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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。 

Irene Stolte, ChFC

Somerville
,
NJ
,
United States
入会总年份：
11
内阁会员荣誉：
5
顶尖会员荣誉：
1

Irene Stolte, ChFC, has been a financial advisor since 2001 and joined Horizon Wealth Strategies in 2014. She provides a foundation for her clients' financial futures and helps instill confidence within her clients as she navigates them through what can often be an overwhelming process of identifying and coordinating financial goals.

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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
Tuesday, June 9, 2026
Stolte
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Gestión de Negocios
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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?

Natt Supanatkullanan FChFP ChLP

Bangkok
,
,
Thailand
入会总年份：
11
内阁会员荣誉：
2
顶尖会员荣誉：
0

Natt Supanatkullanan, FChFP, ChLP, is an active MDRT member in the MCC Division and as a speaker at various MDRT events, including the MDRT Annual Meeting and MDRT Day Thailand.

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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
Monday, June 8, 2026
Supanatkullanan FChFP ChLP
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Asesoría a Clientes
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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.

Narangsan Suracharoenchaikul, FChFP

,
,
入会总年份：
9
内阁会员荣誉：
4
顶尖会员荣誉：

Narangsan Suracharoenchaikul, FChFP, serves as a district director at AIA Thailand and is the general agency owner of Finnergy Wealth. He has more than 11 years of experience in the financial services profession, with areas of expertise in estate planning, life insurance strategies and agency management, providing advisory services to a broad client base. He holds a master’s degree in engineering and multiple professional financial planning designations. He is also a frequent guest speaker at industry forums and is committed to promoting sustainable financial legacy planning through structured, professional standards.

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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
Tuesday, June 9, 2026
Suracharoenchaikul
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This is some text inside of a div block.
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.

Kanjana Surapraphant

,
,
入会总年份：
4
内阁会员荣誉：
顶尖会员荣誉：

Kanjana Surapraphant is an assistant vice president at Allianz Ayudhya with more than four years of experience in the financial advisory profession. She specializes in health insurance planning and sales, supported by structured online marketing strategies to effectively reach and serve clients. Her professional achievements have been recognized through industry honors, including GAMA International Management Awards, Asia-Pacific Financial Services Awards and the Thailand National Quality Awards. She has also received Allianz Ayudhya recognitions such as Top of the Year and Top Quality Growth Recruiter. She holds a bachelor’s degree with first-class honors from Srinakharinwirot University.

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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
Tuesday, June 9, 2026
Surapraphant
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This is some text inside of a div block.
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.

Agnieszka Surowik

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

Agnieszka Surowik is an expert in financial risk transfer, specializing in life and health protection, retirement solutions, business succession and cross-insurance for companies — integrating strategy with values and long-term responsibility. With 18 years of management and leadership experience and seven in sales, Surowik advanced from advisor to director to sales trainer within five years of joining the financial services profession. She achieved MDRT in her second year and is now an MDRT Center for Field Leadership member, supporting dozens of advisors in their development through the Millionaire Club at Prudential Poland.

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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
Monday, June 8, 2026
Surowik
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This is some text inside of a div block.
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.

Pitchuda Suwannasarn

,
,
入会总年份：
5
内阁会员荣誉：
顶尖会员荣誉：

Pitchuda Suwannasarn is a triple A sales manager with Muang Thai Life Assurance Public Co. Ltd. She has more than five years of experience in the life insurance profession, specializing in retirement planning and delivering structured online advisory services in life insurance, health insurance and critical illness coverage. She manages a client portfolio of more than 400 clients and has earned industry recognition for performance and quality, including Top Agent, Active Top Health Champion and Top FYC Manager, as well as achieved professional designations such as IQA, TNQA, APFinSA, NAA and Quality Manager (Q).

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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
Sunday, June 7, 2026
Suwannasarn
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语言：
泰语
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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.

Dimosthenis Sykovaris, ACS

,
,
入会总年份：
20
内阁会员荣誉：
顶尖会员荣誉：

Dimosthenis Sykovaris, ACS, is an independent agent with 33 years of experience in the financial services profession, specializing in life, health and retirement services. He is a graduate of the Athens University of Economics and Business.

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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
Sunday, June 7, 2026
Sykovaris
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This is some text inside of a div block.
语言：
英语
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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.

Mongkol Tangmannaikit

Bangkok
,
,
Thailand
入会总年份：
7
内阁会员荣誉：
2
顶尖会员荣誉：
0

Mongkol Tangmannaikit has 25 years of work experience. He highlights the importance of setting daily goals and maintaining self-confidence as essential elements for building the work ethic needed to thrive and succeed as a financial advisor.

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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
Monday, June 8, 2026
Tangmannaikit
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Persona Íntegra
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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.

Eszylfie Taylor

Pasadena
,
California
,
USA
入会总年份：
23
内阁会员荣誉：
18
顶尖会员荣誉：
14

Eszylfie Taylor 是 Taylor Insurance and Financial Services 的创始人暨总裁，专注服务个人、企业家、运动员、社会名人及高净值家庭。他曾为 New York Life 的顶尖顾问，并获得“Chairman's Cabinet”殊荣（12,000 人中前 25 名），其后经历一场突破，开始专注于改善市场策略、聚焦解决问题而非销售产品。他以此为基础，将自身成败化为教学工具，从而发展出专为理财顾问而设的“The Taylor Method”销售流程。

Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services, where he serves individuals, business owners, athletes, celebrities and high-net-worth families. After a standout career as an advisor at New York Life, where he achieved Chairman's Cabinet (top 25 out of 12,000), Taylor had a breakthrough that centered around how to improve his market and focus on solving problems, not selling products. He built upon this and used his successes and failures as teaching tools that would contribute to the start of The Taylor Method, a sales process for financial advisors.

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《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
Tuesday, June 9, 2026
Taylor
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Persona Íntegra
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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。

Natnicha Thapthong

Bangkok
,
,
Thailand
入会总年份：
11
内阁会员荣誉：
1
顶尖会员荣誉：
0

Natnicha Thapthong has worked with Muang Thai Life Assurance for more than 15 years and specializes in financial planning, particularly structured retirement planning. She has earned several notable professional awards, including Top ILP, the 2025 Outstanding Agent Award from the Office of Insurance Commission, NAA, APFinSA, TNQA and other company recognitions that reflect her commitment to excellence. She holds a degree in entrepreneurship from Bangkok University in collaboration with Babson College in the United States, which strengthens her business insight and financial planning expertise.

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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
Tuesday, June 9, 2026
Thapthong
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Asesoría a Clientes
This is some text inside of a div block.
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.

Kotthanapat Thinbang

Nakhon Sawan
,
,
Thailand
入会总年份：
10
内阁会员荣誉：
1
顶尖会员荣誉：
0

Kotthanapat Thinbang serves as a district manager, holds a bachelor’s degree and has received various professional recognitions, such GAMA LAMP USA, TNQA, IQA and his company’s Top Producer award.

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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
Wednesday, June 10, 2026
Thinbang
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This is some text inside of a div block.
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.

Phil Thompson

Greensborough
,
VIC
,
Australia
入会总年份：
2
内阁会员荣誉：
2
顶尖会员荣誉：
2

Phil Thompson is a financial advisor and founder of Skye Wealth. After nearly burning out as a generalist, Thompson rebuilt his practice around one niche: insurance-only advice. Today, his company has grown 24x in six years, helping thousands of clients protect their futures. Known for his practical, straightforward approach, he speaks openly about the lessons he learned the hard way and how focus can transform both business growth and advisor well-being.

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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
Wednesday, June 10, 2026
Thompson
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Gestión de Negocios
This is some text inside of a div block.
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.

Sanjay Tolani, Ph.D., MBA

Dubai
,
,
UAE
入会总年份：
24
内阁会员荣誉：
22
顶尖会员荣誉：
20

Sanjay Tolani，Ph.D.、MBA 是国际认可的遗产规划顾问兼研究员，素以创新突破的理财产品而闻名。作为全球家族办公室跨代财富管理革命性策略的始创者，Tolani 深受许多成功企业家、初创公司与风险投资基金青睐，为其股权激励计划、募资策略与继承规划提供指导。他致力于支持百万圆桌基金会及 Goodwill Charity Foundation；后者在印度兴建长者住所并为儿童提供教育资源。

Sanjay Tolani, Ph.D., MBA, is an internationally recognized estate planning advisor and researcher known for his innovative and groundbreaking financial products. As founder of a revolutionary financial strategy available globally for family offices for intergenerational wealth management, Tolani is sought out by many successful entrepreneurs and multiple startup and venture capitalist funds for guidance on equity compensation plans, fundraising strategies and succession planning. He contributes to the MDRT Foundation and the Goodwill Charity Foundation, which constructs senior-age homes and provides education for children in India.

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《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
Tuesday, June 9, 2026
Tolani
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Asesoría a Clientes
This is some text inside of a div block.
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。

Woei Sean Tong

Shah Alam
,
,
Malaysia
入会总年份：
11
内阁会员荣誉：
3
顶尖会员荣誉：
0

Woei Sean Tong，任职于马来西亚友邦保险，拥有13年行业经验，专于全方位理财规划。曾在多个国家的保险销售大会发表演讲，2015年荣获马来西亚友邦的全国冠军。

Woei Sean Tong serves with AIA Malaysia. He has 13 years of industry experience and specializes in comprehensive financial planning. He has presented at insurance sales conferences across multiple countries and earned the national championship title at AIA Malaysia in 2015.

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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
Monday, June 8, 2026
Tong
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Marketing
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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。

Mizuki Torii

,
,
入会总年份：
8
内阁会员荣誉：
3
顶尖会员荣誉：
1

Mizuki Torii joined Fast Retailing Co., Ltd. after graduating from Doshisha University. To balance her activities as an exclusive cheerleader for the professional basketball league (B LEAGUE), she joined Nippon Life Insurance. She soon qualified for the MDRT, and became independent after 5 years. She continues the insurance business as the Representative Director of NextLabo, Inc., operates an SNS consulting business, and runs a cheer dance school.

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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
Sunday, June 7, 2026
Torii
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This is some text inside of a div block.
语言：
日语
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Ohishi 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.”

Takako Tsuruta

,
,
入会总年份：
5
内阁会员荣誉：
3
顶尖会员荣誉：

Takako Tsuruta is an Independent Financial Advisor with Prudent Japan. She serves as the Education Department Manager of the company. She has 8 years of experience in financial services, specializing in asset management. Previously, she was an US CPA at a US-affiliated company. She graduated from Sophia University Faculty of Arts, Department of French Literature.

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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
Tuesday, June 9, 2026
Tsuruta
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This is some text inside of a div block.
语言：
日语
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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.

Roy Tuscany

Reno
,
NV
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Roy Tuscany is the founder and CEO of the High Fives Foundation, a national nonprofit that helps athletes and veterans recover from life-changing injuries and return to the sports they love. An aspiring professional skier, he suffered a spinal cord injury in a 2006 ski accident. Inspired by his recovery support, he founded the organization in 2009 to pay it forward. He now advocates for the adaptive community and outdoor sports.

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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
Monday, June 8, 2026
Tuscany
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Persona Íntegra
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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.

Giselle Ugarte

Austin
,
Texas
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Giselle Ugarte 致力于协助领导者掌握自身力量，以自信沟通、真诚领导建立深层联系，在网络世界乃至现实生活中推动人们付诸行动。她的历程辗转博客作者、电视与广播节目主持人及制作人、广告总监，乃至如今的国际教练、演讲者兼企业家等多种身份。她热衷于协助领导者消除干扰、专注当下，确保其主导职业生涯发展、信息传递与影响力，而非反而受其牵制，此理念使她在全球累积超 50 万粉丝，并收获了 2,000 万次观看次数。

Giselle Ugarte is on a mission to help leaders step into their power and communicate with confidence, lead with authenticity and build meaningful connections that move people to action, online and especially off. Her journey has taken her from blogger to TV and radio host and producer to advertising executive and now global coach, speaker and entrepreneur. Her passion for helping leaders eliminate distractions, become more present and ensure they’re running their careers, their message and their impact — not the other way around — has earned her a following of more than 500,000 people and 20 million views worldwide.

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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：
开始时间：
Ugarte
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泰语
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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。

Remus Ungureanu

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

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.

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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
Monday, June 8, 2026
Ungureanu
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语言：
英语
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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.

Catalina Vega

Bogotá
,
DC
,
Colombia
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Catalina Vega is a social communicator with a master's degree in marketing and a certified international leadership coach. As founder and CEO of Humark Latam, a company specializing in cultural branding, human development and leadership, she has supported more than 500 entrepreneurs and executives across Latin America in strengthening their leadership and purpose. Together with Denise Allard Serna, she is also the co-founder of Mentoría Evoluciona, a mentoring program for insurance agents.

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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
Monday, June 8, 2026
Vega
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语言：
西班牙语
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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.

Adrián Fabricio Villareal Alfaro, FSCP, CLI

,
,
入会总年份：
12
内阁会员荣誉：
顶尖会员荣誉：

Adrián Villarreal Alfaro, FSCP, CLI, has a prolific career in the insurance industry. With more than a decade of experience as a professional advisor, he specializes in life and health insurance. Before joining the financial services industry, Villarreal Alfaro held sales management positions at multinational companies, where he developed strong leadership skills.

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Working with high-net-worth markets without neglecting the youth market

Adrián Fabricio Villareal Alfaro, FSCP, CLI
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：
15:30
Saturday, June 7, 2025
Villarreal Alfaro
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语言：
西班牙语
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Villarreal Alfaro provides a simple, quick and practical overview of his strategies for attracting high-net-worth clients. He discusses how he has developed this market, handled common objections and successfully closed deals, all while also serving and adapting to another important market: young people. Gain valuable insights that you can implement immediately to grow your business.

Pablo Vázquez Moya

,
,
入会总年份：
3
内阁会员荣誉：
顶尖会员荣誉：

Pablo Vázquez Moya is a successful financial advisor specializing in a human-centered approach to wealth building, retirement planning and financial education. With more than 12 years of experience, Vázquez Moya has motivated hundreds of clients to take control of their financial futures. His direct, clear communication style has made him one of the most influential financial voices among young audiences in Mexico and Latin America. His mission is simple yet powerful: Help people make smart financial decisions so they can live the life they want, with freedom, security and a vision for the future.

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How to turn your personal brand into a magnet for clients: The power of social media in the financial world

Pablo Vázquez Moya
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：
13:00
Sunday, June 7, 2026
Vázquez Moya
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语言：
西班牙语
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Pablo Vázquez shares how he went from being a financial advisor with a traditional portfolio to becoming a reference on social networks and positioning his personal brand, reaching thousands of people in different countries and getting prospects to arrive by themselves in an organic way. Through his personal experience, he will show how the combination of clear specialization, a targeted message and the strategic use of social media can transform the way advisors attract clients and build trust in the digital environment. Discover practical principles to develop an authentic personal brand, create content that connects with your ideal customer and turn your visibility into real business opportunities.

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Mike Walsh

Miami Beach
,
Florida
,
USA
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Mike.Walsh.是.Tomorrow.的首席执行官.-.这家全球顾问公司专门设计适合.21.世纪的企业模式。过去·20.年来，他一直是革命性创新与数字转型的权威。身兼未来学家和作家，他著有三本畅销书，并以多元民族背景的环球游牧者身份，针对机器智能新时代下的重塑与变革，为多家全球顶尖机构提供专业意见。作为 AI 转型的专家，他致力于在革命性科技与商业领导力之间搭建桥梁，将深度科技转化为务实建议，协助领袖把握新机遇、推动组织转型，同時改变思维模式。

Mike Walsh is the CEO of Tomorrow, a global consultancy that designs companies for the 21st century. For the past 20 years, he’s been a leading authority on disruptive innovation and digital transformation. He is a futurist, an author of three bestselling books and a global nomad from a diverse ethnic background who advises some of the world’s biggest organizations on reinvention and change in this new era of machine intelligence. As a specialist in AI-powered transformation, he bridges disruptive technology and business leadership, translating deep tech into pragmatic recommendations for leaders to seize new opportunities, transform their organizations and change their own thinking.

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AI 纪元：未来唯勇者可立勇

The AI-powered decade: The future favors the bold

Mike Walsh
会议类型：
内阁会员/顶尖会员
演讲语言：
英语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
12:30
Sunday, June 7, 2026
Walsh
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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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Over the next decade, the most successful professionals will not be those who simply adopt new tools but those who reposition their role, their value and the scale of impact they can achieve. Walsh explores the road to 2036 and the rise of an AI-powered decade, where automation, algorithms and digital labor fuel a fifth Industrial Revolution — and where caution is not rewarded but favors those bold enough to rethink how value is created, how work gets done and what leadership really means in a world of abundant intelligence.

未来十年间，最成功的专业人士将不会是那些仅简单采用新工具的人，而是能重新定位自身角色、价值及所能达成影响规模者。Walsh 将探索通往 2036 年的道路，以及这个人工智能驱动的十年如何崛起——自动化、演算法与数字劳动力将点燃第五次工业革命，而在此浪潮中，谨慎行事并不会获得回报，唯有敢于重新思考价值创造方式、工作实践模式，以及在智能丰沛的世界中的领导力真正涵义的勇者，才能赢得先机。

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Brendan Clune Walsh

Detroit
,
MI
,
United States
入会总年份：
15
内阁会员荣誉：
8
顶尖会员荣誉：
5

Brendan Clune Walsh, president and managing partner of Catalyst Solutions Group, leverages his extensive experience in insurance and financial services to develop client strategies that maximize and protect wealth. A graduate of DePaul University, Walsh’s journey led him to success at Northwestern Mutual Insurance before joining his father and eventually completing their succession plan.

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The referral advantage: Referrals, networking and centers of influence

Brendan Clune Walsh
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
Walsh
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Marketing
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语言：
英语
朝鲜语
西班牙语
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The most valuable growth doesn’t come from cold outreach, but from relationships — referrals, introductions and centers of influence. Walsh shares a simple, relationship-first model for building business through warm introductions and authentic connections, offering a no-pressure system to ask for referrals, develop high-quality centers of influence and leverage LinkedIn to spark meaningful connections.

Ya-Hui Wang

,
,
入会总年份：
11
内阁会员荣誉：
1
顶尖会员荣誉：

王雅慧Amy，台湾台新人寿资深业务经理，从事金融服务业约23年，目前擅长于高资产客群的经营以及财富传承的规划。荣获2014年台湾寿险公会优秀从业人员奖项。硕士学历EMBA学位。

Ya-Hui Wang serves as senior business manager at Taishin Life Insurance and brings 23 years of financial services expertise. She specializes in high-net-worth client relationship management and multigenerational wealth transfer planning. Wang received the 2014 Taiwan Life Insurance Association Outstanding Professional Award and holds an EMBA degree.

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你没听过的高资产经营班

HNW client strategy masterclass

Ya-Hui Wang
会议类型：
交流区
演讲语言：
普通话
会议日期：
2026 年 6 月 9 日，星期二
开始时间：
Wang
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语言：
普通话
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Discover proven tactics for scaling a professional community from 10 to 5,000 members in a decade. Wang’s four KASH principles for cultivating high-net-worth clientele will provide solutions for overcoming common obstacles, enabling you to become an influential industry leader.

分享10年内将社团从10人扩展至5000人的实战经验，运用KASH四大关键经营高资产客群，让百万圆桌会员突破高资产经营盲点，成为影响力中心。

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