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

5 Cs to be a social media video all-star

Jim W. Ruta, BA, RHU
會議類型:
焦點會議
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
13:30
Tuesday, June 11, 2024
Ruta
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語言:
英文
韓文
泰文
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Prospects have shorter attention spans than goldfish, but the right video on social media can get them on the hook. Touching on picking topics, writing scripts and performing effectively, Ruta shares how you can produce engaging videos to attract prospects and build your brand.

Mastering marketing on a small budget

Stephanie Scheller
會議類型:
焦點會議
演講語言:
英文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
11:00
Wednesday, June 12, 2024
Scheller
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This is some text inside of a div block.
語言:
英文
巴西葡萄牙文
韓文
泰文
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Industry advice often suggests the solution to a limited marketing budget is merely, “Just post on social media.” Scheller explains how she doubled the size of her events company with no marketing budget and without creating endless social media content.

Building communication and trust for long-term relationships with clients

César Arturo Sepúlveda Garza, LUTCF, FSCP
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
14:30
Tuesday, June 11, 2024
Sepúlveda Garza
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語言:
西班牙文
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Loyalty between advisors and clients is essential for a long-lasting and fulfilling partnership, but it doesn’t happen automatically. Sepúlveda Garza explains how you can educate and understand your clients to ensure both of you can thrive today and long into the future.

Technology is the best scalability tool

Paresh B. Shah, CFP
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
11:00
Sunday, June 9, 2024
Shah
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語言:
英文
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Can simple apps create efficiencies that maximize your time and impact? Shah identifies several examples of areas where technology can drive efficiency and balance in your professional and personal life.

Are you working at what you love and are good at? Develop HNW clients by using your strengths!

Masakazu Shigemori
會議類型:
交流區
演講語言:
日文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
11:30
Monday, June 10, 2024
Shigemori
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語言:
日文
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Shigemori explains why he chose to work with dentists and how he builds trusting relationships with these clients. He also shares how he communicates his personality and the importance of balance in his life to foster connections with his target market.

Swimming in the blue ocean: How to maximize your strengths

Jun Shimizu
會議類型:
交流區
演講語言:
日文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
16:30
Monday, June 10, 2024
Shimizu
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語言:
日文
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With so many options for clients to choose from, advisors must stand out and give clients a reason to work with them. Shimizu shares how he defines his strengths and weaknesses to define his value and develop a focus on less competitive markets.

How to effectively present financial planning buckets

George B. Sigurdson, CLU
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
14:30
Tuesday, June 11, 2024
Sigurdson
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語言:
英文
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Many advisors recognize the importance of using buckets or similar imagery to simplify the financial planning process for clients. Sigurdson shares the presentation he uses to make sure clients see the process as clear and engaging.

Tips to move from first-time member to MDRT Life member

Erika Silva Velasco, CLI, FSCP
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
15:00
Tuesday, June 11, 2024
Silva Velasco
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語言:
西班牙文
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Reaching your goals year after year must be a priority to motivate you and keep you moving forward, Silva Velasco says. She explains how this consistent growth and clarity of purpose is the difference between brief success and career-long achievement.

How to naturally start a meeting with a client

Pawel F. Skotnicki
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
16:00
Sunday, June 9, 2024
Skotnicki
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語言:
英文
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Transitioning from casual conversation to discussing insurance with clients requires skill and strategy. Skotnicki shares how explaining complex insurance concepts and tailoring different scenarios to clients’ needs not only builds rapport and trust but also positions you as the financial expert.

客製化的獨特保單規劃 — 人工智能無法取代

Unique and customized policy planning that is anything but artificial

Chiung-Yu Su
會議類型:
交流區
演講語言:
普通話
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
15:00
Tuesday, June 11, 2024
Su
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語言:
普通話
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With AI threatening to replace the personalized service advisors offer, it has never been more important for financial services professionals to deliver warmth and empathy to clients. Su explains how advisors can be sure to do just that.

隨著人工智能可能取代個人化服務顧問的功能,金融服務專業人士為客戶帶來的溫情與同理心變得前所未見地重要。Su 將向顧問說明如何確保達成這個目標。

How the MDRT Academy can elevate your practice

Tom E. Sunny, CFP, CLU
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
15:30
Tuesday, June 11, 2024
Sunny
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語言:
英文
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Since the MDRT Academy is designed for those who do not yet qualify for MDRT, many MDRT members may not realize that the Academy provides distinct benefits for them as well. X, an MDRT and former Academy member, and X, an MDRT member, share how the Academy can accelerate an advisor’s journey to MDRT qualification and, in turn, help you build an MDRT culture within your practice. Blake, an MDRT member, will serve as moderator and field questions from the audience about Academy membership.

5 strategies to get endless referrals without asking for them

José Sánchez Lopez, MBA
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
14:00
Tuesday, June 11, 2024
Sánchez Lopez
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語言:
西班牙文
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Referrals don’t occur without systems in place. Sánchez Lopez identifies the partnerships that will lead you to represent trusted service and receive regular, unsolicited recommendations.

MDRT Center for Field Leadership Reception and Awards Ceremony

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會議類型:
演講語言:
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
TBD Host
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語言:
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The MDRT Culture of Excellence Awards recognize the best of the best across six specific areas of agency management. The awards honor leadership contributions to the overall success of each team and set a new global standard for achievement in financial services leadership. (Closed Event - MDRT Center for Field Leadership members only)

How to go from MDRT to Court of the Table by delegating

Joseph Tan, ChFC, CLU
會議類型:
焦點會議
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
13:30
Tuesday, June 11, 2024
Tan
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語言:
英文
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Elevating your performance doesn’t have to mean working harder or closing bigger cases. Tan explains how a gentler trajectory, driven by delegating tasks to paraplanners and staff as well as the Whole Person concept, can be just as effective while also prioritizing longevity and balance.

獲提名人任命致辭

Nominee Acceptance Speech

Aurora L. Tancock, FLMI, CFP
會議類型:
主場會議
演講語言:
英文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
13:00
Wednesday, June 12, 2024
Tancock
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This is some text inside of a div block.
語言:
英文
巴西葡萄牙文
日文
韓文
普通話
西班牙文
泰文

Aurora L. Tancock, FLMI, CFP, formally accepts the nomination to become the newest member of the Executive Committee.

Aurora L. Tancock,FLMI、CFP 正式接受提名,將成為執行委員會的最新成員。

Building trust by fostering strong client relationships

Aurora L. Tancock, FLMI, CFP
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
12:30
Monday, June 10, 2024
Tancock
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語言:
英文
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The best way to add value, gain clients' trust and set yourself apart, Tancock says, is to become a relationship-based advisor. She explains how she has built long-lasting trust by focusing on clients’ best interests and bringing holistic planning to clients’ financial situations as well as their life goals.

The shortcut to success is hard work

Mongkol Tangmannaikit
會議類型:
交流區
演講語言:
泰文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
12:00
Tuesday, June 11, 2024
Tangmannaikit
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This is some text inside of a div block.
語言:
泰文
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Passion is what makes us start, Tangmannaikit says, but discipline is what makes us keep going. He explains how setting daily goals and maintaining self-belief are essential to foster the work ethic needed to persist and thrive as an advisor.

How hobby-driven referrals led to 800 consecutive weeks of strong results

Shusaku Tezuka
會議類型:
交流區
演講語言:
日文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
14:30
Monday, June 10, 2024
Tezuka
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This is some text inside of a div block.
語言:
日文
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By enjoying conversations with other enthusiasts of motorbikes, music and gardening, Tezuka has created relationships that lead to potential new clients. He explains how he has developed this approach, which also includes referrals from clients of his wife, an esthetician who helps her clients understand the importance of saving and planning.

Panel discussion: The power of niche marketing

Pimlada Thanusakdumrong
會議類型:
焦點會議
演講語言:
泰文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:00
Monday, June 10, 2024
Thanusakdumrong
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This is some text inside of a div block.
語言:
泰文
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While many advisors know the benefits of specializing, how do you identify and market to your ideal clients? Three advisors share how they find and connect with the niche that drives their practices.

辨別自身作為顧問的獨特之處

Identifying what makes you unique as an advisor

Yohei Tomita
會議類型:
主場會議
演講語言:
日文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
17:30
Sunday, June 9, 2024
Tomita
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This is some text inside of a div block.
語言:
日文
巴西葡萄牙文
英文
韓文
普通話
西班牙文
泰文

To best serve your clients and establish a successful business, you need to understand what makes you stand out from other advisors. With this knowledge, Tomita says, you create the clarity essential to deliver for others as well as the stability to carry your practice into the future.

為了最好地服務客戶,並建立成功的業務,您需要瞭解是甚麼令自己從其他顧問中突圍而出。Tomita 表示,有了這些知識後,您就能達致為他人服務所必備的清晰了然,獲得讓業務延續至未來的穩定性。

Deeper Dive with Main Platform speaker Yohei Tomita

Yohei Tomita
會議類型:
交流區
演講語言:
日文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
13:30
Monday, June 10, 2024
Tomita
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語言:
日文
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Join Tomita, a Main Platform speaker, for a deeper dive in the ConneXion Zone.

表揚卸任會長 Peggy Tsai,RFP、CCFP

Recognition of Immediate Past President Peggy Tsai, RFP, CCFP

Peggy Tsai, RFP, CCFP
會議類型:
主場會議
演講語言:
普通話
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
13:00
Wednesday, June 12, 2024
Tsai
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This is some text inside of a div block.
語言:
普通話
巴西葡萄牙文
英文
日文
韓文
西班牙文
泰文

Attaining and maintaining Top of the Table production

Ross Vanderwolf, CFP
會議類型:
焦點會議
演講語言:
英文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:00
Monday, June 10, 2024
Vanderwolf
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This is some text inside of a div block.
語言:
英文
日文
韓文
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Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session will be moderated by 2024 Top of the Table Divisional Vice President D. Kyle Atkins, CLU, CFP.

Key strategies: The secrets of the greatest Latin American experts

Jazmin Eliana Vasquez
會議類型:
焦點會議
演講語言:
西班牙文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:00
Monday, June 10, 2024
Vasquez
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This is some text inside of a div block.
語言:
西班牙文
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Representatives from Mexico, Colombia, Brazil and Argentina share how they seek to better protect their clients and enhance their practices. Discover areas where all of these advisors overlap and some where they differ as well.

Social media as a vehicle for prospecting and branding

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

Can digitally defining your brand provide a path to connect with new clients? Discover how two advisors have embraced the age of social media to differentiate themselves and grow their businesses.

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