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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。 

Panel discussion: Study group your way to success

Plabita Priyadarshi
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
Wednesday, June 10, 2026
Priyadarshi
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Gestión de Negocios
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語言:
英文
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Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

主場會議對話

Main Platform Conversations

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
Tuesday, June 9, 2026
Randolph
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This is some text inside of a div block.
語言:
英文
日文
韓文
普通話
西班牙文
泰文
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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。

Panel discussion: The best MDRT book club that grew my practice

Ted Rusinoff
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:
13:30
Tuesday, June 9, 2026
Rusinoff
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Gestión de Negocios
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語言:
英文
日文
韓文
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Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Team and time management as factors for success

Ariadna Salazar Leon
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2026 年 6 月 9 日,星期二
開始時間:
13:00
Tuesday, June 9, 2026
Salazar Leon
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語言:
西班牙文
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Salazar Leon shares how she built a high-performance team — from recruitment to motivation — that allows her to focus on her greatest strength: being in front of the client. She explains how her time management philosophy has helped her achieve her goals, travel and enjoy her career without burning out.

From top performance to Top of the Table

Supaporn Samsittichok
會議類型:
焦點會議
演講語言:
泰文
會議日期:
2026 年 6 月 10 日,星期三
開始時間:
11:00
Wednesday, June 10, 2026
Samsittichok
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Marketing
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語言:
泰文
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Building a market begins with asking who to sell to, what to sell, where to sell and how to sell. Samsittichok explains how this approach, along with daily client meetings that maintain and strengthen relationships and create trust-building activities, can increase your consistency, productivity and referability.

Sales techniques through financial plans

Nattakun Sandesh, CFP
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:
12:30
Sunday, June 7, 2026
Sandesh
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語言:
泰文
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Sandesh shares his six-step financial planning technique, from relationship building and data gathering to analysis using the financial pyramid. The approach emphasizes open-ended questioning, starting with expenses to encourage dialogue and closing without pressure through clear action plans. Learn how to use yes–yes choices, document client responses, and conduct annual reviews to support confident decisions and long-term, trust-based client relationships.

Sell easily, sell naturally

Rodrigo Santana Leiva
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:
16:30
Sunday, June 7, 2026
Santana Leiva
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語言:
西班牙文
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Santana Leiva shares how to sell insurance authentically and without pressure. “Sell easily, sell naturally” is a practical guide to building trust, empathy and genuine relationships with clients. Discover how to turn everyday conversations into sales opportunities without forcing the process and staying true to your style.

活出以目的為本的人生

Living a purpose-focused life

Dandapani Satgunasingam
會議類型:
主場會議
演講語言:
英文
會議日期:
開始時間:
Satgunasingam
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語言:
英文
日文
韓文
普通話
西班牙文
泰文
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How can you bring clarity to your priorities and focus your energy on what matters most? Satgunasingam shares a four-step framework to define your purpose and transform the way you invest in what’s most important to you.

如何為優先要務締造明晰認知,集中精力應付最重要的事物?Satgunasingam 將分享四步框架,助您定義自身使命,改變您為最重要事物投資心血的方式。

The referrals born from sharing my life’s story

Manabu Satou
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:
12:30
Monday, June 8, 2026
Satou
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語言:
日文
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It is important to communicate the risks of not investing and the risk of asset depletion due to longevity. Satao discusses how awareness and empathy result in natural referrals and recommendations because clients want to share the good experiences they had with their loved ones and friends. Referrals are not something you ask for, but something that spreads from the heartfelt desire to protect those you care about.

The family legacy: Being memorable

Nicolás Scalerandi
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2026 年 6 月 9 日,星期二
開始時間:
13:30
Tuesday, June 9, 2026
Scalerandi
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語言:
西班牙文
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How can you transform your daily activities into a professional and personal legacy that transcends generations? Scalerandi shares, through his own story, the real impact of policies, the profession's true purpose and how, through memorable client interactions, he has built a community that recommends him across generations.

Focus Session Power Hour

Paresh B. Shah, CFP
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
Wednesday, June 10, 2026
Shah
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Persona Íntegra
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語言:
英文
韓文
西班牙文
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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.

攀登頂峰:拓展業務、領導團隊、實現可持續經營的實證策略

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Howard E. Sharfman
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:
13:30
Monday, June 8, 2026
Sharfman
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Gestión de Negocios
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語言:
英文
普通話
泰文
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Sharfman explains how to leverage AI and social media, craft effective succession plans, recruit the next generation of advisors, drive consistent referrals and host impactful events. Your takeaway: a step-by-step action plan for predictable growth, stronger relationships and a lasting legacy.

Sharfman 將闡釋如何善用 AI 與社交媒體、制定有效繼承規劃、招募新世代顧問、穩定獲取轉介紹,以及舉辦高影響力活動。您將收穫一份循序漸進的行動方案,從而實現可預期的業務增長、鞏固關係並建立持久傳承。

Retirement planning through past, present and future

Ung Hee Shin
會議類型:
焦點會議
演講語言:
韓文
會議日期:
2026 年 6 月 8 日,星期一
開始時間:
13:30
Monday, June 8, 2026
Shin
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Marketing
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語言:
韓文
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Shin examines the evolution of pension systems from the Bismarck era and explores retirement planning consultation methods that reflect current economic and financial situations and changes in the AI era. He also uncovers effective storytelling techniques that leverage historical context and future outlook.

Panel discussion: Study group your way to success

Gail Singh, FCCA, FSCP
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
Wednesday, June 10, 2026
Singh
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Gestión de Negocios
This is some text inside of a div block.
語言:
英文
No items found.

Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

Reaching HNW clients via referrals and engagement

Voraseth Sinsophonphong
會議類型:
焦點會議
演講語言:
泰文
會議日期:
2026 年 6 月 9 日,星期二
開始時間:
15:00
Tuesday, June 9, 2026
Sinsophonphong
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Marketing
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語言:
泰文
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The transition to HNW clients does not come from chasing connections, Sinsophonphong says, but from taking exceptional care of existing small clients. Growth begins with the foundation already in place and continues steadily through meaningful referrals and engagement built on strong, lasting client relationships. He explains how genuine and consistent service creates trust, and how that trust becomes the key that opens the door to the HNW market.

《每次會面獲得三項轉介紹》

3 referrals from every meeting

Paweł F. Skotnicki
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
Tuesday, June 9, 2026
Skotnicki
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Marketing
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語言:
英文
日文
韓文
普通話
西班牙文
泰文
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What if every policy delivery included a group of trusted people who clients encouraged you to contact? Skotnicki shares how his comprehensive binder, and the service contract within, creates client trust and understanding that help strengthen relationships and expand his practice.

如果每次保單交付都伴隨著一群客戶鼓勵您聯絡的可信人選,那會如何?Skotnicki 將分享他如何透過全方位文件冊及其中的服務合約,以建立客戶信任與理解,從而鞏固關係並擴大事業版圖。

From 0 to 50 people within 5 years

Tomas Skvarenina
會議類型:
交流區
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
Monday, June 8, 2026
Skvarenina
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This is some text inside of a div block.
語言:
英文
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How can you develop the new generation of financial advisors and create passive income opportunities? Skvarenina shares seven key principles to successfully build your team: knowledge, image, activities, regularity, competitiveness, passion and influencing your environment.

How to improve the client experience when selling life insurance

Aneta Sobol
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:
15:00
Sunday, June 7, 2026
Sobol
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This is some text inside of a div block.
語言:
英文
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In the Michelin restaurant standard, every detail matters, and the guest leaves feeling valued. Sobol shows how, through in-person meetings, personalized solutions, post-sale service and more, you can create relationships that make clients feel special, respected and secure about their future.

Panel discussion: Building advisors and business owners for the future

Thanapat Soikampada, FChFP
會議類型:
焦點會議
演講語言:
泰文
會議日期:
2026 年 6 月 10 日,星期三
開始時間:
9:30
Wednesday, June 10, 2026
Soikampada
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 can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Panel discussion: Building advisors and business owners for the future

Thanapat Soikampada, FChFP; Kotthanapat Thinbang
會議類型:
焦點會議
演講語言:
泰文
會議日期:
2026 年 6 月 10 日,星期三
開始時間:
9:30
Wednesday, June 10, 2026
Soikampada; Thinbang
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 can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Juggling it all: Career, clients and life — real talk from women advisors

Jarmila Somolányiová, MA
會議類型:
交流區
演講語言:
英文
會議日期:
2026 年 6 月 8 日,星期一
開始時間:
11:30
Monday, June 8, 2026
Somolányiová
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This is some text inside of a div block.
語言:
英文
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Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

Panel discussion: Top strategies to attract future MDRT advisors

Joseph Sparacio
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
Monday, June 8, 2026
Sparacio
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This is some text inside of a div block.
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.

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Jason C. Staas, MS
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:
15:30
Sunday, June 7, 2026
Staas
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This is some text inside of a div block.
語言:
英文
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Panel discussion: The best MDRT book club that grew my practice

Irene Stolte, ChFC
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:
13:30
Tuesday, June 9, 2026
Stolte
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
語言:
英文
日文
韓文
No items found.

Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Managing online customers to become sustainable, long-term clients

Natt Supanatkullanan FChFP ChLP
會議類型:
焦點會議
演講語言:
泰文
會議日期:
2026 年 6 月 8 日,星期一
開始時間:
13:30
Monday, June 8, 2026
Supanatkullanan FChFP ChLP
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Asesoría a Clientes
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語言:
泰文
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Supanatkullanan shares her strategies for attracting clients through online channels and providing them with fast, precise and professional chat responses to build long-term relationships, ultimately leading to strong brand loyalty.

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