演講者與演講資訊

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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: Unity in diversity

M. Mubashir Hassan, MBA
會議類型:
焦點會議
演講語言:
印地文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
15:00
Monday, June 23, 2025
Hassan
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This is some text inside of a div block.
語言:
印地文
No items found.

What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

Panel discussion: Unity in diversity

M. Mubashir Hassan, MBA, Sneha Prakash Manjrekar, BA, R. Sepalika Panagoda, MFA
會議類型:
焦點會議
演講語言:
印地文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
15:00
Monday, June 23, 2025
Hassan, Manjrekar, Panagoda
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This is some text inside of a div block.
語言:
印地文
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What challenges do advisors face in different countries, and how do they find solutions? Learn how members in India, Sri Lanka and Pakistan approach AI, identify opportunities to help clients, and develop strong relationships that create both trust and stable businesses. This session will be presented in a combination of Hindi and English.

Panel discussion: How to talk about MDRT with your clients

Julianne Hertel, CLU, CHFC
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
Hertel
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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.

20 sales ideas in 20 minutes

Sarah Hogan, FPFS
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:
15:30
Monday, June 23, 2025
Hogan
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Marketing
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語言:
英文
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Get ready to take notes! Hogan provides a quick-fire round of sales ideas and other concepts you can use with clients to generate more business and ensure your clients are protected.

Panel discussion: The first MDRT book club in Europe

Sarah Hogan, FPFS
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:
11:30
Tuesday, June 24, 2025
Hogan
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Asesoría a Clientes
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語言:
英文
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Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

How much is your day worth?

Seokwon Hong
會議類型:
交流區
演講語言:
韓文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
12:00
Monday, June 23, 2025
Hong
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Persona Íntegra
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語言:
韓文
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Drawing from successful experience in transitioning from the individual market to the physician market, Hong presents effective strategies for time management and productivity enhancement. Learn how to maximize the value of your daily 24 hours — time that's equally given to everyone.

From success to fulfillment — the sustaining power for high achievers

Gordon Hoo
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
Hoo
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語言:
英文
日文
韓文
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Many high achievers get caught up in the endless pursuit of success, but when the applause fades and the spotlight dims, what’s left? Hoo explains how to shift from merely chasing achievements to experiencing a life of meaning and lasting fulfillment.

Train your brain to improve your mental fitness

Dorice Horenstein
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
Horenstein
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語言:
英文
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Did you know that your own well-being and stress levels can affect the way you manage your practice and relationship challenges? Horenstein encourages you to uncover roadblocks that are hindering peak performance and explore ways to utilize neuroscience and technology to rise above with resilience.

從全人生活到全人式退休

From holistic life to holistic retirement

Hsin-hua Hsu
會議類型:
交流區
演講語言:
普通話
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
11:30
Sunday, June 22, 2025
Hsu
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Asesoría a Clientes
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語言:
普通話
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Hsu explores three global retirement trends: aging demographics, shifting retirement ages and increasing employment among those over 65. Learn how utilizing new thoughts can lead to challenging traditional retirement concepts, regaining control of your life and creating a better life.

世界退休三大趨勢:人口高齡化、法定退休年齡延後、65 歲以上高齡人口就業比例增加。運用新思維,讓退休年齡不被別人界定,重奪人生主導權,為自己創造前所未有的美好人生。

AI 浪潮下的變與不變

Changes and constants in the AI era

Cheng-Kan Huang
會議類型:
交流區
演講語言:
普通話
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
14:30
Sunday, June 22, 2025
Huang
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Asesoría a Clientes
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語言:
普通話
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AI is overwhelmingly affecting our work and life, so we can't help but wonder if it’s no longer necessary to work. Will we lose our jobs? Huang shares some practical tools to leverage AI and use fragmented time to maximize productivity while reinforcing the values that AI cannot replace: the importance of life insurance advisors.

AI 正鋪天蓋地影響我們的工作和生活,令人不禁要問我們是否不再需要工作?還是會失去工作?如何善用 AI、善用碎片化的時間,來提升工作效能?探討並分享如何善用幾個實用工具,最後收斂成幾個恆常不變的價值:保險價值、壽險顧問的價值,是 AI 難以取代的。

How to turn your referrals into your ambassadors

Janet Huaracha Magana
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:
13:30
Tuesday, June 24, 2025
Huaracha Magana
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Gestión de Negocios
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語言:
西班牙文
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Huaracha Magana addresses two key strategies: prospecting and creating networks of influence. Learn how to combine these strategies to create a positive cycle that allows you to strengthen your long-term relationships with clients, prospect organically through cross-referrals and have your most influential clients become your ambassadors.

How to turn your referrals into your ambassadors

Janet Huaracha Magana
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:
13:30
Monday, June 23, 2025
Huaracha Magana
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This is some text inside of a div block.
語言:
西班牙文
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Huaracha Magana addresses two key strategies: prospecting and creating networks of influence. Learn how to combine these strategies to create a positive cycle that allows you to strengthen your long-term relationships with clients, prospect organically through cross-referrals and have your most influential clients become your ambassadors.

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

Ross G. Hultgren, CFP, DFP
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
Hultgren
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This is some text inside of a div block.
語言:
英文
印地文
泰文
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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.

“Would you do this to your mother?”: The ethics of advice

Katherine Hunt
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
Hunt
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This is some text inside of a div block.
語言:
英文
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Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.

“Would you do this to your mother?”: The ethics of advice

Katherine Hunt, Jeffrey Scott, CFP, Ph.D.
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
Hunt, Scott
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.

Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning.

Do your parents have life insurance?

Kyu Sang Hwang
會議類型:
交流區
演講語言:
韓文
會議日期:
2025 年 6 月 23 日,星期一
開始時間:
12:30
Monday, June 23, 2025
Hwang
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Marketing
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語言:
韓文
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Based on his real-life experiences, Hwang shares effective techniques for proposing life insurance to the parents of clients in their 30s.

Your life plan is like a flight plan

Rodrigo Ibanez Barquet
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:
9:30
Wednesday, June 25, 2025
Ibanez Barquet
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This is some text inside of a div block.
語言:
西班牙文
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Are you truly aware of the power of your thoughts and everything you can achieve with them? Ibáñez Barquet teaches you how to reset your mindset to attract abundance and leave all doubts behind. Discover how to turn your thoughts to your advantage and turn obstacles into opportunities with a life plan to achieve the success you desire.

Communicate the needs for inheritance planning

Fuyuki Igarashi
會議類型:
交流區
演講語言:
日文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
12:30
Sunday, June 22, 2025
Igarashi
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Marketing
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語言:
日文
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Igarashi shares his approach to inheritance planning, highlighting how he differentiates civil law and tax law in a clear and simple way for clients. He provides examples of how to effectively divide an estate to protect the legacy, create funds for inheritance taxes and reduce tax liabilities.

How I protect my clients

Nana Inatomi
會議類型:
交流區
演講語言:
日文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
14:30
Sunday, June 22, 2025
Inatomi
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Asesoría a Clientes
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語言:
日文
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Inatomi shares how she earns referrals by creating a family tree to raise awareness about financial needs, taking into account the parents' pensions, as well as to prepare for the events of death, disability and the necessity for nursing care for either parent.

A 3-step action plan to recruit and onboard Gen Z

Laszlo Ivanizs
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:
14:00
Monday, June 23, 2025
Ivanizs
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Gestión de Negocios
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語言:
英文
No items found.

Many advisors want to connect with younger generations but don’t know where to start. Ivanizs explains how to connect with these in-demand clients via social media, develop and post content that reaches prospects, and convert engagements into leads and insurance agents.

The hidden potential of life insurance learned from cancer

Takayuki Iwao
會議類型:
交流區
演講語言:
日文
會議日期:
2025 年 6 月 22 日,星期日
開始時間:
14:00
Sunday, June 22, 2025
Iwao
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Marketing
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語言:
日文
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When you enhance your understanding of cancer, your communication will improve, prospects will agree to your proposals and your clients' sense of security will increase even further. Iwao explains the importance of understanding the emotions of clients when diagnosed, as well as how their families might feel, and provide a ray of hope with life insurance.

Driving continued success through the art of referrals

Shweta Jain
會議類型:
焦點會議
演講語言:
印地文
會議日期:
2025 年 6 月 24 日,星期二
開始時間:
13:30
Tuesday, June 24, 2025
Jain
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This is some text inside of a div block.
語言:
印地文
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What processes do you have in place to establish consistency in your business? Jain shares why no amount of effective prospecting or service will generate stability and growth if you don’t know how to inspire, ask for and secure referrals from satisfied clients. This session will be presented in a combination of English and Hindi.

From fear to confidence: Embracing AI for competitive advantage

Tannya Jajal
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
Jajal
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This is some text inside of a div block.
語言:
英文
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AI is often surrounded by myths and misconceptions that can create fear and uncertainty. Jajal explains how you can cut through the confusion, understand the real potential of AI and see how it can drive innovation, operational efficiency and strategic growth as your most valuable asset rather than a perceived threat.

Market development strategies through comprehensive financial planning

Supawich Jedeetha, CFP
會議類型:
交流區
演講語言:
泰文
會議日期:
2025 年 6 月 24 日,星期二
開始時間:
11:30
Tuesday, June 24, 2025
Jedeetha
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Marketing
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語言:
泰文
No items found.

Jedeetha has built a reputation as a dedicated financial planner who prioritizes trust over sales. This philosophy has earned him the confidence of his clients, who now seek his advice on both financial and non-financial matters. Learn how, by providing detailed, client-focused guidance, he has secured repeat business and referrals without having to actively pursue new clients for three years.

心智敏銳度:善用逆境,解鎖機遇

Mental agility: Harnessing adversity to unlock opportunities

Inky Johnson
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
Johnson
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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
No items found.

Mental agility is the ability to adapt, pivot and thrive in the face of adversity, change and uncertainty. Johnson explains how viewing challenges not as roadblocks but as steppingstones for growth and innovation will empower you to reframe your perspective, navigate life’s uncertainties with confidence, and harness the potential within every challenge to achieve greater success and fulfillment.

心智敏銳度是指適應變化、扭轉乾坤,並在逆境、變化與陰霾中蓬勃發展的能力。Johnson 將介紹如何擺脫視挑戰為障礙的想法,而是將它們視作成長與創新的踏腳石,從而讓自己有能力重塑視角、自信地應對人生的不明朗時期,並把握每項挑戰所蘊藏的潛力,實現更大的成功並獲得更多成就感。

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