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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

Gen Z — From recruiting to retaining

Angela Daniela Malagon Beaven
会议类型:
全球服务
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
Malagon Beaven
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语言:
英语
No items found.

How should you present a financial services career differently to Gen Z recruits? In this panel discussion, learn why onboarding should be a radical change from what it was a generation ago and how to create a development plan that keeps Gen Z advisors with your agency.

Ideas to help get YOU to the Top of the Table

Guy Mankey
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
Mankey
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语言:
英语
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Boost your success with these proven and practical ideas. Mankey shares concepts to help you with a range of topics including prospecting, client reviews and presentations to claims management and much more.

Trust matters: The art of connecting with clients

Jennifer P. Mann, MBA, 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:
11:30
Sunday, June 9, 2024
Mann
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语言:
英语
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Discover the mindsets and approaches that foster strong, judgement-free relationships, where clear communication and genuine care are paramount. From showcasing your expertise and passion to explaining complex matters with ease, Mann shares strategies to help you become a trusted advisor who truly connects with clients on a meaningful level.

从混乱到控制:管理积蓄以达到成功

From chaos to control: Organizing savings for success

Jennifer P. Mann, MBA, CFP
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
Mann
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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

Unveil the secrets to maximizing your clients’ savings potential through the art of account segmentation. Mann explains how a strategic approach can create financial clarity and empower your clients to achieve their goals.

通过账户细分的艺术,发掘充分善用客户储蓄潜力的秘密Mann 将解释策略方针如何营造财务清晰度,并为客户赋能使其达成目标。

为何不趁现在?

Why not now?

Amy Jo Martin
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
Martin
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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

Sometimes the biggest challenge isn’t coming up with a great idea; it’s putting that idea into action. Martin shares how advisors, business owners and more can feel empowered to go from imagination to execution.

有时候,最困难的事情不是想出好主意,而是将想法付诸行动。Martin 将分享顾问、企业家和其他人士如何凭从想象走到实践而获得成就感。

How I got 700 referrals in 1 year

Juana Lilia Martinez Ortiz
会议类型:
交流区
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:
13:00
Tuesday, June 11, 2024
Martinez Ortiz
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语言:
西班牙语
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How can you ensure that you are earning referrals, and what do you do if you have more than you have time to contact? Martinez Ortiz explains how she not only creates referrals but follows through on them as well.

Spirit, sport, strategy: Applying the marketing from top athletes’ brands to financial services

Edit Martonosi
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:
13:30
Tuesday, June 11, 2024
Martonosi
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语言:
英语
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World-famous athletes don’t just distinguish themselves during competition; many of them stand out by creating a well-defined brand as well. Martonosi explains how she established her own brand as an advisor for athletes by utilizing some of the marketing philosophies embodied by her clients.

摆脱预算的束缚,将开销计划作为礼物送给客户

Ditch the budget and give your clients the gift of a spending plan

Jamie McIntyre, CFP
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
McIntyre
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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

By changing the terminology, McIntyre says, he has shifted clients’ mindsets from restriction to empowerment, increasing engagement to 80% for existing clients and 100% for new ones. Learn how his approach has fostered success as well as improved couples' financial harmony by having them complete the spending worksheet together.

通过改变用语,McIntyre 表示他成功将客户的思维从限制变为赋能,现有客户的互动率增加至 80%,而新客户的这一数字更达到了 100%。了解他的对策如何带来成功,以及如何让夫妇共同参与填写开销表,改善他们之间的财务和谐。

3 gives, 3 thanks

Hajime Mega
会议类型:
焦点会议
演讲语言:
日语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
13:30
Tuesday, June 11, 2024
Mega
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语言:
日语
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By focusing on contributions and gratitude, Mega says, you can have a greater impact on your clients and receive more in return. He explains his processes and how a grateful mentality helps drive him toward success and perspective.

Valuable takeaways from MDRT's Business Performance Analysis

Bryson Milley, CFP, CIM
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
Milley
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语言:
英语
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Learn how MDRT’s annual survey — gathering data from Court of the Table and Top of the Table members — can be a powerful tool for you to gauge, monitor and chart the growth of your own practice. Milley explains what the survey results indicate about current business trends and what top advisors are doing to drive their continued success.

Driving communication with tax accountants

Yusuke Mizuguchi
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
13:00
Tuesday, June 11, 2024
Mizuguchi
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语言:
日语
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Don’t try to give knowledge to these professionals, Mizuguchi says. Instead, start by sharing a typical case to seek their opinion and continue the conversation.

From disruption to opportunity: Embracing the AI revolution

Ethan Mollick
会议类型:
特别午餐会
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
Mollick
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语言:
英语
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How can we thoughtfully and consciously embrace AI to propel innovation and shape our future? In this interactive session, Mollick explores what you need to know about the boundless possibilities of this new technological era.

From self-employed to company director

Yaravi Morales Diaz Ordaz, MBA, CLI
会议类型:
焦点会议
演讲语言:
西班牙语
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
9:30
Wednesday, June 12, 2024
Morales Diaz Ordaz
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语言:
西班牙语
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What does it take to build a practice that can service clients and support a staff? Two advisors share the steps necessary to move from an independent practitioner to a manager and business owner.

The 12-week year: How to accomplish more in 12 weeks than most do in 12 months

Brian Moran
会议类型:
特别午餐会
演讲语言:
英语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
11:30
Tuesday, June 11, 2024
Moran
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语言:
英语
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Do you want to unlock new levels of productivity? Moran shares techniques that you can apply to enhance your efficiency and achieve more in much less time than ever before.

Q&A with Lunch Session speaker Brian Moran

Brian Moran
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:
15:00
Tuesday, June 11, 2024
Moran
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语言:
英语
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Join Moran, a Lunch Session speaker for a Q&A in the ConneXion Zone.

Fact-finding to build strong relationships

Yuichiro Nakamura
会议类型:
交流区
演讲语言:
日语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
12:30
Tuesday, June 11, 2024
Nakamura
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语言:
日语
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When your prospect answers a question, Nakamura says, you must learn to differentiate between a superficial wish or intrinsic desire. Learn how to ask questions that will advance understanding on both sides while giving clients a sense of conviction about working together toward their goals.

Achieving work-life balance and continued MDRT

Ratthanan Nanthapongpokin
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:
12:30
Sunday, June 9, 2024
Nanthapongpokin
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This is some text inside of a div block.
语言:
泰语
No items found.

Ensuring you have sufficient time in your personal and professional life is always easier said than done. Nanthapongpokin shares key factors to establish a harmonious balance between these areas and the stability and success that can result.

Achieving work-life balance and continued MDRT

Natchanan Nanthapongpokin
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:
12:30
Sunday, June 9, 2024
Nanthapongpokin
This is some text inside of a div block.
This is some text inside of a div block.
语言:
泰语
No items found.

Ensuring you have sufficient time in your personal and professional life is always easier said than done. Nanthapongpokin shares key factors to establish a harmonious balance between these areas and the stability and success that can result.

Achieving MDRT Life membership

Eakasak Narksakul
会议类型:
交流区
演讲语言:
泰语
会议日期:
2024 年 6 月 10 日,星期一
开始时间:
11:30
Monday, June 10, 2024
Narksakul
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This is some text inside of a div block.
语言:
泰语
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Why should you consider becoming a Life member of MDRT, and how can you embark on this journey? Three MDRT members share their unique insights, including what inspired them and how they maintained focus to achieve enough MDRT qualifications for Life membership.

Key strategies: The secrets of the greatest Latin American experts

Mariant Carolina Navarro Protzel
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
Navarro Protzel
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This is some text inside of a div block.
语言:
西班牙语
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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.

Lead through inspiration

Jack Newman
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:
15:00
Tuesday, June 11, 2024
Newman
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语言:
英语
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Leadership is the ability to influence and guide, impacting performance, development, careers and lives. Newman guides you to reflect on your favorite and least favorite leaders, shaping your leadership based on those experiences while providing clarity about the foundations essential for high performance.

Understanding and adjusting for inflation

Soo Hyun Oh
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:
15:00
Tuesday, June 11, 2024
Oh
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语言:
朝鲜语
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The income-earning period is shrinking, Oh says, and Korea faces an impending retirement tsunami of 8.6 million people. She explains what advisors should know about what this means and how to ensure clients are prepared and secured in the face of inflation and change.

MDRT Book Club: Q&A with “The Resilient Life” author Dr. Susan Biali-Haas

Mark D. Olson, CFP, MSFS
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:
14:30
Sunday, June 9, 2024
Olson
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This is some text inside of a div block.
语言:
英语
No items found.

Providing exceptional service in the digital age

Alfonso Jorge Orozco Hernandez, CLI
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:
14:30
Sunday, June 9, 2024
Orozco Hernandez
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This is some text inside of a div block.
语言:
西班牙语
No items found.

With the ubiquity of technology, Orozco Hernandez believes establishing trusting relationships with clients requires personalized service that fosters satisfaction and loyalty. Learn how to utilize technological tools and attend to clients’ changing needs in this highly connected and competitive environment.

Mastering your mindset to overcome your limits

Izumi Osada
会议类型:
焦点会议
演讲语言:
日语
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
11:00
Wednesday, June 12, 2024
Osada
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This is some text inside of a div block.
语言:
日语
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Sometimes the key to growth can be unlocked through a change in perspective. Osada shares how embracing your potential to serve others can lead to a greater ability to adapt and thrive.

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