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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。

Ellen Rogin, CPA, CFP

Highland Park
,
IL
,
United States
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Ellen Rogin, CPA, CFP, worked as a financial advisor for 28 years before selling her successful wealth management business. A sought-after speaker and a money expert, Rogin has trained thousands of financial advisors and entrepreneurs around the world, helping them increase their wealth, expand their businesses and improve their relationships with money so they can lead happier, more fulfilling lives.

Ellen Rogin，CPA、CFP，在成功出售其财富管理公司前，拥有 28 年理财顾问从业经验。作为广受赞誉的演讲者和财富专家，Rogin 已培训全球数千名理财顾问与企业家，助力他们积累财富、拓展事业、改善金钱关系，从而过上更幸福充实的人生。

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Prosperity from the inside out

由内而外的成功

Ellen Rogin, CPA, CFP
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
Rogin
Whole Person
演讲语言:
英语
No items found.

Most people carry unspoken beliefs about money that quietly shape their behavior, business growth and peace of mind. Rogin explains how to listen for intuitive guidance, clear hidden money blocks and cultivate a more empowered, aligned relationship with wealth and well-being.

大多数人都有着默认的金钱观，这些观念潜移默化地影响着我们的行为、业务发展和内心的平静。Rogin 将解释如何听从自己的直觉，清除金钱设置的潜在障碍，更正确地认识财富和幸福。

Chia Fang Hsieh

Taipei
,
,
Taiwan Area
入会总年份：
28
内阁会员荣誉：
18
顶尖会员荣誉：
10

Chia Fang Hsieh is chief marketing director at Fubon Life Insurance, with expertise in wealth management, legacy planning, key talent retention programs, and tax planning and advisory. Her professional achievements include the Faith, Hope and Love Professional Consultant Award, the Gold Award in Insurance at Business Weekly's 3rd Annual King's Award and the Chairman's Award at the Fubon Life Insurance Summit.

Chia Fang Hsieh 现任富邦人寿首席营销总监，专精财富管理、传承规划、核心人才留存计划及税务规划咨询。她的专业成就包括荣获“信望爱专业顾问奖”、《商业周刊》第三届年度国王奖之保险类金奖，以及富邦人寿峰会主席奖。

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Delivering value across generations

跨世代传承价值

Chia Fang Hsieh
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：
13:30
Hsieh
Advising Clients
演讲语言:
普通话
英语
No items found.

Hsieh equips members with concrete planning frameworks and actionable strategies for guiding high-net-worth clients through retirement and wealth transfer planning. She also explores how to build meaningful communication and engagement models that significantly increase clients' motivation to take action on their long-term plans.

Hsieh 为会员提供具体的规划框架和可操作策略，指导高净值客户完成退休规划与财富传承。她还探索如何构建有意义的沟通与互动模式，显著提升客户执行长期计划的积极性。

Panos Leledakis

Miami
,
FL
,
United States
入会总年份：
8
内阁会员荣誉：
7
顶尖会员荣誉：
6

Panos Leledakis, LUTCF, has been in the financial services profession for more than 25 years and is considered a pioneer in his field. An expert in AI and digital transformation, internet marketing strategies and cutting-edge technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019 and was honored with the esteemed “Top 25 InsurTech CEOs of 2020” global award.

Panos Leledakis，LUTCF 从事金融服务行业已超 25 年，被视为该领域的先驱。作为人工智能、数字化转型、互联网市场营销战略和顶尖科技方面的专家，Leledakis 发明了两个创新型保险需求分析项目，利用风险管理科学、人工智能和广泛的神经科学研究来感知风险。他在 2015 年至 2019 年担任泛希腊保险顾问协会主席，并荣获“2020 年 25 强保险科技 CEO”全球大奖。

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AI chatbots: The superpower for customer excellence in the experience and convenience economy

AI 聊天机器人：体验与便捷经济时代的客户服务超能力

Panos Leledakis
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
Leledakis
Marketing
演讲语言:
英语
No items found.

In the age of AI, clients expect speed, personalization and a “wow” experience. Leledakis shares how to instantly build AI chatbots, create your own voice agent and even design a digital twin that answers clients 24/7 — along with creative uses of AI such as future-self videos and personalized AI songs that deepen emotional connection and boost referrals.

在人工智能时代，客户期待的是速度、个性化与“惊喜时刻”。Leledakis 将分享如何即刻构建 AI 聊天机器人、创建专属语音助手，甚至设计一个全天候响应客户需求的数字分身——探索人工智能的创意应用，如“未来的我”视频与个性化 AI 歌曲，这些工具能深化情感联系、增加转介绍。

Joanne Jiahui Lai, CFP, BS

Singapore
,
,
Singapore
入会总年份：
11
内阁会员荣誉：
10
顶尖会员荣誉：
8

Joanne Jiahui Lai, CFP, BS, is founder and CEO of Crownstreams Global Wealth Advisory Pte Ltd., an independent financial advisory firm that integrates technology, faith and innovation to empower advisors to scale with purpose. With over a decade of experience leading multimillion AUA portfolios and developing high-performing advisory teams across Asia, she specializes in enterprise building, AI-enabled systems and leadership coaching, and is known for transforming solo producers into scalable business leaders.

Joanne Jiahui Lai，CFP、BS 是 Crownstreams Global Wealth Advisory Pte Ltd. 创始人兼首席执行官。该公司是一家独立理财咨询平台，融合科技、信念与创新，赋能顾问实现使命驱动的规模化发展。她拥有逾十年管理数百万级资产配置规模的投资组合经验，并在亚洲范围内培养高效能咨询团队，专长领域包括企业建设、人工智能赋能系统及领导力辅导，并以将个体执业者转型为可规模化企业的领导者而闻名。

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From solo advisor to scalable enterprise: Model for 10x growth

从单打独斗到规模化企业：10 倍增长模式

Joanne Jiahui Lai, CFP, BS
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
Lai
Advising Clients
演讲语言:
英语
No items found.

Learn how visionary advisors can transform their one-person practice into a high-performing, values-driven enterprise. Lai shares her framework, blending faith-based leadership, AI-enabled systems and scalable team architecture. Learn how to attract talent, delegate effectively and build recurring AUA.

了解具有远见的理财顾问如何将个人实务转型为高效能、价值观驱动的企业。Lai 将分享她的成功框架，一个融合信念型领导力、人工智能赋能系统与可扩展团队架构的框架。您将学习如何吸引人才、有效授权，并建立稳定增长的资产配置规模。

Sridhar Krishnamurti

Motueka
,
Tasman
,
New Zealand
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Sridhar Krishnamurti is an international speaker and consultant, conducting more than 30,000 transformational consultations, speaking engagements, seminars and workshops in 25 years. A mindset and growth strategist who has spent over 30 years studying with master teachers, Krishnamurti founded The Mind Shift in 2008 to assist individuals and companies attain life-changing results and fulfill their true potential. His clients include top echelon business owners, CEOs and world champion athletes. He also facilitates a series of programs that encourage people worldwide to dissolve limitations and achieve their greatest dreams.

Sridhar Krishnamurti 是一位国际演讲家与顾问，在 25 年间里，他已主持超过 30,000 场变革性咨询、演讲、研讨会和工作坊。作为一名思维模式与成长战略专家，他师从多位大师级导师学习长达 30 余年，并于 2008 年创立 The Mind Shift，帮助个人和企业获得改变人生的成果，释放真正的潜力。他的客户涵盖顶级企业主、首席执行官和世界冠军运动员。他还主持讲授一系列课程，帮助世界各地的人们突破自我局限，实现个人最大的梦想。

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How to live your life without limits

如何不受限制地生活

Sridhar Krishnamurti
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
Krishnamurti
Whole Person
演讲语言:
英语
No items found.

If we can learn to effectively handle fear and uncertainty, Krishnamurti says, we can break through stuck points and plateaus. Discover how to determine not just what you really want in life but how to take the most direct route to achieving it.

Krishnamurti 认为，如果我们能学会有效应对恐惧与不确定性，就能突破瓶颈和停滞期。探索如何不仅明确人生真正所求，更能找到达成目标的最直接路径。

Steven Yam, ChFC, CIAM

Singapore
,
,
Singapore
入会总年份：
30
内阁会员荣誉：
0
顶尖会员荣誉：
0

Steven Yam is an agency leader with Prudential Singapore, serving 42 years in the company. He specializes in training, coaching and engaging the HNW market while developing advisors to achieve breakthrough performance. A recipient of numerous company awards, including the President’s Club and Top Leader Award, Yam is deeply committed to professional mastery and lifelong learning.

Steven Yam，新加坡保诚集团机构领导者，在该公司服务 42 年。他专注于高净值客户市场的培训、辅导和业务拓展，致力于帮助顾问实现突破性提升。Steven 曾荣获众多公司奖项，包括总裁俱乐部和卓越领导奖，始终致力于追求专业精进与终身学习。

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HNW mastery

高净值客户服务之道

Steven Yam, ChFC, CIAM
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
Yam
Marketing
演讲语言:
英语
No items found.

Beyond technical knowledge, Yam says, HNW clients look for presence, trustworthiness, emotional intelligence, and the ability to communicate with confidence and clarity. He shares how the “be, do, have” framework helps advisors elevate who they are, not just what they do, so they naturally attract higher-level clients. Learn how to build credibility quickly, ask breakthrough questions and create deeper client connections.

Steven Yam 指出，除了专业知识外，高净值客户更看重顾问的个人气质、可信度、情商，以及自信清晰的沟通能力。他将分享“成为，行动，拥有”框架如何帮助顾问由内而外获得提升，而不仅仅是改变他们的行为，从而自然而然地吸引更高层次的客户。学习如何快速建立信誉、提出突破性问题以及与客户建立深层关系。

Trahcee Hiu Yu Tsang

,
,
Hong Kong
入会总年份：
3
内阁会员荣誉：
1
顶尖会员荣誉：

Trahcee Hiu Yu Tsang transitioned from the beauty and wellness industry to the financial services profession in 2022. Since then, she has been the top producer and award recipient at her company and qualified for MDRT in 2023 — just three months after switching careers. She achieved Court of the Table in 2025 and inspires fellow advisors through her presentations at company events and training workshops

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2022 年，Trahcee Hiu Yu Tsang 由美容及健康行业转投金融服务业。自入行以来，她一直是公司的顶尖业绩人员，并屡获殊荣；转行后短短三个月，便于 2023 年顺利入围百万圆桌。2025 年，她更获得内阁会员资格，并积极参与公司活动和培训研讨会，通过演讲分享经验，启发顾问同僚。

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Lock in the target: Dream big until you're proud

锁定目标：有梦乃大，至荣方休

Trahcee Hiu Yu Tsang
会议类型：
赞助商分享会议
演讲语言：
普通话
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
12:30
Tsang
Sponsor Sharing Session
演讲语言:
普通话
No items found.

Relationships are the foundation, value is the core, connection is the bond and action is the key, says Tsang. Learn how to use this approach to quickly earn the trust of clients and partners to help achieve goals and maintain work-life balance.

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根据 Tsang 的说法，关系是根基，价值是核心，联系是纽带， 而行动则是关键。学习如何使用这个方法，迅速赢得客户和合作伙伴的信任，协助您实现目标并维持工作与生活平衡。

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Bawonlak Akkaraittisak

,
,
Thailand
入会总年份：
4
内阁会员荣誉：
顶尖会员荣誉：

Bawonlak Akkaraittisak has 11 years of experience in the insurance profession. She is a top producer at Muang Thai Life Assurance PCL and is an active MDRT member, supporting, promoting and driving the execution of MDRT initiatives at local and international events.

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Bawonlak Akkaraittisak 从事保险业已有 11 个年头。她是 Muang Thai Life Assurance PCL 的顶尖业绩人员，也是一名活跃的百万圆桌会员，总是在大小本地和国际活动上，积极支持、宣传并推动百万圆桌倡议的执行。

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Optimize time to maximize productivity

通过最佳化时间，实现业绩自动化

Bawonlak Akkaraittisak
会议类型：
赞助商分享会议
演讲语言：
泰语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
16:00
Akkaraittisak
Sponsor Sharing Session
演讲语言:
泰语
No items found.

Akkaraittisak shares practical time management strategies and perspectives for effective scheduling. Learn how to maximize productivity in your daily operations and boost your business success through optimal utilization of time.

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Akkaraittisak 将分享一些实用的时间管理策略，以及关于有效制定日程安排的观点。学习如何在日常经营中将业绩最大化，并通过最理想地善用时间，促进业务成功。

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Lilis Shafinar Mohammed Daim, MBA

,
,
Malaysia
入会总年份：
5
内阁会员荣誉：
3
顶尖会员荣誉：
1

Lilis Shafinar Mohammed Daim, MBA, has more than 30 years of experience in the financial services profession and holds a master’s degree in marketing management. Since joining Etiqa Family Takaful in 2012, she has consistently achieved top accolades for her achievements. Mohammed Daim has also co-authored a bestselling sales book and frequently speaks at industry events.

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Lilis Shafinar Mohammed Daim，MBA 从事金融服务业超30 年，持有市场营销管理硕士学位。自于 2012 年加入 Etiqa Family Takaful 后，她一直凭非凡成就而享尽至高殊荣。Mohammed Daim 参与联名撰写了一本畅销书籍，并经常在行业活动上演讲。

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Unlocking MDRT in you consistently

持续解锁您内心中的百万圆桌

Lilis Shafinar Mohammed Daim, MBA
会议类型：
赞助商分享会议
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
14:30
Mohammed Daim
Sponsor Sharing Session
演讲语言:
英语
No items found.

Qualifying for MDRT every year, says Mohammed Daim, comes down to strength, strategies and segments. Learn how she applies these 3S principles to her practice to drive productivity and reliable success.

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根据 Mohammed Daim 的说法，年年入围百万圆桌讲求的不外乎实力、策略与分段。了解她如何在实务中运用 3S 原则，从而推动业绩，实现可靠的成功。

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Yu Hu

,
,
China
入会总年份：
12
内阁会员荣誉：
7
顶尖会员荣誉：
4

Yu Hu has more than 20 years of experience in the financial services profession and is a top seller at CITIC-Prudential Life. She is a consistent MDRT qualifier and a speaker within the industry.

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Yu Hu 拥有超 20 载金融服务从业经验，是 CITIC-Prudential Life 的顶尖销售人员。她持续入围百万圆桌，也是行内的演讲常客。

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Referral client management

转介绍客户管理

Yu Hu
会议类型：
赞助商分享会议
演讲语言：
普通话
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
11:30
Hu
Sponsor Sharing Session
演讲语言:
普通话
No items found.

As client acquisition costs rise and trust barriers increase, how can you affordably expand your business? Hu shares her three-fold strategy to cultivate a distinctive personal brand, deliver exceptional service experiences, and implement a systematic referral mechanism to break through market challenges and minimize operational expenses.

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随着获取客户的成本水涨船高，信任障碍也与日俱增，您如何能在负担得起的情况下扩张业务呢？Hu 将分享她的三重策略，有助建立独特的个人品牌、带来卓越的服务体验，以及引入系统化的转介绍机制，从而跨越市场挑战，将运营开支降至最低。

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