演講者與演講資訊

顯示 0 個項目的 0 個結果。
highlight
全部重設

會議類型

清除

演講語言

清除

會議日期

清除

開始時間

清除

內容追蹤

清除

直播

清除

所列的傳譯語言場次分配俱為暫定。英文是 2023 年百萬圓桌年會的官方語言。百萬圓桌將為主場會議演講和特定焦點會議提供同聲傳譯服務(當至少 50 名註冊會員要求用同一種語言進行傳譯時)。有關傳譯場次選項的最終決定將於 5 月 8 日後公佈。

Gen Z — From recruiting to retaining

Tim Boyle, Fabian Weng Tuck Chan, ChFC/S, B.ENG, Joyce Chan, Angela Daniela Malagon Beaven
會議類型:
全球服務
演講語言:
英文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
13:30
Monday, June 10, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
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.

「卓越首航」會議

Launch to Excellence

Regina Bedoya, CLU, ChFC, Tony Gordon, and Thian Lung Jong
會議類型:
首次與會者會議
演講語言:
英文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
15:00
Sunday, June 9, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
巴西葡萄牙文
日文
韓文
普通話
西班牙文
泰文

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.

無論您是首次成為百萬圓桌會員,還是第一次參加百萬圓桌年會,都無任歡迎您出席這場會議!誠邀您參加這場引人入勝的啟動儀式,與來自世界各地的會員同儕建立連繫,藉此充分善用百萬圓桌會員資格,享受最圓滿的會議體驗。屆時將有資深百萬圓桌會員蒞臨,分享真知灼見,傳承成功秘訣。  萬勿錯過百萬圓桌年會期間的這個寶貴機會!此會議專為新加入百萬圓桌頭五年及初次參加百萬圓桌會議的會員而設,亦開放予所有與會者參加。相信這場會議帶來的啟迪與指導,以及從中建立的情誼,必將留下悠長餘韻,延續至您到訪 Vancouver(溫哥華)以外的更長時光。

找到每個人內心中的鬥士 

Accessing the champion in all of us

Steve Backley and Roger Black
會議類型:
內閣會員/頂尖會員
演講語言:
英文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
12:30
Sunday, June 9, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
巴西葡萄牙文
日文
韓文
普通話
西班牙文
泰文

How can you replicate the mindset and performance necessary for Olympic athletes to compete and succeed? Learn how to transform both your personal and professional life with insights that can make you and your team effective in new, highly impactful ways.

如何複製奧運選手的思維模式與超卓表現,參與競爭並取得成功?聆聽能讓您和團隊以影響深遠的全新方式提高效率的見解,瞭解如何推動個人與職業生涯轉型。

主場會議對話

Main Platform Conversations

Ian Green, DipPFS and Tim Grover
會議類型:
主場會議
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
8:00
Tuesday, June 11, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
巴西葡萄牙文
日文
韓文
普通話
西班牙文
泰文

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.

您寧願變得優良還是勢不可擋?在這場親密的「爐邊密話」環節(此乃主場會議對話的其中一部分)中,暢銷作者兼志存高遠的專家 Tim grover 將與百萬圓桌前會長 Ian Green,Dip PFS 促膝長談,探討能帶動業務攀上新高峰的精神力量與決意。

Niche power: Elevating your marketing strategy

Chris George CFP, TEP, Natalie Sarah Hales, Brian Joseph Haney CFS, CLTC, Matt K. Halloran
會議類型:
焦點會議
演講語言:
英文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
13:30
Monday, June 10, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
日文
西班牙文
No items found.

How do you identify your target market and create an effective system to find and serve those clients? In this panel discussion, communications expert, Matt Halloran, will moderate discussion between MDRT members along with a brand strategist to share 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.

Achieving MDRT Life membership

Akkachai Chatchawalsakul, Donnapa Jitsopananont, Pichandech Kemped and Eakasak Narksakul
會議類型:
交流區
演講語言:
泰文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
11:30
Monday, June 10, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
泰文
No items found.

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.

Achieving work-life balance and continued MDRT

Natchanan Nanthapongpokin and Ratthanan Nanthapongpokin
會議類型:
交流區
演講語言:
泰文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
12:30
Sunday, June 9, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
泰文
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.

การที่คุณจะทำให้ตัวเองมีเวลาเพียงพอสำหรับทั้งชีวิตส่วนตัวและชีวิตการทำงานนั้นเป็นเรื่องที่พูดง่ายแต่ทำยาก Natchanan และ Ratthanan ให้คำแนะนำที่จำเป็นในการบรรลุความสมดุลที่กลมกลืนระหว่างสองด้านนี้ ซึ่งสามารถนำไปสู่ความมั่นคงและความสำเร็จได้

揭秘:向行業翹楚學習實用經驗

Secrets revealed: Learn practical takeaways from the best

Ross Bernstein, CSP, CPAE, Alessandro M. Forte, FCII, CFP
會議類型:
焦點會議
演講語言:
英文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:00
Monday, June 10, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
印地文
普通話
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.

來自不同行業的頂級業績人員,如何透過鞏固客戶關係並挖掘新的客戶機會來拓展業務?Forte 和 Bernstein 將分享一些可行的技巧,不但能複製他們成功的關鍵,還能向他們最出色的客戶學習。

Leveraging insights from the CFP model in unexpected ways

Peetitorn Chapradit and Pichandech Kemped
會議類型:
交流區
演講語言:
泰文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
16:00
Tuesday, June 11, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
泰文
No items found.

Beyond the planning benefits for clients, did you know that financial planning also can be used to streamline your success? Two MDRT members share numerous benefits you can utilize, including coordinating seminars to enhance financial knowledge, entering an untapped market through financial questionnaires and much more.

Being a boss

Kathleen R. Benjamin, CFP, CPA, David C. Blake, Ted Rusinoff and Cheng Huann Yeoh, ChFC, CLU
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
13:00
Tuesday, June 11, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
No items found.

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.

Niche marketing 101

Carla Brown, FPFS, Asvin Chauhan, MIFP, DipFA and Adrian George, CFP, TEP
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
14:00
Tuesday, June 11, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
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.

AI for beginners

Timothy Daniel Clairmont, MSFS, Panos Leledakis, LUTCF and Paresh B. Shah, CFP
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
12:00
Tuesday, June 11, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
No items found.

Gain a brief overview of how to utilize the power of artificial intelligence to advance your practice. Discover the basics necessary to understand AI and learn practical takeaways to put your knowledge into action.

Special challenges for female leaders

Regina Bedoya, CLU, ChFC, Jennifer P. Mann, MBA, CFP and Ana Sofia Rodriguez, MBA
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:30
Monday, June 10, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
No items found.

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.

Tips from the top

Katy Baxter, DipPFS and Catherine Gough, FPFS
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
13:30
Monday, June 10, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
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.

與眾不同的領導力

A different kind of leadership

Chin Ti Chien, Yi-Jean Lin, CIAM, FChFP, Wang Lu and Li Zeng
會議類型:
交流區
演講語言:
普通話
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
14:00
Monday, June 10, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
普通話
No items found.

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.

在培養員工方面,您面臨的最大挑戰是什麼?如何克服?與 MDRT 成員一起深入探討這些問題,幫助您打造並保留一支穩固的團隊。

60 分鐘學習 60 個有效的銷售理念

60 sales ideas that really work — in just 60 minutes

David Batchelor, DipPFS, CFP, Simon John Gibson, DipPFS
會議類型:
焦點會議
演講語言:
英文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
9:30
Wednesday, June 12, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
巴西葡萄牙文
韓文
普通話
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 長期躋身頂尖會員入圍者之列,他們將分享可由任何經驗水平的顧問執行的一系列理念。這場節奏明快的會議將增進您對前沿心理學的理解,並讓您瞭解如何引導客戶採納您的建議。

Attaining and maintaining Top of the Table production

D. Kyle Atkins CLU, CFP, Caroline A Banks FPFS, Mark J. Hanna CLU, ChFC, Ross Vanderwolf CFP
會議類型:
焦點會議
演講語言:
英文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:00
Monday, June 10, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
日文
韓文
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.

Key strategies: The secrets of the greatest Latin-American experts

Vanina Paola Cruz, Caio Henrique Guidugli Cunha, Dulce Maria Zamora Davila, Mariant Carolina Navarro Protzel, Samir Chaman Sabag, CLI, FPC, Jazmin Eliana Vasquez
會議類型:
焦點會議
演講語言:
西班牙文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:00
Monday, June 10, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
西班牙文
No items found.

Representatives from Mexico, Colombia, Brazil, and Argentina, sharing how to offer better protection in their own countries, and how the successful practices that they have implemented gave them the best results; Each with their own very personal style. What has been their strategies? They will share their best complementary to reach the top and stay there.

Prospecting or positioning? The agent’s big dilemma facing social media

Arturo Viniegra Castellanos, Victor Hugo Garcia Gutierrez
會議類型:
焦點會議
演講語言:
西班牙文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
13:30
Tuesday, June 11, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
西班牙文
No items found.

The digital era has been a radical change for every industry in the world, and ours has not been the exception, so social media, music, and video platforms, are they for prospecting or for brand positioning? This has been the big dilemma for the last years, and here, we will solve it for you.

The big difference between being an insurance agent and director of an insurance firm

Alejandro Hernandez, FSCP, LAE, Yaravi Morales Diaz Ordaz, MBA, CLI
會議類型:
焦點會議
演講語言:
西班牙文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
9:30
Wednesday, June 12, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
西班牙文
No items found.

We will hear about turning your practice into a company and stop being a Freelancer. We will share 10 years of experience in business management so you can learn how to focus on what really matters: A Greater Protection.

The road to Top of the Table: failures, stories, and success

Alvaro Aldrete Morfin, Sergio Alberto Alejo Ortiz, Alejandro Rivera Revuelta
會議類型:
焦點會議
演講語言:
西班牙文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
11:00
Wednesday, June 12, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
西班牙文
No items found.

A conversation between three agents that made it to the Top of the Table to stay. You will hear about their different styles. They will share with us their reality: What is behind their success, and how they were able to overcome the most important challenges of their careers.

Panel discussion: The power of niche marketing

Attathapong Lao-ananchai, Pimlada Thanusakdumrong, Piyamon Wongthianchai
會議類型:
焦點會議
演講語言:
泰文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:00
Monday, June 10, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
泰文
No items found.

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.

Panel discussion: The art and science of creating trusting relationships

Warika Chotiwit, Piyawan Yamarat
會議類型:
焦點會議
演講語言:
泰文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
11:00
Wednesday, June 12, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
泰文
No items found.

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.

Tips from the top

John R. Benton, ChFC, CLTC and Stephen Kagawa, FSS, LUTCF
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
12:30
Tuesday, June 11, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
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.

How to create new markets online and offline

Ponlacha Rojlertjanya and Kanyarat Yommana
會議類型:
交流區
演講語言:
泰文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
11:00
Sunday, June 9, 2024
This is some text inside of a div block.
This is some text inside of a div block.
語言:
泰文
No items found.

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.

查無結果
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now