演讲者与演讲信息

显示 0 个结果,共 0 个项目。
highlight
全部重置

会议类型

清除

演讲语言

清除

会议日期

清除

开始时间

清除

内容追踪

清除

直播

清除

所列的传译语言场次分配都为暂定。英语是 2023 年百万圆桌年会的官方语言。百万圆桌将为主场会议演讲和特定焦点会议提供同声传译服务(当至少 50 名注册会员要求用同一种语言进行传译时)。有关传译场次选项的最终决定将于 5 月 8 日后公布

5 Cs to be a social media video all-star

Jim W. Ruta, BA, RHU
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
13:30
Tuesday, June 11, 2024
Ruta
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
朝鲜语
泰语
No items found.

Prospects have shorter attention spans than goldfish, but the right video on social media can get them on the hook. Touching on picking topics, writing scripts and performing effectively, Ruta shares how you can produce engaging videos to attract prospects and build your brand.

Mastering marketing on a small budget

Stephanie Scheller
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
11:00
Wednesday, June 12, 2024
Scheller
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
巴西葡萄牙语
朝鲜语
泰语
No items found.

Industry advice often suggests the solution to a limited marketing budget is merely, “Just post on social media.” Scheller explains how she doubled the size of her events company with no marketing budget and without creating endless social media content.

Building communication and trust for long-term relationships with clients

César Arturo Sepúlveda Garza, LUTCF, FSCP
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
14:30
Tuesday, June 11, 2024
Sepúlveda Garza
This is some text inside of a div block.
This is some text inside of a div block.
语言:
西班牙语
No items found.

Loyalty between advisors and clients is essential for a long-lasting and fulfilling partnership, but it doesn’t happen automatically. Sepúlveda Garza explains how you can educate and understand your clients to ensure both of you can thrive today and long into the future.

Technology is the best scalability tool

Paresh B. Shah, CFP
会议类型:
交流区
演讲语言:
英语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
11:00
Sunday, June 9, 2024
Shah
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

Can simple apps create efficiencies that maximize your time and impact? Shah identifies several examples of areas where technology can drive efficiency and balance in your professional and personal life.

Are you working at what you love and are good at? Develop HNW clients by using your strengths!

Masakazu Shigemori
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
11:30
Monday, June 10, 2024
Shigemori
This is some text inside of a div block.
This is some text inside of a div block.
语言:
日语
No items found.

Shigemori explains why he chose to work with dentists and how he builds trusting relationships with these clients. He also shares how he communicates his personality and the importance of balance in his life to foster connections with his target market.

Swimming in the blue ocean: How to maximize your strengths

Jun Shimizu
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
16:30
Monday, June 10, 2024
Shimizu
This is some text inside of a div block.
This is some text inside of a div block.
语言:
日语
No items found.

With so many options for clients to choose from, advisors must stand out and give clients a reason to work with them. Shimizu shares how he defines his strengths and weaknesses to define his value and develop a focus on less competitive markets.

How to effectively present financial planning buckets

George B. Sigurdson, CLU
会议类型:
交流区
演讲语言:
英语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
14:30
Tuesday, June 11, 2024
Sigurdson
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

Many advisors recognize the importance of using buckets or similar imagery to simplify the financial planning process for clients. Sigurdson shares the presentation he uses to make sure clients see the process as clear and engaging.

Tips to move from first-time member to MDRT Life member

Erika Silva Velasco, CLI, FSCP
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
15:00
Tuesday, June 11, 2024
Silva Velasco
This is some text inside of a div block.
This is some text inside of a div block.
语言:
西班牙语
No items found.

Reaching your goals year after year must be a priority to motivate you and keep you moving forward, Silva Velasco says. She explains how this consistent growth and clarity of purpose is the difference between brief success and career-long achievement.

How to naturally start a meeting with a client

Pawel F. Skotnicki
会议类型:
交流区
演讲语言:
英语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
16:00
Sunday, June 9, 2024
Skotnicki
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

Transitioning from casual conversation to discussing insurance with clients requires skill and strategy. Skotnicki shares how explaining complex insurance concepts and tailoring different scenarios to clients’ needs not only builds rapport and trust but also positions you as the financial expert.

客制化的独特保单规划 — 人工智能无法取代

Unique and customized policy planning that is anything but artificial

Chiung-Yu Su
会议类型:
交流区
演讲语言:
普通话
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
15:00
Tuesday, June 11, 2024
Su
This is some text inside of a div block.
This is some text inside of a div block.
语言:
普通话
No items found.

With AI threatening to replace the personalized service advisors offer, it has never been more important for financial services professionals to deliver warmth and empathy to clients. Su explains how advisors can be sure to do just that.

随着人工智能可能取代个性化服务顾问的功能,金融服务专业人士为客户带来的温情与同理心变得前所未见地重要。Su 将向顾问说明如何确保达成这个目标。

How the MDRT Academy can elevate your practice

Tom E. Sunny, CFP, CLU
会议类型:
交流区
演讲语言:
英语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
15:30
Tuesday, June 11, 2024
Sunny
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

Since the MDRT Academy is designed for those who do not yet qualify for MDRT, many MDRT members may not realize that the Academy provides distinct benefits for them as well. X, an MDRT and former Academy member, and X, an MDRT member, share how the Academy can accelerate an advisor’s journey to MDRT qualification and, in turn, help you build an MDRT culture within your practice. Blake, an MDRT member, will serve as moderator and field questions from the audience about Academy membership.

5 strategies to get endless referrals without asking for them

José Sánchez Lopez, MBA
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
14:00
Tuesday, June 11, 2024
Sánchez Lopez
This is some text inside of a div block.
This is some text inside of a div block.
语言:
西班牙语
No items found.

Referrals don’t occur without systems in place. Sánchez Lopez identifies the partnerships that will lead you to represent trusted service and receive regular, unsolicited recommendations.

MDRT Center for Field Leadership Reception and Awards Ceremony

Imported item 6
会议类型:
演讲语言:
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
TBD Host
This is some text inside of a div block.
This is some text inside of a div block.
语言:
No items found.

The MDRT Culture of Excellence Awards recognize the best of the best across six specific areas of agency management. The awards honor leadership contributions to the overall success of each team and set a new global standard for achievement in financial services leadership. (Closed Event - MDRT Center for Field Leadership members only)

How to go from MDRT to Court of the Table by delegating

Joseph Tan, ChFC, CLU
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
13:30
Tuesday, June 11, 2024
Tan
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

Elevating your performance doesn’t have to mean working harder or closing bigger cases. Tan explains how a gentler trajectory, driven by delegating tasks to paraplanners and staff as well as the Whole Person concept, can be just as effective while also prioritizing longevity and balance.

获提名人任命致辞

Nominee Acceptance Speech

Aurora L. Tancock, FLMI, CFP
会议类型:
主场会议
演讲语言:
英语
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
13:00
Wednesday, June 12, 2024
Tancock
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
巴西葡萄牙语
日语
朝鲜语
普通话
西班牙语
泰语

Aurora L. Tancock, FLMI, CFP, formally accepts the nomination to become the newest member of the Executive Committee.

Aurora L. Tancock,FLMI、CFP 正式接受提名,将成为执行委员会的最新成员。

Building trust by fostering strong client relationships

Aurora L. Tancock, FLMI, CFP
会议类型:
交流区
演讲语言:
英语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
12:30
Monday, June 10, 2024
Tancock
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
No items found.

The best way to add value, gain clients' trust and set yourself apart, Tancock says, is to become a relationship-based advisor. She explains how she has built long-lasting trust by focusing on clients’ best interests and bringing holistic planning to clients’ financial situations as well as their life goals.

The shortcut to success is hard work

Mongkol Tangmannaikit
会议类型:
交流区
演讲语言:
泰语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
12:00
Tuesday, June 11, 2024
Tangmannaikit
This is some text inside of a div block.
This is some text inside of a div block.
语言:
泰语
No items found.

Passion is what makes us start, Tangmannaikit says, but discipline is what makes us keep going. He explains how setting daily goals and maintaining self-belief are essential to foster the work ethic needed to persist and thrive as an advisor.

How hobby-driven referrals led to 800 consecutive weeks of strong results

Shusaku Tezuka
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
14:30
Monday, June 10, 2024
Tezuka
This is some text inside of a div block.
This is some text inside of a div block.
语言:
日语
No items found.

By enjoying conversations with other enthusiasts of motorbikes, music and gardening, Tezuka has created relationships that lead to potential new clients. He explains how he has developed this approach, which also includes referrals from clients of his wife, an esthetician who helps her clients understand the importance of saving and planning.

Panel discussion: The power of niche marketing

Pimlada Thanusakdumrong
会议类型:
焦点会议
演讲语言:
泰语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
15:00
Monday, June 10, 2024
Thanusakdumrong
This is some text inside of a div block.
This is some text inside of a div block.
语言:
泰语
No items found.

While many advisors know the benefits of specializing, how do you identify and market to your ideal clients? Three advisors share how they find and connect with the niche that drives their practices.

辨别自身作为顾问的独特之处

Identifying what makes you unique as an advisor

Yohei Tomita
会议类型:
主场会议
演讲语言:
日语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
17:30
Sunday, June 9, 2024
Tomita
This is some text inside of a div block.
This is some text inside of a div block.
语言:
日语
巴西葡萄牙语
英语
朝鲜语
普通话
西班牙语
泰语

To best serve your clients and establish a successful business, you need to understand what makes you stand out from other advisors. With this knowledge, Tomita says, you create the clarity essential to deliver for others as well as the stability to carry your practice into the future.

为了最好地服务客户并建立成功的业务,您需要了解是什么让自己从其他顾问中脱颖而出。Tomita 表示,有了这些知识后,您就能达到为他人服务所必备的清晰了然,获得让业务延续至未来的稳定性。

Deeper Dive with Main Platform speaker Yohei Tomita

Yohei Tomita
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
13:30
Monday, June 10, 2024
Tomita
This is some text inside of a div block.
This is some text inside of a div block.
语言:
日语
No items found.

Join Tomita, a Main Platform speaker, for a deeper dive in the ConneXion Zone.

表扬卸任会长 Peggy Tsai,RFP、CCFP

Recognition of Immediate Past President Peggy Tsai, RFP, CCFP

Peggy Tsai, RFP, CCFP
会议类型:
主场会议
演讲语言:
普通话
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
13:00
Wednesday, June 12, 2024
Tsai
This is some text inside of a div block.
This is some text inside of a div block.
语言:
普通话
巴西葡萄牙语
英语
日语
朝鲜语
西班牙语
泰语

Attaining and maintaining Top of the Table production

Ross Vanderwolf, CFP
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
15:00
Monday, June 10, 2024
Vanderwolf
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
日语
朝鲜语
No items found.

Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session will be moderated by 2024 Top of the Table Divisional Vice President D. Kyle Atkins, CLU, CFP.

Key strategies: The secrets of the greatest Latin American experts

Jazmin Eliana Vasquez
会议类型:
焦点会议
演讲语言:
西班牙语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
15:00
Monday, June 10, 2024
Vasquez
This is some text inside of a div block.
This is some text inside of a div block.
语言:
西班牙语
No items found.

Representatives from Mexico, Colombia, Brazil and Argentina share how they seek to better protect their clients and enhance their practices. Discover areas where all of these advisors overlap and some where they differ as well.

Social media as a vehicle for prospecting and branding

Arturo Viniegra Castellanos
会议类型:
焦点会议
演讲语言:
西班牙语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
13:30
Tuesday, June 11, 2024
Viniegra Castellanos
This is some text inside of a div block.
This is some text inside of a div block.
语言:
西班牙语
No items found.

Can digitally defining your brand provide a path to connect with new clients? Discover how two advisors have embraced the age of social media to differentiate themselves and grow their businesses.

未找到结果
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now