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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。 

Tomas Skvarenina

,
,
入會總年份：
17
內閣會員榮譽：
17
頂尖會員榮譽：
8

Tomas Skvarenina is a partner at Partners Group SK, an independent financial advisory company. With more than 24 years of experience in the financial services profession, Skvarenina has developed expertise not only in advising clients but in leading and developing advisory teams. He leads approximately 250 people across Slovakia, Bulgaria, Romania and China. His global and cross-cultural leadership roles allow him to offer insights for financial advisors working in diverse environments while empowering the next generation of financial leaders to build lasting, impactful teams that deliver for clients, teams and themselves.

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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.

Aneta Sobol

,
,
入會總年份：
5
內閣會員榮譽：
頂尖會員榮譽：

Aneta Sobol is a financial advisor at Allianz, where she specializes in life and health insurance and provides top-quality client experiences for individuals and entrepreneurs. She regularly publishes articles in insurance industry media, helped co-organize the MDRT Day Poland in 2023 and 2025, and actively participates in Poland’s first MDRT book club, discussing business literature and translating its ideas into the insurance world.

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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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語言：
英文
No items found.

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.

Thanapat Soikampada, FChFP

Bangkok
,
,
Thailand
入會總年份：
8
內閣會員榮譽：
3
頂尖會員榮譽：
0

Thanapat Soikampada, FChFP, is a life insurance agent with more than eight years of experience in the profession and has demonstrated outstanding performance by qualifying for MDRT at the start of his career, followed by his continued commitment toward Life membership. Soikampada has expanded his role by sharing knowledge on sales and financial planning with new agents in his company and by serving as a guest speaker for special sessions at educational institutions and hospitals. He has been recognized with several honors, including APFinSA, NAA and the company’s Agent of the Year award, reflecting his expertise and strong professional standards.

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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
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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.

Thanapat Soikampada, FChFP; Kotthanapat Thinbang

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

Thanapat Soikampada, FChFP, is a life insurance agent with more than eight years of experience in the profession and has demonstrated outstanding performance by qualifying for MDRT at the start of his career, followed by his continued commitment toward Life membership. Soikampada has expanded his role by sharing knowledge on sales and financial planning with new agents in his company and by serving as a guest speaker for special sessions at educational institutions and hospitals. He has been recognized with several honors, including APFinSA, NAA and the company’s Agent of the Year award, reflecting his expertise and strong professional standards.

Kotthanapat Thinbang serves as a district manager, holds a bachelor’s degree and has received various professional recognitions, such GAMA LAMP USA, TNQA, IQA and his company’s Top Producer award.

‍

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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
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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.

Jarmila Somolányiová, MA

,
,
入會總年份：
4
內閣會員榮譽：
頂尖會員榮譽：

Jarmila Somolányiová has 18 years of experience in the financial services profession, specializing in financial analysis and planning, cash flow management, insurance, investments, mortgages, and the strategic and creative planning of personal portfolios. Somolányiová was ranked No. 1 VIP consultant at Partners Group for 2023, in the top 10 in personal production for 2024 and has been the first Slovak speaker at various industry events. She is also currently enrolled in MBA studies for digital marketing, with a focus on building a personal brand.

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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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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.

Joseph Sparacio

Addison
,
TX
,
United States
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Joseph Sparacio has been in financial services leadership for 30 years and is currently a general agent with Texas National Financial Group, proud partner of National Life Group in Addison, Texas. Prior to this role, he was head of field management at MassMutual. Sparacio is a graduate of Hofstra University, where he established a scholarship for students in speech and communication, and is currently on the NAIFA board of directors.

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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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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.

Irene Stolte, ChFC

Somerville
,
NJ
,
United States
入會總年份：
11
內閣會員榮譽：
5
頂尖會員榮譽：
1

Irene Stolte, ChFC, has been a financial advisor since 2001 and joined Horizon Wealth Strategies in 2014. She provides a foundation for her clients' financial futures and helps instill confidence within her clients as she navigates them through what can often be an overwhelming process of identifying and coordinating financial goals.

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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
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Gestión de Negocios
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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?

Natt Supanatkullanan FChFP ChLP

Bangkok
,
,
Thailand
入會總年份：
11
內閣會員榮譽：
2
頂尖會員榮譽：
0

Natt Supanatkullanan, FChFP, ChLP, is an active MDRT member in the MCC Division and as a speaker at various MDRT events, including the MDRT Annual Meeting and MDRT Day Thailand.

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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.

Narangsan Suracharoenchaikul, FChFP

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,
入會總年份：
9
內閣會員榮譽：
4
頂尖會員榮譽：

Narangsan Suracharoenchaikul, FChFP, serves as a district director at AIA Thailand and is the general agency owner of Finnergy Wealth. He has more than 11 years of experience in the financial services profession, with areas of expertise in estate planning, life insurance strategies and agency management, providing advisory services to a broad client base. He holds a master’s degree in engineering and multiple professional financial planning designations. He is also a frequent guest speaker at industry forums and is committed to promoting sustainable financial legacy planning through structured, professional standards.

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Planned vs. unplanned legacy: Choosing your family’s future

Narangsan Suracharoenchaikul, FChFP
會議類型：
交流區
演講語言：
泰文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:00
Tuesday, June 9, 2026
Suracharoenchaikul
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This is some text inside of a div block.
語言：
泰文
No items found.

Suracharoenchaikul examines why delaying estate planning can lead to legal delays, family conflict, tax burdens and business disruption. Through two real-world comparisons, he explains the contrast between unplanned outcomes and structured planning to demonstrate how proactive estate planning enables smooth wealth transfer, reduces unexpected costs and preserves family relationships while supporting long-term continuity of assets and businesses.

Kanjana Surapraphant

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,
入會總年份：
4
內閣會員榮譽：
頂尖會員榮譽：

Kanjana Surapraphant is an assistant vice president at Allianz Ayudhya with more than four years of experience in the financial advisory profession. She specializes in health insurance planning and sales, supported by structured online marketing strategies to effectively reach and serve clients. Her professional achievements have been recognized through industry honors, including GAMA International Management Awards, Asia-Pacific Financial Services Awards and the Thailand National Quality Awards. She has also received Allianz Ayudhya recognitions such as Top of the Year and Top Quality Growth Recruiter. She holds a bachelor’s degree with first-class honors from Srinakharinwirot University.

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Online marketing strategies: From everyday content to six-figure cases

Kanjana Surapraphant
會議類型：
交流區
演講語言：
泰文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
13:00
Tuesday, June 9, 2026
Surapraphant
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This is some text inside of a div block.
語言：
泰文
No items found.

Surapraphant explores how online marketing can evolve from serving entry-level buyers to closing six-figure cases. The focus is on building personal credibility through content, crafting posts that attract higher-purchasing segments and shifting the sales mindset toward larger cases. Learn practical approaches to expanding your client base through social media and applying these strategies to grow business results from tens of thousands to hundreds of thousands sustainably.

Agnieszka Surowik

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

Agnieszka Surowik is an expert in financial risk transfer, specializing in life and health protection, retirement solutions, business succession and cross-insurance for companies — integrating strategy with values and long-term responsibility. With 18 years of management and leadership experience and seven in sales, Surowik advanced from advisor to director to sales trainer within five years of joining the financial services profession. She achieved MDRT in her second year and is now an MDRT Center for Field Leadership member, supporting dozens of advisors in their development through the Millionaire Club at Prudential Poland.

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MDRT Center Speaks: Developing new advisors

Agnieszka Surowik
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
Monday, June 8, 2026
Surowik
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This is some text inside of a div block.
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.

Pitchuda Suwannasarn

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,
入會總年份：
5
內閣會員榮譽：
頂尖會員榮譽：

Pitchuda Suwannasarn is a triple A sales manager with Muang Thai Life Assurance Public Co. Ltd. She has more than five years of experience in the life insurance profession, specializing in retirement planning and delivering structured online advisory services in life insurance, health insurance and critical illness coverage. She manages a client portfolio of more than 400 clients and has earned industry recognition for performance and quality, including Top Agent, Active Top Health Champion and Top FYC Manager, as well as achieved professional designations such as IQA, TNQA, APFinSA, NAA and Quality Manager (Q).

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Digital marketing journey to MDRT achievement

Pitchuda Suwannasarn
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：
11:30
Sunday, June 7, 2026
Suwannasarn
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This is some text inside of a div block.
語言：
泰文
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Suwannasarn shares her journey of being a former corporate employee who built a stable, fully online career and achieved MDRT within nine months during a time of widespread uncertainty. She highlights how digital marketing enabled consistent client acquisition, supporting more than 90 new clients annually, and how resilience, online strategy and a service mindset can transform challenges into sustainable MDRT success.

Dimosthenis Sykovaris, ACS

,
,
入會總年份：
20
內閣會員榮譽：
頂尖會員榮譽：

Dimosthenis Sykovaris, ACS, is an independent agent with 33 years of experience in the financial services profession, specializing in life, health and retirement services. He is a graduate of the Athens University of Economics and Business.

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The power of recommendations: How to grow your clientele with credibility and strategy

Dimosthenis Sykovaris, ACS
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：
14:00
Sunday, June 7, 2026
Sykovaris
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This is some text inside of a div block.
語言：
英文
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Qualified referrals don’t happen by accident, Sykovaris says. Using his four-pillar system, learn how to first change your mindset and then build trust into your client relationships, leading to more and better referrals.

Mongkol Tangmannaikit

Bangkok
,
,
Thailand
入會總年份：
7
內閣會員榮譽：
2
頂尖會員榮譽：
0

Mongkol Tangmannaikit has 25 years of work experience. He highlights the importance of setting daily goals and maintaining self-confidence as essential elements for building the work ethic needed to thrive and succeed as a financial advisor.

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Dare to fail

Mongkol Tangmannaikit
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：
15:00
Monday, June 8, 2026
Tangmannaikit
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Persona Íntegra
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語言：
泰文
No items found.

Many sources focus on what people should do, yet humans often fear loss and worry about what they might miss if they fail to act. Tangmannaikit presents both perspectives through insights drawn from more than 20 years of experience, filtered from real mistakes and shared through immersive storytelling.

Eszylfie Taylor

Pasadena
,
California
,
USA
入會總年份：
23
內閣會員榮譽：
18
頂尖會員榮譽：
14

Eszylfie Taylor 是 Taylor Insurance and Financial Services 的創辦人暨總裁，專注服務個人、企業東主、運動員、社會名人及高淨值家庭。他曾為 New York Life 的頂尖顧問，並取得「Chairman's Cabinet」殊榮（12,000 人中前 25 名），其後經歷一場突破，開始專注於改善市場策略、聚焦解決問題而非銷售產品。他以此為基礎，將自身成敗化為教學工具，從而發展出專為理財顧問而設的「The Taylor Method」銷售流程。  

‍

Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services, where he serves individuals, business owners, athletes, celebrities and high-net-worth families. After a standout career as an advisor at New York Life, where he achieved Chairman's Cabinet (top 25 out of 12,000), Taylor had a breakthrough that centered around how to improve his market and focus on solving problems, not selling products. He built upon this and used his successes and failures as teaching tools that would contribute to the start of The Taylor Method, a sales process for financial advisors.

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《非凡顧問 vs 平凡顧問：如何脫穎而出》

Extraordinary versus ordinary advisors: How to stand out

Eszylfie Taylor
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
Taylor
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Persona Íntegra
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語言：
英文
日文
韓文
普通話
西班牙文
泰文
No items found.

After coaching thousands of advisors and failing thousands of times himself, Taylor has seen that advisors who thrive in the long term must do something a little “extra.” Learn how to identify and implement those differentiating behaviors and mindsets that define yourself as extraordinary in the eyes of clients and prospects.

在指導數千名顧問並親身經歷數千次失敗後，Taylor 發現長期成功的顧問必須多做一點「額外之事」。學習如何辨別並實踐那些能讓您在客戶與準客戶眼中變得「非凡」的差異化行為與思維模式。

Test 3.17

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,
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：
CLOSE

Test 3.17
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：
15:00
Monday, June 8, 2026
Test
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.

Natnicha Thapthong

Bangkok
,
,
Thailand
入會總年份：
11
內閣會員榮譽：
1
頂尖會員榮譽：
0

Natnicha Thapthong has worked with Muang Thai Life Assurance for more than 15 years and specializes in financial planning, particularly structured retirement planning. She has earned several notable professional awards, including Top ILP, the 2025 Outstanding Agent Award from the Office of Insurance Commission, NAA, APFinSA, TNQA and other company recognitions that reflect her commitment to excellence. She holds a degree in entrepreneurship from Bangkok University in collaboration with Babson College in the United States, which strengthens her business insight and financial planning expertise.

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6 steps to retirement planning

Natnicha Thapthong
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：
13:30
Tuesday, June 9, 2026
Thapthong
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Asesoría a Clientes
This is some text inside of a div block.
語言：
泰文
No items found.

Do you want to help clients clearly understand the numbers and realities of their post-retirement goals? Thapthong incorporates sound principles and perspectives to support confident financial decision-making.

Kotthanapat Thinbang

Nakhon Sawan
,
,
Thailand
入會總年份：
10
內閣會員榮譽：
1
頂尖會員榮譽：
0

Kotthanapat Thinbang serves as a district manager, holds a bachelor’s degree and has received various professional recognitions, such GAMA LAMP USA, TNQA, IQA and his company’s Top Producer award.

CLOSE

Panel discussion: Building advisors and business owners for the future

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
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.

Phil Thompson

Greensborough
,
VIC
,
Australia
入會總年份：
2
內閣會員榮譽：
2
頂尖會員榮譽：
2

Phil Thompson is a financial advisor and founder of Skye Wealth. After nearly burning out as a generalist, Thompson rebuilt his practice around one niche: insurance-only advice. Today, his company has grown 24x in six years, helping thousands of clients protect their futures. Known for his practical, straightforward approach, he speaks openly about the lessons he learned the hard way and how focus can transform both business growth and advisor well-being.

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Finding your niche: How focus ignited 24x growth

Phil Thompson
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：
9:30
Wednesday, June 10, 2026
Thompson
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Gestión de Negocios
This is some text inside of a div block.
語言：
英文
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Most advisors think more services mean more growth, but often it just means more stress. Thompson shares how narrowing his focus to one niche (insurance-only advice) turned a struggling business into one that grew 24x in six years.

Sanjay Tolani, Ph.D., MBA

Dubai
,
,
UAE
入會總年份：
24
內閣會員榮譽：
22
頂尖會員榮譽：
20

Sanjay Tolani，Ph.D.、MBA 是國際認可的遺產規劃顧問兼研究員，素以創新突破的理財產品而聞名。身為全球家族辦公室跨代財富管理革命性策略的始創者，Tolani 深受許多成功企業家、初創公司與風險投資基金青睞，為其股權激勵計劃、募資策略與繼承規劃提供指導。他致力支持百萬圓桌基金會及 Goodwill Charity Foundation；後者在印度興建長者住所並為兒童提供教育資源。

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Sanjay Tolani, Ph.D., MBA, is an internationally recognized estate planning advisor and researcher known for his innovative and groundbreaking financial products. As founder of a revolutionary financial strategy available globally for family offices for intergenerational wealth management, Tolani is sought out by many successful entrepreneurs and multiple startup and venture capitalist funds for guidance on equity compensation plans, fundraising strategies and succession planning. He contributes to the MDRT Foundation and the Goodwill Charity Foundation, which constructs senior-age homes and provides education for children in India.

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《大額個案的繼承規劃：從文書到安心》

Succession planning for bigger cases: From paperwork to peace

Sanjay Tolani, Ph.D., MBA
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
Tolani
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Asesoría a Clientes
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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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Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous.

即使是最成功的家族，若缺乏妥善規劃亦可能失去一切。Tolani 將分享如何為財富、領導權繼承與收入分配制定路線圖，確保高淨值客戶家族保持團結興盛。

Woei Sean Tong

Shah Alam
,
,
Malaysia
入會總年份：
11
內閣會員榮譽：
3
頂尖會員榮譽：
0

Woei Sean Tong，任職於馬來西亞友邦保險，擁有13年業界經驗，專於全方位理財規劃。曾在多個國家的保險銷售大會發表演講，2015年榮獲馬來西亞友邦的全國冠軍。

Woei Sean Tong serves with AIA Malaysia. He has 13 years of industry experience and specializes in comprehensive financial planning. He has presented at insurance sales conferences across multiple countries and earned the national championship title at AIA Malaysia in 2015.

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讓影響中心延續你的故事

Let your centers of influence continue your story

Woei Sean Tong
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
15:00
Monday, June 8, 2026
Tong
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Marketing
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語言：
普通話
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True centers of influence do more than generate client referrals — they extend your professional reputation and legacy. Tong explains how to build enduring partnerships through authentic relationships, active listening and consistent care to create a continuous flow of business and trust.

真正的影響力中心 (COI) 不僅帶來客戶轉介，更能延續您的專業與故事。透過真誠關係、價值傾聽與長期關懷建立穩固合作，進而帶來源源不絕的業務與信任。

Mizuki Torii

,
,
入會總年份：
8
內閣會員榮譽：
3
頂尖會員榮譽：
1

Mizuki Torii joined Fast Retailing Co., Ltd. after graduating from Doshisha University. To balance her activities as an exclusive cheerleader for the professional basketball league (B LEAGUE), she joined Nippon Life Insurance. She soon qualified for the MDRT, and became independent after 5 years. She continues the insurance business as the Representative Director of NextLabo, Inc., operates an SNS consulting business, and runs a cheer dance school.

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Recognition and case size: Aqua marketing to let go of busyness

Mizuki Torii
會議類型：
交流區
演講語言：
日文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
15:30
Sunday, June 7, 2026
Torii
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語言：
日文
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Torii will introduce a system to generate larger case size and consistent results not relying on activity volume—methods you too can implement. While with Nippon Life, she qualified for MDRT through “10 meetings per day × 3 days per week” while also serving as a cheerleader 3 days/week. After becoming independent, she evolved this further to “Results = Activity × Opportunity” and “A chosen marketing approach earning 10 DMs/day.”

Takako Tsuruta

,
,
入會總年份：
5
內閣會員榮譽：
3
頂尖會員榮譽：

Takako Tsuruta is an Independent Financial Advisor with Prudent Japan. She serves as the Education Department Manager of the company. She has 8 years of experience in financial services, specializing in asset management. Previously, she was an US CPA at a US-affiliated company. She graduated from Sophia University Faculty of Arts, Department of French Literature.

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Strong branding: Consulting on overall financial assets from defined contribution pension plans

Takako Tsuruta
會議類型：
交流區
演講語言：
日文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
12:30
Tuesday, June 9, 2026
Tsuruta
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語言：
日文
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The corporate defined contribution (DC) pension plan is institutionally complex. DC is complicated enough for us in the financial business, but more so for our clients. Therefore, it is crucial to listen to our clients' needs, fully understand the program, and plan their overall asset portfolio as if it is for you. Tsuruta will introduce a consulting approach that collaboratively sets goals and desired outcomes through conversation with the client, providing long-term support.

Roy Tuscany

Reno
,
NV
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Roy Tuscany is the founder and CEO of the High Fives Foundation, a national nonprofit that helps athletes and veterans recover from life-changing injuries and return to the sports they love. An aspiring professional skier, he suffered a spinal cord injury in a 2006 ski accident. Inspired by his recovery support, he founded the organization in 2009 to pay it forward. He now advocates for the adaptive community and outdoor sports.

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The alchemy of tragedy: Turning trauma into triumph

Roy Tuscany
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
Tuscany
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Persona Íntegra
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語言：
英文
日文
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Two survivors of life-changing spinal cord injuries share how they turned devastating accidents into powerful catalysts for growth, purpose and service. Discover the mindset shifts, resilience strategies and community-building practices that transformed personal tragedy into a force for good.

Giselle Ugarte

Austin
,
Texas
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Giselle Ugarte 致力於協助領導者掌握自身力量，以自信溝通、真誠領導建立深層連繫，在網絡世界乃至現實生活中推動人們付諸行動。她的歷程輾轉網誌作者、電視與廣播節目主持人及製作人、廣告總監，乃至如今的國際教練、演講者兼企業家等多種身份。她熱衷於協助領導者消除干擾、專注當下，確保其主導職業生涯發展、訊息傳遞與影響力，而非反而受其牽制，此理念使她在全球累積逾 50 萬追隨者，並收穫了 2,000 萬次觀看次數。

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Giselle Ugarte is on a mission to help leaders step into their power and communicate with confidence, lead with authenticity and build meaningful connections that move people to action, online and especially off. Her journey has taken her from blogger to TV and radio host and producer to advertising executive and now global coach, speaker and entrepreneur. Her passion for helping leaders eliminate distractions, become more present and ensure they’re running their careers, their message and their impact — not the other way around — has earned her a following of more than 500,000 people and 20 million views worldwide.

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自信交流的新法則

The new rules of confident communication

Giselle Ugarte
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
Wednesday, June 10, 2026
Ugarte
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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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Do you know how to harness your personal touch in a technology-driven world to build trust, strengthen long-term relationships and stand out with clarity and authenticity? Gain Ugarte’s actionable, confidence-boosting techniques you can apply immediately to enhance your presence, deepen connection and drive greater retention and results.

置身科技為先的世界，您知道如何善用個人接觸層面，從而建立信任、鞏固長期關係，並憑藉清晰與真誠的特質脫穎而出嗎？ 學習 Ugarte 的提高自信實戰心法，回家後立即付諸實踐，藉此提升存在感、深化人脈連繫，並推高留存率與業務成績。

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