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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: Top strategies to attract future MDRT advisors

Remus Ungureanu
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
Ungureanu
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語言:
英文
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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: From salesperson to leader: Transitioning to an entrepreneurial mindset

Catalina Vega
會議類型:
焦點會議
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:
15:00
Monday, June 8, 2026
Vega
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語言:
西班牙文
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MDRT members explore how to transform your mindset by breaking limiting beliefs and adopting a posture of responsibility, abundance and purpose as you enter a new stage of your business. Learn how leadership is a process that starts with self-awareness, moves to managing tasks and resources, and ultimately creates the type of inspirational leader who builds high-performance teams, aligns talent with the vision, fosters growth and creates environments of genuine collaboration.

Working with high-net-worth markets without neglecting the youth market

Adrián Fabricio Villareal Alfaro, FSCP, CLI
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:
15:30
Saturday, June 7, 2025
Villarreal Alfaro
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語言:
西班牙文
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Villarreal Alfaro provides a simple, quick and practical overview of his strategies for attracting high-net-worth clients. He discusses how he has developed this market, handled common objections and successfully closed deals, all while also serving and adapting to another important market: young people. Gain valuable insights that you can implement immediately to grow your business.

How to turn your personal brand into a magnet for clients: The power of social media in the financial world

Pablo Vázquez Moya
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:
13:00
Sunday, June 7, 2026
Vázquez Moya
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語言:
西班牙文
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Pablo Vázquez shares how he went from being a financial advisor with a traditional portfolio to becoming a reference on social networks and positioning his personal brand, reaching thousands of people in different countries and getting prospects to arrive by themselves in an organic way. Through his personal experience, he will show how the combination of clear specialization, a targeted message and the strategic use of social media can transform the way advisors attract clients and build trust in the digital environment. Discover practical principles to develop an authentic personal brand, create content that connects with your ideal customer and turn your visibility into real business opportunities.

AI 紀元:未來唯勇者可立勇

The AI-powered decade: The future favors the bold

Mike Walsh
會議類型:
內閣會員/頂尖會員
演講語言:
英文
會議日期:
2026 年 6 月 7 日,星期日
開始時間:
12:30
Sunday, June 7, 2026
Walsh
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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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Over the next decade, the most successful professionals will not be those who simply adopt new tools but those who reposition their role, their value and the scale of impact they can achieve. Walsh explores the road to 2036 and the rise of an AI-powered decade, where automation, algorithms and digital labor fuel a fifth Industrial Revolution — and where caution is not rewarded but favors those bold enough to rethink how value is created, how work gets done and what leadership really means in a world of abundant intelligence.

未來十年間,最成功的專業人士將不會是那些僅簡單採用新工具的人,而是能重新定位自身角色、價值及所能達成影響規模者。Walsh 將探索通往 2036 年的道路,以及這個人工智能驅動的十年如何崛起——自動化、演算法與數碼勞動力將點燃第五次工業革命,而在此浪潮中,謹慎行事並不會獲得回報,唯有敢於重新思考價值創造方式、工作實踐模式,以及在智能豐沛的世界中之領導力真正涵義的勇者,方能贏得先機。

The referral advantage: Referrals, networking and centers of influence

Brendan Clune Walsh
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
Walsh
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Marketing
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語言:
英文
韓文
西班牙文
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The most valuable growth doesn’t come from cold outreach, but from relationships — referrals, introductions and centers of influence. Walsh shares a simple, relationship-first model for building business through warm introductions and authentic connections, offering a no-pressure system to ask for referrals, develop high-quality centers of influence and leverage LinkedIn to spark meaningful connections.

你沒聽過的高資產經營班

HNW client strategy masterclass

Ya-Hui Wang
會議類型:
交流區
演講語言:
普通話
會議日期:
2026 年 6 月 9 日,星期二
開始時間:
Wang
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語言:
普通話
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Discover proven tactics for scaling a professional community from 10 to 5,000 members in a decade. Wang’s four KASH principles for cultivating high-net-worth clientele will provide solutions for overcoming common obstacles, enabling you to become an influential industry leader.

分享10年內將社團從10人擴展至5000人的實戰經驗,運用KASH四大關鍵經營高資產客群,讓百萬圓桌會員突破高資產經營盲點,成為影響力中心。

高效成交,達成MDRT,活出全人生活

High-efficiency closing, achieving MDRT and living a Whole Person life

Wei Wang, CFP, RFA
會議類型:
焦點會議
演講語言:
普通話
會議日期:
2026 年 6 月 10 日,星期三
開始時間:
11:00
Wednesday, June 10, 2026
Wang
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Marketing
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語言:
普通話
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Wang shares how to achieve high-efficiency closing, use professional planning to ensure clients have adequate protection and efficiently accomplish your MDRT goals.He reveals the Closing Formula, the Annual Income Formula, the Medical Pyramid Technique and the Fivefold Medical Protection Formula — techniques that help clients recognize the value and purchase sufficient coverage. Quality service brings referrals, and the Whole Person concept provides lasting motivation.

分享如何做到高效率成交,運用專業規劃足額保障,進而高效率的完成MDRT 目標。演講中會介紹:成交方程式、年薪方程式、醫療金字塔技巧、以及醫療五倍保障方程式等技巧使客戶認同,並投保充足保障。良好服務帶來轉介,全人理念提供持久動力。

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

Cynthia Siew Leng Wee
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
Wee
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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.

The secrets of MDRT members’ success

Brandon J. Wellman, CFP, RICP
會議類型:
MDRT Academy 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
Wellman
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語言:
英文
西班牙文
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What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

焦點會議「能量一小時」

Focus Session Power Hour

Helen Jayne West, 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:
9:30
Wednesday, June 10, 2026
West
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Gestión de Negocios
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語言:
英文
日文
普通話
泰文
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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.

在 60 分鐘的時間內,八名演講者將輪流分享精明實用理念,讓您立即付諸實踐。萬勿錯過這場充滿奧妙策略、生動案例與行動收穫的會議——會議定將為所有與會者帶來裨益!

Living on the edge of your next commission

Donald F. White Jr., CLU, ChFC
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:
16:00
Sunday, June 7, 2026
White Jr.
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語言:
英文
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Unless you create a strategy to the contrary, your level of expenses will always rise to your level of income, White says. He identifies the five fundamentals of wealth creation to help ensure your success brings prosperity and gratitude rather than a never-ending cycle of accumulation and cost.

Creative leadership: The courage to lead differently

Paige Williams
會議類型:
全球服務
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
Tuesday, June 9, 2026
Williams
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語言:
英文
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Do you want to inspire your teams, navigate change with confidence and develop MDRT-ready advisors — without burning out? Discover a transformational framework for developing courageous, purpose-driven leaders and uncovering your own unique leadership superpowers and growth edges.

Why do they buy from me? Turning friends into clients through social media

Glen Alexander Winata
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
Winata
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Marketing
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語言:
英文
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After Winata consistently showed up on Instagram with fun, educational and authentic content, people started reaching out to him, and many were old friends and acquaintances he hadn’t spoken to in years. Learn how he built a personal brand without going viral and how to shift from chasing to attracting, create trust-building content, stay consistent and turn social media into your long-term, silent salesman.

Systematic approach to coach your teammates to build an MDRT agency

Wong Wing Suet Rachael, CFP
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:
16:30
Sunday, June 7, 2026
Wong Wing Suet Rachael
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語言:
英文
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Many leaders are very good at their own production but struggle when it comes to coaching their teammates toward MDRT qualification. Wong Wing Suet Rachael explains how she has applied her experience as an elite athlete to formulate a coaching system that creates replicable success for her team.

入行六年:達成四次內閣會員

4 Court of the Table qualifications in 6 years

Yu Hsuan Wu
會議類型:
交流區
演講語言:
普通話
會議日期:
2026 年 6 月 7 日,星期日
開始時間:
12:30
Sunday, June 7, 2026
Wu
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語言:
普通話
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Wu reveals how strategic prospecting, referral cultivation and five core dialogue principles — action, accountability, learning, courage and integrity — enabled her to achieve four Court of the Table qualifications in six years. Learn her practical approaches for building unshakeable client trust and creating sustainable practice growth.

透過精準開發、轉介紹與「行動、承擔、學習、勇氣、誠信」五大對話策略,六年四度達成內閣會員,協助會員建立客戶信任,實現可持續發展。

社交媒體時代的個人品牌決勝術

Personal branding mastery in the social media era

Yan Kit Ying Albee
會議類型:
交流區
演講語言:
普通話
會議日期:
2026 年 6 月 7 日,星期日
開始時間:
12:00
Sunday, June 7, 2026
Yan Kit Ying Albee
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語言:
普通話
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Learn how to transform your professional expertise into compelling social media influence that attracts premium clients organically. Yan Kit Ying Albee explains how to master strategic personal brand positioning and value-driven content creation techniques while building authentic trust pathways that convert engagement into meaningful client conversations.

學習將專業價值轉化為社交媒體品牌影響力,吸引優質客戶主動連結。掌握個人品牌定位公式與價值視覺化內容創作,建立從按讚到私訊的信任轉換路徑。

靈堂外三個孩子三個律師

3 children, 3 lawyers, 1 funeral

Hui Wen Yang, AAMS
會議類型:
交流區
演講語言:
普通話
會議日期:
2026 年 6 月 9 日,星期二
開始時間:
12:00
Tuesday, June 9, 2026
Yang
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語言:
普通話
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Through the compelling true story of three feuding heirs and three lawyers outside a funeral home, Yang examines the critical professional value of comprehensive legacy planning. Explore how thoughtful succession design transforms potential family conflict into harmonious wealth transition that honors lasting love.

以「靈堂外三個孩子三個律師」的真實案例,探討傳承規劃的專業價值。理解傳承設計的重要性,讓愛圓滿而非紛爭。

Consulting mastery

Abraham F. Zaarour
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
Zaarour
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Asesoría a Clientes
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語言:
英文
韓文
西班牙文
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How can you conduct a perfect, client-centered financial consultancy session? Zaarour shares the three essential pillars of his system: LIKE, focusing on building rapport and creating a comfortable environment; TRUST, involving demonstrating credibility, transparency and integrity through the "9-Door Corridor," ensuring clients feel confident in the guidance provided; and VALUE, emphasizing delivering tailored insights, actionable strategies and measurable outcomes.

How to sustain MDRT success each year via social media marketing

France Zaguirre
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:
14:00
Tuesday, June 9, 2026
Zaguirre
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語言:
英文
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Can you consistently add value to existing clients without regular in-person meetings? France uncovers social media best practices and strategies to generate new business without hard selling, ensuring your calendar for next week is full without making appointment calls.

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