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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。 

Improve your skills with clients experiencing grief, loss and transition

Amy Florian
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
Florian
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This is some text inside of a div block.
语言:
英语
No items found.

While financial professionals are rarely taught what to do and say (and what not to) when clients go through tough, emotional times in life, this ability is a major component of client retention and acquisition. Florian helps you understand the many triggers of grief your clients experience, how to answer the “bad news” phone call, effective questions to ask and the most life-giving, loyalty-building ways to follow up with grieving clients.

Harnessing the power of accountability: Building trust and momentum while overcoming challenges together

Mathew Thomas Fogarty, CFP, ADFP
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:
15:00
Monday, June 23, 2025
Fogarty
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Gestión de Negocios
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语言:
英语
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Fogarty shares his journey of forming an accountability group with fellow MDRT members during the COVID-19 pandemic. Learn about the framework used — including regular meetings, SMART goals, progress tracking, peer feedback and maintaining momentum — as well as how challenges were overcome through trust and engagement.

不经一番寒彻骨,焉得梅花扑鼻香:建立能屈能伸团队的战术手册

Greatness grows best in the shadows: A playbook for building resilient teams

Justin Forsett
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
Forsett
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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.

Do you know how to turn setbacks into steppingstones and hustle your way to success? Forsett provides lessons on resilience, leadership, and creating opportunities that inspire your team to rise above challenges and lead with impact.

您知道如何将挫折转化为垫脚石,继而迈向成功吗?Forsett 将为大家带来有关韧性、领导力与缔造机遇的宝贵一课,协助您启发团队勇于接受挑战,并以影响力身先士卒、为人表率。

Questions you wished you had known to ask

Alessandro M. Forte, CFP, FCII
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:
11:30
Monday, June 23, 2025
Forte
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Gestión de Negocios
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语言:
英语
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Lasting success comes when prospecting ceases to be a problem. Gordon shares how to have more referrals than you will ever need, plus a bonus idea of how to harness the power of the MDRT Foundation to help your business.

百万圆桌基金会

MDRT Foundation

Alessandro M. Forte, CFP, FCII
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
Forte
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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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Forte, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

百万圆桌基金会会长 Forte 将进行分享,介绍基金会如何通过支持百万圆桌会员所关心的慈善机构和议题,在世界各地发挥影响力。了解您如何成为志愿者和捐款助人,以及为您心怀的组织申请资助金。

表彰卸任会长 Gregory B. Gagne,ChFC

Recognition of Immediate Past President Gregory B. Gagne, ChFC

Gregory B. Gagne, ChFC
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
Gagne
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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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借由效率实现成长:善用科技的力量,令业务爆炸式增长

Growth through efficiency: Harness the power of technology to skyrocket your business

Sharon Gai
会议类型:
主场会议
演讲语言:
英语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
8:00
Tuesday, June 24, 2025
Gai
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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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In a world where speed, efficiency and innovation reign supreme, leveraging tools like AI and automation is no longer optional — it’s essential. Gai shows you how to use cutting-edge technology to eliminate inefficiencies, free up your time and focus on the activities that drive massive ROI.

在这个一切讲求速度、效率与创新的世界里,善用 AI 和自动化等工具已不再是选项,而是必要条件。Gai 将展示如何使用顶尖科技来消除欠缺效率的做法、腾出更多时间,并集中精力处理带来巨大投资回报率的活动。

Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Baz Gardner
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
15:00
Monday, June 23, 2025
Gardner
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语言:
英语
印地语
泰语
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How can changes you make in your psychology directly translate into business success? Get to the core of developing and translating value while learning new techniques to drive referrals, revenue and much more.

Putting the personal in personal branding

Kevin J. Garza, FICF, MCom (IS)
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:
14:00
Tuesday, June 24, 2025
Garza
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Marketing
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语言:
英语
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How do you define your brand through your passions, the identity of your company and effective ways to introduce yourself? Garza shares best practices to showcase your personality while also fostering communication through active listening.

Mentoring hard and fast: A proven approach for building resilient teams

Danielle J. Genier, CLU, CFP
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:
15:00
Saturday, June 22, 2024
Genier
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Gestión de Negocios
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语言:
英语
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In Genier's practice, everyone contributes to the training of new hires. She explains why her process has been so successful in assessing a new hire's fit for the role and the office overall, and how you can benefit from this method of intensive onboarding, structured training and the development of mental resilience.

战胜不可能:从亚马逊森林的严峻考验,到全世界的灵感源泉

Surviving the impossible: From Amazon ordeal to universal inspiration

Yossi Ghinsberg
会议类型:
主场会议
演讲语言:
英语
会议日期:
2025 年 6 月 24 日,星期二
开始时间:
8:00
Tuesday, June 24, 2025
Ghinsberg
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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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As the inspiration behind the Hollywood film "Jungle," Ghinsberg shares not just his survival story but how his personal triumph translates into actionable insights for your professional and personal growth. Learn practical strategies to build unshakeable resilience, foster innovative thinking under pressure and develop a mindset for extraordinary achievement.

作为好莱坞电影《逃出亚马逊》背后的灵感,Ghinsberg 不但会分享他艰苦求存的故事,也会阐述其个人成就如何转化为可付诸实践的见解,助您在职业和个人方面继续成长。学习实用策略以建立绝不动摇的韧力、培养压力下的创新思考,并发展专为非凡成就而设的思维模式。

了解客户对顾问价值看法的重要性

The importance of understanding clients’ perspectives on advisor value

Robert Gignac
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
15:00
Monday, June 23, 2025
Gignac
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This is some text inside of a div block.
语言:
英语
朝鲜语
普通话
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If you are reluctant to engage in emotional conversations, you may be limiting your ability to deliver value to clients who need it most. Gignac explains the difference between value and fluff while discussing pocket change, dominoes, retirement ribbons and why SMART goals can be problematic.

如您抗拒展开情感对话,便等于限制了自己在客户最需要时呈奉价值的能力。Gignac 将阐述价值与无意义娱乐之间的区别,并讨论口袋变化、骨牌效应、退休丝带,以及为何 SMART 目标有可能惹来麻烦。

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Fernando A. Gomez
会议类型:
焦点会议
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:
15:00
Tuesday, June 24, 2025
Gomez
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This is some text inside of a div block.
语言:
西班牙语
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Join this inspiring session and discover how a leader and a mentee have forged their relationship and how they have been able to develop their ethical values in the financial services profession together, thanks to MDRT.

大师

Virtuoso

Felipe Gomez
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
Gomez
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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 happens when you mix management expertise and a lifelong passion for music? With an on-stage grand piano, Gomez shares his insights while inspiring attendees to consistently aim for excellence, create meaningful and long-lasting connections, and build a culture of innovation.

当管理方面的专业经验与对音乐的终身热忱结合,会擦出怎样的火花?通过舞台上的三角钢琴,Gomez 将分享真知灼见,并启发与会者持续追求卓越、缔造有意义的长期联系并建立创新文化。

The emotional bank account: A tool for getting better referrals

Jonathan González Salgado
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:
15:00
Monday, June 23, 2025
González Salgado
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Persona Íntegra
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语言:
西班牙语
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The concept of the emotional bank account can explain the value we provide to our clients, which is essential when asking for referrals. Psychologist John Gottman suggests that before making a withdrawal, such as requesting referrals, we should first offer four times the value we currently deliver. With González Salgado's guidance, learn how to enhance your emotional bank account through love, ultimately leading to better referrals.

Questions you wished you had known to ask

Tony Gordon
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:
11:30
Monday, June 23, 2025
Gordon
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Gestión de Negocios
This is some text inside of a div block.
语言:
英语
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Lasting success comes when prospecting ceases to be a problem. Gordon shares how to have more referrals than you will ever need, plus a bonus idea of how to harness the power of the MDRT Foundation to help your business.

Making retirement a period of life worth having

Peter D. Graham
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:
14:00
Sunday, June 22, 2025
Graham
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Asesoría a Clientes
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语言:
英语
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Most pre-retirees focus solely on the financial aspects of retirement, but it is really about lifestyle, Graham says. He explains how to help clients understand the importance of being prepared for the key issues central to a great retirement.

Attaining and maintaining Top of the Table production

Ian Green, Dip PFS
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2025 年 6 月 23 日,星期一
开始时间:
13:30
Monday, June 23, 2025
Green
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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 2025 Top of the Table Divisional Vice President of Member Engagement, Juli Y. McNeely, CFP, CLU.

Steps and staging for successful retirement planning

Jean Guan
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:
11:30
Monday, June 23, 2025
Guan
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Asesoría a Clientes
This is some text inside of a div block.
语言:
英语
No items found.

How can you understand clients’ goals, assess their current financial status, and define their vision and timeline to provide personalized retirement ideas, including tax planning and addressing emotional and lifestyle aspects? Guan shares how to ask the right series of questions to identify any gaps or problems before giving the solutions.

超乎常理的款待:给予别人超出他们期望的东西,能让您跻身顶流

Unreasonable Hospitality: How giving people more than they expect can get you to No. 1

Will Guidara
会议类型:
内阁会员/顶尖会员
演讲语言:
英语
会议日期:
2025 年 6 月 22 日,星期日
开始时间:
12:30
Sunday, June 22, 2025
Guidara
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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.

Guidara took Eleven Madison Park from a middling brasserie to one of the best restaurants in the world when he encouraged his team to be present with their guests, take what they do seriously without taking themselves too seriously and employ a one-size-fits-one strategy. Learn how an unreasonable approach to the pursuit of human connection can help you win — and give people an experience they’ll remember forever.

Guidara 将 Eleven Madison Park 从一间普通小酒馆,摇身一变成为世界一流的餐厅,他的方法是鼓励团队亲自陪伴食客、认真对待工作任务,但同时避免态度过于严肃,也不能采用“一货应百客”的策略。了解如何通过超乎常理地追求人际联系助您致胜,让人获得铭记终身的体验。

The 3 pillars of retirement readiness

Alphil J. Guilaran, CFBA, CFWA
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:
15:00
Monday, June 23, 2025
Guilaran
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Asesoría a Clientes
This is some text inside of a div block.
语言:
英语
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By 2030, 100% of baby boomers worldwide will be over age 65. Guilaran explains how advisors can strengthen their practices and build bridges with prospects and clients by simplifying how they educate them on retirement income basics and how to address any shortfalls.

The great wealth transfer: Preparing inheritors for the challenges and responsibilities of wealth

Alphil J. Guilaran, CFBA, CFWA
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:
13:30
Tuesday, June 24, 2025
Guilaran
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This is some text inside of a div block.
语言:
英语
日语
泰语
No items found.

As we enter the USD 84 trillion great wealth transfer, studies show that 90% of family wealth does not make it past the third generation, and 80% of inheritors will look for a new advisor after inheriting their parents’ wealth. Guilaran shares how to prepare your practice as well as a proven framework to train the next generation and bridge the communication gap between wealth creators and inheritors.

Winning strategies: How to optimize annual reviews

Douglas Enrique Gómez, AFP, LUTCF
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:
14:00
Tuesday, June 24, 2025
Gómez
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Marketing
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语言:
西班牙语
No items found.

Join Gómez as he shares his four-step strategy for conducting successful annual insurance policy reviews with clients. This approach will help you maintain contact with clients, update their information, generate new sales opportunities and obtain referrals.

The shortest course to Top of the Table

Insuk Han
会议类型:
焦点会议
演讲语言:
朝鲜语
会议日期:
2025 年 6 月 25 日,星期三
开始时间:
9:30
Wednesday, June 25, 2025
Han
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This is some text inside of a div block.
语言:
朝鲜语
No items found.

Han shares her experience of not being able to overcome the Court of the Table barrier despite more than 10 years of individual sales, and her journey to achieving Top of the Table through estate planning consulting after entering the high-net-worth market through market expansion seven years ago. Learn the know-how to achieve miracles in 60 days through consistent activity, efficient time management and constant motivation, and establish your own success strategy.

如何建立超级英雄团队,助您跻身顶尖会员之列

How to create a team of superheroes to help you achieve Top of the Table

Tristan Hartey, Dip FA, BA (Hons)
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
Hartey
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Gestión de Negocios
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.

Going alone only gets you so far; you need a team to constantly achieve great things. Hartey explains three main ways you can create a team of superheroes around you to make sure that you achieve Top of the Table each year.

单打独斗注定走不远;您需要一个团队来不断成就伟大之事。Hartey 将讲解在身边建立超级英雄团队的三种方法,确保您每年都能入围顶尖会员。

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