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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

The next generation of young advisors

Pui Ka Lam, Hunter Lord, CFP, Kevin Reidinger and 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
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语言:
英语
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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.

How the MDRT Academy can elevate your practice

David C. Blake, Yolie Aleman-Rodriguez and 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
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语言:
英语
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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.

Turning a cold market into a warm market in 20 seconds

Edwin Rodrigo Aguilar Valdez
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
11:30
Sunday, June 9, 2024
Aguilar Valdez
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This is some text inside of a div block.
语言:
西班牙语
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What information can you share to convert a disinterested prospect into an interested soon-to-be client? Aguilar Valdez explains how you can convey the right knowledge to the right audience.

Failures and successes on the road to Top of the Table

Alvaro Aldrete Morfin
会议类型:
焦点会议
演讲语言:
西班牙语
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
11:00
Wednesday, June 12, 2024
Aldrete Morfin
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语言:
西班牙语
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Discover how three advisors took very different routes to reach and remain Top of the Table members. They share stories and the unseen secrets to how they overcame their biggest challenges.

Failures and successes on the road to Top of the Table

Sergio Alberto Alejo Ortiz
会议类型:
焦点会议
演讲语言:
西班牙语
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
11:00
Wednesday, June 12, 2024
Alejo Ortiz
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语言:
西班牙语
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Discover how three advisors took very different routes to reach and remain Top of the Table members. They share stories and the unseen secrets to how they overcame their biggest challenges.

How the MDRT Academy can elevate your practice

Yolie Aleman-Rodriguez
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
Aleman-Rodriguez
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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.

Finding insurance solutions for international clients

Floriano Alencar
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:
13:30
Sunday, June 9, 2024
Alencar
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语言:
英语
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What solutions exist in the marketplace for clients who live in other countries, and how can you match the right opportunity with the right client? Alencar explains how you can maximize these possibilities and, in turn, increase your exposure to high-net-worth clients.

How becoming a better person led me to become a better advisor

Jesus Rodrigo Alfaro Gutierrez
会议类型:
交流区
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:
12:30
Monday, June 10, 2024
Alfaro Gutierrez
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语言:
西班牙语
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With gratitude and growth, Alfaro Gutierrez says, comes lowered stress and increased happiness. He shares how this personal self-improvement also drove professional advancement.

Designing true wealth

Kris Amliwala, FPFS
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:
13:00
Sunday, June 9, 2024
Amliwala
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语言:
英语
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While people can strive for more money, Amliwala says, timeis an even more precious asset that can’t be increased. He explains how advisors can position their ability to help clients turn financial freedom into a balanced life with time to pursue their goals as a whole person.

From tiny town to global impact

Helen G. Arnold
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
Arnold
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语言:
英语
巴西葡萄牙语
印地语
朝鲜语
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A great idea is a great idea no matter the location. Arnold shares how she pioneered a high-tech business in the 900-person Irish town of Bartlemy and went on to develop a multimillion Euro business, delivering solutions for clients in France, Germany, Russia and more.

How to make time for your work and your family

Kentaro Asai
会议类型:
焦点会议
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
Asai
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语言:
日语
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Raising four kids isn’t easy, especially while balancing a busy and successful career as a financial advisor. Asai explains how he made sure to keep his family happy and maintain the Whole Person concept as he balanced his professional and personal lives.

Attaining and maintaining Top of the Table production

D. Kyle Atkins CLU, 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
Atkins
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This is some text inside of a div block.
语言:
英语
日语
朝鲜语
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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.

找到每个人内心中的斗士 

Accessing the champion in all of us

Steve Backley
会议类型:
内阁会员/顶尖会员
演讲语言:
英语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
12:30
Sunday, June 9, 2024
Backley
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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 can you replicate the mindset and performance necessary for Olympic athletes to compete and succeed? Learn how to transform both your personal and professional life with insights that can make you and your team effective in new, highly impactful ways.

找到每个人内心中的斗士 

Be the best version of you!

Saad Anthony Baksh, BSc
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:
15:00
Monday, June 10, 2024
Baksh
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语言:
英语
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What principles can help you most impactfully serve your clients while qualifying for MDRT each year? Baksh shares five techniques you can utilize to maximize your success and satisfaction.

Attaining and maintaining Top of the Table production

Caroline A. Banks FPFS
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
Banks
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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.

60 分钟学习 60 个有效的销售理念

60 sales ideas that really work — in just 60 minutes

David Batchelor, Dip PFS, CFP
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
Batchelor
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This is some text inside of a div block.
语言:
英语
巴西葡萄牙语
朝鲜语
普通话
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Longtime Top of the Table qualifiers Batchelor and Gibson share a batch of ideas that can be implemented by advisors of any experience level. This fast-paced session will advance your understanding of cutting-edge psychology and how that can help you guide clients to follow your recommendations.

Batchelor 和 Gibson 长期名列顶尖会员入围者榜单,他们分享了一批可以由任何经验水平的顾问执行的理念。这个快节奏的会议将增进您对前沿心理学的理解,并且让您了解如何引导客户采纳您的建议。

Tips from the top

Katy Baxter, Dip PFS
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:
13:30
Monday, June 10, 2024
Baxter
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This is some text inside of a div block.
语言:
No items found.

Top of the Table members share how to create long-term strategies for business and how to qualify for MDRT, Court of the Table and Top of the Table. These insights will help you avoid roadblocks on the way toward high performance for today and into the future.

“卓越首航”会议

Launch to Excellence

Regina Bedoya, CLU, ChFC
会议类型:
首次与会者会议
演讲语言:
英语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
15:00
Sunday, June 9, 2024
Bedoya
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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

Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome! You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.   Don’t miss this invaluable MDRT Annual Meeting offering! Specially intended for members in their first five years of membership and those new to MDRT meetings, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Vancouver.

无论您是首次成为百万圆桌会员,还是第一次参加百万圆桌年会,都欢迎您出席这场会议!诚邀您参加这场引人入胜的启动仪式,与来自世界各地的会员同僚建立联系,借此充分善用百万圆桌会员资格,享受最圆满的会议体验。届时将有资深百万圆桌会员莅临,分享真知灼见,传承成功秘诀。  千万别错过百万圆桌年会期间的这个宝贵机会!此会议专为新加入百万圆桌前五年及初次参加百万圆桌会议的会员而设,也开放于所有与会者参加。相信这场会议带来的启迪与指导,以及从中建立的情谊,必将留下悠长余韵,延续至您到访 Vancouver(温哥华)以外的更长时光。

Special challenges for female leaders

Regina Bedoya, CLU, ChFC
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:
15:30
Monday, June 10, 2024
Bedoya
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This is some text inside of a div block.
语言:
英语
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A group of female advisors share insights and experiences from their time in a field historically skewed toward men. The panelists touch on leadership, work-life balance and much more.

Bridging the gap between online and offline marketing

Shawn Bellefeuille, 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
Bellefeuille
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This is some text inside of a div block.
语言:
英语
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The modern world of marketing can be complex and challenging, whether or not you utilize technology. Recognizing the possibilities both in and out of the digital space, Bellefeuille provides applicable strategies to create a variety of new marketing approaches in your business.

Building a team with the right qualities, the right scores and the right training

Kathleen R. Benjamin, CFP, CPA
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:
15:00
Monday, June 10, 2024
Benjamin
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This is some text inside of a div block.
语言:
英语
No items found.

What if, before you hired every team member, you could gain a complete understanding of your team’s composition and how the potential hire would strengthen the group? Benjamin shares a method that identifies a candidate’s instinctive behaviors to help ensure you not only hire the right person but most successfully onboard them as well.

Tips from the top

John R. Benton, ChFC, CLTC
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:
15:30
Monday, June 10, 2024
Benton
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This is some text inside of a div block.
语言:
英语
No items found.

Top of the Table members share how to create long-term strategies for business and how to qualify for MDRT, Court of the Table and Top of the Table. These insights will help you avoid roadblocks on the way toward high performance for today and into the future.

Develop your first appointment based on your target market

Magali Bernal
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
11:00
Sunday, June 9, 2024
Bernal
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This is some text inside of a div block.
语言:
西班牙语
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Are you pursuing appointments with prospects based on what a product can do or how you can help them? Discover how to optimally serve your clientele by focusing on what will result in the best outcome for them and their loved ones.

揭秘:向行业翘楚学习实用经验教训

How To Be A Top Producer

Ross Bernstein, CSP, CPAE
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
Bernstein
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This is some text inside of a div block.
语言:
英语
印地语
普通话
No items found.

How do top producers across different industries build stronger relationships and generate new client opportunities to expand their businesses? Forte and Bernstein share implementable techniques to not only replicate their keys to success but to learn from their best clients as well.

来自不同行业的顶级销售人员如何通过巩固客户关系并挖掘新的客户机会来拓展业务?Forte 和 Bernstein 分享了一些可行的技巧,不仅可以复制他们成功的关键,而且可以向他们最出色的客户学习。

能屈能伸的人生:在今天的疯狂世界中减少压力和过劳

The resilient life: Reducing stress and burnout in today’s wild world

Dr. Susan Biali Haas
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
Tuesday, June 11, 2024
Biali Haas
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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

Modern work-life balance isn’t just about making your greatest impact but figuring out how to do so without paying as high a price. Biali Haas shares her story of burnout and mental health challenges, along with powerful, science-based strategies for sustainable high achievement and whole-life well-being.

现代社会的工作与生活平衡,不但在于缔造个人最大的影响力,也关乎找出如何在不付出高昂代价的情况下达到同样效果。Biali Haas将分享她有关过劳与心理健康挑战的故事,也会传授以科学为本的强效策略,教大家持续实现卓越成就,达到全身心健康幸福。

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