演講者與演講資訊

顯示 0 個項目的 0 個結果。
highlight
全部重設

會議類型

清除

演講語言

清除

會議日期

清除

開始時間

清除

內容追蹤

清除

直播

清除

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。 

Improve your skills with clients experiencing grief, loss and transition

Amy Florian
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
Florian
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.

While financial professionals are rarely taught what to do and say (and what not to) when clients go through tough, emotional times in life, this ability is a major component of client retention and acquisition. Florian helps you understand the many triggers of grief your clients experience, how to answer the “bad news” phone call, effective questions to ask and the most life-giving, loyalty-building ways to follow up with grieving clients.

Harnessing the power of accountability: Building trust and momentum while overcoming challenges together

Mathew Thomas Fogarty, CFP, ADFP
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:
15:00
Monday, June 23, 2025
Fogarty
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
No items found.

Fogarty shares his journey of forming an accountability group with fellow MDRT members during the COVID-19 pandemic. Learn about the framework used — including regular meetings, SMART goals, progress tracking, peer feedback and maintaining momentum — as well as how challenges were overcome through trust and engagement.

不經一番寒徹骨,焉得梅花撲鼻香:建立能屈能伸團隊的戰術手冊

Greatness grows best in the shadows: A playbook for building resilient teams

Justin Forsett
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
Forsett
This is some text inside of a div block.
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
No items found.

Do you know how to turn setbacks into steppingstones and hustle your way to success? Forsett provides lessons on resilience, leadership, and creating opportunities that inspire your team to rise above challenges and lead with impact.

您知道如何將挫折轉化為踏腳石,繼而邁向成功嗎?Forsett 將為大家帶來有關韌力、領導力與締造機遇的寶貴一課,協助您啟發團隊勇於接受挑戰,並以影響力身先士卒、為人表率。

Questions you wished you had known to ask

Alessandro M. Forte, CFP, FCII
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:
11:30
Monday, June 23, 2025
Forte
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
No items found.

Lasting success comes when prospecting ceases to be a problem. Gordon shares how to have more referrals than you will ever need, plus a bonus idea of how to harness the power of the MDRT Foundation to help your business.

百萬圓桌基金會

MDRT Foundation

Alessandro M. Forte, CFP, FCII
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
Forte
This is some text inside of a div block.
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
No items found.

Forte, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

百萬圓桌基金會會長 Forte 將進行分享,介紹基金會如何透過支持百萬圓桌會員所關心的慈善機構和議題,在世界各地發揮影響力。瞭解您如何成為志願者和捐款助人,以及為您心懷的組織申請資助金。

表揚卸任會長 Gregory B. Gagne,ChFC

Recognition of Immediate Past President Gregory B. Gagne, ChFC

Gregory B. Gagne, ChFC
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
Gagne
This is some text inside of a div block.
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
No items found.

藉由效率實現成長:善用科技的力量,令業務爆炸式增長

Growth through efficiency: Harness the power of technology to skyrocket your business

Sharon Gai
會議類型:
主場會議
演講語言:
英文
會議日期:
2025 年 6 月 24 日,星期二
開始時間:
8:00
Tuesday, June 24, 2025
Gai
This is some text inside of a div block.
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
No items found.

In a world where speed, efficiency and innovation reign supreme, leveraging tools like AI and automation is no longer optional — it’s essential. Gai shows you how to use cutting-edge technology to eliminate inefficiencies, free up your time and focus on the activities that drive massive ROI.

在這個一切講求速度、效率與創新的世界裡,善用 AI 和自動化等工具已不再是選項,而是必要條件。Gai 將展示如何使用頂尖科技來消除欠缺效率的做法、騰出更多時間,並集中精力處理帶來巨大投資回報率的活動。

Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Baz Gardner
會議類型:
焦點會議
演講語言:
英文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
15:00
Monday, June 23, 2025
Gardner
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
泰文
No items found.

How can changes you make in your psychology directly translate into business success? Get to the core of developing and translating value while learning new techniques to drive referrals, revenue and much more.

Putting the personal in personal branding

Kevin J. Garza, FICF, MCom (IS)
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:
14:00
Tuesday, June 24, 2025
Garza
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
語言:
英文
No items found.

How do you define your brand through your passions, the identity of your company and effective ways to introduce yourself? Garza shares best practices to showcase your personality while also fostering communication through active listening.

Mentoring hard and fast: A proven approach for building resilient teams

Danielle J. Genier, CLU, CFP
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:
15:00
Saturday, June 22, 2024
Genier
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
No items found.

In Genier's practice, everyone contributes to the training of new hires. She explains why her process has been so successful in assessing a new hire's fit for the role and the office overall, and how you can benefit from this method of intensive onboarding, structured training and the development of mental resilience.

戰勝不可能:從亞馬遜森林的嚴峻考驗,到全世界的靈感泉源

Surviving the impossible: From Amazon ordeal to universal inspiration

Yossi Ghinsberg
會議類型:
主場會議
演講語言:
英文
會議日期:
2025 年 6 月 24 日,星期二
開始時間:
8:00
Tuesday, June 24, 2025
Ghinsberg
This is some text inside of a div block.
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
No items found.

As the inspiration behind the Hollywood film "Jungle," Ghinsberg shares not just his survival story but how his personal triumph translates into actionable insights for your professional and personal growth. Learn practical strategies to build unshakeable resilience, foster innovative thinking under pressure and develop a mindset for extraordinary achievement.

作為荷里活電影《逃出亞馬遜》背後的靈感,Ghinsberg 不但會分享他艱苦求存的故事,也會闡釋其個人成就如何轉化為可付諸實踐的見解,助您在職業和個人方面繼續成長。學習實用策略以建立絕不動搖的韌勁、培養壓力下的創新思考,並發展專為非凡成就而設的思維模式。

瞭解客戶對顧問價值之看法的重要性

The importance of understanding clients’ perspectives on advisor value

Robert Gignac
會議類型:
焦點會議
演講語言:
英文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
15:00
Monday, June 23, 2025
Gignac
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
韓文
普通話
No items found.

If you are reluctant to engage in emotional conversations, you may be limiting your ability to deliver value to clients who need it most. Gignac explains the difference between value and fluff while discussing pocket change, dominoes, retirement ribbons and why SMART goals can be problematic.

如您抗拒展開情感對話,便等於限制了自己在客戶最需要時呈奉價值的能力。Gignac 將闡釋價值與無意義娛樂之間的區別,並討論衣袋變化、骨牌效應、退休絲帶,以及何以 SMART 目標有機會惹來麻煩。

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Fernando A. Gomez
會議類型:
焦點會議
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:
15:00
Tuesday, June 24, 2025
Gomez
This is some text inside of a div block.
This is some text inside of a div block.
語言:
西班牙文
No items found.

Join this inspiring session and discover how a leader and a mentee have forged their relationship and how they have been able to develop their ethical values in the financial services profession together, thanks to MDRT.

大師

Virtuoso

Felipe Gomez
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
Gomez
This is some text inside of a div block.
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
No items found.

What happens when you mix management expertise and a lifelong passion for music? With an on-stage grand piano, Gomez shares his insights while inspiring attendees to consistently aim for excellence, create meaningful and long-lasting connections, and build a culture of innovation.

當管理方面的專業經驗與對音樂的終身熱忱結合,會擦出怎樣的火花?透過舞台上的三角鋼琴,Gomez 將分享真知灼見,並啟發與會者持續追求卓越、締造有意義的長期連繫,並建立創新文化。

The emotional bank account: A tool for getting better referrals

Jonathan González Salgado
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:
15:00
Monday, June 23, 2025
González Salgado
This is some text inside of a div block.
Persona Íntegra
This is some text inside of a div block.
語言:
西班牙文
No items found.

The concept of the emotional bank account can explain the value we provide to our clients, which is essential when asking for referrals. Psychologist John Gottman suggests that before making a withdrawal, such as requesting referrals, we should first offer four times the value we currently deliver. With González Salgado's guidance, learn how to enhance your emotional bank account through love, ultimately leading to better referrals.

Questions you wished you had known to ask

Tony Gordon
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:
11:30
Monday, June 23, 2025
Gordon
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
No items found.

Lasting success comes when prospecting ceases to be a problem. Gordon shares how to have more referrals than you will ever need, plus a bonus idea of how to harness the power of the MDRT Foundation to help your business.

Making retirement a period of life worth having

Peter D. Graham
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:
14:00
Sunday, June 22, 2025
Graham
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
語言:
英文
No items found.

Most pre-retirees focus solely on the financial aspects of retirement, but it is really about lifestyle, Graham says. He explains how to help clients understand the importance of being prepared for the key issues central to a great retirement.

Attaining and maintaining Top of the Table production

Ian Green, Dip PFS
會議類型:
焦點會議
演講語言:
英文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
13:30
Monday, June 23, 2025
Green
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
日文
韓文
No items found.

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 2025 Top of the Table Divisional Vice President of Member Engagement, Juli Y. McNeely, CFP, CLU.

Steps and staging for successful retirement planning

Jean Guan
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:
11:30
Monday, June 23, 2025
Guan
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
語言:
英文
No items found.

How can you understand clients’ goals, assess their current financial status, and define their vision and timeline to provide personalized retirement ideas, including tax planning and addressing emotional and lifestyle aspects? Guan shares how to ask the right series of questions to identify any gaps or problems before giving the solutions.

超乎常理的款待:給予別人超出他們期望的東西,能讓您躋身頂流

Unreasonable Hospitality: How giving people more than they expect can get you to No. 1

Will Guidara
會議類型:
內閣會員/頂尖會員
演講語言:
英文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
12:30
Sunday, June 22, 2025
Guidara
This is some text inside of a div block.
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
No items found.

Guidara took Eleven Madison Park from a middling brasserie to one of the best restaurants in the world when he encouraged his team to be present with their guests, take what they do seriously without taking themselves too seriously and employ a one-size-fits-one strategy. Learn how an unreasonable approach to the pursuit of human connection can help you win — and give people an experience they’ll remember forever.

The 3 pillars of retirement readiness

Alphil J. Guilaran, CFBA, CFWA
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:
15:00
Monday, June 23, 2025
Guilaran
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
語言:
英文
No items found.

By 2030, 100% of baby boomers worldwide will be over age 65. Guilaran explains how advisors can strengthen their practices and build bridges with prospects and clients by simplifying how they educate them on retirement income basics and how to address any shortfalls.

The great wealth transfer: Preparing inheritors for the challenges and responsibilities of wealth

Alphil J. Guilaran, CFBA, CFWA
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:
13:30
Tuesday, June 24, 2025
Guilaran
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
日文
泰文
No items found.

As we enter the USD 84 trillion great wealth transfer, studies show that 90% of family wealth does not make it past the third generation, and 80% of inheritors will look for a new advisor after inheriting their parents’ wealth. Guilaran shares how to prepare your practice as well as a proven framework to train the next generation and bridge the communication gap between wealth creators and inheritors.

Winning strategies: How to optimize annual reviews

Douglas Enrique Gómez, AFP, LUTCF
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:
14:00
Tuesday, June 24, 2025
Gómez
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
語言:
西班牙文
No items found.

Join Gómez as he shares his four-step strategy for conducting successful annual insurance policy reviews with clients. This approach will help you maintain contact with clients, update their information, generate new sales opportunities and obtain referrals.

The shortest course to Top of the Table

Insuk Han
會議類型:
焦點會議
演講語言:
韓文
會議日期:
2025 年 6 月 25 日,星期三
開始時間:
9:30
Wednesday, June 25, 2025
Han
This is some text inside of a div block.
This is some text inside of a div block.
語言:
韓文
No items found.

Han shares her experience of not being able to overcome the Court of the Table barrier despite more than 10 years of individual sales, and her journey to achieving Top of the Table through estate planning consulting after entering the high-net-worth market through market expansion seven years ago. Learn the know-how to achieve miracles in 60 days through consistent activity, efficient time management and constant motivation, and establish your own success strategy.

如何建立超級英雄團隊,助您躋身頂尖會員之列

How to create a team of superheroes to help you achieve Top of the Table

Tristan Hartey, Dip FA, BA (Hons)
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
Hartey
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
普通話
西班牙文
泰文
No items found.

Going alone only gets you so far; you need a team to constantly achieve great things. Hartey explains three main ways you can create a team of superheroes around you to make sure that you achieve Top of the Table each year.

單打獨鬥注定走不遠;您需要一個團隊來不斷成就偉大之事。Hartey 將講解在身邊建立超級英雄團隊的三種方法,確保您每年都能入圍頂尖會員。

查無結果
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now