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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。 

7 Steps for addressing your customer's growing needs

Nuttawut Chutipong
会议类型:
交流区
演讲语言:
泰语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
14:00
Sunday, June 22, 2025
Chutipong
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Asesoría a Clientes
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语言:
泰语
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Strategies for identifying clients’ financial risks include analyzing, diagnosing and proposing solutions based on relevant information. By offering tailored solutions and appropriate products, Chutipong shares how building strong relationships and providing continuous support with clients fosters a collaborative approach to financial planning and ensures clients’ financial needs are met.

MDRT Academy session: Break through to the next level

Tim Daniel Clairmont, MSFS, LACP
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
12:00
Sunday, June 22, 2025
Clairmont
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Gestión de Negocios
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语言:
英语
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How can you break through the barriers to success and achieve this ever-elusive goal? At this session specially designed for MDRT Academy members, Clairmont shares three tried-and-true ideas for achieving the success — including MDRT qualification — that’s on the horizon.

Trust, goals and passionate ambivalence: Mastering the art of authentic advising

Tim Daniel Clairmont, MSFS, LACP
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
15:00
Tuesday, June 24, 2025
Clairmont
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语言:
英语
印地语
日语
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Learn Clairmont’s three key concepts — the framework for building and maintaining client relationships through authentic, consistent interactions; a structured way to set and achieve meaningful goals; and a philosophy that balances genuine care with professional detachment — to advance your client relationships while maintaining your integrity and personal well-being:

Beyond numbers: Whole Person

Herman Colin, LUTCF, CLI
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
14:30
Monday, June 23, 2025
Colin
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Persona Íntegra
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语言:
西班牙语
No items found.

While being an MDRT member is an incredible opportunity to gain new ideas, learn from the best and refine our skills, sometimes we only focus on having good numbers when being part of MDRT goes beyond that. Colin discusses the importance of striving to be better individuals and shares insights on how to focus on becoming the best versions of ourselves, both personally and professionally.

Panel discussion: Foolproof strategies for countless referrals

Melisa Alejandra Corella Gastelum
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
13:30
Sunday, June 22, 2025
Corella Gastelum
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Gestión de Negocios
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语言:
西班牙语
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Corella Gastelum and Medrano Torres share some foolproof techniques to increase the raw material of every advisor: referrals.

Balancing financial advisors: Key strategies for sustainable growth without burnout

Alfredo Cortés
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
14:30
Sunday, June 22, 2025
Cortés
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Persona Íntegra
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语言:
西班牙语
No items found.

Cortés explores practical strategies for managing a large client portfolio while maintaining personal well-being. Discover how to optimize your time, prioritize tasks and stay focused as you expand your business while enjoying a balanced and fulfilling life.

Panel discussion: How to talk about MDRT with your clients

Robert Cullen, FSCP, MBA
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
11:00
Sunday, June 22, 2025
Cullen
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Gestión de Negocios
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语言:
英语
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Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.

12x Top of the Table with 4 new clients each year

Rickson Joel D'Souza
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
12:30
Tuesday, June 24, 2025
D'Souza
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Persona Íntegra
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语言:
英语
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D’Souza shares how he grew his practice exponentially with fewer clients, offering strategies on niche selection, patient prospecting and applying entrepreneurial principles to create sustainable growth. He also emphasizes achieving balance by building a freedom-generating practice, allowing him 137 travel days last year while exceeding revenue goals.

12x Top of the Table with a 46-day summer vacation

Rickson Joel D'Souza
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 25 日,星期三
开始时间:
11:00
Wednesday, June 25, 2025
D'Souza
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语言:
英语
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You read that right. By identifying his right-fit clients, developing a time management system and committing to both professional and personal goals, D’Souza has maximized his production without sacrificing balance. Learn how to personalize his tools to create your own unique formula for balance and long-term success.

Panel discussion: Boosting your business: Women entrepreneurs transforming the insurance industry

Codesh Shekinah De Jesus Hernandez
会议类型:
焦点会议
演讲语言:
西班牙语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
15:00
Monday, June 23, 2025
De Jesus Hernandez
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语言:
西班牙语
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Join four dynamic speakers for this inspiring talk, where they will share their transformative journeys through growth, resilience and success. Discover how to adopt a long-term vision to drive your personal and professional transformation and develop habits that empower and help you build a legacy while also learning how to navigate challenges, overcome adversity with love and determination, and live a balanced life in any situation.

5 key principles to achieve Top of the Table

Marcelo H. De Rada
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
11:00
Sunday, June 22, 2025
De Rada
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Marketing
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语言:
西班牙语
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If you are seeking a significant change in your career as an advisor, then it's crucial to evaluate your activity levels. De Rada reveals why your closing percentage is the key variable you need to focus on beyond the number of appointments with prospects and how to improve this essential metric.

Serve and retain clients through high-quality staff management

Derek Wong Tuck Kong
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
14:30
Sunday, June 22, 2025
Derek Wong Tuck Kong
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Gestión de Negocios
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语言:
英语
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How does Derek Wong Tuck Kong service more than 5,000 policies? Learn how he has built a highly engaged, 10-person support staff with well-defined roles that create strong relationships and satisfied clients.

通过优质人员管理,服务并留住客户

Serve and retain clients through high-quality staff management

Derek Wong Tuck Kong
会议类型:
主场会议
演讲语言:
英语
会议日期:
2025 年 6 月 25 日,星期三
开始时间:
13:00
Wednesday, June 25, 2025
Derek Wong Tuck Kong
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Gestión de Negocios
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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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How does Derek Wong Tuck Kong service more than 5,000 policies? Learn how he has built a highly engaged, 10-person support staff with well-defined roles that create strong relationships and satisfied clients.

Derek Wong Tuck Kong 如何服务超过 5,000 张保单的客户?了解他如何建立高互动性的 10 人支持团队,并通过订立明确的角色职责来建立牢固的关系,确保客户称心如意。

How to get your clients engaged and buying, then how to keep them engaged and paying

Simran Dhillon, ADFS, B Comm
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
14:30
Tuesday, June 24, 2025
Dhillon
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Marketing
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语言:
英语
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Dhillon shares the questions he asks to show the client he cares about what’s important to them and the visuals he uses so clients understand what he is doing for them. Discover how to keep clients engaged in planning and turn them into advocates of what you do.

Homework for life 人生的功课

Homework for life

Matthew Dicks
会议类型:
主场会议
演讲语言:
英语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
17:30
Sunday, June 22, 2025
Dicks
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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
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By committing to a small daily habit, Dicks says, we can uncover hidden stories, sharpen our ability to connect with others, develop a deeper appreciation for our personal experiences and understand ourselves better. He reveals how this practice leads to better storytelling, heightened awareness and lasting personal growth.

Dicks 表示,通过坚持每日小习惯,我们便能发掘隐藏的故事、磨砺与他人建立联系的能力、对个人经验培养更深的欣赏与理解,并更好地认识自己。他将披露这种练习如何带来更佳的讲故事技巧、更高的意识,以及更持久的个人成长。

Turning failure into feedback to survive and thrive

Richard Dobson, CFP
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
12:30
Monday, June 23, 2025
Dobson
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Asesoría a Clientes
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语言:
英语
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While not getting a positive outcome with a client is discouraging, the lessons these situations provide are valuable and often ignored. Dobson explains how to view failure as feedback to "mine" these experiences and come out ahead.

Staying motivated in challenging times

Eunice Díaz Ledezma
会议类型:
交流区
演讲语言:
西班牙语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
12:00
Tuesday, June 24, 2025
Díaz Ledezma
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Persona Íntegra
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语言:
西班牙语
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Though challenges are inevitable in both life and business, what makes a difference is the ability to remain focused and motivated. Díaz Ledezma shares tools and strategies to maintain a resilient, focused and optimistic mindset so you can transform obstacles into opportunities for growth and stay motivated when others give up, as perseverance can be the key difference between success and stagnation.

Business insurance planning: 7 sales in one

Bradford L. Elman, CLU, ChSNC
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
12:00
Monday, June 23, 2025
Elman
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Asesoría a Clientes
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语言:
英语
No items found.

Business life and disability insurance are a lot easier to sell than personal life insurance, Elman says. Learn why this approach makes it much easier to get referrals, leads to personal insurance and financial planning cases automatically, and creates opportunities for additional coverage, including key person life, key person disability, buy-sell life, buy-sell disability, corporate paid life as an executive benefit, and individual disability to supplement the corporate group plan.

掌握大师级指导能力:通过百万圆桌建立长久联系和成功转型的业务

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 25 日,星期三
开始时间:
9:30
Wednesday, June 25, 2025
Fardy
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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.

Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

通过分享百万圆桌师徒制辅导计划的启迪之旅,Fardy 和 Mitchell 将揭示一次简单的网上配对,如何演变为一段饶富意义的专业关系,至今依然影响着他们的人生。了解他们如何围绕百万圆桌师徒制辅导计划框架来安排会面,并以之作为继承规划和团队建设等职业转变的契机,以及在不断蜕变的关系中找到意想不到的价值。

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU
会议类型:
交流区
演讲语言:
英语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
11:30
Sunday, June 22, 2025
Fardy
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Gestión de Negocios
This is some text inside of a div block.
语言:
英语
No items found.

Discover how you can leverage MDRT mentorship to elevate your practice and create a network of support for years to come. Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful, professional relationship that still impacts both of their lives today through growth, guidance and much more.

掌握大师级指导能力:通过百万圆桌建立长久联系和成功转型的业务

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 25 日,星期三
开始时间:
9:30
Wednesday, June 25, 2025
Fardy, Mitchell
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
印地语
普通话
No items found.

Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

通过分享百万圆桌师徒制辅导计划的启迪之旅,Fardy 和 Mitchell 将揭示一次简单的网上配对,如何演变为一段饶富意义的专业关系,至今依然影响着他们的人生。了解他们如何围绕百万圆桌师徒制辅导计划框架来安排会面,并以之作为继承规划和团队建设等职业转变的契机,以及在不断蜕变的关系中找到意想不到的价值。

Dividing your target market into approachable groups

Salzina Cruzinha Fernandes
会议类型:
焦点会议
演讲语言:
印地语
会议日期:
2025 年 6 月 25 日,星期三
开始时间:
11:00
Wednesday, June 25, 2025
Fernandes
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This is some text inside of a div block.
语言:
印地语
No items found.

Go deeper into target marketing as Fernandes explains her method of market segmentation to drive professional growth and long-term success. Learn to identify subsets based on values, attitudes, priorities and much more as you refine your concept of right-fit clients and how you can best serve them.

Undertaking a business metamorphosis: Transform your leadership and open yourself to innovation

Carlos Fernandez
会议类型:
焦点会议
演讲语言:
西班牙语
会议日期:
2025 年 6 月 25 日,星期三
开始时间:
11:00
Wednesday, June 25, 2025
Fernandez
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This is some text inside of a div block.
语言:
西班牙语
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After more than 200 conversations with global leaders, innovators and visionaries on his podcast, Fernández has learned impactful lessons that have transformed his views on success, leadership and innovation. Learn practical ideas and strategies you can implement on your path to leadership and business success that will challenge your convictions and expand your vision of human and organizational potential.

冠军级的思维模式

Secrets of a champion mindset

Molly Fletcher
会议类型:
主场会议
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
8:00
Monday, June 23, 2025
Fletcher
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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.

What separates the best from the rest? Fletcher unpacks the mindset shifts that drive continuous growth and lasting success — including how to apply curiosity and connection to fuel deeper relationships and new levels of performance.  

精英人士与其余人等有何区别?Fletcher 将拆解持续成长与长远成功背后的思维转变,包括如何善用好奇心与人脉联系,从而建立更深层次的关系,达到业绩表现的新境界。  

Improve your hiring and supersize your results

Carlyle Fletcher, CLU
会议类型:
全球服务
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
13:30
Monday, June 23, 2025
Fletcher
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This is some text inside of a div block.
语言:
英语
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Are your recruiting strategies leading to the best possible outcomes? Fletcher shares techniques to ensure you're hiring only ideally suited candidates who can help build your team and your business.

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