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

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。

Warm tech sales strategy

温情科技销售策略

Clarice Guillermin
会议类型:
焦点会议
演讲语言:
粤语
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
15:00
Guillermin
Practice management
演讲语言:
粤语
英语
泰语
No items found.

In this age of technological advancement, face-to-face interactions are diminishing as processes become increasingly digital. Guillermin explains why the key to standing out and building client trust lies in blending digital tools with personalized, human-centric sales approaches.

在这个技术飞速发展的时代,随着流程日益数字化,面对面互动正在逐渐减少。Guillermin 将说明为何脱颖而出并建立客户信任的关键在于将数字工具与个性化、以人为本的销售方法相结合。

Marketing and branding to attract right-fit clients

营销与品牌塑造,吸引最适合的客户

David Braithwaite, DipPFS
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
15:00
Braithwaite
Marketing
演讲语言:
英语
印尼语
朝鲜语
No items found.

Advisors have two roles, Braithwaite says: the advisor when we're with clients and also as our own brand ambassadors. What does your target market see and how do they feel about you when you aren’t there? Discover actionable strategies for emotional branding, differentiated marketing, and comprehensive social media to help you expand your reach and client engagement while growing and having fun with it along the way.

Braithwaite 认为,顾问扮演着双重角色:一是与客户相处时的顾问身份,二是自身品牌的代言人。当您不在场时,目标市场看到了什么?他们对您有何印象?探索情感品牌建设、差异化营销和全方位社交媒体的实用策略,帮助您扩大影响力和客户参与度,同时在成长过程中享受其中的乐趣。

Panel discussion: Inheritance and innovation in insurance

保险的传承与创新

Hong Chun Po Bo Bo
会议类型:
焦点会议
演讲语言:
普通话
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
15:00
Hong Chun Po Bo Bo
Practice management
演讲语言:
普通话
粤语
英语
No items found.

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

探讨新旧两代保险人的服务升级之道,分享传统价值与创新科技的融合,掌握高端客户深耕策略。

Panel discussion: Inheritance and innovation in insurance

保险的传承与创新

Chiu Sze Yuet Jessie
会议类型:
焦点会议
演讲语言:
普通话
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
15:00
Chiu Sze Yuet Jessie
Practice management
演讲语言:
普通话
粤语
英语
No items found.

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

探讨新旧两代保险人的服务升级之道,分享传统价值与创新科技的融合,掌握高端客户深耕策略。

The next orbit

迈向新轨道

Paritosh Pathak
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
16:30
Pathak
Marketing
演讲语言:
英语
日语
泰语
No items found.

All advisors want to build high-value connections that drive business growth. Pathak shares how to utilize a connection map and a relationship management calendar to build trust and maintain long-term relationships to elevate professional success.

所有顾问都希望建立能推动业务增长的高价值人脉网络。Pathak 将分享如何运用人脉图和关系管理日历来建立信任、维持长期关系,从而提升职业成就。

Panel discussion: Inheritance and innovation in insurance

保险的传承与创新

Chan Ching Laam Natalie
会议类型:
焦点会议
演讲语言:
普通话
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
15:00
Chan Ching Laam Natalie
Practice management
演讲语言:
普通话
粤语
英语
No items found.

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

探讨新旧两代保险人的服务升级之道,分享传统价值与创新科技的融合,掌握高端客户深耕策略。

How to be seen: A step-by-step guide to running social media

如何被看见:社交媒体运营的分步指南

Ng Ka Wai Carrie
会议类型:
焦点会议
演讲语言:
粤语
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
16:30
Ng Ka Wai Carrie
Marketing
演讲语言:
粤语
英语
泰语
No items found.

If the digital content pushed to clients is determined by an algorithm, how can you ensure you aren’t missing out on these connections? Ng Ka Wai Carrie shares how to succeed in a world where potential clients may find another advisor if they don’t see you online.

如果推送给客户的数字内容由算法决定,您如何确保不会错失这些人脉?潜在客户若在网上看不到您,很可能转向其他顾问,Ng Ka Wai Carrie 将分享在这样一个世界中取得成功的秘诀。

Whole Person growth: How to 10x your health, wealth and happiness

全人成长:如何让健康、财富与幸福提升十倍

Rickson Joel D'Souza
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
15:00
D'Souza
Whole Person
演讲语言:
英语
日语
朝鲜语
No items found.

From overcoming burnout and health issues to building wealth while prioritizing family and personal wellness, D’Souza’s story illustrates how multidimensional growth fuels long-term success. Discover his C.O.N.T.R.O.L. framework — clear goals, ownership, knowing your numbers, tactics, right-fit clients, obsession and life — and how to align your health, wealth and happiness to reach new heights and live fully.

从克服职业倦怠和健康问题,到优先考虑家庭和个人健康的同时积累财富,D’Souza 的故事展示了多维度成长如何推动长期成功。探索他的 C.O.N.T.R.O.L. 框架——明确目标、主人翁意识、了解数据、战术策略、适合的客户、专注和生活——以及如何协调健康、财富与幸福,达至新高度,活出充实人生。

Tips to help you feel the reality of retirement as your own issue

帮助您认识到退休是您切身问题的建议

Chie Yazawa
会议类型:
焦点会议
演讲语言:
日语
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
13:30
Yazawa
Advising Clients
演讲语言:
日语
英语
朝鲜语
No items found.

Many people say they are worried about their retirement, but only a few understand the reality. Yazawa explains how she helps clients start planning ahead by first recognizing how it feels to live without monthly income.

许多人表示担忧退休,但真正了解现实状况的人却寥寥无几。Yazawa 将说明她如何帮助客户提前规划,首先让他们体验没有月收入生活的真实感受。

Mastering TikTok marketing, AI and automation to streamline client onboarding and drive growth

掌握 TikTok 营销、人工智能与自动化,简化客户获取流程,推动业务增长

Aaron Kane, B Bus, AFA
会议类型:
焦点会议
演讲语言:
英语
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
13:30
Kane
Marketing
演讲语言:
英语
印尼语
朝鲜语
泰语
No items found.

Learn how to attract high-quality leads through TikTok, screen prospects effectively and automate client data collection, payments and document uploads before the first meeting. In addition to providing steps to enhance your client journey, Kane demonstrates how he uses AI-powered notetaking to drastically reduce compliance time, saving five to eight hours per week.

了解如何通过 TikTok 吸引高质量潜客,有效筛选准客户,并在首次会面前自动完成客户数据收集、付款和文件上传。除提供优化客户体验的流程外,Kane 还将展示如何利用人工智能记录大幅缩减合规时间,每周节省五至八小时。

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