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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。 

Panel discussion: Building advisors and business owners for the future

Thanapat Soikampada, FChFP
会议类型:
焦点会议
演讲语言:
泰语
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
Soikampada
语言:
泰语
No items found.

How can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Panel discussion: Building advisors and business owners for the future

Thanapat Soikampada, FChFP; Kotthanapat Thinbang
会议类型:
焦点会议
演讲语言:
泰语
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
Soikampada; Thinbang
语言:
泰语
No items found.

How can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Juggling it all: Career, clients and life — real talk from women advisors

Jarmila Somolányiová, MA
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:
11:30
June 8, 2026 11:30 AM
Somolányiová
语言:
英语
No items found.

Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

Panel discussion: Top strategies to attract future MDRT advisors

Joseph Sparacio
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
Sparacio
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.

Panel discussion: The best MDRT book club that grew my practice

Irene Stolte, ChFC
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
Stolte
语言:
英语
日语
朝鲜语
No items found.

Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Managing online customers to become sustainable, long-term clients

Natt Supanatkullanan FChFP ChLP
会议类型:
焦点会议
演讲语言:
泰语
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
Supanatkullanan FChFP ChLP
语言:
泰语
No items found.

Supanatkullanan shares her strategies for attracting clients through online channels and providing them with fast, precise and professional chat responses to build long-term relationships, ultimately leading to strong brand loyalty.

Planned vs. unplanned legacy: Choosing your family’s future

Narangsan Suracharoenchaikul, FChFP
会议类型:
交流区
演讲语言:
泰语
会议日期:
2026 年 6 月 9 日,星期二
开始时间:
13:00
June 9, 2026 1:00 PM
Suracharoenchaikul
语言:
泰语
No items found.

Suracharoenchaikul examines why delaying estate planning can lead to legal delays, family conflict, tax burdens and business disruption. Through two real-world comparisons, he explains the contrast between unplanned outcomes and structured planning to demonstrate how proactive estate planning enables smooth wealth transfer, reduces unexpected costs and preserves family relationships while supporting long-term continuity of assets and businesses.

Online marketing strategies: From everyday content to six-figure cases

Kanjana Surapraphant
会议类型:
交流区
演讲语言:
泰语
会议日期:
2026 年 6 月 9 日,星期二
开始时间:
13:00
June 9, 2026 1:00 PM
Surapraphant
语言:
泰语
No items found.

Surapraphant explores how online marketing can evolve from serving entry-level buyers to closing six-figure cases. The focus is on building personal credibility through content, crafting posts that attract higher-purchasing segments and shifting the sales mindset toward larger cases. Learn practical approaches to expanding your client base through social media and applying these strategies to grow business results from tens of thousands to hundreds of thousands sustainably.

MDRT Center Speaks: Developing new advisors

Agnieszka Surowik
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
Surowik
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.

Digital marketing journey to MDRT achievement

Pitchuda Suwannasarn
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:
11:30
June 7, 2026 11:30 AM
Suwannasarn
语言:
泰语
No items found.

Suwannasarn shares her journey of being a former corporate employee who built a stable, fully online career and achieved MDRT within nine months during a time of widespread uncertainty. She highlights how digital marketing enabled consistent client acquisition, supporting more than 90 new clients annually, and how resilience, online strategy and a service mindset can transform challenges into sustainable MDRT success.

The power of recommendations: How to grow your clientele with credibility and strategy

Dimosthenis Sykovaris, ACS
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:
14:00
June 7, 2026 2:00 PM
Sykovaris
语言:
英语
No items found.

Qualified referrals don’t happen by accident, Sykovaris says. Using his four-pillar system, learn how to first change your mindset and then build trust into your client relationships, leading to more and better referrals.

Dare to fail

Mongkol Tangmannaikit
会议类型:
焦点会议
演讲语言:
泰语
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
Tangmannaikit
语言:
泰语
No items found.

Many sources focus on what people should do, yet humans often fear loss and worry about what they might miss if they fail to act. Tangmannaikit presents both perspectives through insights drawn from more than 20 years of experience, filtered from real mistakes and shared through immersive storytelling.

《非凡顾问 vs 平凡顾问:如何脱颖而出》

Extraordinary versus ordinary advisors: How to stand out

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

After coaching thousands of advisors and failing thousands of times himself, Taylor has seen that advisors who thrive in the long term must do something a little “extra.” Learn how to identify and implement those differentiating behaviors and mindsets that define yourself as extraordinary in the eyes of clients and prospects.

在指导数千名顾问并亲身经历数千次失败后,Taylor 发现长期成功的顾问必须多做一点“额外之事”。学习如何辨别并实践那些能让您在客户与准客户眼中变得“非凡”的差异化行为与思维模式。

Test 3.17
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:
15:00
June 8, 2026 3:00 PM
Test
语言:
英语
No items found.

6 steps to retirement planning

Natnicha Thapthong
会议类型:
焦点会议
演讲语言:
泰语
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
Thapthong
语言:
泰语
No items found.

Do you want to help clients clearly understand the numbers and realities of their post-retirement goals? Thapthong incorporates sound principles and perspectives to support confident financial decision-making.

Panel discussion: Building advisors and business owners for the future

Kotthanapat Thinbang
会议类型:
焦点会议
演讲语言:
泰语
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
Thinbang
语言:
泰语
No items found.

How can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Finding your niche: How focus ignited 24x growth

Phil Thompson
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
Thompson
语言:
英语
No items found.

Most advisors think more services mean more growth, but often it just means more stress. Thompson shares how narrowing his focus to one niche (insurance-only advice) turned a struggling business into one that grew 24x in six years.

《大额个案的继承规划:从文书到安心》

Succession planning for bigger cases: From paperwork to peace

Sanjay Tolani, Ph.D., MBA
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
Tolani
语言:
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous.

即使是最成功的家族,若缺乏妥善规划也可能失去一切。Tolani 将分享如何为财富、领导权继承与收入分配制定路线图,确保高净值客户家族保持团结兴盛。

让影响力中心延续你的故事

Let your centers of influence continue your story

Woei Sean Tong
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:
15:00
June 8, 2026 3:00 PM
Tong
语言:
普通话
No items found.

True centers of influence do more than generate client referrals — they extend your professional reputation and legacy. Tong explains how to build enduring partnerships through authentic relationships, active listening and consistent care to create a continuous flow of business and trust.

真正的影响力中心 (COI) 不只带来客户转介,更能延续您的专业与故事。通过真诚关系、价值倾听与长期关怀建立稳固合作,从而带来源源不断的业务与信任。

Recognition and case size: Aqua marketing to let go of busyness

Mizuki Torii
会议类型:
交流区
演讲语言:
日语
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
Torii
语言:
日语
No items found.

Torii will introduce a system to generate larger case size and consistent results not relying on activity volume—methods you too can implement. While with Nippon Life, she qualified for MDRT through “10 meetings per day × 3 days per week” while also serving as a cheerleader 3 days/week. After becoming independent, she evolved this further to “Results = Activity × Opportunity” and “A chosen marketing approach earning 10 DMs/day.”

Strong branding: Consulting on overall financial assets from defined contribution pension plans

Takako Tsuruta
会议类型:
交流区
演讲语言:
日语
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
Tsuruta
语言:
日语
No items found.

The corporate defined contribution (DC) pension plan is institutionally complex. DC is complicated enough for us in the financial business, but more so for our clients. Therefore, it is crucial to listen to our clients' needs, fully understand the program, and plan their overall asset portfolio as if it is for you. Tsuruta will introduce a consulting approach that collaboratively sets goals and desired outcomes through conversation with the client, providing long-term support.

The alchemy of tragedy: Turning trauma into triumph

Roy Tuscany
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
June 8, 2026 1:30 PM
Tuscany
语言:
英语
日语
No items found.

Two survivors of life-changing spinal cord injuries share how they turned devastating accidents into powerful catalysts for growth, purpose and service. Discover the mindset shifts, resilience strategies and community-building practices that transformed personal tragedy into a force for good.

自信交流的新法则

The new rules of confident communication

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

Do you know how to harness your personal touch in a technology-driven world to build trust, strengthen long-term relationships and stand out with clarity and authenticity? Gain Ugarte’s actionable, confidence-boosting techniques you can apply immediately to enhance your presence, deepen connection and drive greater retention and results.

置身科技为先的世界,您知道如何善用个人接触层面,从而建立信任、巩固长期关系,并凭借清晰与真诚的特质脱颖而出吗? 学习 Ugarte 的提高自信实战心法,回家后立即付诸实践,借此提升存在感、深化人脉联系,并推高留存率与业务成绩。

Panel discussion: Top strategies to attract future MDRT advisors

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
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.

Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Catalina Vega
会议类型:
焦点会议
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:
15:00
June 8, 2026 3:00 PM
Vega
语言:
西班牙语
No items found.

MDRT members explore how to transform your mindset by breaking limiting beliefs and adopting a posture of responsibility, abundance and purpose as you enter a new stage of your business. Learn how leadership is a process that starts with self-awareness, moves to managing tasks and resources, and ultimately creates the type of inspirational leader who builds high-performance teams, aligns talent with the vision, fosters growth and creates environments of genuine collaboration.

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