演講者與演講資訊

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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。

Gen Z — From recruiting to retaining

Angela Daniela Malagon Beaven
會議類型:
全球服務
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
Malagon Beaven
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語言:
英文
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How should you present a financial services career differently to Gen Z recruits? In this panel discussion, learn why onboarding should be a radical change from what it was a generation ago and how to create a development plan that keeps Gen Z advisors with your agency.

Ideas to help get YOU to the Top of the Table

Guy Mankey
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
15:30
Sunday, June 9, 2024
Mankey
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語言:
英文
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Boost your success with these proven and practical ideas. Mankey shares concepts to help you with a range of topics including prospecting, client reviews and presentations to claims management and much more.

Trust matters: The art of connecting with clients

Jennifer P. Mann, MBA, CFP
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
11:30
Sunday, June 9, 2024
Mann
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語言:
英文
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Discover the mindsets and approaches that foster strong, judgement-free relationships, where clear communication and genuine care are paramount. From showcasing your expertise and passion to explaining complex matters with ease, Mann shares strategies to help you become a trusted advisor who truly connects with clients on a meaningful level.

從混亂到控制:管理積蓄以達致成功

From chaos to control: Organizing savings for success

Jennifer P. Mann, MBA, CFP
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
Mann
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語言:
英文
巴西葡萄牙文
日文
韓文
普通話
西班牙文
泰文

Unveil the secrets to maximizing your clients’ savings potential through the art of account segmentation. Mann explains how a strategic approach can create financial clarity and empower your clients to achieve their goals.

透過帳戶細分的藝術,發掘充分善用客戶儲蓄潛力的秘密Mann 將解釋策略方針如何營造財務清晰度,並為客戶賦能使其達成目標。

為何不趁現在?

Why not now?

Amy Jo Martin
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
Martin
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語言:
英文
巴西葡萄牙文
日文
韓文
普通話
西班牙文
泰文

Sometimes the biggest challenge isn’t coming up with a great idea; it’s putting that idea into action. Martin shares how advisors, business owners and more can feel empowered to go from imagination to execution.

有時候,最困難的事情不是想出好主意,而是將想法付諸行動。Martin 將分享顧問、企業東主和其他人士如何因從想像走到實踐而獲得成就感。

How I got 700 referrals in 1 year

Juana Lilia Martinez Ortiz
會議類型:
交流區
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:
13:00
Tuesday, June 11, 2024
Martinez Ortiz
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語言:
西班牙文
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How can you ensure that you are earning referrals, and what do you do if you have more than you have time to contact? Martinez Ortiz explains how she not only creates referrals but follows through on them as well.

Spirit, sport, strategy: Applying the marketing from top athletes’ brands to financial services

Edit Martonosi
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:
13:30
Tuesday, June 11, 2024
Martonosi
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語言:
英文
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World-famous athletes don’t just distinguish themselves during competition; many of them stand out by creating a well-defined brand as well. Martonosi explains how she established her own brand as an advisor for athletes by utilizing some of the marketing philosophies embodied by her clients.

擺脫預算的束縛,將開銷計劃作為禮物送給客戶

Ditch the budget and give your clients the gift of a spending plan

Jamie McIntyre, CFP
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
McIntyre
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語言:
英文
巴西葡萄牙文
日文
韓文
普通話
西班牙文
泰文

By changing the terminology, McIntyre says, he has shifted clients’ mindsets from restriction to empowerment, increasing engagement to 80% for existing clients and 100% for new ones. Learn how his approach has fostered success as well as improved couples' financial harmony by having them complete the spending worksheet together.

透過改變用語,McIntyre 表示他成功將客戶的思維從限制變為賦能,現有客戶的互動率增加至 80%,而新客戶的這一數字更達到了 100%。瞭解他的對策如何帶來成功,以及如何讓夫婦共同參與填寫開銷表,改善他們之間的財務和諧。

3 gives, 3 thanks

Hajime Mega
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:
13:30
Tuesday, June 11, 2024
Mega
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語言:
日文
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By focusing on contributions and gratitude, Mega says, you can have a greater impact on your clients and receive more in return. He explains his processes and how a grateful mentality helps drive him toward success and perspective.

Valuable takeaways from MDRT's Business Performance Analysis

Bryson Milley, CFP, CIM
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:
15:30
Tuesday, June 11, 2024
Milley
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語言:
英文
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Learn how MDRT’s annual survey — gathering data from Court of the Table and Top of the Table members — can be a powerful tool for you to gauge, monitor and chart the growth of your own practice. Milley explains what the survey results indicate about current business trends and what top advisors are doing to drive their continued success.

Driving communication with tax accountants

Yusuke Mizuguchi
會議類型:
交流區
演講語言:
日文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
13:00
Tuesday, June 11, 2024
Mizuguchi
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語言:
日文
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Don’t try to give knowledge to these professionals, Mizuguchi says. Instead, start by sharing a typical case to seek their opinion and continue the conversation.

From disruption to opportunity: Embracing the AI revolution

Ethan Mollick
會議類型:
特別午餐會
演講語言:
英文
會議日期:
2024 年 6 月 10 日,星期一
開始時間:
11:30
Monday, June 10, 2024
Mollick
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語言:
英文
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How can we thoughtfully and consciously embrace AI to propel innovation and shape our future? In this interactive session, Mollick explores what you need to know about the boundless possibilities of this new technological era.

From self-employed to company director

Yaravi Morales Diaz Ordaz, MBA, CLI
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:
9:30
Wednesday, June 12, 2024
Morales Diaz Ordaz
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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.

The 12-week year: How to accomplish more in 12 weeks than most do in 12 months

Brian Moran
會議類型:
特別午餐會
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
Moran
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語言:
英文
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Do you want to unlock new levels of productivity? Moran shares techniques that you can apply to enhance your efficiency and achieve more in much less time than ever before.

Q&A with Lunch Session speaker Brian Moran

Brian Moran
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:
15:00
Tuesday, June 11, 2024
Moran
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語言:
英文
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Join Moran, a Lunch Session speaker for a Q&A in the ConneXion Zone.

Fact-finding to build strong relationships

Yuichiro Nakamura
會議類型:
交流區
演講語言:
日文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
12:30
Tuesday, June 11, 2024
Nakamura
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語言:
日文
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When your prospect answers a question, Nakamura says, you must learn to differentiate between a superficial wish or intrinsic desire. Learn how to ask questions that will advance understanding on both sides while giving clients a sense of conviction about working together toward their goals.

Achieving work-life balance and continued MDRT

Ratthanan Nanthapongpokin
會議類型:
交流區
演講語言:
泰文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
12:30
Sunday, June 9, 2024
Nanthapongpokin
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This is some text inside of a div block.
語言:
泰文
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Ensuring you have sufficient time in your personal and professional life is always easier said than done. Nanthapongpokin shares key factors to establish a harmonious balance between these areas and the stability and success that can result.

Achieving work-life balance and continued MDRT

Natchanan Nanthapongpokin
會議類型:
交流區
演講語言:
泰文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
12:30
Sunday, June 9, 2024
Nanthapongpokin
This is some text inside of a div block.
This is some text inside of a div block.
語言:
泰文
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Ensuring you have sufficient time in your personal and professional life is always easier said than done. Nanthapongpokin shares key factors to establish a harmonious balance between these areas and the stability and success that can result.

การที่คุณจะทำให้ตัวเองมีเวลาเพียงพอสำหรับทั้งชีวิตส่วนตัวและชีวิตการทำงานนั้นเป็นเรื่องที่พูดง่ายแต่ทำยาก Natchanan และ Ratthanan ให้คำแนะนำที่จำเป็นในการบรรลุความสมดุลที่กลมกลืนระหว่างสองด้านนี้ ซึ่งสามารถนำไปสู่ความมั่นคงและความสำเร็จได้

Achieving MDRT Life membership

Eakasak Narksakul
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
Narksakul
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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.

Key strategies: The secrets of the greatest Latin American experts

Mariant Carolina Navarro Protzel
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
Navarro Protzel
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語言:
西班牙文
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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.

Lead through inspiration

Jack Newman
會議類型:
全球服務
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
Newman
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語言:
英文
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Leadership is the ability to influence and guide, impacting performance, development, careers and lives. Newman guides you to reflect on your favorite and least favorite leaders, shaping your leadership based on those experiences while providing clarity about the foundations essential for high performance.

Understanding and adjusting for inflation

Soo Hyun Oh
會議類型:
焦點會議
演講語言:
韓文
會議日期:
2024 年 6 月 11 日,星期二
開始時間:
15:00
Tuesday, June 11, 2024
Oh
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語言:
韓文
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The income-earning period is shrinking, Oh says, and Korea faces an impending retirement tsunami of 8.6 million people. She explains what advisors should know about what this means and how to ensure clients are prepared and secured in the face of inflation and change.

MDRT Book Club: Q&A with “The Resilient Life” author Dr. Susan Biali-Haas

Mark D. Olson, CFP, MSFS
會議類型:
交流區
演講語言:
英文
會議日期:
2024 年 6 月 9 日,星期日
開始時間:
14:30
Sunday, June 9, 2024
Olson
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This is some text inside of a div block.
語言:
英文
No items found.

Providing exceptional service in the digital age

Alfonso Jorge Orozco Hernandez, CLI
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:
14:30
Sunday, June 9, 2024
Orozco Hernandez
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This is some text inside of a div block.
語言:
西班牙文
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With the ubiquity of technology, Orozco Hernandez believes establishing trusting relationships with clients requires personalized service that fosters satisfaction and loyalty. Learn how to utilize technological tools and attend to clients’ changing needs in this highly connected and competitive environment.

Mastering your mindset to overcome your limits

Izumi Osada
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:
11:00
Wednesday, June 12, 2024
Osada
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語言:
日文
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Sometimes the key to growth can be unlocked through a change in perspective. Osada shares how embracing your potential to serve others can lead to a greater ability to adapt and thrive.

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