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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。 

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
June 7, 2026 3:30 PM
Villarreal Alfaro
语言：
西班牙语
No items found.

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
June 7, 2026 1:00 PM
Vázquez Moya
语言：
西班牙语
No items found.

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
June 7, 2026 12:30 PM
Walsh
语言：
英语
日语
朝鲜语
普通话
西班牙语
泰语
No items found.

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
June 10, 2026 9:30 AM
Walsh
语言：
英语
朝鲜语
西班牙语
No items found.

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

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,
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
语言：
普通话
No items found.

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。

Wei Wang, CFP, RFA

Taipei City
,
,
Taiwan Area
入会总年份：
10
内阁会员荣誉：
3
顶尖会员荣誉：
0

王为，CFP，RFA，2025–2026 百万圆桌中国台湾分会第一副会长。从业 12 年，擅长深耕经营客户，并以专业知识提供全方位的保障规划：包含寿险、医疗保障、退休规划、传承与税务规划。致力于实践全人理念，达成工作与生活的平衡。除了是高阶保险顾问，也带领绩优业务团队（114 年团队 6 人达成 MDRT），同时也是两宝爸、民间社团领导人、运动社团队长与游泳教练。曾于 2021 年百万圆桌线上年会交流区及 2023 年新加坡全球会议焦点会议分享。

Wang Wei, CFP, RFA, has 12 years of industry experience and is committed to the Whole Person concept. He cultivates long-term client relationships by providing comprehensive protection planning based on professional expertise, including life insurance, medical protection, retirement planning, legacy planning and tax planning. He is a senior insurance advisor and leads a high-performing sales team, with six team members achieving MDRT in 2025. He has also served as Local Chair and Area Chair for MCC Zone 7 Chinese Taiwan, was a ConneXion Zone speaker at the 2021 MDRT Virtual Annual Meeting and presented a Focus Session at the 2023 MDRT Global Conference.

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高效成交，达成 MDRT，活出全人生活

High-efficiency closing, achieving MDRT and living a Whole Person life

Wei Wang, CFP, RFA
会议类型：
焦点会议
演讲语言：
普通话
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
Wang
语言：
普通话
No items found.

Wang shares how to achieve high-efficiency closing, use professional planning to ensure clients have adequate protection and efficiently accomplish your MDRT goals.He reveals the Closing Formula, the Annual Income Formula, the Medical Pyramid Technique and the Fivefold Medical Protection Formula — techniques that help clients recognize the value and purchase sufficient coverage. Quality service brings referrals, and the Whole Person concept provides lasting motivation.

分享如何做到高效率成交，运用专业规划足额保障，进而高效率地完成 MDRT 目标。演讲中会介绍：成交方程式、年薪方程式、医疗金字塔技巧，以及医疗五倍保障方程式等技巧，使客户认同并投保充足保障。良好服务带来转介绍，全人理念提供持久动力。

Cynthia Siew Leng Wee

,
,
入会总年份：
10
内阁会员荣誉：
1
顶尖会员荣誉：

Cynthia Siew Leng Wee has more than 24 years of experience across global financial markets, specializing in international succession planning, cross-border wealth structuring and sophisticated insurance solutions for ultra-high-net-worth families. A regular keynote speaker at international wealth management conferences and exclusive family office forums across Asia, Wee’s dual expertise spans family office advisory services and insurance practice operations in a competitive wealth management landscape.

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

Cynthia Siew Leng Wee
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
Wee
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.

Brandon J. Wellman, CFP, RICP

,
,
入会总年份：
8
内阁会员荣誉：
6
顶尖会员荣誉：
2

Brandon J. Wellman, CFP, RICP, is a financial planner who specializes in comprehensive financial planning services. An educator at heart, Wellman enjoys helping clients understand their investment options and develop plans to reach their financial goals. He has been with Prudential since 2011 and is active in his community and as an MDRT volunteer, serving as a member of the MDRT Academy’s North American Task Force and the Community Leaders Committee for the United States.

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The secrets of MDRT members’ success

Brandon J. Wellman, CFP, RICP
会议类型：
MDRT Academy 会议
演讲语言：
英语
会议日期：
2026 年 6 月 8 日，星期一
开始时间：
13:30
June 8, 2026 1:30 PM
Wellman
语言：
英语
西班牙语
No items found.

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

Helen Jayne West, APFS

Plymouth
,
,
United Kingdom
入会总年份：
27
内阁会员荣誉：
15
顶尖会员荣誉：
9

Helen Jayne West，APFS 在金融服务行业从业 36 年，其中 23 年担任自己公司的首席董事。West 致力于终身学习，获得了多项额外资格认证，并参与战略教练项目近20 年。她认为，每天抽出时间专注于目标并有意识地去实现它们，同时记录每一点进步，以此不断提升，创造更美好的未来生活。

‍

Helen Jayne West, APFS, hasbeen in the financial services profession for 36 years, owning and running herown company as the principal director for 23 years. Committed to lifelonglearning, West has earned many additional qualifications and has participatedin the Strategic Coach program for nearly 20 years. She believes that by takingtime each day to focus on your goals and being intentional about them, alongwith making a note of any improvements, you are programming your brain for abetter life in the future.

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焦点会议“能量一小时”

Focus Session Power Hour

Helen Jayne West, 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：
9:30
June 10, 2026 9:30 AM
West
语言：
英语
日语
普通话
泰语
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

在60 分钟的时间内，八名演讲者将轮流分享精明实用理念，让您立即付诸实践。千万别错过这场充满奥妙策略、生动案例与行动收获的会议——会议必将为所有与会者带来裨益！

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Donald F. White Jr., CLU, ChFC

,
,
入会总年份：
37
内阁会员荣誉：
36
顶尖会员荣誉：
25

Donald F. White Jr., CLU, ChFC, is the founder of Treasure Coast Financial. After 25 years, he sold his interest to his successors to focus on his foundation as well as his passions of writing, speaking and teaching. He is author of the award-winning book, “Always End with the Beginning in Mind: How Firms Remain Great After the Founder Exits” as well as two audio books, “Building a Great Business” and “Legacy Planning.” White has spoken in more than 30 countries, including at many MDRT events, is a former MDRT Foundation trustee and a Legion of Honor Excalibur Knight of the MDRT Foundation.

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Living on the edge of your next commission

Donald F. White Jr., CLU, ChFC
会议类型：
交流区
演讲语言：
英语
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
16:00
June 7, 2026 4:00 PM
White Jr.
语言：
英语
No items found.

Unless you create a strategy to the contrary, your level of expenses will always rise to your level of income, White says. He identifies the five fundamentals of wealth creation to help ensure your success brings prosperity and gratitude rather than a never-ending cycle of accumulation and cost.

Paige Williams

,
MT
,
United States
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Paige Williams is a leadership coach, best-selling author and founder of The Creative Keys, a framework helping leaders grow with courage, clarity and aligned action. She specializes in creative leadership, emotional intelligence and sustainable growth.

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Creative leadership: The courage to lead differently

Paige Williams
会议类型：
全球服务
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
Williams
语言：
英语
No items found.

Do you want to inspire your teams, navigate change with confidence and develop MDRT-ready advisors — without burning out? Discover a transformational framework for developing courageous, purpose-driven leaders and uncovering your own unique leadership superpowers and growth edges.

Glen Alexander Winata

Jakarta Selatan
,
,
Indonesia
入会总年份：
13
内阁会员荣誉：
2
顶尖会员荣誉：
0

Glen Alexander Winata is a financial advisor with more than a decade of consistent performance. He is dedicated to helping individuals and families build secure futures through long-term, trust-based relationships. In 2014, he received Indonesia’s Top Agent Award from AAJI, placing third nationwide in number of cases. Winata has spoken at national and international events, sharing his experiences in client service, growth and personal branding, an area he continues to explore and develop in his journey as a financial professional.

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Why do they buy from me? Turning friends into clients through social media

Glen Alexander Winata
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
Winata
语言：
英语
No items found.

After Winata consistently showed up on Instagram with fun, educational and authentic content, people started reaching out to him, and many were old friends and acquaintances he hadn’t spoken to in years. Learn how he built a personal brand without going viral and how to shift from chasing to attracting, create trust-building content, stay consistent and turn social media into your long-term, silent salesman.

Wong Wing Suet Rachael, CFP

,
,
入会总年份：
6
内阁会员荣誉：
2
顶尖会员荣誉：

Wong Wing Suet Rachael, CFP, is an agency director at FWD Hong Kong and has been in the financial services profession for eight years. As a young leader and a producer, Wong Wing Suet Rachael specializes in comprehensive financial planning for professionals and has received many awards for her accomplishments. She is also an active MDRT member in the MCC Division and has spoken at MDRT Day events as well as the MDRT Global Conference.

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Systematic approach to coach your teammates to build an MDRT agency

Wong Wing Suet Rachael, CFP
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：
16:30
June 7, 2026 4:30 PM
Wong Wing Suet Rachael
语言：
英语
No items found.

Many leaders are very good at their own production but struggle when it comes to coaching their teammates toward MDRT qualification. Wong Wing Suet Rachael explains how she has applied her experience as an elite athlete to formulate a coaching system that creates replicable success for her team.

Yu Hsuan Wu

,
,
入会总年份：
6
内阁会员荣誉：
4
顶尖会员荣誉：

Wu Yu Hsuan，富邦人寿业务主管，年资七年，专注于高资产企业主市场，以专业规划与长期承诺，协助客户进行资产管理与跨世代传承。拥有大学学位背景。

Yu Hsuan Wu serves as business manager at Fubon Life Insurance with seven years of industry experience. She focuses exclusively on high-net-worth business owners, delivering sophisticated asset management and intergenerational wealth transfer solutions. Wu holds a bachelor's degree.

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入行六年：达成四次内阁会员

4 Court of the Table qualifications in 6 years

Yu Hsuan Wu
会议类型：
交流区
演讲语言：
普通话
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
12:30
June 7, 2026 12:30 PM
Wu
语言：
普通话
No items found.

Wu reveals how strategic prospecting, referral cultivation and five core dialogue principles — action, accountability, learning, courage and integrity — enabled her to achieve four Court of the Table qualifications in six years. Learn her practical approaches for building unshakeable client trust and creating sustainable practice growth.

通过精准开发、转介绍与“行动、承担、学习、勇气、诚信”五大对话策略，六年四度达成内阁会员，协助会员建立客户信任，实现可持续发展。

Yan Kit Ying Albee

,
,
入会总年份：
5
内阁会员荣誉：
2
顶尖会员荣誉：

Yan Kit Ying Albee，个人品牌理论的研习者和成功实践者。过去三年成功实现了利用社交媒体变现150位陌生客户，并与他们深度连接。

Yan Kit Ying Albee is both a researcher and practitioner of personal branding methodology. Over the past three years, she has successfully monetized relationships with 150 previously unknown prospects through social media, establishing deep and lasting connections.

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社交媒体时代的个人品牌决胜术

Personal branding mastery in the social media era

Yan Kit Ying Albee
会议类型：
交流区
演讲语言：
普通话
会议日期：
2026 年 6 月 7 日，星期日
开始时间：
12:00
June 7, 2026 12:00 PM
Yan Kit Ying Albee
语言：
普通话
No items found.

Learn how to transform your professional expertise into compelling social media influence that attracts premium clients organically. Yan Kit Ying Albee explains how to master strategic personal brand positioning and value-driven content creation techniques while building authentic trust pathways that convert engagement into meaningful client conversations.

学习将专业价值转化为社交媒体品牌影响力，吸引优质客户主动连接。掌握个人品牌定位公式与价值可视化内容创作，建立从点赞到私信的信任转化路径。

Hui Wen Yang, AAMS

,
,
入会总年份：
10
内阁会员荣誉：
3
顶尖会员荣誉：
1

Yang Hui Wen，永旭保险经纪人资深副总，从事金融保险12年，从事税务服务业16年，擅长遗产税申报与财富传承规划，过去在国泰人寿保险股份有限公司担任资深营销总监从业10年，经济系与会计系学位。

Hui Wen Yang serves as senior vice president at Yung Shiu Insurance Broker, combining 12 years in financial insurance with 16 years of tax services expertise. She specializes in estate tax compliance and sophisticated wealth transfer strategies. Yang previously spent a decade as senior marketing director at Cathay Life Insurance and holds degrees in both economics and accounting.

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灵堂外三个孩子三个律师

3 children, 3 lawyers, 1 funeral

Hui Wen Yang, AAMS
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：
12:00
June 9, 2026 12:00 PM
Yang
语言：
普通话
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Through the compelling true story of three feuding heirs and three lawyers outside a funeral home, Yang examines the critical professional value of comprehensive legacy planning. Explore how thoughtful succession design transforms potential family conflict into harmonious wealth transition that honors lasting love.

以“灵堂外三个孩子三个律师”的真实案例，探讨传承规划的专业价值。理解传承设计的重要性，让爱圆满而非纷争。

Abraham F. Zaarour

Byblos
,
Jbeil
,
Lebanon
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Abraham F. Zaarour is a distinguished financial advisor and trainer with more than 30 years of experience across the U.S. and Middle East. He began his career at Prudential Securities and Wells Fargo Bank before joining Standard Chartered Bank in Dubai. He took on a pivotal role at NASCO Middle East, where he established and led their wealth management and life insurance department. Since 2007, Zaarour has facilitated, designed and delivered courses in sales and soft skills for global institutions across several industries. His training courses focus on consultancy selling and management skills for financial organizations in Europe and the Middle East.

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Consulting mastery

Abraham F. Zaarour
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
Zaarour
语言：
英语
朝鲜语
西班牙语
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How can you conduct a perfect, client-centered financial consultancy session? Zaarour shares the three essential pillars of his system: LIKE, focusing on building rapport and creating a comfortable environment; TRUST, involving demonstrating credibility, transparency and integrity through the "9-Door Corridor," ensuring clients feel confident in the guidance provided; and VALUE, emphasizing delivering tailored insights, actionable strategies and measurable outcomes.

France Zaguirre

,
,
入会总年份：
8
内阁会员荣誉：
1
顶尖会员荣誉：

France Zaguirre is an associate director who has more than 10 years of experience in financial services as well as a strong background in the service industry. He has built a substantial social media presence, with more than 25,000 followers across various platforms, and has received multiple awards for his outstanding service. He completed the Accelerated Management Program at the National University of Singapore to enhance his leadership and professional skills and has spoken at numerous companies and industry events worldwide, sharing his inspiring story and insights.

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How to sustain MDRT success each year via social media marketing

France Zaguirre
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：
14:00
June 9, 2026 2:00 PM
Zaguirre
语言：
英语
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Can you consistently add value to existing clients without regular in-person meetings? France uncovers social media best practices and strategies to generate new business without hard selling, ensuring your calendar for next week is full without making appointment calls.

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