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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

Mastering the use of drawings to simplify complex ideas

Douglas Eugene Owens, 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:
14:00
Tuesday, June 11, 2024
Owens
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语言:
英语
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Many advisors recognize how visual aids can bridge the gap between client confusion and comprehension far better than numbers and jargon. Owens explains how to utilize drawings to clarify even the most challenging concepts to a wide audience.

Having the balanced life we all dream of

Imelda Xochitl Padilla
会议类型:
交流区
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:
14:00
Monday, June 10, 2024
Padilla
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语言:
西班牙语
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What is the price you are paying in your life for experiencing professional success? What are the areas of your life impacted by it? Padilla discusses why you should not wait to be motivated to implement an action. You can find happiness by fulfilling your goals in different areas and working on your inner satisfaction.

Questions that create client satisfaction during retirement planning

Tae-sik Park
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:
13:00
Sunday, June 9, 2024
Park
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语言:
朝鲜语
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Only by discovering and addressing clients’ concerns and goals can advisors successfully help clients plan for retirement, Park says. Learn how he uncovers challenges and provides solutions to ensure clients feel comfortable and prepared to retire.

令我成为百万富翁的错误

Mistakes that made me a millionaire

Kim Perell
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
Perell
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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

Success often only comes after facing adversity and figuring out how to leverage those failures. Perell shares her own setbacks and how to apply her lessons as you navigate career challenges — and the opportunities they provide for growth.

成功往往只有在面对逆境,找出如何化失败为动力后才能得到。Perell 将分享她所遭遇过的挫折、如何吸取教训来应对职业生涯的难关,以及这些困境所带来的成长机遇。

Professional development through kindness, empathy and trust

Salvador Perez Mendez
会议类型:
交流区
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:
16:00
Monday, June 10, 2024
Perez Mendez
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语言:
西班牙语
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Experienced advisors know that relationships are the key to acquiring and serving clients. Perez Mendez explains how a crucial part of that connection comes from your ability to listen and pay attention to clients’ emotions and how to help fulfill their dreams.

Practical steps to achieve an MDRT Culture of Excellence Award

Bryan Phang, BBA, AEPP
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:
15:00
Monday, June 10, 2024
Phang
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语言:
英语
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Phang shares the steps and leadership alignment that earned his team the esteemed MDRT Culture of Excellence Diamond Agency Award. Gain practical insights into the power of fostering ownership, continuous learning, and open communication in elevating team dynamics and overall business success.

Fly to success: Go from good person to great salesperson

Siriporn Phuttharak
会议类型:
焦点会议
演讲语言:
泰语
会议日期:
2024 年 6 月 11 日,星期二
开始时间:
15:00
Tuesday, June 11, 2024
Phuttharak
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语言:
泰语
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To be successful, we must let go of what binds us. Phuttharak shares how to achieve lasting, limitless success in the financial services profession

How to qualify as an MDRT Life member

Krits Pitimana-aree, LUTCF, ChLP
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:
16:30
Monday, June 10, 2024
Pitimana-aree
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Tailandés
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语言:
泰语
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How can you develop the mindset and performance that inspires clients and leads to continuous MDRT qualification? Pitimana-aree shares 10 questions that will help you take action and thrive now and into the future.

From zero to hero: Simple steps to achieve success and balance

Svetlana Plitin
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:
16:30
Tuesday, June 11, 2024
Plitin
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语言:
英语
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No matter how challenging the market, Plitin says, advisors can thrive with timeless strategies like maintaining the right attitude, high activity, discipline and more. She explains how you can ensure a positive work-life balance while improving your time management in and out of the office.

Create a marketable personal brand to unlock the millionaire in “YOU”

Sudeep Pooyath Balapeethambaran
会议类型:
焦点会议
演讲语言:
印地语
会议日期:
2024 年 6 月 12 日,星期三
开始时间:
11:08
Wednesday, June 12, 2024
Pooyath Balapeethambaran
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语言:
印地语
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Advisors know that people do not buy goods and services but rather respond to relationships, stories and solutions. Pooyath Balapeethambaran shares how your brand can help establish you as a likable, trustworthy resource to whom clients want to remain loyal.

Connecting with millenials: Keys to a successful sale

Alain Pérez Munoz
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:
12:00
Tuesday, June 11, 2024
Pérez Munoz
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语言:
西班牙语
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What should you do to attract and serve this in-demand client segment? Pérez Munoz explains how to develop your approach and give your millennial clients a boost that will improve their current and future financial lives.

明确愿景,巩固未来

Clarify your vision to solidify your future

Bin Qi
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:
9:30
Wednesday, June 12, 2024
Qi
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语言:
普通话
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Drawing from 23 years of MDRT membership, Qi shares how understanding your service today is crucial for building your practice tomorrow. She explains how she has utilized decades of experience and insight to gain new understanding for sustaining professional success no matter what changes or challenges may arise.

根据自己23年MDRT会员的经验,Qi将分享了解自己今天的服务对创建自己未来的业务是如何至关重要。她介绍自己是如何用数十年的经验和洞察力获得新的理解,以便无论出现什么变化或者挑战都能保持事业的成功。

Create personal financial organizers to manage client relationships

Alain Quennec, CFP, CIM
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
Quennec
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语言:
英语
印地语
朝鲜语
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In case of death or disability, the next responsible person on Quennec’s team can use a personal financial organizer to easily manage the client's affairs. He explains what these binders include, how they are created and how they make client communication and planning discussions easier.

Annual reviews that lead to loyalty, referrals and sales

Ravi P. Rajpal
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:
12:30
Sunday, June 9, 2024
Rajpal
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语言:
英语
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Learn the art of asking questions during annual reviews that will leave clients impressed by your empathy and focus on solutions. Rajpal explains how your approach during this meeting is a crucial step in creating trust, driving referrals and securing the long-term success of your client relationship.

The next generation of young advisors

Kevin Reidinger
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
Reidinger
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语言:
英语
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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.

Create motivation and goal setting to reach Top of the Table

Victor D. Reyes, CLU, ChFC
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
Reyes
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语言:
英语
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Reyes shares why establishing and sustaining your pursuit of clearly defined goals is an essential part of taking your practice to the next level. Learn practical steps to determine what you need to create and achieve this same success in your own business.

Failures and successes on the road to Top of the Table

Alejandro Rivera Revuelta
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:
11:00
Wednesday, June 12, 2024
Rivera Revuelta
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语言:
西班牙语
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Discover how three advisors took very different routes to reach and remain Top of the Table members. They share stories and the unseen secrets to how they overcame their biggest challenges.

Breathe, undertake and sell

Ana Sofia Rodriguez, MBA
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:
13:30
Monday, June 10, 2024
Rodriguez
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语言:
西班牙语
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This is a special conversation designed for women looking for key tools to find balance between their career, their family life, and time for themselves. At the end, you will have proven tools to maximize your productivity without sacrificing your quality time.

Special challenges for female leaders

Ana Sofia Rodriguez, MBA
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:
15:30
Monday, June 10, 2024
Rodriguez
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语言:
英语
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A group of female advisors share insights and experiences from their time in a field historically skewed toward men. The panelists touch on leadership, work-life balance and much more.

What is beyond success? Dare find out

Ericka Stacy Rodriguez
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:
15:00
Tuesday, June 11, 2024
Rodríguez
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语言:
西班牙语
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In this transformative conference, Rodríguez challenges the traditional perception of success. What drives you to explore its meaning in a deeper way, and to discover how we an give one step further to build a life with purpose and transcendence focusing not only on your own success, but also on helping others make itin their own paths. It will help you discover how your aware and collaborative leadership, can inspire others to overcome obstacles and reach new levels, as well as elevating your vision and business potential, making a big difference and leaving a positive trace in the world.

Self-reflection on the path to quality and performance

Gustavo Rojas Ramirez
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:
12:30
Tuesday, June 11, 2024
Rojas Ramirez
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语言:
西班牙语
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Are your clients proud that you are their advisor? What do you do to make a good first impression, and how do you customize your service to each client? Rojas Ramirez shares how advisors can learn and grow through this method of reflection and questioning.

How to create new markets online and offline

Ponlacha Rojlertjanya
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:
11:00
Sunday, June 9, 2024
Rojlertjanya
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This is some text inside of a div block.
语言:
泰语
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Many advisors are continually seeking to expand their market through both digital and analog strategies. In this panel discussion, learn how to utilize financial questionnaires, seminars, online sales channels, parties and more to develop rapport with new clients.

How charging for a financial plan grows not just sales but connection to your clients

Elke Rubach, LL.M, CLU
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:
13:30
Tuesday, June 11, 2024
Rubach
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This is some text inside of a div block.
语言:
西班牙语
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What language should you use when presenting a financial plan, and how does charging fees impact client relationships? Rubach explains how to establish understanding with clients that will advance your business and deepen your personal interactions.

置身科技主导、渐趋人工的世代,将真人交流置于首位

Prioritizing human interaction in an increasingly artificial, technologically driven world

Elke Rubach, LL.M., CLU
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
Rubach
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

There's endless talk about AI and the advantages (and threats) it brings to the financial services profession, Rubach says. She explains why human interaction will always provide an advantage to advisors who enhance the client experience through technology but remain focused on personal connections.

Rubach表示,关于人工智能及其对金融服务业带来的好处(与威胁)的讨论愈演愈烈。她将阐述为何真人交流总能为顾问带来优势,帮助他们借由科技手段提升客户体验,同时维持对个人联系的专注。

Being a Boss

Ted Rusinoff
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
Rusinoff
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This is some text inside of a div block.
语言:
英语
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Dive into the management side of business, including how to scout talent, hire, onboard, compensate and get the very best from your employees. Discover what’s being overlooked as you strive to create the strongest team while keeping them productive and happy.

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