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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。 

7 Steps for addressing your customer's growing needs

Nuttawut Chutipong
會議類型:
交流區
演講語言:
泰文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
14:00
Sunday, June 22, 2025
Chutipong
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Asesoría a Clientes
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語言:
泰文
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Strategies for identifying clients’ financial risks include analyzing, diagnosing and proposing solutions based on relevant information. By offering tailored solutions and appropriate products, Chutipong shares how building strong relationships and providing continuous support with clients fosters a collaborative approach to financial planning and ensures clients’ financial needs are met.

MDRT Academy session: Break through to the next level

Tim Daniel Clairmont, MSFS, LACP
會議類型:
交流區
演講語言:
英文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
12:00
Sunday, June 22, 2025
Clairmont
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Gestión de Negocios
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語言:
英文
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How can you break through the barriers to success and achieve this ever-elusive goal? At this session specially designed for MDRT Academy members, Clairmont shares three tried-and-true ideas for achieving the success — including MDRT qualification — that’s on the horizon.

Trust, goals and passionate ambivalence: Mastering the art of authentic advising

Tim Daniel Clairmont, MSFS, LACP
會議類型:
焦點會議
演講語言:
英文
會議日期:
2025 年 6 月 24 日,星期二
開始時間:
15:00
Tuesday, June 24, 2025
Clairmont
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語言:
英文
印地文
日文
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Learn Clairmont’s three key concepts — the framework for building and maintaining client relationships through authentic, consistent interactions; a structured way to set and achieve meaningful goals; and a philosophy that balances genuine care with professional detachment — to advance your client relationships while maintaining your integrity and personal well-being:

Beyond numbers: Whole Person

Herman Colin, LUTCF, CLI
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
14:30
Monday, June 23, 2025
Colin
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Persona Íntegra
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語言:
西班牙文
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While being an MDRT member is an incredible opportunity to gain new ideas, learn from the best and refine our skills, sometimes we only focus on having good numbers when being part of MDRT goes beyond that. Colin discusses the importance of striving to be better individuals and shares insights on how to focus on becoming the best versions of ourselves, both personally and professionally.

Panel discussion: Foolproof strategies for countless referrals

Melisa Alejandra Corella Gastelum
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
13:30
Sunday, June 22, 2025
Corella Gastelum
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Gestión de Negocios
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語言:
西班牙文
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Corella Gastelum and Medrano Torres share some foolproof techniques to increase the raw material of every advisor: referrals.

Balancing financial advisors: Key strategies for sustainable growth without burnout

Alfredo Cortés
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
14:30
Sunday, June 22, 2025
Cortés
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Persona Íntegra
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語言:
西班牙文
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Cortés explores practical strategies for managing a large client portfolio while maintaining personal well-being. Discover how to optimize your time, prioritize tasks and stay focused as you expand your business while enjoying a balanced and fulfilling life.

Panel discussion: How to talk about MDRT with your clients

Robert Cullen, FSCP, MBA
會議類型:
交流區
演講語言:
英文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
11:00
Sunday, June 22, 2025
Cullen
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Gestión de Negocios
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語言:
英文
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Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.

12x Top of the Table with 4 new clients each year

Rickson Joel D'Souza
會議類型:
交流區
演講語言:
英文
會議日期:
2025 年 6 月 24 日,星期二
開始時間:
12:30
Tuesday, June 24, 2025
D'Souza
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Persona Íntegra
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語言:
英文
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D’Souza shares how he grew his practice exponentially with fewer clients, offering strategies on niche selection, patient prospecting and applying entrepreneurial principles to create sustainable growth. He also emphasizes achieving balance by building a freedom-generating practice, allowing him 137 travel days last year while exceeding revenue goals.

12x Top of the Table with a 46-day summer vacation

Rickson Joel D'Souza
會議類型:
焦點會議
演講語言:
英文
會議日期:
2025 年 6 月 25 日,星期三
開始時間:
11:00
Wednesday, June 25, 2025
D'Souza
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語言:
英文
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You read that right. By identifying his right-fit clients, developing a time management system and committing to both professional and personal goals, D’Souza has maximized his production without sacrificing balance. Learn how to personalize his tools to create your own unique formula for balance and long-term success.

Panel discussion: Boosting your business: Women entrepreneurs transforming the insurance industry

Codesh Shekinah De Jesus Hernandez
會議類型:
焦點會議
演講語言:
西班牙文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
15:00
Monday, June 23, 2025
De Jesus Hernandez
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語言:
西班牙文
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Join four dynamic speakers for this inspiring talk, where they will share their transformative journeys through growth, resilience and success. Discover how to adopt a long-term vision to drive your personal and professional transformation and develop habits that empower and help you build a legacy while also learning how to navigate challenges, overcome adversity with love and determination, and live a balanced life in any situation.

5 key principles to achieve Top of the Table

Marcelo H. De Rada
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
11:00
Sunday, June 22, 2025
De Rada
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Marketing
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語言:
西班牙文
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If you are seeking a significant change in your career as an advisor, then it's crucial to evaluate your activity levels. De Rada reveals why your closing percentage is the key variable you need to focus on beyond the number of appointments with prospects and how to improve this essential metric.

Serve and retain clients through high-quality staff management

Derek Wong Tuck Kong
會議類型:
交流區
演講語言:
英文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
14:30
Sunday, June 22, 2025
Derek Wong Tuck Kong
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Gestión de Negocios
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語言:
英文
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How does Derek Wong Tuck Kong service more than 5,000 policies? Learn how he has built a highly engaged, 10-person support staff with well-defined roles that create strong relationships and satisfied clients.

透過優質人員管理,服務並留住客戶

Serve and retain clients through high-quality staff management

Derek Wong Tuck Kong
會議類型:
主場會議
演講語言:
英文
會議日期:
2025 年 6 月 25 日,星期三
開始時間:
13:00
Wednesday, June 25, 2025
Derek Wong Tuck Kong
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Gestión de Negocios
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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 does Derek Wong Tuck Kong service more than 5,000 policies? Learn how he has built a highly engaged, 10-person support staff with well-defined roles that create strong relationships and satisfied clients.

Derek Wong Tuck Kong 如何服務超過 5,000 張保單的客戶?瞭解他如何建立高互動性的 10 人支援團隊,並透過訂立明確的角色職責來建立牢固的關係,確保客戶稱心如意。

How to get your clients engaged and buying, then how to keep them engaged and paying

Simran Dhillon, ADFS, B Comm
會議類型:
交流區
演講語言:
英文
會議日期:
2025 年 6 月 24 日,星期二
開始時間:
14:30
Tuesday, June 24, 2025
Dhillon
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Marketing
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語言:
英文
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Dhillon shares the questions he asks to show the client he cares about what’s important to them and the visuals he uses so clients understand what he is doing for them. Discover how to keep clients engaged in planning and turn them into advocates of what you do.

Homework for life 人生的功課

Homework for life

Matthew Dicks
會議類型:
主場會議
演講語言:
英文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
17:30
Sunday, June 22, 2025
Dicks
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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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By committing to a small daily habit, Dicks says, we can uncover hidden stories, sharpen our ability to connect with others, develop a deeper appreciation for our personal experiences and understand ourselves better. He reveals how this practice leads to better storytelling, heightened awareness and lasting personal growth.

Dicks 表示,透過堅持每日小習慣,我們便能發掘隱藏的故事、磨礪與他人建立連繫的能力、對個人經驗培養更深的欣賞與理解,並更好地認識自己。他將披露這種練習如何帶來更佳的講故事技巧、更高的意識,以及更持久的個人成長。

Turning failure into feedback to survive and thrive

Richard Dobson, CFP
會議類型:
交流區
演講語言:
英文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
12:30
Monday, June 23, 2025
Dobson
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Asesoría a Clientes
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語言:
英文
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While not getting a positive outcome with a client is discouraging, the lessons these situations provide are valuable and often ignored. Dobson explains how to view failure as feedback to "mine" these experiences and come out ahead.

Staying motivated in challenging times

Eunice Díaz Ledezma
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2025 年 6 月 24 日,星期二
開始時間:
12:00
Tuesday, June 24, 2025
Díaz Ledezma
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Persona Íntegra
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語言:
西班牙文
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Though challenges are inevitable in both life and business, what makes a difference is the ability to remain focused and motivated. Díaz Ledezma shares tools and strategies to maintain a resilient, focused and optimistic mindset so you can transform obstacles into opportunities for growth and stay motivated when others give up, as perseverance can be the key difference between success and stagnation.

Business insurance planning: 7 sales in one

Bradford L. Elman, CLU, ChSNC
會議類型:
交流區
演講語言:
英文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
12:00
Monday, June 23, 2025
Elman
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Asesoría a Clientes
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語言:
英文
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Business life and disability insurance are a lot easier to sell than personal life insurance, Elman says. Learn why this approach makes it much easier to get referrals, leads to personal insurance and financial planning cases automatically, and creates opportunities for additional coverage, including key person life, key person disability, buy-sell life, buy-sell disability, corporate paid life as an executive benefit, and individual disability to supplement the corporate group plan.

掌握大師級指導能力:透過百萬圓桌建立長久連繫和成功轉型的業務

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU
會議類型:
焦點會議
演講語言:
英文
會議日期:
2025 年 6 月 25 日,星期三
開始時間:
9:30
Wednesday, June 25, 2025
Fardy
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This is some text inside of a div block.
語言:
英文
印地文
普通話
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Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

透過分享百萬圓桌師徒制輔導計劃的啟迪之旅,Fardy 和 Mitchell 將揭示一次簡單的網上配對,如何演變為一段饒富意義的專業關係,至今依然影響著他們的人生。瞭解他們如何圍繞百萬圓桌師徒制輔導計劃框架來安排會面,並以之作為繼承規劃和團隊建設等職業轉變的契機,以及在不斷蛻變的關係中找到意想不到的價值。

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU
會議類型:
交流區
演講語言:
英文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
11:30
Sunday, June 22, 2025
Fardy
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Gestión de Negocios
This is some text inside of a div block.
語言:
英文
No items found.

Discover how you can leverage MDRT mentorship to elevate your practice and create a network of support for years to come. Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful, professional relationship that still impacts both of their lives today through growth, guidance and much more.

掌握大師級指導能力:透過百萬圓桌建立長久連繫和成功轉型的業務

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU
會議類型:
焦點會議
演講語言:
英文
會議日期:
2025 年 6 月 25 日,星期三
開始時間:
9:30
Wednesday, June 25, 2025
Fardy, Mitchell
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
印地文
普通話
No items found.

Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

透過分享百萬圓桌師徒制輔導計劃的啟迪之旅,Fardy 和 Mitchell 將揭示一次簡單的網上配對,如何演變為一段饒富意義的專業關係,至今依然影響著他們的人生。瞭解他們如何圍繞百萬圓桌師徒制輔導計劃框架來安排會面,並以之作為繼承規劃和團隊建設等職業轉變的契機,以及在不斷蛻變的關係中找到意想不到的價值。

Dividing your target market into approachable groups

Salzina Cruzinha Fernandes
會議類型:
焦點會議
演講語言:
印地文
會議日期:
2025 年 6 月 25 日,星期三
開始時間:
11:00
Wednesday, June 25, 2025
Fernandes
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This is some text inside of a div block.
語言:
印地文
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Go deeper into target marketing as Fernandes explains her method of market segmentation to drive professional growth and long-term success. Learn to identify subsets based on values, attitudes, priorities and much more as you refine your concept of right-fit clients and how you can best serve them.

Undertaking a business metamorphosis: Transform your leadership and open yourself to innovation

Carlos Fernandez
會議類型:
焦點會議
演講語言:
西班牙文
會議日期:
2025 年 6 月 25 日,星期三
開始時間:
11:00
Wednesday, June 25, 2025
Fernandez
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This is some text inside of a div block.
語言:
西班牙文
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After more than 200 conversations with global leaders, innovators and visionaries on his podcast, Fernández has learned impactful lessons that have transformed his views on success, leadership and innovation. Learn practical ideas and strategies you can implement on your path to leadership and business success that will challenge your convictions and expand your vision of human and organizational potential.

冠軍級人馬的思維模式

Secrets of a champion mindset

Molly Fletcher
會議類型:
主場會議
演講語言:
英文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
8:00
Monday, June 23, 2025
Fletcher
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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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What separates the best from the rest? Fletcher unpacks the mindset shifts that drive continuous growth and lasting success — including how to apply curiosity and connection to fuel deeper relationships and new levels of performance.  

精英分子與其餘人等有何區別?Fletcher 將拆解持續成長與長遠成功背後的思維轉變,包括如何善用好奇心與人脈連繫,從而建立更深層次的關係,達致業績表現的新境界。  

Improve your hiring and supersize your results

Carlyle Fletcher, CLU
會議類型:
全球服務
演講語言:
英文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
13:30
Monday, June 23, 2025
Fletcher
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This is some text inside of a div block.
語言:
英文
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Are your recruiting strategies leading to the best possible outcomes? Fletcher shares techniques to ensure you're hiring only ideally suited candidates who can help build your team and your business.

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