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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

Engage clients effectively and expand your case size

Ying Qi Carrie Chee
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:
13:30
Monday, June 10, 2024
Chee
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This is some text inside of a div block.
语言:
英语
No items found.

It is hard, Chee says, to grow your case sizes if clients aren’t listening to you or buying into what you do. Discover how you can adjust your communication techniques to drive understanding and minimize objections.

如何简单建立客户保障的基本概念

How to effectively discuss and establish health-related insurance coverage

Yu-Chun Chen
会议类型:
交流区
演讲语言:
普通话
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
14:30
Sunday, June 9, 2024
Chen
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This is some text inside of a div block.
语言:
普通话
No items found.

Many clients may not want to think about preparing for unexpected challenges like diseases, injuries or otherwise. Chen shares how you can use real-life cases to communicate the importance of coverage that protects a clients’ family and finances in the event of a variety of medical needs throughout many different life stages.

许多客户可能不愿未雨绸缪,应付疾病、受伤或其他意想不到的挑战。Chen 将分享如何利用现实生活中的个案,传递保险保障的重要性,以应付不同人生阶段的各种医疗需求,保障客户的家人和财务。

突破业绩极限与客户沟通艺术

Cutting-edge communication techniques with clients and breaking through performance limits

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

Discover how to combine technology and humanity to serve clients in new, modern ways that can energize your practice. Sales is not only about selling products but also personalities. Utilizing AI and other approaches, Chen explains how you can create stable income in an unstable market.

了解如何将技术与人文相结合,以全新的现代方式服务客户,为您的业务注入活力。销售不仅是销售产品,也涉及了个性。Chen将分享如何利用人工智能和其他方法在不稳定的市场中创造稳定的收入。

协助客户理解保险的生活福利

Helping clients understand the living benefits of insurance

Sky Chen Wei
会议类型:
交流区
演讲语言:
普通话
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
15:00
Sunday, June 9, 2024
Chen Wei
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This is some text inside of a div block.
语言:
普通话
No items found.

People never reject insurance, Chen Wei says; they only reject paying the premium. Learn how you can make sure clients perceive the premium as a savings vehicle that also provides coverage for the unexpected.

Chen Wei 表示,人们从不会回绝保险,他们只是不愿支付保费。了解如何确保客户将保费视为储蓄工具,为意料之外的情况提供保障。

与众不同的领导力

A different kind of leadership

Chin Ti Chien
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
Chien
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This is some text inside of a div block.
语言:
普通话
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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。

团队力量成就个人梦想,迈向MDRT

Achieve your dream with the power of teamwork, and qualify for MDRT

Pei Mei Chiu
会议类型:
交流区
演讲语言:
普通话
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
15:30
Sunday, June 9, 2024
Chiu
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This is some text inside of a div block.
语言:
普通话
No items found.

What practices can set you and your staff on course to achieving MDRT-level performance? Chiu shares three keywords and strategies to create a sustainable culture of success.

哪些实践能让您和员工踏上取得百万圆桌级数业绩的康庄大道?Chiu 将分享创造可持续成功文化的三个关键词及策略

Guiding pre-retirees toward retirement success

Jung Ryul Choi
会议类型:
焦点会议
演讲语言:
朝鲜语
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
9:30
Wednesday, June 12, 2024
Choi
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This is some text inside of a div block.
语言:
朝鲜语
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Retirees in Korea face a vague and uncertain future, Choi says. Discover how he has developed his process for retirement planning to lecture for and consult with clients from large corporations.

The power of the check-in call

Joon Sik Choi
会议类型:
交流区
演讲语言:
朝鲜语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
14:30
Monday, June 10, 2024
Choi
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语言:
朝鲜语
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Small things can make a huge change in your practice, Choi says. He explains how periodic, personal phone calls to clients can deepen your relationships and help your business.

Panel discussion: The art and science of creating trusting relationships

Warika Chotiwit
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
Chotiwit
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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.

帆船概念

The sailboat concept

Wave Chow Wing Kai
会议类型:
主场会议
演讲语言:
英语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
8:00
Tuesday, June 11, 2024
Chow
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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

Chow shares a short and powerful concept for selling to the middle class.

Chow 分享了一个简短而有效的概念,有助于我们开发中产阶级客户。

在企业中解锁每个人独有才能的关键

The key to unlocking everyone’s unique abilities in a firm

Timothy Daniel Clairmont, CFP, MSFS
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
Clairemont
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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 a year of weekly sessions helped create newfound understanding about how each leader in a business could drive its evolution. Clairmont explains how extended introspection and sharing with his partners led to individual growth and new opportunities for the business to make a global impact.

探索每周开会的一年如何让人洞察每位领袖推动业务蜕变的方式。Clairmont 将解释如何通过大范围内省,以及与合作伙伴之间的分享,实现个人成长及为企业解锁新机遇,从而缔造全球影响力。

Digital avatars: Revolutionizing financial advisory services

Timothy Daniel Clairmont, MSFS
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
Clairmont
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This is some text inside of a div block.
语言:
英语
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Highlighting avatars’ capacity for 24/7 support and engagement, Clairmont explains how this technology can be crucial in enhancing client-advisor interactions. Learn how avatars can help both attract and retain clients while providing a modern and technologically driven personal touch.

Building a leadership brand to achieve agency goals

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会议类型:
演讲语言:
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
Clements
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This is some text inside of a div block.
语言:
No items found.

Field leader branding is all about creating an image of yourself at your best, then delivering on that image to obtain results. Clements highlights the importance of identifying the drivers of your personal brand as a field leader and explores the powerful impact your brand has on telling your story, attracting recruits to your agency and fostering success for your team.

Building a leadership brand to achieve agency goals

Susan Clements
会议类型:
全球服务
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
Clements
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.

Field leader branding is all about creating an image of yourself at your best, then delivering on that image to obtain results. Clements highlights the importance of identifying the drivers of your personal brand as a field leader and explores the powerful impact your brand has on telling your story, attracting recruits to your agency and fostering success for your team.

Key strategies: The secrets of the greatest Latin American experts

Vanina Paola Cruz
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
Cruz
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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.

Use behavioral insights to attract clients from different generations

Jagannath Das, MBA, MCom (IS)
会议类型:
焦点会议
演讲语言:
印地语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
15:00
Tuesday, June 11, 2024
Das
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This is some text inside of a div block.
语言:
印地语
No items found.

As different generations have distinct characteristics, values and communication preferences, tailoring your marketing and branding strategies according to the target generation is essential to attracting these clients. Das shares how you can research and understand the unique attributes of multiple generations and align your approach with the people you aim to serve.

Communication hacks every financial advisor should know

Richard Dobson Jr., CFP
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
Dobson Jr.
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This is some text inside of a div block.
语言:
英语
巴西葡萄牙语
印地语
西班牙语
No items found.

With your clients not expected to understand the jargon of the financial services profession, advisors can make simplicity their superpower. Dobson explains how you can describe complex topics in a quick, unforgettable way that will reduce client panic and improve outcomes for you and the people you help every day.

Forging lasting bonds: Why advisors should volunteer with service organizations

Neha Prasad Doiphode, MBA
会议类型:
焦点会议
演讲语言:
印地语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
13:30
Monday, June 10, 2024
Doiphode
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This is some text inside of a div block.
语言:
印地语
No items found.

Success in financial services, Doiphode says, is about building genuine connections, which advisors can foster through volunteerism. While building a network of influential contacts, making connections with like-minded professionals, gaining the trust of community leaders and demonstrating ethical conduct, advisors can establish themselves as a trusted source people will be eager to work with and refer.

Identifying buying signals

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

Discover the obvious — and not-so-obvious — clues, cues and body language indications that tell you a prospect is ready to follow your recommendations and become a client. With this information and these observational techniques, Duncombe says, you can better understand the person’s perspective and efficiently move forward together.

令故事变得完美

Make your story perfect

Karen Eber
会议类型:
主场会议
演讲语言:
英语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
8:00
Tuesday, June 11, 2024
Eber
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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

Do you know how to use the science of storytelling to inform, influence and inspire others? Eber explains that the way you tell a story makes an enormous difference for the listener — and how you can deliver a story that connects with the hearts and minds of your clients.

您知道如何运用讲故事的科学来通知、影响及启发他人吗?Eber 将阐述讲故事方式如何对听者带来巨大的变化,以及您如何呈现连接客户心灵的故事。

昂首 10 英尺:您与众不同之处就是您的超能力

10 feet tall: Your difference is your superpower

Brandon Farbstein
会议类型:
主场会议
演讲语言:
英语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
8:00
Tuesday, June 11, 2024
Farbstein
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

Born with an extremely rare form of dwarfism, Farbstein had to learn to transform how he saw being different. Sharing his unforgettable perspective shift, he demonstrates tactical ways to amplify and leverage the uniqueness that lies within.

Farbstein 先天患有罕见侏儒症,因此不得不学会改变自身与世人不同的看法。通过分享令人难忘的观点改变历程,他将示范用于加强及发挥自身独特性的有效方法。

Q&A with Main Platform speaker Brandon Farbstein

Brandon Farbstein
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
Farbstein
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This is some text inside of a div block.
语言:
英语
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Join Farbstein, a Main Platform speaker, for a Q&A in the ConneXion Zone.

Refining your brand for a rapidly changing world

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

Fitts takes you deep into the transformative impact of digitalEQ, where emotional intelligence drives financial success. Learn how your brand is not just an identity but a key factor in influencing client choices.

How to get multiple referrals from every client

Alessandro M. Forte, FCII, 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:
15:30
Sunday, June 9, 2024
Forte
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This is some text inside of a div block.
语言:
英语
No items found.

Many advisors struggle to grow their business through referrals. With answers that will surprise you, Forte busts the myths around when and how to ask, and what to do with the four to six names you will receive from every new client meeting.

揭秘:向行业翘楚学习实用经验教训

Secrets revealed: Learn practical takeaways from the best

Alessandro M. Forte, FCII, 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
Forte
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.

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。

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