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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

Relationships: Cultivating and deepening the soul of your business

Eileen Kerlin Walsh, J.D
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
Walsh
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语言:
英语
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Explore the science of unity, compassion, and empathy that drive interpersonal connection and foster meaningful relationships with clients. Walsh helps you identify the essence of a person or business to better understand their emotional and intellectual energy and create loyal, lasting connections.

Sell without selling

Pitchaya Watcharakan, CFP, MBA
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:
13:30
Monday, June 10, 2024
Watcharakan
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This is some text inside of a div block.
语言:
泰语
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Watcharakan shares his financial planning method to helping clients understand the deeper meaning behind the products, resulting in enhanced client relationships, increased case size, fewer objections and higher sales.

优化客服,以心践行

Optimize customer service and practice it with heart

Yen Wei Nee
会议类型:
交流区
演讲语言:
普通话
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
16:00
Monday, June 10, 2024
Wei Nee
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语言:
普通话
No items found.

While every policy has a price, your integrity as an advisor is priceless, says Yen Wei Nee. Learn how to demonstrate your commitment to clients to drive both long-term relationships and sustainable success in your business.

Yen Wei Nee 认为,虽然每份保单都有价格,但作为一名顾问,您的诚信是无价的。了解如何展现您对客户的承诺,以维护长期合作关系和业务的可持续成功。

Develop a prosperity mindset to attract what you want

Demarra West
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:
9:30
Wednesday, June 12, 2024
West
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This is some text inside of a div block.
语言:
英语
日语
西班牙语
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Learn how affirmations can help you develop a mindset that attracts abundance and success. West provides strategies for you to reprogram your subconscious mind and set a path to achieve your personal and professional goals.

What words to use — and not use — to build client trust

Shane E. Westhoelter, AEP, CLU
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:
14:30
Monday, June 10, 2024
Westhoelter
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This is some text inside of a div block.
语言:
英语
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Before you can focus on phrases that lead to clients moving forward with your recommendations, you need to communicate in a manner that generates trust. Westhoelter explains how your words can create a relationship that leads to client buy-in and the willingness to take action.

精力管理及最大化的 10 项戒条

The 10 disciplines to free and maximize your energy

Gino Wickman
会议类型:
主场会议
演讲语言:
英语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
8:00
Monday, June 10, 2024
Wickman
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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

Discover how to free, expand and focus your energy with these customizable techniques. Wickman explains how applying these fast, simple approaches can increase your creativity and inspire change to help you live your optimal life.

通过这些量身定制的技巧,探索如何腾出、扩展及集中精力。Wickman 将讲解如何运用这些迅速简单的方法以提高您的创造力和启发改变,从而助您活出最辉煌的人生。

指导任何顾问发挥自身潜力

Coach any advisor to reach their potential

Wong Wei Chong Wilfred
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:
15:00
Tuesday, June 11, 2024
Wong Wei Chong Wilfred
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This is some text inside of a div block.
语言:
英语
普通话
泰语
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Every advisor faces countless challenges in pursuit of success in the financial services profession. Wong Wei Chong Wilfred explains how coaches can teach others to unlock their superpowers and maximize their own unique strengths and differences.

每个顾问在金融服务行业追求成功的过程中都面临无数挑战。Wong Wei Chong Wilfred 解释了教练如何教导他人释放自己的超能力,并最大限度发挥自己的独特优势和差异。

与高净值客户建立联系,让您的业务更上一层楼

Connect with high-net-worth clients to elevate your practice

Tham Wongsankakorn
会议类型:
主场会议
演讲语言:
英语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
8:00
Monday, June 10, 2024
Wongsankakorn
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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

How do you identify and serve high-net-worth clientele? Wongsankakorn shares tips for establishing your value to this in-demand market and how these clients can help bring you to Court of the Table or Top of the Table levels of production.

如何辨别及服务高净值客户群?Wongsankakorn 将分享一些建议,教您建立自身对需求市场的价值,并讲述这些客户如何助您获得内阁会员或顶尖会员水平的业绩。

Deeper Dive with Main Platform speaker Tham Wongsankakorn

Tham Wongsankakorn
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:
16:30
Monday, June 10, 2024
Wongsankakorn
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语言:
英语
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Join Wongsankakorn, a Main Platform speaker, for a deeper dive in the ConneXion Zone.

Panel discussion: The power of niche marketing

Piyamon Wongthianchai
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
Wongthianchai
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语言:
泰语
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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.

Importance of life insurance in inheritance planning

Kusuo Yamaguchi
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
16:00
Tuesday, June 11, 2024
Yamaguchi
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语言:
日语
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How do you split a complex inheritance between two heirs? Yamaguchi explains how life insurance, wills and more come into play as you help determine the next financial step after someone dies.

Life planning for business owners: Understanding your options

Tomoshige Yamamoto
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
16:30
Tuesday, June 11, 2024
Yamamoto
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语言:
日语
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How can you compare purchasing a whole life insurance policy as an individual vs. purchasing the same whole life policy owned by the company and having the premiums taxed while receiving the cash value as a retirement benefit? Yamamoto explains the dimensions of this goal-based life planning and risk management decision.

Panel discussion: The art and science of creating trusting relationships

Piyawan Yamarat
会议类型:
焦点会议
演讲语言:
泰语
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
11:00
Wednesday, June 12, 2024
Yamarat
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This is some text inside of a div block.
语言:
泰语
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How do you ensure your client relationships are built on essential foundations of trust? Learn how two MDRT members have developed distinct approaches to establishing connections with clients that grow and deepen over time.

确保 3W 业绩的 3 个步骤

Use 3W in your practice, achieve self and team success with MDRT

Freda Yeh
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:
16:00
Tuesday, June 11, 2024
Yeh
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This is some text inside of a div block.
语言:
普通话
No items found.

How would you feel about closing three cases per week for 50 weeks a year? Yeh shares the motivation, connections and actions that are crucial to drive this steady performance in your practice.

每周成交三笔、每年持续 50 周,对此您怎么看?Yeh 将分享在实务中获得此稳健业绩所必备的动力、人脉与行动。

Being a boss

Cheng Huann Yeoh, ChFC, 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:
13:00
Tuesday, June 11, 2024
Yeoh
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This is some text inside of a div block.
语言:
英语
No items found.

Dive into the management side of business, including how to scout talent, hire, onboard, compensate and get the very best from your employees. Discover what’s being overlooked as you strive to create the strongest team while keeping them productive and happy.

How to create new markets online and offline

Kanyarat Yommana
会议类型:
交流区
演讲语言:
泰语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
11:00
Sunday, June 9, 2024
Yommana
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This is some text inside of a div block.
语言:
泰语
No items found.

Many advisors are continually seeking to expand their market through both digital and analog strategies. In this panel discussion, learn how to utilize financial questionnaires, seminars, online sales channels, parties and more to develop rapport with new clients.

Single mother of three, annual salary of 300 million won

Hea-young Youn
会议类型:
交流区
演讲语言:
朝鲜语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
12:00
Tuesday, June 11, 2024
Youn
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This is some text inside of a div block.
语言:
朝鲜语
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How does Youn balance the responsibilities of both her family life and her work life? She shares the goals and processes that have allowed her to thrive as an advisor while raising children on her own.

确定规划需求,创造美好人生

Creating comfort by identifying the need for planning

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

When we talk about insurance, Yuan says, we are talking about both life and death. She shares why beginning with the end in mind can help you and your clients focus on the universal need for everyone to prepare for the unknown by protecting themselves and their families.

Yuan说,我们谈论保险的规划,其实谈论的是生与死。她分享了为什么“以终为始”可以帮助您和您的客户关注每个人都会面临的共同需求,借此做好保障规划保护自己和家人,为未知的未来做好准备。

Key strategies: The secrets of the greatest Latin American experts

Dulce Maria Zamora Davila
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
Zamora Davila
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This is some text inside of a div block.
语言:
西班牙语
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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.

大脑休息

Brain Break

Joel Zeff
会议类型:
主场会议
演讲语言:
英语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
17:30
Sunday, June 9, 2024
Zeff
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

Emcee

主持人

与众不同的领导力

A different kind of leadership

Li Zeng
会议类型:
交流区
演讲语言:
普通话
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
14:00
Monday, June 10, 2024
Zeng
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This is some text inside of a div block.
语言:
普通话
No items found.

What is your biggest challenge when it comes to developing your staff? How do you overcome it? Join MDRT members as they delve into these questions and more to help you create and retain a solid team.

在培养员工方面,您面临的最大挑战是什么?如何克服?与 MDRT 成员一起深入探讨这些问题,帮助您打造并保留一支稳固的团队。

通过现有客户开发新业务

Developing new business through existing clients

Yuanyuan Zhang, RFC
会议类型:
焦点会议
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
Zhang
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This is some text inside of a div block.
语言:
普通话
No items found.

Did the financial limitations of the pandemic lead to client reluctance to purchase more coverage? Zhang explains how you can help identify opportunities for clients to both seek and afford new protection for themselves and their families.

疫情带来的财务影响是不是让客户不愿意购买更多的保险呢?Zhang将会介绍您如何帮助客户寻找机会,为自己和家人获得并负担新的保护。

The next generation of young advisors

Naixin Zhao
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:
11:30
Monday, June 10, 2024
Zhao
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This is some text inside of a div block.
语言:
英语
No items found.

This session provides a great opportunity for newer advisors and first-time meeting attendees to hear success stories and challenges from MDRT members who recently entered the financial services profession. Network together and learn how to become a second-time attendee by overcoming adversity and staying motivated.

和客户保持规律互动的726准则

The 726 rule for regular interaction with clients

Qian Zhou
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:
16:30
Tuesday, June 11, 2024
Zhou
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This is some text inside of a div block.
语言:
普通话
No items found.

There are many aspects to consider when determining what gifts advisors can give which clients, and when. Zhou shares a system that identifies seven special moments, two requirements and six don’ts to strengthen your relationship with the client.

当顾问要确定在哪些情况下、向哪些客户赠送什么礼物时,需考虑许多因素。Zhou 将分享一个有用系统,它能协助找出七个特殊时刻、两项要求和六个禁忌,确保恰当且有效地加强与客户的关系。

5-3-1 formula to closing from the opening

Zinc Goh Zhi Yin
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:
14:00
Sunday, June 9, 2024
Zinc Goh Zhi Yin
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This is some text inside of a div block.
语言:
英语
No items found.

Many advisors wonder why, even after mastering different closing techniques, they still fail to arrive at the outcome they desire — closing the deal and moving forward to help the client. Learn Zinc Goh Zhi Yin's secrets of qualifying your prospects at the opening and addressing their concerns effectively so that your closing becomes automatic.

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