演讲者

显示 0 个结果，共 0 个项目。
highlight
全部重置

会议类型

清除

演讲语言

清除

会议日期

清除

开始时间

清除

内容分类

清除

直播

清除
筛选条件：
Tag
close icon
排序方式

所列的传译语言场次分配都为暂定。  英语是 2023 年全球会议的官方语言。百万圆桌将为主场会议演讲和特定焦点会议提供同声传译服务（当至少 50 名注册会员要求用同一种语言进行传译时）。有关传译场次选项的最终决定将于 7 月 11 日后公布。

Kaka Lam

,
,
Malaysia
入会总年份：
8
内阁会员荣誉：
6
顶尖会员荣誉：
3

Kaka Lam has been in the financial services profession for 10 years, specializing in delivering strategic insurance solutions to HNW clients to secure their futures and protect their assets, legacies and success. Lam has spoken at numerous financial services conferences, including at MDRT events, and is an active MDRT member.

‍

Pui Ka Lam 投身金融服务行业已逾 10 载，擅长向高净值客户提供策略型保险解决方案，从而保障他们的未来，以及保护他们的资产、传承与成功。Lam 曾在多个金融服务会议上演讲，包括百万圆桌活动，现为活跃的百万圆桌会员

‍

CLOSE

The HNW blueprint: Speak with power and purpose

高净值人士蓝图：言谈中自带力量与使命

Kaka Lam
会议类型：
赞助商分享会议
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
12:00
This is some text inside of a div block.
演讲语言:
英语
No items found.

Do you know how to successfully engage with high-net-worth (HNW) clients? Lam shares her 4-P framework to position yourself as a trusted resource for these in-demand individuals and leverage strategies to build meaningful relationships that drive high productivity.

‍

您知道如何与高净值客户成功互动吗？Lam 将分享她的 4P 框架，助您在这些目标对象心目中建立可信资源的定位，并善用策略来构筑有意义的关系，从而推高业绩。

‍

Jinlin Ren, ChFC, CLU

,
,
Singapore
入会总年份：
13
内阁会员荣誉：
1
顶尖会员荣誉：

Jinlin Ren, ChFC, CLU, is a distinguished financial advisor who specializes in legacy planning, international wealth structuring and generational impact. Tailoring complex financial solutions into personalized strategies for her clients, Ren believes that happiness is a way of life sustained through careful financial planning, underscoring the crucial role of financial advisors.

‍

CLOSE

The MAGNET: Attracting the modern millionaire

Jinlin Ren, ChFC, CLU
会议类型：
赞助商分享会议
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
12:00
This is some text inside of a div block.
演讲语言:
英语
No items found.

Ren says a new wave of millionaires is rising from the Web3 and tech world — and they are fast-moving, independent and skeptical of traditional finance. Learn a simple framework to connect with next-gen clients, build trust quickly, and position yourself as the bridge between their world and long-term financial security.

‍

Jadea Ezra Manalo Capucion

,
,
Philippines
入会总年份：
2
内阁会员荣誉：
顶尖会员荣誉：

Jadea Ezra Manalo Capucion, JD, has led a top-producing agency in her company for nine years. She received agency leadership awards in 2024 and 2025 and enjoys helping advisors within her high-performing agency achieve MDRT.

‍

Jadea Ezra Manalo Capucion，JD 曾在公司带领业绩称冠的代理人团队达九年之久。她在 2024 年和 2025 年先后荣获代理人团队领导力奖项，热衷于协助团队中的高业绩代理人入围百万圆桌。

‍

CLOSE

Scripting your way to success

编写您的成功之路

Jadea Ezra Manalo Capucion
会议类型：
赞助商分享会议
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
11:30
This is some text inside of a div block.
演讲语言:
英语
No items found.

Effective scripts, Capucion says, eliminate fear and inaction while helping you prepare, present and handle objections. Learn how to build a “script bank” to maximize your time management and create a process that begins with the end in mind.

‍

Capucion 认为，有效的脚本能消除恐惧与不作为，协助您做好准备、现身人前、妥善处理异议。学会如何建立”脚本银行”以发挥最大的时间管理效益，并制定以终为始的流程。

‍

Claudia Wei Peng Ong, AEPP, AFP

,
,
Singapore
入会总年份：
5
内阁会员荣誉：
3
顶尖会员荣誉：

Claudia Wei Peng Ong, AEPP, AFP, has more than 27 years of experience in the life insurance profession. She values the Whole Person concept — a balance of self, family and community — and considers it the foundation for her professional and personal success.

‍

Claudia Wei Peng Ong，AEPP、AFP 从事人寿保险业已超 27 个年头。她非常重视全人理念，致力追求自我、家庭与社群之间的平衡，并视之为她在事业与个人成功路上的基石。

‍

CLOSE

I wish I knew this earlier

但愿我一早知道

Claudia Wei Peng Ong, AEPP, AFP
会议类型：
赞助商分享会议
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
11:30
This is some text inside of a div block.
演讲语言:
英语
No items found.

What if you pursued integration instead of balance and discovered the true keys to sustainable success and fulfillment? Ong shares perspective-shifting lessons and how you can apply them in your own life.

‍

如果您追求的是合一而非均衡，并发现可持续成功与成就感的真谛，那会如何？Ong 将分享令人转换视角的心得体会，并阐述您如何在自己的人生中加以应用。

‍

Natthaphon Rungkiattiwong

,
,
Thailand
入会总年份：
9 years
内阁会员荣誉：
6
顶尖会员荣誉：
4

Natthaphon Rungkiattiwong is the senior district manager of Money Plus 1 and founder of the Money Plus office. Starting his career at age 20, Rungkiattiwong is recognized for both his national and international achievements. He continues to inspire a new generation of financial advisors.

‍

Natthaphon Rungkiattiwong 是 Money Plus 1 的高级地区经理，也是 Money Plus 办公室的创始人。于 20 岁时入行的 Rungkiattiwong，凭借在全国乃至国际上的成就而备受赞誉。如今他仍致力于启发新一代的理财顾问。

‍

‍

CLOSE

Building success from within: The power of positive thinking, a good life and a great team

从内心建立成功：正向思维、美好人生与优秀团队的力量

Natthaphon Rungkiattiwong
会议类型：
赞助商分享会议
演讲语言：
泰语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
12:30
This is some text inside of a div block.
演讲语言:
泰语
No items found.

True success begins with the power of positive thinking and surrounding yourself with the right people, says Rungkiattiwong. Learn how inner values and a supportive team create not just growth but a meaningful life of fulfillment and gratitude.

‍

根据 Rungkiattiwong 的说法，真正的成功源自正向思维的力量，且需要置身于正确同伴的簇拥中。了解内在价值和支持您的团队如何缔造成长，同时创造满载成就感和感恩之心的充实人生。

‍

Derek Lee Wai Yuen

,
,
Hong Kong
入会总年份：
34
内阁会员荣誉：
4
顶尖会员荣誉：

Derek Lee Wai Yuen has more than 36 years of experience in the life insurance industry. Through his fact-finding system, he aims to become a premier advisor for families and businesses and gain referrals as well. He currently serves more than 1,000 clients and consistently achieves his monthly goals, which facilitates growth and provides the opportunity to serve three generations of clients.

‍

Derek Lee Wai Yuen 在人寿保险业拥有超过 36 年的资历。凭借 自己的实情调查系统，他矢志成为家庭与企业客户的顶尖顾问，并积极争取转介绍。他目前服务超过 1,000 名客户，并通过持续达成每月目标来促进成长，为服务三个世代的客户创造机遇。

‍

CLOSE

Fact-finding = 4 apps X 400 months

实情调查 = 4 个应用程序 X 400 个月

Derek Lee Wai Yuen
会议类型：
赞助商分享会议
演讲语言：
粤语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
12:00
This is some text inside of a div block.
演讲语言:
粤语
No items found.

How can you facilitate business growth simply by focusing on consistent monthly performance? Lee Wai Yuen shares how he utilizes this approach to set goals and create referrals while serving three generations of clients.

‍

如何单单通过专注于持续如一的每月业绩，从而促进业务增长？Lee Wai Yuen 将分享他如何善用这个方针来设定目标并创造转介绍，同时服务三个世代的客户。

‍

John F. Nichols, MSM, CLU

Naples
,
FL
,
United States
入会总年份：
25
内阁会员荣誉：
20
顶尖会员荣誉：
18

John F. Nichols, MSM, CLU, is the 2025 First Vice President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 18 Top of the Table qualifications. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a nationally recognized disability insurance benefits practice.

John F. Nichols，MSM、CLU 将出任 2025 年度百万圆桌第一副会长。他拥有 25 年百万圆桌会龄，20 次获得内阁会员资格，18 次获得顶尖会员资格。Nichols 曾在 2020 年担任百万圆桌会员分会的全球理事会成员，也是 2019 年章程和道德委员会的主席。2022 年，他成为了百万圆桌基金会会长兼“皇家勋章神剑骑士”，也是核心集团的成员。Nichols 是 Nichols Consulting LLC 的创始人；该公司是全国认可的伤残保险福利企业。

CLOSE

Incoming Presidential Address

新任会长致辞

John F. Nichols, MSM, CLU
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
This is some text inside of a div block.
演讲语言:
英语
No items found.

Get to know 2026 MDRT President John F. Nichols, MSM, CLU.

‍

认识 2026 年度百万圆桌会长 John F. Nichols，MSM、CLU

‍

Simon D. Lister, DipPFS

Norfolk
,
,
United Kingdom
入会总年份：
18
内阁会员荣誉：
18
顶尖会员荣誉：
15

Simon D. Lister, Dip PFS, is the 2025 Nominee of MDRT. In 2021, he served as Global Council Member and Advisory Board Chair of the Top of the Table Division and currently serves as Global Council Member of the Annual Meeting Program Development Division. He also served as Area Chair of the Membership Communications Division. He is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates, where he specializes in retirement planning.

‍

Simon D. Lister，Dip PFS 是 2025 年百万圆桌获提名人。2021 年，他曾担任顶尖会员分会全球理事会成员及顾问委员会主席，目前则担任年会日程起草部门的全球理事会成员。他也曾担任会员交流委员会分会区域主席。他也是百万圆桌基金会的“白金骑士”和核心集团的成员。Lister 是一名独立理财规划师兼 ML Financial Associates 的董事总经理，擅长退休规划工作。

‍

CLOSE

Nominee Acceptance Speech

获提名人任命致辞

Simon D. Lister, DipPFS
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
This is some text inside of a div block.
演讲语言:
英语
No items found.

Simon D. Lister, Dip PFS, formally accepts the nomination to become the newest member of the Executive Committee.

‍

‍

‍

Simon D. Lister，Dip PFS 正式接受提名，将成为执行委员会的最新成员。

Alessandro M. Forte, CFP, FCII

Yorkshire
,
,
United Kingdom
入会总年份：
27
内阁会员荣誉：
27
顶尖会员荣誉：
27

Alessandro M. Forte, CFP, FCII, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 92 countries, is the author of the international bestseller “Dare to be Different” (published in eight languages) and has helped raise more than USD 24 million for numerous charities. He also currently serves as the MDRT Foundation President. 

‍

根据业绩、资格和合规标准来判断，Alessandro M. Forte，CFP、FCII 是世上最顶尖的理财顾问之一。他曾在 92 个国家/地区发表演讲，是国际畅销书《敢于与众不同》(Dare to be Different)（曾以八种语言出版）的作者，并曾帮助多个慈善机构筹得超 2,400 万美元的善款。他也是现任百万圆桌基金会会长。 

‍

CLOSE

MDRT Foundation

百万圆桌基金会

Alessandro M. Forte, CFP, FCII
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
This is some text inside of a div block.
演讲语言:
英语
No items found.

Forte, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

‍

‍

百万圆桌基金会会长 Forte 将进行分享，介绍基金会如何通过支持百万圆桌会员所关心的慈善机构和议题，在世界各地发挥影响力。了解您如何成为志愿者和捐款助人，以及为您心怀的组织申请资助金。

‍

Carol Kheng, CHFC

Singapore
,
,
Singapore
入会总年份：
27
内阁会员荣誉：
5
顶尖会员荣誉：
4

Carol Kheng, ChFC, is the 2025 President of MDRT. Kheng has served in multiple roles on the MDRT Executive Committee since 2022. She previously served as Divisional Vice President for Global Conference Program General Arrangements in 2019 and for MDRT’s Member Resources–Practice Management Division in 2009. Kheng also has served on the Board of Trustees of the MDRT Foundation, for which she is a Diamond Knight. Kheng is a master financial consultant with Prudential Assurance Company Singapore, where she was the founding member and chairperson of its MDRT Club.

‍

Carol Kheng，ChFC 是 2025 年度百万圆桌会长。自 2022 年起，Kheng 曾在百万圆桌执行委员会担任多个岗位。她曾在 2019 年任职全球会议项目统筹委员会分副会长，并曾于 2009 年任职百万圆桌会员资源经营管理分会的分副会长。Kheng 还曾加入百万圆桌基金会的受托人董事会，也是百万圆桌基金会的钻石骑士。Kheng 是新加坡 Prudential Assurance Company 的资深理财顾问，也是该公司百万圆桌俱乐部的创会成员兼主席。

‍

CLOSE

Presidential Address

会长致辞

Carol Kheng, CHFC
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
This is some text inside of a div block.
演讲语言:
英语
No items found.

Carol Kheng, ChFC, makes her 2025 Presidential Address.

‍

Carol Kheng，ChFC 发表 2025 年度会长致辞。

‍

未找到结果
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now