned to his family’s property and casualty insurance agency, where he launched and led a life insurance business in a regional city of 180,000. Morita then established a multi-product agency and independent company, and now works as an independent financial advisor supporting clients’ comprehensive asset planning.

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Seamless Life: What Changes When You Continue Working as a Member of the Community

Koji Morita
会议类型：
焦点会议
演讲语言：
日语
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
Morita
语言：
日语
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Many people strive to keeptheir professional and personal lives separate. This session explores adifferent perspective—viewing work as a natural extension of life within acommunity. By moving beyond rigid boundaries and engaging with others not onlyas clients but also as friends, individuals can cultivate deeper connectionsand a more meaningful experience of work and life. The speaker will sharepersonal insights and examples of how this integrated approach can betransformative.

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Michael Morrow, CFP

Thunder Bay
,
ON
,
Canada
入会总年份：
18
内阁会员荣誉：
1
顶尖会员荣誉：
1

Michael Morrow，CFP 是一位知名的遗产规划策略师、国际演讲家，著有四本畅销书。自 1989 年以来，他和他的团队一直帮助家庭和企业主履行关键的财务责任并留下有意义的遗产，方法是将久经考验的成熟财务架构进行创新应用，帮助客户重新配置资产以实现期望的结果，同时最大限度地减少所缴税款。Morrow 曾两度担任 Financial Advisors Association of Canada 主席，是百万圆桌基金会的支持者，并因其对金融服务行业的贡献于 2025 年入选金融名人堂。

Michael Morrow, CFP, is a well-known legacy strategist, international speaker and author of four bestselling books. He and his team have been helping families and business owners meet their critical financial responsibilities and leave meaningful legacies since 1989 by using innovative applications of time-tested and proven financial structures to help rearrange their assets to get the results they want while minimizing the tax they pay. Morrow is a two-time president of The Financial Advisors Association of Canada, an MDRT Foundation supporter and was inducted into The Financial Hall of Fame in 2025 for his contributions to the financial services profession.

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金钱法则（60 分钟讲透 60 个要点）

The rules of money (60 ideas in 60 minutes)

Michael Morrow, 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
June 8, 2026 3:00 PM
Morrow
语言：
英语
普通话
西班牙语
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How can you help clients better understand money in a simple yet unforgettable way? Morrow shares numerous approaches to turn financial concepts into action items and marketing ideas.

如何以简单而令人难忘的方式帮助客户更好地理解金钱？Morrow 分享了众多将财务概念转化为行动方案和营销创意的方法。

Dr. Geetha Murali

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

Dr. Geetha Murali 是 Room to Read 的首席执行官；该国际领先教育机构致力于宣扬”教育儿童，始于世界改变“的理念。Murali 是该机构茁壮背后的主力推手——协助组织将足迹扩展至全球 29 个国家/地区，迄今为超过 520 万名儿童带来了正面影响。

Dr. Geetha Murali is the chief executive officer of Room to Read, a leading international education organization committed to the belief that educated children starts with world change. Murali has been instrumental in driving the organization’s exponential growth — expanding its presence to 29 countries and positively benefiting more than 52 million children to date.

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化不可能为可能

Making the impossible possible

Dr. Geetha Murali
会议类型：
主场会议
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
8:00
June 8, 2026 8:00 AM
Murali
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Education is a human right, yet a quality education remains out of reach for hundreds of millions of children around the world. Discover how Room to Read, the MDRT Foundation’s charity partner at the 2026 MDRT Annual Meeting, nurtures foundational learning by creating quality curriculum and children’s book content in local languages, training and coaching educators, and establishing enriching learning spaces.

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教育是一项人权，但对全球数亿儿童而言，优质教育仍是遥不可及的梦想。探索百万圆桌基金会 2026 年百万圆桌年会慈善合作伙伴 Room to Read 如何通过以当地语言编制优质课程与儿童读物内容、培训及指导教育工作者，以及建立丰富的学习环境，从而培养基础学习能力。

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Montserrat Mureddu Gonzalez, FSCP

Queretaro
,
QRO
,
Mexico
入会总年份：
6
内阁会员荣誉：
3
顶尖会员荣誉：
0

Montserrat Mureddu holds a degree in organizational psychology and is a founding partner of Mureddu Multi-Family Office, a firm dedicated to protecting, growing and preserving the wealth of business families. Mureddu Gonzalez is a wealth consultant and insurance agent specializing in family finance, with an outstanding professional career spanning more than 15 years in the financial services profession. Her accomplishments include graduating with honors from Camino a la Cumbre, qualifying for Encuentro Élite and Simposio and being a 3-Diamond Agent.

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The psychology of money: A 6-meeting process to build trust with advanced markets

Montserrat Mureddu Gonzalez, FSCP
会议类型：
焦点会议
演讲语言：
西班牙语
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
Mureddu Gonzalez
语言：
西班牙语
No items found.

In the world of ultra-high-net-worth individuals, money is more than just numbers, but many advisors still try to sell products when these clients are seeking trust. Mureddu shares how to use the psychology of money to have meaningful and strategic conversations with high-level clients.

Brad J. Myers, ChFC

Draper
,
Utah
,
USA
入会总年份：
24
内阁会员荣誉：
15
顶尖会员荣誉：
6

Brad J. Myers，ChFC 是百万圆桌执行委员会被提名人，同时也是百万圆桌基金会的铂金骑士。Myers 是 Pepperwood Financial 的所有者，该公司专门帮助即将退休或已退休人士规划可持续且安全的财务未来。

Brad J. Myers, ChFC, is the Nominee to the MDRT Executive Committee and a Platinum Knight of the MDRT Foundation. Myers is the owner of Pepperwood Financial, a firm that specializes in helping individuals nearing or in retirement to build sustainable and secure financial futures.

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获提名人任命致辞

Nominee Acceptance Speech

Brad J. Myers, ChFC
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
Myers
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Brad J. Myers, ChFC, formally accepts the nomination to become the newest member of the Executive Committee.

Brad J. Myers，ChFC 正式接受提名，将成为执行委员会的最新成员。

Yuichiro Nakamura

Tokyo
,
,
Japan
入会总年份：
16
内阁会员荣誉：
11
顶尖会员荣誉：
1

Yuichiro Nakamura 于 2003 年开展金融服务从业生涯，现为 2025 年 Prudential 日本分会会长。

Yuichiro Nakamura began his career in the financial services profession in 2003 and is the 2025 president of the Prudential of Japan Chapter.

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《建立忠诚驱动的市场营销》

Building loyalty-driven marketing

Yuichiro Nakamura
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
Nakamura
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

How can you use loyalty to segment your clients and direct your efforts toward expansion? Nakamura explains why he believes marketing is the most important aspect of advisors’ work and how loyalty-focused marketing can build lasting relationships and broaden clientele.

如何运用忠诚度区分客户，并将努力导向扩展方向？Nakamura 将阐述为何他认为市场营销是顾问工作中最重要的一环，以及以忠诚为焦点的市场营销如何能建立持久关系并拓展客户群。

Felippe Nardi

Rio de Janeiro
,
Rio de Janeiro
,
Brazil
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Felippe Nardi is the founder of Inside The Show, a program that helps professionals transform ordinary online workshops into engaging, broadcast-level experiences. Through coaching, practice tools and innovative training environments, he has worked with entrepreneurs, educators and business leaders worldwide teaching practical methods for delivering virtual sessions that feel alive, strengthen personal brands and often prove more impactful than in-person events.

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Making virtual workshops a signature part of your brand

Felippe Nardi
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
June 8, 2026 3:00 PM
Nardi
语言：
英语
朝鲜语
泰语
No items found.

Most virtual workshops look the same: a speaker boxed into the corner while slides dominate the screen for an hour, with a result that is predictable and forgettable. Nardi shares a practical framework to deliver content in more ways than slides, keeping audiences engaged from start to finish and running sessions that are more impactful than many in-person events.

Diana Ng, B Bus, ChFC

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

Diana Ng, B Bus, ChFC, is a 12-year MDRT member with three Court of the Table qualifications. With 15 years in financial services and a decade of corporate marketing experience, she brings strategic insight to her work. As a director at Prudential Assurance Company Singapore, Ng specializes in financial wellness and estate planning, leads a team of 19 advisors, and is passionate about developing confident, purpose-driven leaders.

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MDRT Center Speaks: Developing new advisors

Diana Ng, B Bus, ChFC
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：
15:00
June 8, 2026 3:00 PM
Ng
语言：
英语
No items found.

Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

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