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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

Serving older clients through open-door, face-to-face meetings

Sun-young Kim
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:
11:30
Monday, June 10, 2024
Kim
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This is some text inside of a div block.
语言:
朝鲜语
No items found.

If financial or non-financial problems arise, can clients come to you and expect that their problems will be solved? Kim explains how her clients feel comfortable coming to her because of her office’s availability for face-to-face consultations.

Master your performance by mastering your attitude

Woong-bae Kim
会议类型:
交流区
演讲语言:
朝鲜语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
12:30
Sunday, June 9, 2024
Kim
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This is some text inside of a div block.
语言:
朝鲜语
No items found.

Your life and career will always experience change, Kim says. He explains that the way to drive success and stability in the face of the unknown comes from your mindset and ability to prepare, listen and understand.

What determines the quality of life after retirement?

Han Kim
会议类型:
焦点会议
演讲语言:
朝鲜语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
13:30
Tuesday, June 11, 2024
Kim
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This is some text inside of a div block.
语言:
朝鲜语
No items found.

Kim explains why cash flow, rather than the size of assets, most significantly impacts clients’ quality of life. Gain insight into how you can help clients plan for retirement and not just be prepared but ensure satisfaction as well.

Existing contract marketing that leads to results

Togo Kimura
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
12:00
Monday, June 10, 2024
Kimura
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This is some text inside of a div block.
语言:
日语
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Quality service focuses on clients’ needs through a process of listening and understanding. Kimura shares his system for connecting with his existing market in a manner that drives appointments, implementation of recommendations and referrals.

Present, close and protect in only an hour

Ngaongam Kunphai
会议类型:
交流区
演讲语言:
泰语
会议日期:
2024 年 6 月 9 日,星期日
开始时间:
13:30
Sunday, June 9, 2024
Kunphai
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This is some text inside of a div block.
语言:
泰语
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How long do you need to deliver a presentation that motivates clients to take action toward coverage? Kunphai shares how you can do this most efficiently to increase both client satisfaction and your own results.

为大脑超级充能,从而加快学习速度及牢记更多事物 

Supercharge your brain to learn faster and remember more 

Jim Kwik
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
Kwik
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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 ever feel like you need a mental upgrade? Join Kwik as he shares research, practical advice and proven tools to fuel your productivity, sharpen your focus and help you retain key information. 

您可曾觉得自己的精神力需要升级?聆听 Kwik 分享研究成果、实用建议和屡经实证的工具,助您大幅提高业绩、提升专注力及铭记重要信息。 

Q&A with Main Platform Speaker Jim Kwik

Jim Kwik
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:
13:00
Monday, June 10, 2024
Kwik
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This is some text inside of a div block.
语言:
英语
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Join Kwik, a Main Platform speaker, for a Q&A in the ConneXion Zone.

The next generation of young advisors

Pui Ka Lam
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
Lam
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This is some text inside of a div block.
语言:
英语
No items found.

Advisors who have recently entered the financial services profession share success stories and challenges geared for first-time meeting attendees. Learn how to become a second-time attendee by overcoming adversity and staying motivated.

Panel discussion: The power of niche marketing

Atthapong Lao-ananchai
会议类型:
焦点会议
演讲语言:
泰语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
15:00
Monday, June 10, 2024
Lao-ananchai
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This is some text inside of a div block.
语言:
泰语
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While many advisors know the benefits of specializing, how do you identify and market to your ideal clients? Three advisors share how they find and connect with the niche that drives their practices.

The power of connections: Generate a perpetual network of prospects

Lizbeth Lara Santacruz
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:
14:00
Sunday, June 9, 2024
Lara Santacruz
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This is some text inside of a div block.
语言:
西班牙语
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How do you create a consistent stream of new clients? Lara Santacruz shares strategies to initiate friendships, connections and long-term relationships that turn into new clients and drive the development of your business .

How to develop client trust that leads to retention

Joo-hwan Lee
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:
12:00
Monday, June 10, 2024
Lee
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This is some text inside of a div block.
语言:
朝鲜语
No items found.

A crucial part of being an advisor involves establishing relationships with clients who stay with you for the long term. Lee explains how to create these connections, which lead to retention, referrals and continued success in your business.

Build your own niche market

Se-hyuk Lee
会议类型:
交流区
演讲语言:
朝鲜语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
11:30
Tuesday, June 11, 2024
Lee
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语言:
朝鲜语
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Lee examines numerous professions in different industries to determine how best to approach a range of clients. He shares how you can gain trust by acquiring financial and non-financial information about each role and explain it to potential clients as you create relationships and your broader niche.

How to most concisely communicate the ways you can help

Young II Lee
会议类型:
焦点会议
演讲语言:
朝鲜语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
15:00
Monday, June 10, 2024
Lee
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This is some text inside of a div block.
语言:
朝鲜语
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Some clients may not give you much time to explain the need for and impact of insurance and financial planning. Lee explains how you can make sure clients understand the importance of the services you provide in even the shortest meetings.

Skyrocket your production and reputation with AI and advanced technologies

Panos Leledakis, LUTCF
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
Leledakis
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This is some text inside of a div block.
语言:
英语
巴西葡萄牙语
西班牙语
泰语
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Do you know how to give clients a unique digital experience driven by innovation? Leledakis shares practical ideas for how smart, easy-to-use tech can drive your prospecting strategies and leave a lasting impact on people who haven’t even met you yet.

AI for beginners

Panos Leledakis, LUTCF
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:
12:00
Tuesday, June 11, 2024
Leledakis
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This is some text inside of a div block.
语言:
英语
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Gain a brief overview of how to utilize the power of artificial intelligence (AI) to advance your practice. Discover the basics necessary to understand AI and learn practical takeaways to put your knowledge into action.

通过百万圆桌师徒制辅导计划,您能学到和教导哪些知识

What you can learn and teach through the MDRT Mentoring Program

Yi-Jean Lin, CIAM, FChFP
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:
12:30
Monday, June 10, 2024
Lin
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This is some text inside of a div block.
语言:
普通话
No items found.

Serving as a mentor for 10 applicants, Lin had 10 incredibly different yet entirely rewarding experiences. She explains the process for joining the MDRT Mentoring Program, including who can participate, how mentees and mentors are matched, and how everyone can get the most out of their involvement.

Lin 身兼 10 名申请人的导师,获得了 10 种截然不同、回报丰厚的经验。 她将说明加入百万圆桌师徒制辅导计划的流程,包括参加资格、学员与导师的配对方式,以及一众参加者如何通过参与其中来获享最大的好处。

利用马斯洛的需求理论讨论保险

Discuss insurance using Maslow's demand theory

Ling-Shan Lin
会议类型:
交流区
演讲语言:
普通话
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
13:30
Tuesday, June 11, 2024
Lin
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This is some text inside of a div block.
语言:
普通话
No items found.

Need help streamlining the way you communicate about insurance? Lin explains how you can address clients’ questions and needs in a concise manner, helping them quickly understand risk management.

您需要一臂之力,精简传递保险信息的方式吗?Lin 将说明如何简明扼要地为客户解决问题,以及满足他们的需求,协助他们快速理解风险管理。

利用全人理念,助力他人实现梦想

Using the Whole Person concept to help others realize their dreams

We-Cheng Lin
会议类型:
交流区
演讲语言:
普通话
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
14:00
Tuesday, June 11, 2024
Lin
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This is some text inside of a div block.
语言:
普通话
No items found.

Lin shares the many struggles he experienced in childhood and adulthood that he had to overcome on his road to success. He explains how the Whole Person concept provided stability for him and guidance in how to encourage young people — and MDRT members — to embrace the same ambitious-yet-grateful perspective.

Lin 将分享自己在童年及成年时期经历的许多挣扎,以及他在成功路上必须克服的障碍。他将说明自己如何运用全人理念来保持稳定,并指导如何鼓励年轻一辈和百万圆桌会员抱持同样的雄心壮志以及感恩心态。

通过建立团结一致的员工队伍来提高工作绩效

Encouraging high performance by building a unified staff

Yi Chun Liu
会议类型:
交流区
演讲语言:
普通话
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
14:30
Tuesday, June 11, 2024
Liu
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This is some text inside of a div block.
语言:
普通话
No items found.

How your staff performs in the workplace starts with their outlook and their values. Liu explains how combining these factors with a shared commitment to service, communication and goal setting can elevate your practice and satisfaction as a group.

员工在工作中的表现始于他们的人生观和价值观。Liu 分享了如何将这些因素与对服务、沟通和目标设定的共同努力结合起来,从而提升您的业务水平和团体满意度。

通过百万圆桌全人理念,在个人和职业方面双双取得收获

Gaining personally and professionally from the MDRT Whole Person concept

Xiaohu Liu
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:
13:00
Monday, June 10, 2024
Liu
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This is some text inside of a div block.
语言:
普通话
No items found.

The benefits of the Whole Person concept are many, Liu says. Learn why he sees this approach as such an important driver to building continuous, sustainable personal growth as well as a key factor in delivering value to clients and their families.

根据 Liu 的说法,全人理念的好处有很多。了解他为何视此理念为实现可持续个人成长的重要推力,以及为客户及其家人带来价值的关键因素。

百万圆桌基金会

MDRT Foundation

Andrew C. Lord, CLU, 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
Lord
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

Lord, 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 Lord 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。

The next generation of young advisors

Hunter Lord, CFP
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
Lord
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This is some text inside of a div block.
语言:
英语
No items found.

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.

要提供优质服务,顺利的理赔结算不可或缺

Quality service requires successful claims settlement

Hsiao-Yin Lu
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:
16:00
Sunday, June 9, 2024
Lu
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This is some text inside of a div block.
语言:
普通话
No items found.

It is essential for advisors to know how to effectively handle claims for their clients. Lu shares why this basic but essential aspect of an advisor’s work can’t be overlooked when evaluating the service being provided.

顾问必须了解如何有效地为客户处理索偿。Lu 将分享当顾问评估所提供的服务时,为何不能忽视这个基本而必要的范畴。

Principles and practices learned from “The Seven Habits of Highly Effective People”

Hiroshi Maeda
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
12:30
Monday, June 10, 2024
Maeda
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This is some text inside of a div block.
语言:
日语
No items found.

Without a firm belief and philosophy as an advisor, Maeda says, he only pursued short-term goals, causing inconsistency in his professional performance and ability to qualify for MDRT. He shares the books and lessons that taught him how to grow as a person and capitalize on his potential to achieve more.

心灵黑客

Mind-hacker

Max Major
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
Major
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

How can adjusting your mindset change your reality? In a presentation filled with audience participation and how-did-he-do-that demonstrations, Major dazzles your eyes as he shares how to wake up your mind and transform your life.

如何通过调整思维模式来改变现实?通过一场观众深度参与的演讲及亲自示范,Major 将分享唤醒思维及改变人生的炫目花招。

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