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英文是 2025 年百萬圓桌年會的官方語言。百萬圓桌提供主場會議演講的同聲傳譯，並為指定非英文焦點會議及特別會議提供最多 12 種語言的傳譯服務，前提是有至少 50 名註冊會員要求用同一種語言進行傳譯。您必須在註冊時提出同聲傳譯的要求。提交同聲傳譯申請的截止日期是 2025 年 4 月 27 日。 

Angela Daniela Malagón Beaven, FSCP, CLI

Merida
,
YUC
,
Mexico
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Angela Daniela Malagón Beaven, FSCP, CLI, co-leads a sales team of 140 advisors and three managers at Patrimonia Seguros, a proud commercial partner of Seguros Monterrey New York Life. She has more than 20 years’ experience in the financial services profession and graduated from ITESM with a degree in Business Administration. She is a 2025 MDRT Center for Field Leadership Gold Agency Award recipient

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Panel discussion: Top strategies to attract future MDRT advisors

Angela Daniela Malagón Beaven, FSCP, CLI
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
13:30
June 8, 2026 1:30 PM
Malagon Beaven
語言：
英文
No items found.

Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

Guy Mankey

Balgowlah Heights
,
New South Wales
,
Australia
入會總年份：
24
內閣會員榮譽：
18
頂尖會員榮譽：
16

Guy Mankey 自 1979 年售出首張保單以來，畢生致力於探索更優的保險安排、客戶與理賠管理方式。多年來，他不單成為澳洲、紐西蘭與亞洲廣受歡迎的演講者，亦曾在全球多場百萬圓桌會議中分享。

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Guy Mankey has dedicated his professional life to discovering better ways to arrange insurance and manage clients and claims since he sold his first policy in 1979. Over the years, he’s not only become a sought-after speaker in Australia, New Zealand and Asia, but has also presented at numerous MDRT meetings around the globe.

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《不，我不能這樣做》

No, I can't do that

Guy Mankey
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
8:00
June 9, 2026 8:00 AM
Mankey
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

When a client decides to cancel insurance, Mankey says, your answer should always start with, “No, I can't do that.” He explains the importance of those words, the business retained, the claims paid and the lives saved because he said, “No.”

Mankey 指出，當客戶決定取消保險時，您的回答應始終以此開頭：「不，我不能那樣做。」他將解釋這句話的重要性——因其「拒絕」才得以保留業務、成本理賠，並挽救生命。

Travis D. Manning, CFP, CLU

Caledonia
,
ON
,
Canada
入會總年份：
17
內閣會員榮譽：
6
頂尖會員榮譽：
2

Travis D. Manning, CFP, CLU, is the president of The Evers Financial Group Inc. and has more than 25 years of financial planning experience in retirement income and estate planning. He studied anthropology, language, software engineering and computer science in post-secondary schools.

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Multigenerational selling: Keeping money in the family

Travis D. Manning, CFP, CLU
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
11:00
June 10, 2026 11:00 AM
Manning
語言：
英文
日文
泰文
No items found.

Do you know how to sell to multiple generations of a family, including the keys to understanding each generation and how to convert them all into clients? Manning explains how to do all of that while creating a never-ending list of referrals and a stable income stream for your business.

Alejandro Marquez Espinosa, LCIC

Bogota
,
,
Colombia
入會總年份：
17
內閣會員榮譽：
15
頂尖會員榮譽：
4

Alejandro Márquez Espinosa, LCIC, has 31 years of experience in the financial services profession and proudly leads AME Consulting, a successful wealth management firm that administers an insurance portfolio of more than 9,000 policies.

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Mindset: Motivation and resilience

Alejandro Marquez Espinosa, LCIC
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
11:00
June 10, 2026 11:00 AM
Marquez Espinosa
語言：
西班牙文
No items found.

Discover the true value of a success-oriented mindset as well as the importance of resilience in leadership. Márquez Espinosa also shares how these qualities are the most powerful invisible assets behind the world's top financial advisors.

Edward Franklin Marshall, APFS

Stafford
,
,
United Kingdom
入會總年份：
9
內閣會員榮譽：
9
頂尖會員榮譽：
8

Edward Franklin Marshall,APFS, is a holistic, values-driven financial planner and managing director atDeans Wealth Management, with 23 years of experience in financial services. Hestarted as a tied financial advisor in 2001 and progressed to an independentfinancial advisor in 2004, moving to Kingsland Wealth Management in 2006 andthen their joint venture with Deans in 2008. Marshall bought out Deans in 2024and leads a team of seven. He is a trusted voice on BBC radio, both nationaland local, and has appeared on BBC Breakfast News and BBC Politics coveringvarious financial planning topics.

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Focus Session Power Hour

Edward Franklin Marshall, APFS
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
11:00
June 10, 2026 11:00 AM
Marshall
語言：
英文
韓文
西班牙文
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Moisés Martínez Hernandez

,
,
入會總年份：
24
內閣會員榮譽：
6
頂尖會員榮譽：

Moisés Martínez Hernandez has been an insurance agent for 33 years, specializing in health and life insurance. He is also an MDRT mentor and speaker and has served as a volunteer leader of MDRT’s Membership Communications Committee (MCC). Throughout his career, he has received multiple awards from his company, MetLife, and from the Asociación Mexicana de Agentes de Seguros y Fianzas for his high productivity. Martínez Hernandez also serves as a moderator for postgraduate insurance courses at the Instituto Mexicano Educativo de Seguros y Fianzas.

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Growing amid crisis

Moisés Martínez Hernandez
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
11:00
June 7, 2026 11:00 AM
Martínez Hernandez
語言：
西班牙文
No items found.

Martínez Hernandez shares his best techniques for prospecting and obtaining referrals to win new clients. He also explains how to prospect through service surveys.

Luis Fernando Martínez Oliver

,
,
入會總年份：
3
內閣會員榮譽：
3
頂尖會員榮譽：
3

Luis Fernando Martínez Oliver has been in the insurance industry for 12 years, establishing himself as a prominent financial and insurance agent who specializes in life insurance, retirement plans and investment funds. His strategic approach to content creation has allowed him to leverage social media and artificial intelligence to successfully prospect and attract high-net-worth clients. Martínez Oliver has mentored agents and received numerous awards from the company he has represented throughout his career.

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How to transition from being an average advisor to a Top of the Table member

Luis Fernando Martínez Oliver
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
15:00
June 7, 2026 3:00 PM
Martínez Oliver
語言：
西班牙文
No items found.

Martínez Oliver shares a road map inspired by Frank Bettger's philosophy and Mark Manson's ideas focusing on prioritizing valuable content and reducing distractions. He also discusses a 30-day plan to attract high-net-worth clients and achieve Court of the Table and Top of the Table status.

Edit Martonosi

Budapest
,
,
Hungary
入會總年份：
8
內閣會員榮譽：
6
頂尖會員榮譽：
3

Edit Martonosi began her financial services career in 2005 and currently works at an independent insurance brokerage company, specializing in risk life insurance, estate planning strategies for business operators and creating financial portfolios for large companies. In 2018, Martonosi decided to become an international sports insurance advisor in car and motorcycle sports. She has won the Independent Champion Advisor Award several times in the life insurance sector and, in 2024, was elected customer education chair by the Association of Hungarian Insurance Advisors to develop programs, campaigns and communication strategies that address and provide solutions to challenges the advisory profession encounters.

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Serve your industry, research niche markets, strengthen your business brand and become an insurance communicator

Edit Martonosi
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
15:00
June 9, 2026 3:00 PM
Martonosi
語言：
英文
日文
No items found.

A key element of the financial services profession is to think about a specialization that refreshes your business, builds new networks of relationships, and provides new products and education to your clients. Martonosi shares how she identified her niche market — developing sports insurance for car and motorcycle sports as well as career path models for athletes — and discusses how her five-step model can help you build your own advisory brand, reach new target markets and leverage the power, visibility and partnership of brand ambassadors.

Juli Y. McNeely, CFP, CLU

,
,
入會總年份：
19
內閣會員榮譽：
9
頂尖會員榮譽：
6

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner of Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS “Woman of the Year” award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services .”

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Panel discussion: A guide for communicating MDRT value to clients and peers

Juli Y. McNeely, CFP, CLU
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
11:00
June 7, 2026 11:00 AM
McNeely
語言：
英文
No items found.

Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

Juli Y. McNeely, CFP, CLU

Spencer
,
Wisconsin
,
USA
入會總年份：
19
內閣會員榮譽：
9
頂尖會員榮譽：
6

Juli Y. McNeely，CFP、CLU 在金融服務行業長大，小時候便看著父母為客戶服務。她目前擁有一間名為 Financial Clarify by Design 的公司；該獨立公司由她的父親一手成立；同時她還在發展個人教練業務：Juli McNeely Consulting LLC。她於 2014 年成為 NAIFA 的首位女性主席，並於 2015 年榮獲 WIFS「年度女性獎」。2016 年，McNeely 出版了《無需領呔：金融服務行業女性成功指南》(No Necktie Needed: A Woman's Guide to Success in Financial Services) 一書。

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Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently is an owner of Financial Clarity by Design, an independent firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS “Woman of the Year” award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”

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解鎖您的秘密超能力：成立客戶顧問委員會

Unlocking your secret superpower: Creating a client advisory board

Juli Y. McNeely, CFP, CLU
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
8:00
June 9, 2026 8:00 AM
McNeely
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

Because real-time feedback from clients isn’t always the easiest to obtain, McNeely’s firm gathered some of its best clients to provide input on new ideas and strategies. McNeely explains what she shares with this group and the ways they have helped identify how clients will receive her practice’s newest offerings.

由於即時客戶回饋殊非易得，因此 McNeely 的公司集結了頂尖客戶群體，為新構想與策略提供意見。McNeely 將闡釋她與該群體分享的內容，以及這如何協助辨別客戶對其最新服務的反應。

Hidenori Miki

,
,
入會總年份：
28
內閣會員榮譽：
3
頂尖會員榮譽：

Hidenori Miki is a branch manager of Yokohama Bashamichi Branch of Financial Japan. He has 28 years of experience in the profession and specializes in asset management, business succession and life insurance planning for business owners in the manufacturing and construction industries. Before entering the life insurance business, he worked for Marsh Japan.

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How AI-boosted marketing improves productivity

Hidenori Miki
會議類型：
交流區
演講語言：
日文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
11:30
June 8, 2026 11:30 AM
Miki
語言：
日文
No items found.

How will ChatGPT 5 change the world? Miki shares his experience of how active use of AI ultimately helped shape his market strategy, specifically, it changed his positioning and relationships with his clients. Discover how it’s never too late to use AI.

Kevin Miller

Woodland Park
,
Colorado
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Kevin Miller 耗費 15 年時光研究及報導人類潛能，其職業生涯致力探索人類如何創造意義及詮釋自身經歷。這份投入促使他共同開發了 S.A.G.E. 流程，透過一種革命性的語言模型，賦予人們以個人能動性進行表達及創造意義的能力，從而強化內在安全感——也就是心理健康的基礎。他持續在《Kevin Miller 播客》上與當代最受敬重的實踐者探討人類潛能的相關議題。  

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Kevin Miller has spent 15 years researching and reporting on human potential, dedicating his career to deep study of how we create meaning and interpret our experiences. This devotion led him to co-develop the S.A.G.E. process, which equips people to speak and make meaning with personal agency through a revolutionary linguistic model that strengthens inner security — the foundation of mental well-being. He continues to engage in discourse on human potential with today’s most respected practitioners on The Kevin Miller Podcast.  

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主場會議對話

Main Platform Conversations

Kevin Miller
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
8:00
June 9, 2026 8:00 AM
Miller
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

‍

您渴望成為創新者，在全世界及您所在的社群中，創造具影響力的真正變革嗎？在這場作為主場會議對話一部分的「爐邊密話」中，Netflix 聯合創辦人兼第一行政總裁 Marc Randolph，將與人類潛能資深研究者 Kevin Miller 一起探討 Randolph 的無數成功創新經驗，以及如何將革命性的想法轉化為具實質影響的行動。

‍

Kevin Miller; Marc Randolph

,
,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Kevin Miller 耗費 15 年時光研究及報導人類潛能，其職業生涯致力探索人類如何創造意義及詮釋自身經歷。這份投入促使他共同開發了 S.A.G.E. 流程，透過一種革命性的語言模型，賦予人們以個人能動性進行表達及創造意義的能力，從而強化內在安全感——也就是心理健康的基礎。他持續在《Kevin Miller 播客》上與當代最受敬重的實踐者探討人類潛能的相關議題。  

‍

Marc Randolph 是一名資深矽谷企業家、顧問兼投資者。身為 Netflix 的聯合創辦人兼初任行政總裁，正是他鋪設的基礎孕育出該如今坐擁逾 2.75 億訂閱用戶的服務平台，讓全球媒體內容體驗方式掀起鉅變。Randolph 曾創辦或參與成立另外六間初創企業，全部都發展得相當順利；他也曾指導處於創業初期的數百名企業家，以及協助成立數十間大獲成功的創科創投基金。他著有全球暢銷回憶錄《一千零一個點子之後：NETFLIX 創始的秘密》(That Will Never Work: The Birth of Netflix and the Amazing Life of an Idea)，同時也是 Apple 10 大播客《That Will Never Work》的主持人。

‍

Kevin Miller has spent 15 years researching and reporting on human potential, dedicating his career to deep study of how we create meaning and interpret our experiences. This devotion led him to co-develop the S.A.G.E. process, which equips people to speak and make meaning with personal agency through a revolutionary linguistic model that strengthens inner security — the foundation of mental well-being. He continues to engage in discourse on human potential with today’s most respected practitioners on The Kevin Miller Podcast.  

‍

Marc Randolph is a veteran Silicon Valley entrepreneur, advisor and investor. As co-founder and first CEO of Netflix, he laid much of the groundwork for a service that’s grown to more than 275 million subscribers, fundamentally altering how the world experiences media. Randolph has founded or co-founded six other successful startups, mentored hundreds of early-stage entrepreneurs and helped seed dozens of successful tech ventures. He is the author of the international bestseller memoir, “That Will Never Work: The Birth of Netflix and the Amazing Life of an Idea,” and host of the top 10 Apple podcast “That Will Never Work.”

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主場會議對話

Main Platform Conversations

Kevin Miller; Marc Randolph
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
8:00
June 9, 2026 8:00 AM
Miller; Randolph
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

‍

您渴望成為創新者，在全世界及您所在的社群中，創造具影響力的真正變革嗎？在這場作為主場會議對話一部分的「爐邊密話」中，Netflix 聯合創辦人兼第一行政總裁 Marc Randolph，將與人類潛能資深研究者 Kevin Miller 一起探討 Randolph 的無數成功創新經驗，以及如何將革命性的想法轉化為具實質影響的行動。

‍

Elaine Milne, DipPFS

,
,
入會總年份：
18
內閣會員榮譽：
13
頂尖會員榮譽：
9

Elaine Milne, Dip PFS, has been in the financial services profession for 28 years and is the director of her own successful financial planning practice. She has spoken frequently at MDRT events in various countries as well as on Main Platform at the 2019 MDRT Annual Meeting. She is an Excalibur Knight of the MDRT Foundation and was proud to serve on the Board of Trustees from 2019-2022. As 2025-2026 president of her local Rotary Club, Milne enjoys participating in a variety of charitable endeavors.

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Client service excellence: Turning satisfaction into loyalty

Elaine Milne, DipPFS
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
12:30
June 9, 2026 12:30 PM
Milne
語言：
英文
No items found.

A client gifting strategy, such as sending personalized gifts to clients for special occasions in their life, can help them know they have a bespoke and personal service. Milne shares how you can put careful thought into who your clients are as people and how applying that understanding can lead to meaningful gifts, reactions and relationships.

Suchanun Mitchueachart

,
,
入會總年份：
8
內閣會員榮譽：
2
頂尖會員榮譽：

Suchanun Mitchueachart is a recognized financial advisor and team leader with a strong focus on developing advisor capabilities and advancing professional standards. She was named a finalist in the Young Executive category at the 10th Asia Trusted Life Agents & Advisers Awards 2025. Her areas of expertise include team management, manager development and sustainable performance growth. Throughout her career, she has received multiple industry awards, including GAMA Awards, APFinSA Awards and professional excellence recognition such as IQA, TNQA and NAA, as well as recognition as a Quality Manager (Q).

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MDRT strategy for year 1 and family legacy

Suchanun Mitchueachart
會議類型：
交流區
演講語言：
泰文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
12:00
June 7, 2026 12:00 PM
Mitchueachart
語言：
泰文
No items found.

Mitchueachart shares her disciplined, action-driven path from being a new graduate with no client base to achieving MDRT in the first year. It highlights consistent door knocking and booth activities, followed by systematic follow-up to expand existing clients into family relationships. Learn how to manage time effectively, build deep trust and grow a stable, sustainable portfolio that can extend across generations.

Carlos Edgar Morales Sanchez

,
,
入會總年份：
7
內閣會員榮譽：
4
頂尖會員榮譽：

Carlos Edgar Morales Sanchez is the CEO and founder of Consultoría 11A, a company specializing in comprehensive strategies for personal retirement plans, life and health insurance. With a decade of experience in the financial industry, Morales Sanchez has stood out for his remarkable performance, winning international conventions from Prudential Seguros México and positioning himself as a speaker on wealth planning. He is currently pursuing the FSCP certification at The American College of Financial Services.

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From agent to consultant: How to attract high-net-worth clients

Carlos Edgar Morales Sanchez
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
13:30
June 8, 2026 1:30 PM
Morales Sanchez
語言：
西班牙文
No items found.

High-net-worth clients seek consultants who provide comprehensive strategies and a strong business vision, rather than just policy salespeople. Morales Sanchez discusses how he transformed his self-perception, built a high-performance team and forged strategic alliances, enabling him to access corporate prospects and higher-level clients. Discover how to differentiate yourself, present your practice as a company and build trusting relationships that elevate your business.

Koji Morita

,
,
Japan
入會總年份：
10
內閣會員榮譽：
3
頂尖會員榮譽：
1

Koji Morita joined a multinational telecommunications company in 2001. In 2010, he transitioned to his family’s property and casualty insurance agency, where he launched and led a life insurance business in a regional city of 180,000. Morita then established a multi-product agency and independent company, and now works as an independent financial advisor supporting clients’ comprehensive asset planning.

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Seamless Life: What Changes When You Continue Working as a Member of the Community

Koji Morita
會議類型：
焦點會議
演講語言：
日文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
15:00
June 9, 2026 3:00 PM
Morita
語言：
日文
No items found.

Many people strive to keeptheir professional and personal lives separate. This session explores adifferent perspective—viewing work as a natural extension of life within acommunity. By moving beyond rigid boundaries and engaging with others not onlyas clients but also as friends, individuals can cultivate deeper connectionsand a more meaningful experience of work and life. The speaker will sharepersonal insights and examples of how this integrated approach can betransformative.

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Michael Morrow, CFP

Thunder Bay
,
ON
,
Canada
入會總年份：
18
內閣會員榮譽：
1
頂尖會員榮譽：
1

Michael Morrow，CFP 是知名傳承策略師、國際演講者兼四本暢銷書的作者。自 1989 年以來，他與團隊一直透過創新應用經時間與實證考驗的財務架構，協助家庭與企業東主重整資產配置，在實現財務目標的同時有效降低稅務負擔，履行關鍵財務責任並創造深遠傳承。Morrow 曾兩度出任加拿大理財顧問協會主席，其身為百萬圓桌基金會支持者，更憑藉對金融服務業的卓越貢獻，於 2025 年正式入選財務名人堂。

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Michael Morrow, CFP, is a well-known legacy strategist, international speaker and author of four bestselling books. He and his team have been helping families and business owners meet their critical financial responsibilities and leave meaningful legacies since 1989 by using innovative applications of time-tested and proven financial structures to help rearrange their assets to get the results they want while minimizing the tax they pay. Morrow is a two-time president of The Financial Advisors Association of Canada, an MDRT Foundation supporter and was inducted into The Financial Hall of Fame in 2025 for his contributions to the financial services profession.

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金錢法則（60 分鐘講解 60 個概念）

The rules of money (60 ideas in 60 minutes)

Michael Morrow, CFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
15:00
June 8, 2026 3:00 PM
Morrow
語言：
英文
普通話
西班牙文
No items found.

How can you help clients better understand money in a simple yet unforgettable way? Morrow shares numerous approaches to turn financial concepts into action items and marketing ideas.

如何以簡潔而深刻的方式，協助客戶理解金錢本質？Morrow 將分享多種方法，將理財概念轉化為具體行動方案與市場推廣構思。

Dr. Geetha Murali

San Francisco
,
California
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Dr. Geetha Murali 是 Room to Read 的行政總裁；該國際領先教育機構致力宣揚「教育兒童，始於世界改變」的理念。Murali 是該機構茁壯背後的主力推手——協助組織將足跡擴展至全球 29 個國家/地區，迄今為超過 520 萬名兒童帶來了正面影響。

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Dr. Geetha Murali is the chief executive officer of Room to Read, a leading international education organization committed to the belief that educated children starts with world change. Murali has been instrumental in driving the organization’s exponential growth — expanding its presence to 29 countries and positively benefiting more than 52 million children to date.

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化不可能為可能

Making the impossible possible

Dr. Geetha Murali
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
8:00
June 8, 2026 8:00 AM
Murali
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

Education is a human right, yet a quality education remains out of reach for hundreds of millions of children around the world. Discover how Room to Read, the MDRT Foundation’s charity partner at the 2026 MDRT Annual Meeting, nurtures foundational learning by creating quality curriculum and children’s book content in local languages, training and coaching educators, and establishing enriching learning spaces.

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教育是一項人權，但對全球數億兒童而言，優質教育仍是遙不可及的夢想。探索百萬圓桌基金會 2026 年百萬圓桌年會慈善合作夥伴 Room to Read 如何透過以當地語言編製優質課程與兒童讀物內容、培訓及指導教育工作者，以及建立豐富的學習環境，從而培養基礎學習能力。

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Montserrat Mureddu Gonzalez, FSCP

Queretaro
,
QRO
,
Mexico
入會總年份：
6
內閣會員榮譽：
3
頂尖會員榮譽：
0

Montserrat Mureddu holds a degree in organizational psychology and is a founding partner of Mureddu Multi-Family Office, a firm dedicated to protecting, growing and preserving the wealth of business families. Mureddu Gonzalez is a wealth consultant and insurance agent specializing in family finance, with an outstanding professional career spanning more than 15 years in the financial services profession. Her accomplishments include graduating with honors from Camino a la Cumbre, qualifying for Encuentro Élite and Simposio and being a 3-Diamond Agent.

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The psychology of money: A 6-meeting process to build trust with advanced markets

Montserrat Mureddu Gonzalez, FSCP
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
9:30
June 10, 2026 9:30 AM
Mureddu Gonzalez
語言：
西班牙文
No items found.

In the world of ultra-high-net-worth individuals, money is more than just numbers, but many advisors still try to sell products when these clients are seeking trust. Mureddu shares how to use the psychology of money to have meaningful and strategic conversations with high-level clients.

Brad J. Myers, ChFC

Draper
,
Utah
,
USA
入會總年份：
24
內閣會員榮譽：
15
頂尖會員榮譽：
6

Brad J. Myers，ChFC 是百萬圓桌執行委員會被提名人，同時也是百萬圓桌基金會的鉑金騎士。Myers 是 Pepperwood Financial 的東主，該企業專門協助臨近退休或已退休人士創造可持續且穩健的財務未來。  

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Brad J. Myers, ChFC, is the Nominee to the MDRT Executive Committee and a Platinum Knight of the MDRT Foundation. Myers is the owner of Pepperwood Financial, a firm that specializes in helping individuals nearing or in retirement to build sustainable and secure financial futures.

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獲提名人任命致辭

Nominee Acceptance Speech

Brad J. Myers, ChFC
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
13:00
June 10, 2026 1:00 PM
Myers
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

Brad J. Myers, ChFC, formally accepts the nomination to become the newest member of the Executive Committee.

Brad J. Myers，ChFC 正式接受提名，將成為執行委員會的最新成員。

Yuichiro Nakamura

Tokyo
,
,
Japan
入會總年份：
16
內閣會員榮譽：
11
頂尖會員榮譽：
1

Yuichiro Nakamura 於 2003 年開展金融服務從業生涯，現為 2025 年 Prudential 日本分會會長。 

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Yuichiro Nakamura began his career in the financial services profession in 2003 and is the 2025 president of the Prudential of Japan Chapter.

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《建立忠誠驅動的市場推廣》

Building loyalty-driven marketing

Yuichiro Nakamura
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
8:00
June 9, 2026 8:00 AM
Nakamura
語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

How can you use loyalty to segment your clients and direct your efforts toward expansion? Nakamura explains why he believes marketing is the most important aspect of advisors’ work and how loyalty-focused marketing can build lasting relationships and broaden clientele.

如何運用忠誠度區分客戶，並將努力導向擴展方向？Nakamura 將闡釋為何他認為市場推廣是顧問工作中最重要的一環，以及以忠誠為焦點的市場推廣如何能建立持久關係並拓展客戶群。

Felippe Nardi

Rio de Janeiro
,
Rio de Janeiro
,
Brazil
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Felippe Nardi is the founder of Inside The Show, a program that helps professionals transform ordinary online workshops into engaging, broadcast-level experiences. Through coaching, practice tools and innovative training environments, he has worked with entrepreneurs, educators and business leaders worldwide teaching practical methods for delivering virtual sessions that feel alive, strengthen personal brands and often prove more impactful than in-person events.

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Delivering magnetic virtual workshops

Felippe Nardi
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
15:00
June 8, 2026 3:00 PM
Nardi
語言：
英文
韓文
泰文
No items found.

Most virtual workshops look the same: a speaker boxed into the corner while slides dominate the screen for an hour, with a result that is predictable and forgettable. Nardi shares a practical framework to deliver content in more ways than slides, keeping audiences engaged from start to finish and running sessions that are more impactful than many in-person events.

Diana Ng, B Bus, ChFC

Singapore
,
,
Singapore
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Diana Ng, B Bus, ChFC, is a 12-year MDRT member with three Court of the Table qualifications. With 15 years in financial services and a decade of corporate marketing experience, she brings strategic insight to her work. As a director at Prudential Assurance Company Singapore, Ng specializes in financial wellness and estate planning, leads a team of 19 advisors, and is passionate about developing confident, purpose-driven leaders.

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MDRT Center Speaks: Developing new advisors

Diana Ng, B Bus, ChFC
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
15:00
June 8, 2026 3:00 PM
Ng
語言：
英文
No items found.

Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

Ng Ka Wai Carrie

,
,
入會總年份：
7
內閣會員榮譽：
頂尖會員榮譽：

Ng Ka Wai Carrie is an Agency Manager and Wealth Director at FWD Life Insurance Company (Bermuda) Ltd., with 15 years of experience specializing in asset growth, wealth management, and comprehensive financial planning. Awarded Best Financial Planner of the Year by IFPHK and SCMP, she graduated from The Hong Kong University of Science and Technology with a Bachelor of Business Administration, majoring in Marketing and Management. Carrie leverages social media to share tips and stories, building trust and client connections through authentic, engaging strategies that drive business growth.

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How to be seen: A step-by-step guide to running social media

Ng Ka Wai Carrie
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
13:30
June 7, 2026 1:30 PM
Ng Ka Wai Carrie
語言：
英文
No items found.

I will talk about the power of social media for financial planners in the digital age, enabling client acquisition, trust-building, and business growth. My team has successfully converted online interactions into consultations and recruitment and collaborations, contributing 40% of business since 2020. I am going to breakdown and tackle challenges face by audiences, like generational tech gaps, self-promotion awkwardness, content pressure, techniques for lead conversion, while maintaining professionalism. Building a Strategic Social Media Presence as Algorithms favor visibility—appear or lose clients. My sharing will cover a hands-on guide for all generations to leverage online tools.

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