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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。

From self-employed to company director

Alejandro Hernandez, FSCP, LAE
會議類型:
焦點會議
演講語言:
西班牙文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
21:30
Wednesday, June 12, 2024
Hernandez
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This is some text inside of a div block.
語言:
西班牙文
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What does it take to build a practice that can service clients and support a staff? Two advisors share the steps necessary to move from an independent practitioner to a manager and business owner.

Top of the Table before 40

Matthew T. Hoesly, CFP, ChFC
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:
13:00
Monday, June 10, 2024
Hoesly
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This is some text inside of a div block.
語言:
英文
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What does an advisor need to learn and implement to quality for Top of the Table before turning 40? Hoesly shares insights he has gained from fellow MDRT members and how he ensures his small practice remains highly successful and profitable each year.

目的設定將大不相同!

Goal setting will never be the same again!

Laura Xue-Fen Hoi, ChFC, AEPP
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
Hoi
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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

Are you tired of setting goals the same way year after year? Xue-Fen Hoi shares how incorporating the Whole Person concept into your goal-setting process can transform your life and lead to newfound happiness.

您是否已厭倦年復一年地以相同方式設定目標?Xue-Fen Hoi 將分享如何將全人理念融入目標設定過程中,從而推動您的人生轉型,開創更美滿的新生活。

感知盲視:為何我們對需要看見的事物視而不見

Perception blindness: Why we fail to see what we need to see

Bret Hood, MBA, CFE
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
Hood
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This is some text inside of a div block.
語言:
英文
普通話
西班牙文
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How much do your self-esteem and self-confidence affect your willingness to go along with or against unethical acts? Hood explains how your unconscious brain acts in hidden ways by altering and transforming your perception of people, rules, advice and ideas.

您的自尊心和自信心對您附和或反對不道德行為的意願有多大影響?Hood 將解釋您無意識的大腦如何以隱秘方式,透過改變及轉化您對人、規則、建議和觀念的感知來發揮作用。

Build trust on the path to success

Hiroyuki Hotta
會議類型:
焦點會議
演講語言:
日文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
15:00
Tuesday, June 11, 2024
Hotta
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This is some text inside of a div block.
語言:
日文
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Anyone hoping to qualify for Court of the Table or Top of the Table needs a process, Hotta says. He shares tips for defining your target market, differentiating yourself from other advisors and creating trusting relationships with clients.

吸引並與網上客戶互動

Attracting and engaging with exclusively online clientele

Pei Chun Hsieh
會議類型:
交流區
演講語言:
普通話
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
13:30
Sunday, June 9, 2024
Hsieh
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語言:
普通話
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Hsieh ranks first in her company in both the number of online appointments and appointment success rate. She shares what she has learned about the kind of clients who use the internet to buy insurance and how she serves them most effectively.

Hsieh 的網上約見數目及約見成功率均名列全公司的首位。她專精於透過互聯網購買保險的客戶,並將分享自己對於此類客戶的認識,以及如何最有效地服務他們。

協助客戶理解理財規劃價值的有用貼士

Tips to help clients understand the value of financial planning

Hsiu-chung Hsu
會議類型:
交流區
演講語言:
普通話
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:00
Monday, June 10, 2024
Hsu
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This is some text inside of a div block.
語言:
普通話
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While the reasons for managing risk and preparing for the future are universal, not all clients recognize the importance of this work. Hsu shares how you can communicate with clients to help them see the significance of what you are recommending and set a path for this essential coverage.

儘管管理風險和為未來做好準備都有著普世共同的理由,然而,部分客戶卻未認識到此項工作的重要性。Hsu 將分享如何與客戶溝通,協助他們瞭解您的理財規劃建議有多重要,並為這項必要的保障鋪設路徑。

建立頂尖會員實務,五個實踐證明的方法

Five proven ways to build a Top of the Table practice

Rick Hu, CLTC, RICP
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
Hu
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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

Can you turn cold calling into warm calling and selfish referrals into selfless ones? Hu shares these tips and more methods to help advisors at any level increase their results and productivity.

您能否將陌生推銷電話變得溫馨暖心,將自私自利的轉介紹轉化為無私之舉?Hu 將分享三個貼士及更多方法,協助任何水平的顧問提高業績及生產力。

Insurance agent rather than salesman

Satoshi Ishii
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:
15:30
Sunday, June 9, 2024
Ishii
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語言:
日文
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When the breadwinner of a family of four died, it was a wake-up call for Ishii. He shares how handling the death claim for this client clarified the importance of being an advisor and focusing on support rather than sales.

Investment is a great insurance policy

Nobuyuki Ishikawa
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:
16:00
Sunday, June 9, 2024
Ishikawa
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語言:
日文
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Do your clients have concerns about retirement and the next chapters of their lives? Ishikawa explains how you can help clients better understand their own uncertainty as you work to minimize stress and establish a plan.

Leading the future of asset management

Takahiro Izuki
會議類型:
焦點會議
演講語言:
日文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
15:00
Monday, June 10, 2024
Izuki
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語言:
日文
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This is a historic turning point, Izuki says, in Japan’s need for advisors to serve as professional guides for their clients. Learn why today is so impactful and how advisors can embrace the urgency of the moment.

Recognizing the art of decision-making in building your business

Vikas Sayamlal Jethwani
會議類型:
焦點會議
演講語言:
印地文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
9:30
Wednesday, June 12, 2024
Jethwani
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語言:
印地文
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Any organization’s success will be greatly impacted by the choices and strategies of its leaders. Jethwani shares how you can gain a deeper understanding of the decisions that lead to better results as well as the mindsets to avoid while guiding your practice.

Connecting clients’ security to advisors’ values

Sotaro Jinno
會議類型:
焦點會議
演講語言:
日文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
9:30
Wednesday, June 12, 2024
Jinno
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This is some text inside of a div block.
語言:
日文
No items found.

When clients understand that advisors are there to help, not sell, they gain a new and important perspective on the role you play in their lives. Jinno explains how to help clients recognize your value through your goal of bringing protection and stability to their financial lives.

Achieving MDRT Life membership

Donnapa Jitsopananont
會議類型:
交流區
演講語言:
泰文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
11:30
Monday, June 10, 2024
Jitsopananont
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This is some text inside of a div block.
語言:
泰文
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Why should you consider becoming a Life member of MDRT, and how can you embark on this journey? Three MDRT members share their unique insights, including what inspired them and how they maintained focus to achieve enough MDRT qualifications for Life membership.

How to create an automated IT-based sales process

Seonghun Jo
會議類型:
焦點會議
演講語言:
韓文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
13:30
Monday, June 10, 2024
Jo
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This is some text inside of a div block.
語言:
韓文
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Are you using all the apps that can help your practice run smoothly? From initial contact with clients to contracting and referrals, Jo shares methods to improve efficiency, delegate repetitive duties and focus on core tasks by utilizing various apps throughout the client journey.

「卓越首航」會議

Launch to Excellence

Thian Lung Jong
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
Jong
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 manage clients' assets and win referrals

Sung An Jung
會議類型:
焦點會議
演講語言:
韓文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
11:00
Wednesday, June 12, 2024
Jung
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This is some text inside of a div block.
語言:
韓文
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When clients seek your guidance on insurance protection and asset management, what will you do that drives them to recommend you? Jung shares how you can become so trusted and impactful that clients can’t wait to connect you with other important people in their lives.

Business succession strategy: Creating an exit plan

Paphasorn Kaewkorbsin
會議類型:
焦點會議
演講語言:
泰文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
13:30
Tuesday, June 11, 2024
Kaewkorbsin
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This is some text inside of a div block.
語言:
泰文
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While most advisors know the importance of planning for their own retirement, many struggle to create and implement the sort of plan they help establish for clients. Kaewkorbsin shares how advisors can take steps to prepare for not just their own future but what will happen to their practice when they are gone.

A prospecting technique that can take you to Top of the Table

Stephen Kagawa, FSS, LUTCF
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:
11:30
Tuesday, June 11, 2024
Kagawa
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This is some text inside of a div block.
語言:
英文
No items found.

Want to break out of a slump and energize the way you ask for referrals? Kagawa shares a simple step that can have a big impact for any practice.

Opening HNW clients' minds to your recommendations

Sittichai Kallayasiri
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:
11:30
Tuesday, June 11, 2024
Kallayasiri
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This is some text inside of a div block.
語言:
泰文
No items found.

Before clients can think big, you have to learn to do the same. Kallayasiri shares how you can expand your perspective to open up in-demand clients to your ideas and develop a steady business through HNW service.

如何為客戶帶來清晰簡明的體驗

How to create ease and clarity for clients

Hua-Yu Kao
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:
11:30
Tuesday, June 11, 2024
Kao
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.

There are many reasons why a client might object to your insurance recommendations. Kao shares how to utilize a coordinated series of drawings and questions to illustrate concepts, understand the client’s needs and match them to the help you can provide.

客戶可能會回絕您的保險建議,當中有許多原因。Kao 將分享如何利用一系列互相協調的圖畫和問題,說明抽象概念、瞭解客戶的需要,並將之連繫到您可提供的協助。

How to reach MDRT for life

Thanathon Karnjanisakorn
會議類型:
焦點會議
演講語言:
泰文
會議日期:
2024 年 6 月 12 日,星期三
開始時間:
9:30
Wednesday, June 12, 2024
Karnjanisakorn
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This is some text inside of a div block.
語言:
泰文
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While it might seem like your work with a client affects only them, Karnjanisakorn says the benefits reach much farther. She explains how you can adjust your mindset to recognize the larger impact that comes from each client’s financial planning.

人工智能:將不確定因素轉化為振奮心情,迎接科技新世界

AI: Turning uncertainty into excitement for a technological new world

Zack Kass
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
Kass
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 know about artificial intelligence (AI), and how can you adapt this rapidly advancing technology for your practice? Kass makes an AI-enhanced future accessible while exploring the intersection of cutting-edge AI advancements and their practical applications for your business. 

對於人工智能 (AI) 您有甚麼需要知道的?您的業務又如何能採用這種快速蛻變的技術?Kass 將探討頂尖 AI 科技突破及其在業務中的實際應用,讓 AI 強化的未來變得觸手可及。 

Achieving MDRT Life membership

Pichandech Kemped
會議類型:
交流區
演講語言:
泰文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
11:30
Monday, June 10, 2024
Kemped
This is some text inside of a div block.
This is some text inside of a div block.
語言:
泰文
No items found.

Why should you consider becoming a Life member of MDRT, and how can you embark on this journey? Three MDRT members share their unique insights, including what inspired them and how they maintained focus to achieve enough MDRT qualifications for Life membership.

新任會長致辭

Incoming Presidential Address

Carol Kheng, ChFC
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
Kheng
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

Get to know 2025 MDRT President Carol Kheng, ChFC

認識 2025 年百萬圓桌會長 Carol Kheng,ChFC

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