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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。

Uncovering hidden stains: A journey to consistent Top of the Table production

Nobuyuki Fukumoto
會議類型:
交流區
演講語言:
日文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
11:00
Sunday, June 9, 2024
Fukumoto
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This is some text inside of a div block.
語言:
日文
No items found.

People aren’t motivated to purchase financial products unless they are faced with uncertainty or discomfort in life, concerns that are cropping up in the aging society of Japan. Using a shirt stain as an analogy, Fukumoto explains how he presents potential challenges prospects may encounter as they age as well as the solutions for overcoming them.

會長致辭

Presidential Address

Gregory B. Gagne, ChFC
會議類型:
主場會議
演講語言:
英文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
8:00
Monday, June 10, 2024
Gagne
This is some text inside of a div block.
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

Gregory B. Gagne, ChFC, makes his 2024 Presidential Address.

Gregory B. Gagne,ChFC 致 2024 年度會長辭。

Social media as a vehicle for prospecting and branding

Victor Hugo Garcia Gutierrez
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
Garcia Gutierrez
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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.

How to sell 100 policies and then travel for six months each year

Alexandra de Jesus Garcia Yanez
會議類型:
交流區
演講語言:
西班牙文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
12:30
Sunday, June 9, 2024
Garcia Yanez
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This is some text inside of a div block.
語言:
西班牙文
No items found.

Through focus, discipline and goal setting, Garcia Yanez says, you can balance your personal and professional life in a way that achieves high productivity as well as significant time to explore the world. She shares why travel is so important and how she achieves this enviable schedule.

Niche power: Elevating your marketing strategy

Chris George, CFP, TEP
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:
13:30
Monday, June 10, 2024
George
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This is some text inside of a div block.
語言:
英文
日文
西班牙文
No items found.

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

Niche marketing 101

Adrian George, CFP, TEP
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:
14:00
Tuesday, June 11, 2024
George
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This is some text inside of a div block.
語言:
英文
No items found.

Learn how to develop and use highly targeted forms of advertising to attract new prospects. Discover what techniques will catch people’s attention and how to turn those leads into clients.

60 分鐘學習 60 個有效的銷售理念

60 sales ideas that really work — in just 60 minutes

Simon John Gibson, Dip PFS
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:
9:30
Wednesday, June 12, 2024
Gibson
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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
普通話
No items found.

Longtime Top of the Table qualifiers Batchelor and Gibson share a batch of ideas that can be implemented by advisors of any experience level. This fast-paced session will advance your understanding of cutting-edge psychology and how that can help you guide clients to follow your recommendations.

Batchelor 和 Gibson 長期躋身頂尖會員入圍者之列,他們將分享可由任何經驗水平的顧問執行的一系列理念。這場節奏明快的會議將增進您對前沿心理學的理解,並讓您瞭解如何引導客戶採納您的建議。

Triple-R strategy: Revitalize, reinvent and reimagine your rebranding

Eile Goh
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:
9:30
Wednesday, June 12, 2024
Goh
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This is some text inside of a div block.
語言:
英文
No items found.

A successful rebrand means refreshing your identity, redefining your market presence and reconsidering your customer engagement. Whether you’re considering a total makeover or a subtle refresh, Goh uses real-world examples and actionable insights to take you through the essential steps of effective rebranding.

「卓越首航」會議

Launch to Excellence

Tony Gordon
會議類型:
首次與會者會議
演講語言:
英文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
15:00
Sunday, June 9, 2024
Gordon
This is some text inside of a div block.
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

Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome! You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.   Don’t miss this invaluable MDRT Annual Meeting offering! Specially intended for members in their first five years of membership and those new to MDRT meetings, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Vancouver.

無論您是首次成為百萬圓桌會員,還是第一次參加百萬圓桌年會,都無任歡迎您出席這場會議!誠邀您參加這場引人入勝的啟動儀式,與來自世界各地的會員同儕建立連繫,藉此充分善用百萬圓桌會員資格,享受最圓滿的會議體驗。屆時將有資深百萬圓桌會員蒞臨,分享真知灼見,傳承成功秘訣。  萬勿錯過百萬圓桌年會期間的這個寶貴機會!此會議專為新加入百萬圓桌頭五年及初次參加百萬圓桌會議的會員而設,亦開放予所有與會者參加。相信這場會議帶來的啟迪與指導,以及從中建立的情誼,必將留下悠長餘韻,延續至您到訪 Vancouver(溫哥華)以外的更長時光。

How to maximize your success by collaborating with a paraplanner

Catherine Gough, FPFS
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
Gough
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This is some text inside of a div block.
語言:
英文
印地文
日文
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Can hiring a paraplanner benefit both you and your clients? Gough explains a paraplanner’s responsibilities, how to effectively work with paraplanners and the advantages they can bring, including the potential for succession planning.

Tips from the top

Catherine Gough, FPFS
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:
13:30
Monday, June 10, 2024
Gough
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This is some text inside of a div block.
語言:
英文
No items found.

Top of the Table members share how to create long-term strategies for business and how to qualify for MDRT, Court of the Table and Top of the Table. These insights will help you avoid roadblocks on the way toward high performance for today and into the future.

加法,乘法,減法

Add, multiply, subtract

Ian Green, Dip PFS
會議類型:
主場會議
演講語言:
英文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
17:30
Sunday, June 9, 2024
Green
This is some text inside of a div block.
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

What should you add — and subtract — to grow your business? Green, an MDRT Past President, explains techniques to help multiply your sales and ensure maximum daily effectiveness in your practice.

應該加減甚麼,才能發展您的業務?百萬圓桌前會長 Green 將解釋實現銷售額倍數增長,並確保業務每日達至最高效率的技巧。

主場會議對話

Main Platform Conversations

Ian Green, Dip PFS
會議類型:
主場會議
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
8:00
Tuesday, June 11, 2024
Green
This is some text inside of a div block.
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

Would you rather be good or unstoppable? In this intimate “fireside chat” session as part of Main Platform Conversations, bestselling author and relentless ambition expert Tim Grover sits down with MDRT Past President Ian Green, Dip PFS, to identify the mental strength and determination that can bring your business to new heights.

您寧願變得優良還是勢不可擋?在這場親密的「爐邊密話」環節(此乃主場會議對話的其中一部分)中,暢銷作者兼志存高遠的專家 Tim grover 將與百萬圓桌前會長 Ian Green,Dip PFS 促膝長談,探討能帶動業務攀上新高峰的精神力量與決意。

主場會議對話

Main Platform Conversations

Tim Grover
會議類型:
主場會議
演講語言:
英文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
8:00
Tuesday, June 11, 2024
Grover
This is some text inside of a div block.
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

Would you rather be good or unstoppable? In this intimate “fireside chat” session as part of Main Platform Conversations, bestselling author and relentless ambition expert Tim Grover sits down with MDRT Past President Ian Green, Dip PFS, to identify the mental strength and determination that can bring your business to new heights.

您寧願變得優良還是勢不可擋?在這場親密的「爐邊密話」環節(此乃主場會議對話的其中一部分)中,暢銷作者兼志存高遠的專家 Tim grover 將與百萬圓桌前會長 Ian Green,Dip PFS 促膝長談,探討能帶動業務攀上新高峰的精神力量與決意。

Key strategies: The secrets of the greatest Latin American experts

Caio Henrique Guidugli Cunha
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
Guidugli Cunha
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This is some text inside of a div block.
語言:
西班牙文
No items found.

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.

From resistance to action: Working with clients who don't implement your advice

Derek Hagen, CFP, CFA
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:
15:00
Tuesday, June 11, 2024
Hagen
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
日文
西班牙文
No items found.

You might think you need to fire clients who never seem to follow your advice and recommendations. Hagan explains why some clients act like this and how you can help motivate them to change their response to stressful situations.

Niche power: Elevating your marketing strategy

Natalie Sarah Hales
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:
13:30
Monday, June 10, 2024
Hales
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
日文
西班牙文
No items found.

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

5 techniques to win more business with a podcast

Matt K. Halloran
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:
15:00
Tuesday, June 11, 2024
Halloran
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.

Can you create compelling podcast content that transforms casual listeners into adoring fans who fuel business growth? Drawing from his experience conducting thousands of interviews across 25 years, Halloran shares five interviewing strategies that anyone can master in minutes and will position you to help more clients.

Niche power: Elevating your marketing strategy

Matt K. Halloran
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:
13:30
Monday, June 10, 2024
Halloran
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
日文
西班牙文
No items found.

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

A little insight and context of life insurance in the U.S.

Hozumi Hanada, LUTCF
會議類型:
交流區
演講語言:
日文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
11:30
Sunday, June 9, 2024
Hanada
This is some text inside of a div block.
This is some text inside of a div block.
語言:
日文
No items found.

Do you know the history of insurance in the U.S., including the development of products and regulation? Hanada provides important information to enhance the conversation that MDRT members can have with members from the U.S.

Niche power: Elevating your marketing strategy

Brian Joseph Haney, CFS, CLTC
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:
13:30
Monday, June 10, 2024
Haney
This is some text inside of a div block.
This is some text inside of a div block.
語言:
英文
日文
西班牙文
No items found.

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

Attaining and maintaining Top of the Table production

Mark J. Hanna CLU, ChFC
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
Hanna
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 2024 Top of the Table Divisional Vice President D. Kyle Atkins, CLU, CFP.

Reframe your marketing to build relationships

Sunil Nandlal Hassija
會議類型:
焦點會議
演講語言:
印地文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:00
Monday, June 10, 2024
Hassija
This is some text inside of a div block.
This is some text inside of a div block.
語言:
印地文
No items found.

Though social media, advertising and publicity play a major role in marketing, the essence of this work lies in the relationships that result. Hassija explains how your marketing efforts can create lasting connections with clients and lead to consistent word-of-mouth referrals.

建構與z世代溝通共識的橋樑

Building bridges of communication and understanding with Generation Z

I Chia He
會議類型:
焦點會議
演講語言:
普通話
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
11:00
Wednesday, June 12, 2024
He
This is some text inside of a div block.
This is some text inside of a div block.
語言:
普通話
No items found.

How do you communicate the value of insurance to the next generation of clients or advisors? He explains that, while understanding and empathizing with them may help gain their trust to become clients, cultivating their social experience yields even more outstanding results: You help them become successful financial advisors, and they teach you how to use social media and other innovative services to win the hearts of more clients.

您如何與下一代的客戶或者顧問溝通保險的價值呢?He介紹了通過同理心與理解他們或許會讓您贏得他們的信任、獲取客戶,但是培養他們的社會經驗能帶來更優異的成果:您幫助他們成爲成功的財務顧問,他們會教您使用社交媒體和其他的創新服務贏得客戶的心。

Increased production and client satisfaction through goal-centric financial planning

Brandon Heckert, CFP, AAMS
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:
16:00
Tuesday, June 11, 2024
Heckert
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.

Advisors who focus on quick sales risk misunderstanding client needs and missing out on long-term relationships, not to mention revenue streams. Heckert explains a process for focusing first on clients’ financial goals and how that approach generates trust, satisfaction and referrals.

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