日程

8 月 26 日（星期六）

11:00 - 18:00

註冊

11:00 - 17:00

交流區

百萬圓桌基金會展位，交際聯誼及娛樂

16:30 - 17:30

PGA 志願者啟動儀式和分組會議

備註：日程可能會有所變動。

8 月 27 日（星期日）

09:00 - 18:30

註冊

10:00 - 17:00

交流區

百萬圓桌商店和百萬圓桌基金會展位，交際聯誼及娛樂

12:30 - 13:50

贊助商分享會議

透過 20 分鐘的快閃演講，聆聽百萬圓桌贊助商成員的分享，瞭解相關知識與專業經驗，重點探索他們的百萬圓桌之旅及經驗。

Nethan Jing Xiang Chew

Practical steps for running your business today while building for tomorrow

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Yip Nga Lun

藉著勇氣建立美

Creating beauty through courage

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12:30 - 15:00

內閣會員和頂尖會員日程及接待會
（僅限 2023 年內閣會員和頂尖會員參加）

New York

United States

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Erica Dhawan 是深諳 21 世紀團隊精神、協作和創新的國際公認泰斗、演講者兼顧問。她獲 Thinkers50 評選為全球 50 大管理思想家之一，著有兩本暢銷書，且經常為《哈佛商業評論》(Harvard Business Review)、《快公司》(Fast Company) 和《華爾街日報》(The Wall Street Journal) 撰稿。Dhawan 曾在多個全球平台發表演講，主題包括「運用創新策略，解鎖集體力量」、「打破距離壁壘，構建信任文化」及「創造有效參與度，確保公司競爭力」。

Erica Dhawan is an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation. Named as one of the top 50 management thinkers in the world by Thinkers50, Dhawan is the author of two bestselling books and frequently appears in the Harvard Business Review, Fast Company and The Wall Street Journal. She has spoken across many global platforms on topics such as using innovative strategies to unlock the collective power of teams and building a culture of trust across any distance and creating authentic engagement to ensure competitiveness.

Erica Dhawan

內閣會員和頂尖會員接待會

Court of the Table/Top of the Table Program & Reception

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15:00 - 16:00

首次與會者會議

United Kingdom

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Jamie McDonald 的童年歷經苦難，但他頑強成長，成年後繼續披荊斬棘，挑戰身體耐力極限：他曾連續 12 天無間斷地騎行靜態單車，完成了相當於從 Bangkok（曼谷）到其家鄉 Gloucester（格洛斯特）長達 14,000 哩的旅程，還曾在跑步機上跑了七天，達到的里程數絕無僅有。他參與這些挑戰都是為了盡力為需要他協助的兒童籌集資金。他的動力源自回報那些在他幼年生病時為自己提供過關愛的醫院和組織，以及盡量協助更多兒童戰勝重病和殘疾。

Jamie McDonald beat the odds that were stacked against him as a child and went on to complete challenges as an adult that pushed human physical endurance to the limit: He spent 12 days nonstop on a static bike, completed a 14,000-mile bike ride from Bangkok to his hometown of Gloucester and spent seven days running on a treadmill — covering a greater distance during that time than any human being ever has — all to raise as much as he can for the children who need his help. His motivation is to give back to the hospitals and organizations that cared for him when he was a sick child and to help as many children as possible overcome their own serious illnesses and disabilities.

Jamie McDonald

首次與會者會議

First Time Attendee Session

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17:30 - 19:00

主場會議

主場會議是全球會議最大的舞台，廣邀精選會員演講者、行業領袖、百萬圓桌基金會和執行委員會，帶來精彩勵志的演講。

United Kingdom

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Geoff Ramm 是一名極具感召力的主題演講者，著有《名人服務》(Celebrity Service) 和《名人服務巨星》(Celebrity Service Superstars)。他獲《福布斯》(Forbes) 雜誌譽為「遊戲規則的改變者」，並深受部分世界一流品牌信任，如 Emirates、Warner Brothers 和 McDonalds，協助他們創造自身未曾發現的服務體驗優勢。他挑戰並激勵了世界各地的聽眾，鍛造出競爭對手難以望其項背的獲獎創意。

Geoff Ramm is an inspirational keynote speaker and author of “Celebrity Service” and “Celebrity Service Superstars.” He has been described as a game changer by Forbes magazine and is trusted by some of the world’s leading brands, such as Emirates, Warner Brothers and McDonalds, to create the gap in their service experience they never knew existed. He’s challenged and inspired audiences across the world to create award-winning ideas to outperform the competition.

Geoff Ramm

個人化的藝術

The art of personalization

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United States

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Shola Richards 是 Go Together Global 的行政總裁兼創辦人。Go Together Global 是集思維模式、行為和工具於一體的轉型路線圖，旨在改善職場文化及提高業績。他著有暢銷書《高效工作》(Making Work Work) 和《合作》(Go Together)，作品曾獲《福布斯》(Forbes)、《黑人企業》(Black Enterprise)、脫口秀節目《今日新聞》(Today Show) 和世界各地的許多其他傳媒報道。作為職場幸福感和參與度方面的權威，Richards 已與領先醫療保健組織、高等學府及電影業分享其變革理念，並在 911 事件 15 週年前三天向美國前總統奧巴馬政府下的國土安全局介紹該理念。

Shola Richards is the CEO and founder of Go Together Global, a transformational road map of mindset, behaviors and tools that improve workplace cultures and drive results. He is the bestselling author of “Making Work Work” and “Go Together,” and his work has been featured in Forbes, Black Enterprise, on the Today show and many other outlets all around the world. As an authority on workplace happiness and engagement, Richards has shared his transformative message with leading health care organizations, top universities, the motion picture industry and for the Department of Homeland Security under former President Barack Obama’s administration three days before the 15th anniversary of 9/11.

Shola Richards

「烏本圖」領袖

The Ubuntu leader

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United States

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Maysoon Zayid 是紐約阿拉伯裔美國人喜劇節 (New York Arab American Comedy Festival) 和穆斯林喜劇節 (Muslim Funny Fest) 的聯合創辦人兼聯合執行製作人。她畢業於亞利桑那州大學，也是普林斯頓大學的藝術研究員。身為專業演員、喜劇演員、作家兼殘疾人權利倡導者，Zayid 曾在 New York（紐約）頂級俱樂部演出，在國內外四處巡迴演出，並與阿當桑迪拿一起出演《凸務咔啦蘇》(You Don’t Mess with the Zohan)。她還撰寫了《尋找另一個夢想》(Find Another Dream) 一書。

Maysoon Zayid is the co-founder and co-executive producer of the New York Arab American Comedy Festival and the Muslim Funny Fest. She graduated from Arizona State University and is a Princeton University Arts Fellow. As a professional actress, comedian, writer and disability advocate, Zayid has performed in top New York clubs, toured extensively at home and abroad, and has appeared alongside Adam Sandler in “You Don’t Mess with the Zohan.” She has also authored the book “Find Another Dream.”

Maysoon Zayid

蝴蝶康康舞

Butterflies Cancan

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備註：日程可能會有所變動。

8 月 28 日（星期一）

08:00 - 16:00

註冊

09:00 - 11:00

主場會議

主場會議是全球會議最大的舞台，廣邀精選會員演講者、行業領袖、百萬圓桌基金會和執行委員會，帶來精彩勵志的演講。

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Adrian P. Baker，Dip PFS 是 St. James’ Place Wealth Management Group 的高級合夥人，也是 2023 年百萬圓桌基金會會長。他熱衷於與那些關心他人及希望為自己和後代創造精彩未來的人合作。身為 Baby Check Bath 的聯合創辦人和受託人，Baker 極具企業家精神，並與同樣願意為世界作出積極貢獻的公司掌門人密切合作。Baby Check Bath 是一間專為經濟困難家庭的嬰兒提供免費顱骨整骨治療服務的組織。

Adrian P. Baker, Dip PFS, is senior partner of St. James’Place Wealth Management Group and 2023 MDRT Foundation President. His ispassionate about collaborating with people who care about people and who wantto create an exciting future for themselves and the next generation. Asco-founder and trustee of Baby Check Bath, an organization that provides freecranial-osteopathic services for babies whose families cannot otherwise affordit, Baker has an entrepreneurial spirit and works closely with business ownerswho share his values in making a positive contribution to the world.

Adrian P. Baker, Dip PFS

百萬圓桌基金會與 All Hands and Hearts

MDRT Foundation and All Hands and Hearts

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Singapore

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David King 是一名認證銷售培訓師兼銷售行為顧問，親眼目睹金融工具成功化解意外人生危機後，喚起了他對服務金融服務專業人士的熱情。King 給予自己的使命是：運用其獨特的故事敘述方法和在高壓銷售行業累積的個人經驗，協助金融服務專業人士擴大自身影響力，讓更多像他一樣陷入逆境的人獲得支援。

David King is a certified sales trainer and sales behavioral consultant whose passion to serve financial services professionals derives from witnessing firsthand how financial tools provide protection against unexpected life crises. King has made it his mission to use his unique approach to storytelling and personal experiences in the high-stress sales industry to help financial services professionals amplify their message so more people like him can be supported.

David King

成果銷售：發掘理想中的成果，以故事栽下種子，透過規劃致勝

Outcome selling: uncover desired outcomes, seed with a story, plan to win

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United States

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Kaplan Mobray 是一名成就斐然的企業行政人員，擁有超過 15 年的企業管理經驗。他曾任職《財富》雜誌 500 強企業，在企業市場推廣、廣告、品牌發展和工作團隊多元化倡議等眾多範疇屢獲殊榮。他每年都會在超級碗比賽上與美國橄欖球聯盟球員和球迷分享個人見解，而 CNN、Fox、《商業周刊》、《華爾街日報》和《廣告時代）都曾圍繞他的觀點進行過專題報導。

Kaplan Mobray has more than 15 years of corporate experience as a successful business executive. He has received awards for his corporate marketing, advertising, brand development and workforce diversity initiatives for Fortune 500 companies. He shares his message to NFL players and fans annually at the Super Bowl and has been featured on CNN and Fox, as well as in Businessweek, The Wall Street Journal and Ad Age.

Kaplan Mobray

管理個人品牌以發展業務

Managing your brand to grow your business

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United States

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Jessica Thompson 是國際非牟利救災組織 All Hands and Hearts (AHAH) 的行政總裁。她最初是以志願者身份加入 AHAH，前往印尼協助當地人重建家園，為時三週的工作使她決定為該組織的使命奉獻終身。迄今為止，她已協助協調 63,000 多名志願者，啟動 144 個救災項目，影響了 100 多萬人的生活。

Jessica Thompson is the CEO of All Hands and Hearts (AHAH), an international disaster relief nonprofit. Her initial three-week volunteer work with AHAH to help rebuild homes in Indonesia turned into a lifelong commitment to the organization’s mission. To date, she has helped coordinate more than 63,000 volunteers, launch 144 disaster relief programs and impact more than a million lives.

Jessica Thompson

百萬圓桌基金會與 All Hands and Hearts

MDRT Foundation and All Hands and Hearts

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Australia

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Marty Wilson 整個職業生涯都付諸於對韌力的研究，部分原因在於他是個不屈不撓的企業家，征服了一座又一座職業「高峰」。Wilson 曾當過藥劑師、廣告撰稿員和棟篤笑演員，如今是暢銷書作家兼演講者，並獲得了澳洲年度喜劇大獎。他透過演講向超過 500,000 人講述幽默率性如何在健康和創新領域引發行為改變。

Marty Wilson has spent his entire professional life studying resilience, partly because he is a relentless entrepreneur who has leapt from one successful career to another. With experience as a pharmacist, advertising copywriter and stand-up comic, Wilson is a bestselling author, speaker and recipient of the Australian Comic of the Year Award. He has presented to more than 500,000 people on how levity and humor can lead to behavior change in the areas of health and innovation.

Marty Wilson

無懼變化：在持續激蕩中保持動力與生產力的科學

Change without fear: the science of staying motivated and productive through times of relentless upheaval

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11:00 - 17:00

交流區

百萬圓桌基金會展位，交際聯誼及娛樂

12:30 - 15:20

贊助商分享會議

透過 20 分鐘的快閃演講，聆聽百萬圓桌贊助商成員的分享，瞭解相關知識與專業經驗，重點探索他們的百萬圓桌之旅及經驗。

Floriano Alencar

Finding insurance solutions for international clients

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Hozumi Hanada, LUTCF

Finding insurance solutions for international clients

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Karen Faith Koh Tiang Tiang

Creating a continuous cycle of business

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Ai Tee Ooi

超越成功

Beyond success

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Rachod Pavachanrussamee

Identify the prospecting approach that’s right for you

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Thẩm Thị Kiều Oanh

Utilizing digital prospecting to reach Top of the Table

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13:30 - 14:30

焦點會議

專為啟發新想法、為當今挑戰提供解決方案而設，焦點會議絕對不會令您失望！加入會員和非會員行業專家的行列，聆聽他們分享各種主題的知識，包括保障型產品、財富管理、退休策略、市場推廣、保戶開拓、業務流程、僱用助理、科技，以及工作與生活平衡。

Ancaster

Canada

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Jane Blaufus，CLU 是加拿大 Ontario（安大略省）Toronto（多倫多）The Blaufus Group Inc.的創辦人。她的客戶遍佈美加兩地，其著作與全方位規劃手冊，儼然已成家庭、個人和企業東主最值得參考並易於實踐的理財規劃資源。憑藉市場推廣、銷售、行政領導及業務發展方面的豐富經驗，Blaufus 屢屢獲邀在國營電視台、電台和播客中擔任專家嘉賓演講者。

Jane Blaufus, CLU, is founder of The Blaufus Group Inc., based in Toronto, Ontario, Canada, and works with clients across Canada and the U.S. Her book and comprehensive planning binder have become acclaimed as two of the most actionable financial planning resources available today for families, individuals and business owners. With extensive experience in marketing, sales, executive leadership and business development, Blaufus has been invited as a guest expert speaker on national TV, radio and podcasts.

Jane Blaufus, CLU

問題的關鍵

The heart of the matter

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Chia Fang Hsieh

有效退休金規劃的步驟

Steps for effective pension planning

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Takako Kai

Important lessons learned from careers in nursing

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Beijing

China

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Pu Li 是中國獨立理財顧問協會的創辦人，也是 Shengrui Investment 的合夥創辦人。他於清華大學和香港中文大學取得金融碩士學位，並於華頓商學院主修商業分析學。Li 深耕金融服務業已有 18 個年頭，為海內外多家大型保險公司提供顧問服務。

Pu Li is the founder of the Independent Financial Advisors Association in China as well as founding partner of Shengrui Investment. He obtained his master’s degree in finance from Tsinghua University and the Chinese University of Hong Kong and majored in business analysis from Wharton Business School. Li has been deeply involved in financial services for 18 years, providing consulting services for many large insurance companies at home and abroad.

Pu Li, CFA

顧問如何在未知的未來中蓬勃發展

How advisors can thrive in an unknown future

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Joshua Luke

Elevate your personal brand now!

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Namiki Ohishi

Important lessons learned from careers in nursing

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Witsanu Pudtaraksamanee

Conviction leads to success

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Rajesh Tagore

How to visually demonstrate a family's financial future

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Hong Kong, China

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Wong Glen 在 2013 年投身金融服務業，自成為百萬圓桌會員以後，三年內便登上了頂尖會員之列。目前他是一間百人以上保險公司的區域主管，他的願望是有朝一日，保險業的聲譽與專業程度能媲美律師和醫生。

Wong Glen, who joined the financial services profession in 2013, reached Top of the Table status within three years of becoming an MDRT member. He is currently a regional director of an insurance company with a team of more than 100 people and hopes that the reputation and professionalism of the profession will one day equal that of lawyers and doctors.

Wong Glen

躲避開發新客戶的路障

Avoid roadblocks to developing new clients

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France Zaguirre

Making the impossible possible

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13:30 - 14:30

百萬圓桌全球服務會議
（僅限百萬圓桌全球服務成員參與。會議僅以英文演講；不提供傳譯服務。）

Shalyn Lee, BSc, CIAM

Secrets to achieving that optimal balance you desire

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Jaslyn Ng

Secrets to achieving that optimal balance you desire

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15:00 - 16:00/16:30

焦點會議

London

United Kingdom

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Bhupinder S. Anand, ACII, Dip PFS, is managing director of Anand Financial Architecture, based in London, England, UK. He has twice been awarded U.K.’s Independent Financial Advisor of the Year and is one of the profession’s favorite speakers, having spoken at major conferences all around the world and at MDRT many times. He also runs the Advisor Master Class coaching program and is author of “Smashing the Glass Ceiling: Breaking Through Your Personal Barriers to Success.” Anand has a unique insight into understanding the importance of how creative branding and positioning can influence the results we get from our clients.

Bhupinder Anand, ACII, DipPFS

Utilizing creative social media marketing to reach Top of the Table

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Satontorn Bovontanasankun

Marketing in a simple and sustainable way (work less, more results)

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Quarry Bay

Hong Kong, China

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Cheng Ka Kit 決定放棄加入入境署崗位，毅然投身金融服務業，事實證明此乃他通往成功之路。他憑藉超過 150 份保單取得百萬圓桌會員資格，從畢業起計僅用了短短六個月，隨後兩年更將業績翻倍。

Cheng Ka Kit decided against working for the immigration department and opted instead to join the financial services profession, which has proven to be very successful for him. He achieved MDRT qualification with more than 150 policies — within six months after his graduation — and doubled his production the following two years.

Cheng Ka Kit

有助入圍內閣會員的可持續系統

A sustainable system to Qualify for Court of the Table

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Paveennuch Cheowtirakul

Marketing in a simple and sustainable way (work less, more results)

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Margao, Goa

India

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頂尖會員榮譽：

Salzena Fernandes , presently ACFP and PFA , finished her bachelors and master’s degree in commerce, added cost accountancy and financial planning as the major subjects and began her career at Mahindra & Mahindra Automobiles Ltd as account and sales manager. She later transitioned to the financial services, starting her own firm, Sansal Financial Services. She offers comprehensive long-term savings, protection, and retirement solutions, as well as child education, tax planning , various risks management planning and wealth management services. For the last 15years she has made a difference to more than 2600 families across the globe with the goal to "make a finest difference to a family".

Salzena Fernandes

Million-dollar idea sharing

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Baz Gardner

Maximizing your value: The psychology of pricing advice

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Julianne Hertel, CLTC

Creating a rebrand to have the business you love

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Acworth

United States

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Sol Hicks 是 Hicks Global Enterprises 的行政總裁兼創辦人，擔任顧問至今已有 52 個年頭。他將大部分時間用於培養和指導其他代理人，其中 80% 也成為了頂尖業績人員。他是廣受全球歡迎的演講者、教師兼勵志人物，著有《當所羅門遇到業務員》(Wise Guys Finish First)、《頭號推銷員的秘密人生》(The Secret Life of a #1 Salesman)，和《作門徒》(Making Disciples) 等書。

Sol Hicks is the CEO and founder of Hicks Global Enterprises and has been an advisor for 52 years. He devotes much of his time to cultivating and mentoring other agents, 80% of whom become top producers themselves. He is a globally sought-after speaker, teacher and motivator, and the author of “Wise Guys Finish First,” “The Secret Life of a #1 Salesman” and “Making Disciples.”

Solomon Hicks

反彈：挫折如何助您邁向成功

Rebound: How setbacks set you up for success

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Rajiv Jain, B Com

Million-dollar idea sharing

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Bernard Lim, CFP, AFcouns

Confronting a crisis of trust with financial life coaching

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Poonam Maurya

Million-dollar idea sharing

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Jitpinun Santayanond

Marketing in a simple and sustainable way (work less, more results)

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Toshihiro Tsubohara

Understanding and resolving business owners' concerns

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Wei Wang

擁抱百萬圓桌的核心要素

Embracing core components of MDRT

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Takashi Yoshimitsu

Understanding and resolving business owners' concerns

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Danyi Zhang

舉辦研討會以融入新世代

Organize seminars to fit the new generation

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15:00 - 16:00

百萬圓桌全球服務會議
‍（僅限百萬圓桌全球服務成員參與。會議僅以英文演講；不提供傳譯服務。）

Su-Yen Wong

Leadership in an Asian Century

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16:00 - 17:30

百萬圓桌全球服務接待會及頒獎儀式
（僅限百萬圓桌全球服務成員參與。）

17:00 - 18:00

四分之壹世紀俱樂部
（僅限百萬圓桌會齡達 25 年或以上的會員參加）

17:30 - 18:30

頂尖會員接待會
（僅限 2023 年頂尖會員參加）

備註：日程可能會有所變動。

8 月 29 日（星期二）

08:00 - 16:00

註冊

09:00 - 11:00

主場會議

主場會議是全球會議最大的舞台，廣邀精選會員演講者、行業領袖、百萬圓桌基金會和執行委員會，帶來精彩勵志的演講。

Mohamad Manmohan Abdullah, ChFC, CLU

如何透過克服電話銷售時的勉為其難和恐懼來提高潛在客戶開發能力

How to improve prospecting by blasting through call reluctance and fear

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Anna Hung Chan

從零到 250 公里的勇氣

From zero to 250 km of courage

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Taipei

Taiwan Area

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Eunice Chen 在人壽保險市場推廣範疇工作了 30 年，自加入這一行以來，每週都會簽成三份以上的保單。她認為安全的重要性、活動量和信念的力量，是為客戶盡量提供最全面服務的關鍵。

Eunice Chen has worked in life insurance marketing for 30 years and has signed more than three policies every week since joining the profession. She believes the importance of security, the amount of activity and the power of conviction are keys to providing clients with the most comprehensive services possible.

Eunice Chen

最大程度地善用每天每週的時間管理技巧

Time management tips to maximize your day and your week

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Coffs Harbour

New South Wales

Australia

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Michael Crossland 自出生起便是個生命鬥士，自幼與一種罕見而致命的癌症搏鬥，並成為了一項癌症藥物試驗的唯一存活者。身兼商人和精英運動員兩重身份的 Crossland，如今是澳洲最受青睞的新世代勵志演講者佼佼者。他在海地成立了自己的學校和孤兒院，又曾與 Sir Richard Branson 和達賴喇嘛等同台演說，其第一本自傳更在六個國家/地區登上暢銷書榜第一位。

Michael Crossland has been a fighter since birth, defying the odds by surviving a rare form of life-threatening cancer and being the sole survivor of a horrific cancer drug trial. As a businessman and elite sportsman, Crossland is at the forefront of today’s generation of inspirational, highly sought-after speakers in Australia. He also runs his own school and orphanage in Haiti, has shared a stage with the likes of Sir Richard Branson and the Dalai Lama, and his first autobiography is a No. 1 bestseller in six countries.

Michael Crossland

觀點的力量

The power of perspective

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Cedar Falls

Iowa

United States

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Richard Dobson Jr.，CFP 從事金融服務行業超過 40 年，並擔任一間國家註冊投資諮詢公司負責人逾 15 年。他著有《讓簡單成為你的超能力！》(Make Simplicity Your Superpower!) 一書，並一直任職個人理財顧問。

Richard Dobson Jr., CFP, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.

Richard Dobson, CFP, BA

將複雜的行業術語變得簡單易明

Turning complex jargon into simplicity and clarity

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Exeter

New Hampshire

USA

入會總年份：

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頂尖會員榮譽：

Gregory B. Gagne，ChFC 是 2023 年度百萬圓桌第一副會長。他擁有 23 年百萬圓桌會齡，4 次獲得內閣會員資格，14 次獲得頂尖會員資格。他亦是百萬圓桌基金會的「神劍騎士」、核心集團成員，並曾任職於受託人董事會。Gagne 是 Affinity Investment Group LLC 的創辦人，該公司提供財富管理和分配規劃服務。其豐富的百萬圓桌志願者服務資歷包括擔任頂尖會員全球理事會成員和顧問委員會主席，以及 2020 年會議籌備全球理事會成員，負責 2020 年百萬圓桌年會和百萬圓桌全球會議的項目統籌委員會 (PGA) 及會議籌備委員會 (PDC)。他曾在 12 場百萬圓桌會議上發表演講。除了擔任百萬圓桌的領導層工作，Gagne 也是 NAIFA–New Hampshire（新罕布什爾州全國保險和金融顧問協會）的前會長，並在 2008 年獲頒 NAIFA–New Hampshire 傑出理財顧問大獎。

Gregory B. Gagne, ChFC, is the 2023 First Vice President of MDRT. He is a 23-year MDRT member with four Court of the Table and 14 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation, a member of its Inner Circle Society and has served on its Board of Trustees. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution planning services. His extensive MDRT volunteerism has included Top of the Table Global Council Member and Advisory Board Chair and the 2020 Program Development Global Council Member, responsible for the Program General Arrangements (PGA) and Program Development Committee (PDC) for the 2020 Annual Meeting and 2020 Global Conference. He has spoken at 12 MDRT meetings. In addition to his MDRT leadership, Gagne is a past president of NAIFA–New Hampshire and was awarded the NAIFA–New Hampshire Distinguished Financial Advisor Award in 2008.

Gregory B. Gagne, ChFC

Incoming Presidential Address

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Romel Rivera Garganera

拖延的代價

The cost of delay

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Makati City

Philippines

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37 歲那年，Louis Andrew Ang Gimenez 離開了一間對其人際關係造成負擔的公司，毅然投身金融服務業。在那之後，他找到了自己真正的熱情和目標所在，他認為這不僅是他的事業，同時這份工作還帶給他使命感。

Louis Andrew Ang Gimenez joined the financial services profession when he was 37, after departing from a business that was causing a strain on his relationships. He has since found a true passion and purpose for what he considers not just his career but his vocation.

Louis Andrew Ang Gimenez

善用您的「為甚麼」來實現持續的業務增長

Leveraging your "WHY" toward sustained business growth

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Taoyuan

Taiwan Area

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頂尖會員榮譽：

Lee Chi-Hsiang，CFP、MSF，紐約大學斯特恩商學院金融碩士，在過去 20 年間，他為客戶提供各種各樣的服務，滿足他們不同的需求。Lee Chi-Hsiang 相信創新是為其事業保駕護航的最好方法，他不斷學習新技能並瞭解最新資訊，以便更好地服務客戶。

Lee Chi-Hsiang, CFP, MSF, received his master's degree in finance from NYU Stern School of Business and for the past 20 years has provided various services for his clients, fulfilling their diverse needs. Believing that innovation is the best way to protect his career, Lee Chi-Hsiang continues to learn new skills and become educated on the latest information available to better serve his clients.

Lee Chi-Hsiang, CFP, MSF

如何與客戶分享百萬圓桌帶來的影響

How to share the impact of MDRT with clients

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語言：

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Singapore

入會總年份：

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頂尖會員榮譽：

Jaslyn Ng 任職金融服務總監，曾榮獲理財顧問和領導範疇的頂尖殊榮。2022 年，在涵蓋 12 個亞洲國家/地區的第七屆最值得信任保險代理及顧問獎頒獎典禮上，她獲評為全年最佳區域數碼代理人的首位。迄今為止，Ng 已為 400 多名客戶提供財富保障和累積服務，這與她保護生命、確保孩子在任何情況下都能繼續學業，以及協助客戶獲得足夠退休資金的使命保持一致。

Jaslyn Ng is a financial services director who has received top awards both as a financial consultant and a leader. In 2022, she was recognized as the top first regional digital agent of the year at the 7th Asia Trusted Life Agents and Advisers Awards ceremony, which spans 12 Asian countries. To date, Ng has managed more than 400 clients in wealth protection and accumulation, which resonates with her mission to protect lives, ensure children can continue their studies no matter what happens and help clients secure adequate retirement funds.

Jaslyn Ng

快速建立融洽關係的 3 個 R

The 3 Rs to quickly build rapport

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Yeoh Tan Fung Jenny, RFP

透過 CI 資訊立方體銷售重大疾病保險

Selling critical illness insurance with the CI info cube

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Yung Sze Hon Solomon, RFC, LL.b (Hons)

雨傘的故事

An umbrella story

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11:00 - 17:00

交流區

百萬圓桌商店和百萬圓桌基金會展位，交際聯誼及娛樂

12:30 - 14:50

贊助商分享會議

透過 20 分鐘的快閃演講，聆聽百萬圓桌贊助商成員的分享，瞭解相關知識與專業經驗，重點探索他們的百萬圓桌之旅及經驗。

Lucas Chan Kok Xia Ng

10 techniques to generate high-quality referrals

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Pei Leng Chuah

如何培養高淨值客戶

How to cultivate high-net-worth clients

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언어:

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Gamkaew Lourakmanee

Should you focus on acceptance or rejection?

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13:30 - 14:30

焦點會議

Taichung

Taiwan Area

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Ya-Wei Chiang 目前在金融服務業任職企業行政人員，為新一代年輕銷售人員的人才培育和發展提供支持。Wei 視客戶所需為一等一的優先任務，致力協助客戶進行成功的資產保全規劃，尤其是結合保險和稅務規劃。2018 年，她曾接受臺灣地區最大金融媒體平台《經濟日報》的專訪。

Ya-Wei Chiang currently works as a business executive in financial services, supporting the talent and development of many new, young salesmen. With clients' needs as her top priority, Wei assists clients in the successful planning of asset preservation, especially in combination with insurance and tax planning. In 2018, she was interviewed by Economic Daily News, the largest financial media platform in Taiwan.

Ya-Wei Chiang

透過保險制定精明的繼承決定

Creating intelligent inheritance decisions through insurance

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Sim Gakhar, CHS, BSc

How to create wildly productive centers of influence

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語言：

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Hong Kong

China

入會總年份：

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頂尖會員榮譽：

Lau Wah Shui 在金融服務行業已經工作了12年了。鑒於如今的社會情況和疫情，她發現需要調整業務：過去95%的工作重心都是在内地，而現在100%轉到了香港。Lau Wah Shui選擇在這一艱難的時刻激流勇進。她的努力得到了回報：今年上半年的業績比去年同期增加了三倍。

Lau Wah Shui has 12 years of experience in the financial services profession. Due to social movements and the pandemic, she found it necessary to adjust her business focus from 95% domestic market to 100% Hong Kong market. Lau Wah Shui chose to thrive during these difficult times, and the effort paid off: Her productivity increased three times in the first half of the year compared to the previous year.

Lau Wah Shui Rachel, CHLP, LUTCF

正面、使命、績效

Positivity, purpose, and performance

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Bhushan Limaye

The benefits of financial forecasting

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語言：

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Oakville

Canada

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Sunjay Nath 是國際知名演講者，他遊歷全球，到處分享有關領導力和業績的見解。2005 年，他成為加拿大最年輕的演講者，同時成為全球榮獲 CSP 認證第三年輕的人。2018 年，他入選加拿大演講名人堂。他最為人熟知的是「10-80-10 法則」，Nath 運用這種方法將最佳實踐方式與微小的勝利結合起來，協助受眾實現他們的延伸目標。

Sunjay Nath is an internationally renowned speaker who travels globally, sharing insights on leadership and performance. In 2005, he became the youngest Canadian and third youngest in the world to earn his CSP designation, and he was inducted in the Canadian Speakers Hall of Fame in 2018. Best known for his 10-80-10 principle, Nath uses this methodology to combine best practices with small wins to help empower audiences to reach their stretch goals.

Sunjay Nath, MBA, HoF

力量型領導：10-80-10 法則

Strength-based leadership: The 10-80-10 principle

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Masahide Nemoto

3 keys to maintaining Court of the Table Status

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Charlie Reading, APFS

Ironman business tactics: Succeeding in business like a pro

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Stuart Shee Yew Kuen, AFC

Hard-ware vs. heart-ware

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Jensen Siaw

Thriving with joy: The happy producer

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Thattana Sritaraksa

Establishing growth and word-of-mouth marketing by expanding your client base

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Wenxing Elton Wang, EA

為高淨值客戶而設的多維度財富規劃策略

Multidimensional wealth planning strategies for high-net-worth clients

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13:30 - 14:30

百萬圓桌全球服務會議
‍‍（僅限百萬圓桌全球服務成員參與。會議僅以英文演講；不提供傳譯服務。）

Mohamad Manmohan Abdullah, ChFC, CLU

How to recruit Generation Z

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15:00 - 16:00

焦點會議

Katsuya Chosokabe

Help prospects understand the power of life insurance

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語言：

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Fen Ding

將銷售技巧與客戶管理合二為一

Blending sales skills and client management

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語言：

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Kowloon

Hong Kong, China

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Fung Wai Hong Daniel 任職區域經理，麾下率領超過 40 人的團隊，其中包括專業會計人員和年輕的大學畢業生。他曾在多場百萬圓桌活動上演講，並曾獲 Prudential Malaysia 挑選，在中國香港發表有關如何招募專業人士以擴展團隊的演講。他亦曾獲得 2022 年香港培訓人員大賽的「卓越培訓人員獎」。

Fung Wai Hong Daniel is a regional manager who leads more than 40 colleagues, including professional accountants and young university graduates. He has been a guest speaker at many MDRT events and was selected by Prudential Malaysia to speak at a meeting in Hong Kong, China, about how to recruit professionals to expand the team. He also received the Outstanding Trainer Award at the 2022 Hong Kong Trainer Competition.

Fung Wai Hong Daniel

疫後市場推廣的成功範本

A post-pandemic template for marketing success

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Timmins

Canada

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Danielle J. Genier，CLU、CFP 是 Financial Services Inc 的創辦人，該公司主打為客戶提供全方位的理財規劃。在職業生涯中，她專門服務距離退休還有 10 年的客戶、已退休人士或小型企業東主。Genier 對這個行業滿懷熱忱，竭誠為客戶提供優質服務，不遺余力地指導辦公室的顧問和員工。

Danielle J. Genier, CLU, CFP, is the founder of Genier Financial Services Inc., which provides full financial planning. At this point in her career, she specializes in working with clients who are 10 years prior to retirement, retired or small-business owners. Genier is very passionate about this profession and enjoys helping her clients and mentoring the advisors and staff in her office.

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Danielle Genier, CLU, CFP

Two sides of succession planning

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Ryan Lau Le An

Best practices for advising high-net-worth business owners

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語言：

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Wenping Li

領導能力與服務的最佳實務

Best practices for leadership and service

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語言：

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Ryan Perkins

Two sides of succession planning

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語言：

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Sirinun Phuttal

Driving your team with deep motivation

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語言：

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Sayed Kazim Raza Zaidi

Balancing the 4 P's of life

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語言：

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15:00 - 16:00

百萬圓桌全球服務會議
‍（僅限百萬圓桌全球服務成員參與。會議僅以英文演講；不提供傳譯服務。）

Bangkok

Thailand

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Shadé Zahrai is known for her remarkable ability to translate the latest in neuroscience and psychology research into practical and actionable strategies that drive mindset shifts and behavioral change in a systemic way. A bestselling author and Harvard-trained leadership coach, Zahrai is principal and director of her leadership development company, Influenceo Global Inc., where she leverages the latest insights in high performance and leadership into commercially sound strategies to help companies such as McDonald’s, Microsoft and JP Morgan keep emotional intelligence at the core of their work.

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Shadé Zahrai

Empowering success: Using mindset mastery and a unified vision to unleash the power of high-performance teams

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17:00 - 18:00

四分之壹世紀俱樂部
‍（僅限百萬圓桌會齡達 25 年或以上的會員參加）

備註：日程可能會有所變動。

8 月 30 日（星期三）

08:00 - 13:00

註冊

07:30 - 09:00

內閣會員及頂尖會員公開論壇

（註冊時售票活動。僅限 2023 年的內閣會員和頂尖會員參加）

09:00 - 09:20

贊助商分享會議

透過 20 分鐘的快閃演講，聆聽百萬圓桌贊助商成員的分享，瞭解相關知識與專業經驗，重點探索他們的百萬圓桌之旅及經驗。

Hong Kong, China

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Man Hong Chan 帶領著一個 150 人的團隊，成員遍佈三個地區。他的團隊充滿活力而卓有成就，成員們都致力發展財富管理服務，盡心協助更多客戶實現財務自由。

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Man Hong Chan is the leader of a 150-person team, encompassing three regions. He has built a vibrant and accomplished group of team members who are dedicated to developing wealth management services and helping more customers achieve financial independence.

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Man Hong Chan

達致百萬圓桌水平的 4-S 計劃

The 4-S program to achieve MDRT

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09:30 - 13:00

交流區

百萬圓桌基金會展位，交際聯誼及娛樂

09:30 - 10:30

焦點會議

Surachet Chontrakul

Evergreen principles for success in a changing world

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語言：

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Michiyo Imada

One-close-a-day activity habit

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語言：

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Venkatesh Kalyanam, BA, CFP

Growing your business for a better tomorrow

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語言：

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Calvin Lee

My journey to digital agency leader of the year

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語言：

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Shalyn Lee, BSc, CIAM

Excelling in leadership while also qualifying for MDRT

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語言：

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Leung Ka Chun Eddie, CFP, FChFP

把握季節機遇來提高活動量

Increase your activity with seasonal opportunities

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語言：

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Selangor

Malaysia

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Lim Yee Von 是一名來自馬來西亞的 Y 世代理財顧問，憑個人銷售投資組合成就而獲獎無數。她曾在多次百萬圓桌活動及全球其他會議上演講，並開創了馬來西亞首個以網絡研討會為基礎的分享論壇，談論理財、領導能力、心理健康與幸福等主題。

Lim Yee Von is a Generation Y financial advisor from Malaysia who has received numerous awards for her personal sales portfolio accomplishments. She has spoken at various MDRT events and other conferences around the world and initiated the first webinar-based sharing platform in Malaysia on topics related to finance, leadership, mental health and well-being.

Yee Von Lim

給予者與索取者：帶動您與組織取得驚人成功

Givers vs. takers: driving surprising success for you and your organization

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語言：

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Yi Sheng Liu

如何協助客戶提早退休

How to help clients retire early

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語言：

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Jia Lyu

為自閉症家庭提供金融服務

Providing financial assistance for families with autism

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語言：

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Kyoko Miyakawa

One-close-a-day activity habit

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語言：

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Jayang Nagrecha

Understanding the unexplored aspects of life insurance

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語言：

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Agnes Ng Tan

Holistic success is holistic balance

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語言：

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Jie Lily Tang

後疫情時代人壽保險業的新機遇

New opportunities for the life insurance industry in the post-pandemic era

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語言：

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11:00 - 12:00

焦點會議

Sudhakar Gabriel

The magic of converting referrals to recommendations

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語言：

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Yun Jia Josh Han, BA, ChFC

Communicating your value to prospects

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語言：

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Ho Man Chio Stanley

通往百萬圓桌終身會員之路的習慣

The habits that lead to becoming an MDRT Life Member

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語言：

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Almira Kintanar

Attract prospects and referrals through strong branding

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語言：

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Wexford

Ireland

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Anthony Matthews Jones，BSc (Hons)、QFA 是一位深受歡迎的演講者，曾多次在百萬圓桌會議上演講，多年來在許多不同金融機構也有過演講經驗。他擅長使用自己的策略，以破紀錄的時間順利解決客戶回絕問題，因而大獲成功，並熱衷於與其他理財顧問分享他的方法。

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He has found great success utilizing his strategy for handling objections in record time and is eager to share his method with fellow financial advisors.

Anthony Matthews Jones, BSc (Hons), QFA

45分鐘從MDRT到TOT

MDRT to Top of the Table in 45 minutes

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語言：

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Masashige Obana

How will insurance change in a disinterested world?

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語言：

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Bangkok

Thailand

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Napatcha Pongwattanakitkul เป็นเจ้าของเว็บไซต์วางแผนการเงิน wangpaan.com ซึ่งนำเสนอผลิตภัณฑ์ประกันภัยที่หลากหลาย ไม่ว่าจะเป็นประกันชีวิต สุขภาพ และบำนาญ ตลอดจนผลิตภัณฑ์การลงทุนและบริการวางแผนภาษีอย่างชาญฉลาด Pongwattanakitkul ให้ความสำคัญกับวางแผนการเงินแบบองค์รวมและมีความเชี่ยวชาญด้านการคุ้มครองทรัพย์สิน

Napatcha Pongwattananakitkul, CFP

Echo Session

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語言：

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Bangkok

Thailand

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Nanut Sa-Nguanwit ตัวแทนประกันชีวิตที่มีความเชี่ยวชาญกว่า 20 ปี และเธอมีความหลงใหลในการทำงานร่วมกับเพื่อนร่วมงานเพื่อให้ได้มาซึ่งข้อได้เปรียบสูงสุดในการวางแผนทางการเงินให้กับลูกค้า เธอยังคิดว่าการพัฒนาตัวเองอยู่เสมอเป็นสิ่งสำคัญในการพัฒนาไปสู่การเป็นที่ปรึกษาที่ดี ซึ่งจะสามารถนำลูกค้าไปสู่ความมั่นคงทางการเงินได้

Nanut Sa-Nguanwit

Echo Session

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語言：

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Bangkok

Thailand

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Jantamas Taikul มีประสบการณ์มากกว่า 30 ปีในฐานะตัวแทนประกันชีวิตและมากกว่า 10 ปีในฐานะที่ปรึกษาทางการเงินเธอเชื่อการติดตามข่าวล่าสุดอยู่เสมอเป็นสิ่งที่จำเป็นอย่างยิ่งเพื่อเป็นเป็นที่ปรึกษาที่เชื่อถือได้และสามารถปรับปรุงชีวิตของผู้อื่นได้

Jantamas Taikul

Echo Session

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語言：

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Jing Zhou

與客戶建立長期關係

Creating long-term relationships with clients

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語言：

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13:00 - 15:00

主場會議

主場會議是全球會議最大的舞台，廣邀精選會員演講者、行業領袖、百萬圓桌基金會和執行委員會，帶來精彩勵志的演講。

United States

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

IN-Q 是艾美獎提名詩人、白金唱片歌曲作家兼主題演講者，著有暢銷書《向心而問》(Inquire Within)。他曾入選 Oprah Winfrey 創立的「全球最具影響力的思想領袖」榜單 SuperSoul100。多年來，他與無數間公司攜手合作，協助他們透過協作內容作品和故事講述會，道出自己的故事。他近期創作的多段詩歌影片紅極一時，總觀看量超過 7 千萬次。他的棟篤詩歌表演特別節目《IN-Q — Live at the Ace Theatre》現已在 Amazon Prime Video 上線。

IN-Q is an Emmy-nominated poet, multiplatinum songwriter, keynote speaker and the bestselling author of “Inquire Within.” He was included on Oprah Winfrey's SuperSoul100 list of the world's most influential thought leaders and has worked with countless companies over the years, helping them tell their story through collaborative content pieces and storytelling workshops. Many of his recent poetry videos have gone viral, with more than 70 million views combined, and his standup poetry special, IN-Q — Live at the Ace Theatre, is now streaming on Amazon Prime Video.

IN-Q

改變您的故事，改變您的人生

Change your story, change your life

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Singapore

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Benjamin Loh 曾為許多成績斐然的代理機構領導者提供建議、諮詢和指導，現正在為一間《財富》(Fortune) 雜誌 500 強的領先人壽保險公司效力，向其市值 2,000 萬美元的新加坡團隊和代理機構提供 CMO 諮詢。Loh 著重協助領導者和業績人員成為服務對象的心中首選，他已在亞洲九個國家/地區為 55,000 多名專業顧問提供演講和培訓，並在多場百萬圓桌活動中擔任主題演講嘉賓。他的作品和見解時常見諸《赫芬頓郵報》(HuffPost)、《海峽時報》(The Straits Times) 和香港電台等平台。

Benjamin Loh has advised, consulted and coached many top-performing agency leaders and is advising CMO to a $20M group and agency in Singapore for a leading Fortune 500 life insurance corporation. With a focus on helping leaders and producers be top of mind with the audiences they serve, Loh has spoken to and trained more than 55,000 professional advisors across nine countries in Asia and has also been a keynote speaker at various MDRT events. His work and insights have been frequently featured on platforms such as HuffPost, The Straits Times and Radio TV HK.

Benjamin Loh

講出屬於您的故事是#首要念頭

Telling your stories to be #TopofMind

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United States

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Chaunté Lowe 不僅身兼數職——妻子、母親和公司老闆——還是一名職業運動員兼美國紀錄保持者，她曾四次出戰奧運、三次獲得世界錦標賽獎牌、12 次勇奪全美冠軍。在備戰 2021 年東京奧運會時，她接受了乳腺癌雙乳切除術和化療，繼而成為大受歡迎的演講者。她頑強的鬥志影響了自己的一生，也讓觀眾受益匪淺。

Chaunté Lowe is not only a wife, mother and business owner, but also a professional athlete, American record-holder, four-time Olympian, three-time world championship medalist and 12-time U.S. national champion. She became a sought-after speaker after training for the 2021 Olympics in Tokyo while undergoing chemotherapy and a double mastectomy for breast cancer. Her resilience is impactful in her own life and to those who hear her speak.

2022 年 8 月 28 日至 31 日澳洲 Sydney（悉尼）

打開通往無限成長與成功的大門

Main Platform livestreaming

學習

連繫

探索

日程

8 月 26 日（星期六）

8 月 27 日（星期日）

Nethan Jing Xiang Chew

Nethan Jing Xiang Chew

Practical steps for running your business today while building for tomorrow

언어:

Yip Nga Lun

Yip Nga Lun

藉著勇氣建立美

Creating beauty through courage

언어:

Erica Dhawan

Erica Dhawan

內閣會員和頂尖會員接待會

Court of the Table/Top of the Table Program & Reception

語言：

Jamie McDonald

Jamie McDonald

首次與會者會議

First Time Attendee Session

語言：

Geoff Ramm

Geoff Ramm

個人化的藝術

The art of personalization

언어:

Shola Richards

Shola Richards

「烏本圖」領袖

The Ubuntu leader

언어:

Maysoon Zayid

Maysoon Zayid

蝴蝶康康舞

Butterflies Cancan

언어:

8 月 28 日（星期一）

Adrian P. Baker, Dip PFS

Adrian P. Baker, Dip PFS

百萬圓桌基金會與 All Hands and Hearts

MDRT Foundation and All Hands and Hearts

언어:

David King

David King

成果銷售：發掘理想中的成果，以故事栽下種子，透過規劃致勝

Outcome selling: uncover desired outcomes, seed with a story, plan to win

언어:

Kaplan Mobray

Kaplan Mobray

管理個人品牌以發展業務

Managing your brand to grow your business

언어:

Jessica Thompson

Jessica Thompson

百萬圓桌基金會與 All Hands and Hearts

MDRT Foundation and All Hands and Hearts

언어:

Marty Wilson

Marty Wilson

無懼變化：在持續激蕩中保持動力與生產力的科學

Change without fear: the science of staying motivated and productive through times of relentless upheaval

언어:

Floriano Alencar

Floriano Alencar

Finding insurance solutions for international clients

언어:

Hozumi Hanada, LUTCF

Hozumi Hanada, LUTCF

Finding insurance solutions for international clients

언어:

Karen Faith Koh Tiang Tiang

Karen Faith Koh Tiang Tiang

Creating a continuous cycle of business

2022 年 8 月 28 日至 31 日
澳洲 Sydney（悉尼）