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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

Uncovering hidden stains: A journey to consistent Top of the Table production

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

People aren’t motivated to purchase financial products unless they are faced with uncertainty or discomfort in life, concerns that are cropping up in the aging society of Japan. Using a shirt stain as an analogy, Fukumoto explains how he presents potential challenges prospects may encounter as they age as well as the solutions for overcoming them.

会长致辞

Presidential Address

Gregory B. Gagne, ChFC
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
Gagne
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

Gregory B. Gagne, ChFC, makes his 2024 Presidential Address.

Gregory B. Gagne,ChFC 致 2024 年度会长辞。

Social media as a vehicle for prospecting and branding

Victor Hugo Garcia Gutierrez
会议类型:
焦点会议
演讲语言:
西班牙语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
13:30
Tuesday, June 11, 2024
Garcia Gutierrez
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This is some text inside of a div block.
语言:
西班牙语
No items found.

Can digitally defining your brand provide a path to connect with new clients? Discover how two advisors have embraced the age of social media to differentiate themselves and grow their businesses.

How to sell 100 policies and then travel for six months each year

Alexandra de Jesus Garcia Yanez
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:
12:30
Sunday, June 9, 2024
Garcia Yanez
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This is some text inside of a div block.
语言:
西班牙语
No items found.

Through focus, discipline and goal setting, Garcia Yanez says, you can balance your personal and professional life in a way that achieves high productivity as well as significant time to explore the world. She shares why travel is so important and how she achieves this enviable schedule.

Niche power: Elevating your marketing strategy

Chris George, CFP, TEP
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:
13:30
Monday, June 10, 2024
George
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
日语
西班牙语
No items found.

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

Niche marketing 101

Adrian George, CFP, TEP
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:
14:00
Tuesday, June 11, 2024
George
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This is some text inside of a div block.
语言:
英语
No items found.

Learn how to develop and use highly targeted forms of advertising to attract new prospects. Discover what techniques will catch people’s attention and how to turn those leads into clients.

60 分钟学习 60 个有效的销售理念

60 sales ideas that really work — in just 60 minutes

Simon John Gibson, Dip PFS
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
Gibson
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
朝鲜语
普通话
No items found.

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。

Triple-R strategy: Revitalize, reinvent and reimagine your rebranding

Eile Goh
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
Goh
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.

A successful rebrand means refreshing your identity, redefining your market presence and reconsidering your customer engagement. Whether you’re considering a total makeover or a subtle refresh, Goh uses real-world examples and actionable insights to take you through the essential steps of effective rebranding.

“卓越首航”会议

Launch to Excellence

Tony Gordon
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
Gordon
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

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。

How to maximize your success by collaborating with a paraplanner

Catherine Gough, FPFS
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
Gough
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This is some text inside of a div block.
语言:
英语
印地语
日语
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Can hiring a paraplanner benefit both you and your clients? Gough explains a paraplanner’s responsibilities, how to effectively work with paraplanners and the advantages they can bring, including the potential for succession planning.

Tips from the top

Catherine Gough, FPFS
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
Gough
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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.

加法,乘法,减法

Add, multiply, subtract

Ian Green, Dip PFS
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
Green
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

What should you add — and subtract — to grow your business? Green, an MDRT Past President, explains techniques to help multiply your sales and ensure maximum daily effectiveness in your practice.

应该加减什么,才能发展您的业务?百万圆桌前会长 Green 将解释实现销售额翻倍增长并确保业务每日达到最高效率的技巧。

主场会议对话

Main Platform Conversations

Ian Green, Dip PFS
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
Green
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

Would you rather be good or unstoppable? In this intimate “fireside chat” session as part of Main Platform Conversations, bestselling author and relentless ambition expert Tim Grover sits down with MDRT Past President Ian Green, Dip PFS, to identify the mental strength and determination that can bring your business to new heights.

您宁愿变得优良还是势不可挡?在这场亲密的“炉边密话”环节(此乃主场会议对话的其中一部分)中,畅销作者兼志存高远的专家 Tim grover 将与百万圆桌前会长 Ian Green,Dip PFS 促膝长谈,探讨能带动业务攀上新高峰的精神力量与决意。

主场会议对话

Main Platform Conversations

Tim Grover
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
Grover
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

Would you rather be good or unstoppable? In this intimate “fireside chat” session as part of Main Platform Conversations, bestselling author and relentless ambition expert Tim Grover sits down with MDRT Past President Ian Green, Dip PFS, to identify the mental strength and determination that can bring your business to new heights.

您宁愿变得优良还是势不可挡?在这场亲密的“炉边密话”环节(此乃主场会议对话的其中一部分)中,畅销作者兼志存高远的专家 Tim grover 将与百万圆桌前会长 Ian Green,Dip PFS 促膝长谈,探讨能带动业务攀上新高峰的精神力量与决意。

Key strategies: The secrets of the greatest Latin American experts

Caio Henrique Guidugli Cunha
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
Guidugli Cunha
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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.

From resistance to action: Working with clients who don't implement your advice

Derek Hagen, CFP, CFA
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
Hagen
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
日语
西班牙语
No items found.

You might think you need to fire clients who never seem to follow your advice and recommendations. Hagan explains why some clients act like this and how you can help motivate them to change their response to stressful situations.

Niche power: Elevating your marketing strategy

Natalie Sarah Hales
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:
13:30
Monday, June 10, 2024
Hales
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
日语
西班牙语
No items found.

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

5 techniques to win more business with a podcast

Matt K. Halloran
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
Halloran
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.

Can you create compelling podcast content that transforms casual listeners into adoring fans who fuel business growth? Drawing from his experience conducting thousands of interviews across 25 years, Halloran shares five interviewing strategies that anyone can master in minutes and will position you to help more clients.

Niche power: Elevating your marketing strategy

Matt K. Halloran
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:
13:30
Monday, June 10, 2024
Halloran
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
日语
西班牙语
No items found.

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

A little insight and context of life insurance in the U.S.

Hozumi Hanada, LUTCF
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
11:30
Sunday, June 9, 2024
Hanada
This is some text inside of a div block.
This is some text inside of a div block.
语言:
日语
No items found.

Do you know the history of insurance in the U.S., including the development of products and regulation? Hanada provides important information to enhance the conversation that MDRT members can have with members from the U.S.

Niche power: Elevating your marketing strategy

Brian Joseph Haney, CFS, CLTC
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:
13:30
Monday, June 10, 2024
Haney
This is some text inside of a div block.
This is some text inside of a div block.
语言:
英语
日语
西班牙语
No items found.

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

Attaining and maintaining Top of the Table production

Mark J. Hanna CLU, ChFC
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
Hanna
This is some text inside of a div block.
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.

Reframe your marketing to build relationships

Sunil Nandlal Hassija
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:
15:00
Monday, June 10, 2024
Hassija
This is some text inside of a div block.
This is some text inside of a div block.
语言:
印地语
No items found.

Though social media, advertising and publicity play a major role in marketing, the essence of this work lies in the relationships that result. Hassija explains how your marketing efforts can create lasting connections with clients and lead to consistent word-of-mouth referrals.

建构与z世代沟通共识的桥梁

Building bridges of communication and understanding with Generation Z

I Chia He
会议类型:
焦点会议
演讲语言:
普通话
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
11:00
Wednesday, June 12, 2024
He
This is some text inside of a div block.
This is some text inside of a div block.
语言:
普通话
No items found.

How do you communicate the value of insurance to the next generation of clients or advisors? He explains that, while understanding and empathizing with them may help gain their trust to become clients, cultivating their social experience yields even more outstanding results: You help them become successful financial advisors, and they teach you how to use social media and other innovative services to win the hearts of more clients.

您如何与下一代的客户或者顾问沟通保险的价值呢? He介绍了通过同理心与理解他们或许会让您赢得他们的信任、获取客户,但是培养他们的社会经验能带来更优异的成果:您帮助他们成为成功的财务顾问,他们会教您使用社交媒体和其他的创新服务赢得客户的心。

Increased production and client satisfaction through goal-centric financial planning

Brandon Heckert, CFP, AAMS
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:
16:00
Tuesday, June 11, 2024
Heckert
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.

Advisors who focus on quick sales risk misunderstanding client needs and missing out on long-term relationships, not to mention revenue streams. Heckert explains a process for focusing first on clients’ financial goals and how that approach generates trust, satisfaction and referrals.

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