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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。

How to find your niche and grow smarter as an advisor

如何找到您的利基市场,并更精明地发展顾问事业

Natalie Hales
会议类型:
主场会议
演讲语言:
英语
会议日期:
开始时间:
Hales
演讲语言:
英语
No items found.

Advisors who grow smarter get clear on who they’re best suited to serve and build around that.Hales shares a simple, three-step process to help you define your niche, sharpen your message and focus your time where it matters most.

精明发展事业的顾问,都很清楚自己最适合服务哪些对象,并以此为根据专注经营。    Hales 将分享一个简单的三步法,助您定义利基市场、加强信息力度,以及将时间精准投放在最重要的事务上。

Soundtrack for success

成功的配乐

Rich Bracken
会议类型:
主场会议
演讲语言:
英语
会议日期:
开始时间:
Bracken
演讲语言:
英语
No items found.

Emotional intelligence is one of the strongest predictors of success in financial services, shaping how advisors build trust, navigate client emotions and guide important financial decisions. Bracken explains how to strengthen emotional intelligence, self-awareness and emotional regulation through practical strategies you can apply immediately in client conversations and professional relationships.

要在金融服务业创出成就,情绪智商是最重要的预测指标之一。当顾问与客户建立信任、引导他们理性思考,以及带领他们做出重要财务决定时,情绪智商都发挥着重要影响力。Bracken  会讲解如何通过一系列实用策略,来加强情绪智商、自我觉察和情绪调节能力,让您能即时学以致用,在客户对话和专业关系中实践。

Amplifying the best parts of you

放大您最优秀的地方

Vinh Giang
会议类型:
主场会议
演讲语言:
英语
会议日期:
开始时间:
Giang
演讲语言:
英语
No items found.

Magic is much more than sleight of hand; it’s the ability to guide perspective, spotlight influence and challenge belief systems. Giang transforms these three powerful components and shares how creating and cultivating the right influence in our lives can make the difference between tremendous success or mediocrity.

魔术远不止于巧妙手法,更是一种独特的能力,能有效引导观点、突显影响力及挑战信念系统。Giang  将这三个强大元素变为浅白易明的概念,并分享如何在生活中建立及培养关键的影响力,这种影响力恰恰决定了我们会取得空前成功,还是在平庸中止步。

Anything is possible

《一切皆有可能》

Mike Posner
会议类型:
主场会议
演讲语言:
英语
会议日期:
开始时间:
Posner
演讲语言:
英语
No items found.

What happens when you risk it all on a dream, almost die in the process and keep going anyway? Posner shares lessons he learned from his life, from being a successful musician to a motivational thought leader, and how that journey led to inner peace. Learn how to create a positive transformation in your own life, bringing you closer to yourself and the life you deserve.

当您为了一个梦想冒上一切风险,过程中几乎丧命,却仍坚持下去,会发生什么事?Posner 将分享他从人生中学到的教训,讲述他是如何从一名成功的音乐家到一名激励人心的思想领袖,以及这段旅程如何引领他走向内心的平静。学习如何在您自己的人生中创造正面变化,让您更贴近自我以及您应得的人生。

Think faster. Talk smarter.

《想得更快,说得更精》

Matt Abrahams
会议类型:
主场会议
演讲语言:
英语
会议日期:
开始时间:
Abrahams
演讲语言:
英语
No items found.

Many advisors are uneasy about communication, especially in impromptu, “off the cuff” situations like small talk, fixing mistakes or giving feedback in the moment. Learn and practice Abrahams’ techniques to help you speak spontaneously with greater confidence and clarity, regardless of content and context.

许多顾问对沟通感到不自在,尤其是在即兴、“脱口而出”的情境中,例如闲聊、修正错误或当下给予意见反馈。学习并练习 Abrahams 的技巧,有助于您在任何内容和情境下,都能更自信、更清晰地表达想法。

MDRT Foundation & Room to Read

百万圆桌基金会和 Room to Read

David C. Blake
会议类型:
主场会议
演讲语言:
英语
会议日期:
2026 年 8 月 24 日(星期一)
开始时间:
Blake
演讲语言:
英语
No items found.

Blake, 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 Blake 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。

Conversations to conversions

《从对话到转换》

Chin Soon Gan
会议类型:
主场会议
演讲语言:
英语
会议日期:
开始时间:
Gan
Marketing
演讲语言:
英语
No items found.

The top closers are advisors who earn their clients' respect and money. Discover Gan’s P-A-S framework to pivot from product selling to sales attraction while learning proven techniques that get your prospect's attention and motivate them to buy.

顶尖的成交者,是那些能够赢得客户尊重与金钱的顾问。探索 Gan 的 P-A-S 框架,实现从产品推销到销售吸引的转变,同时学习经过验证的技巧,以获取准客户的注意力并激发其购买意向。

Can you handle your own objection?

《您能处理自己的异议吗?》

Miliana Marten, AEPP, AEPP
会议类型:
主场会议
演讲语言:
英语
会议日期:
开始时间:
Marten
Marketing
演讲语言:
英语
No items found.

When it comes to financial advisors buying more protection for themselves, Marten says, they often sound exactly like their prospects, saying, “Oh, I don’t have the money right now,” or “I’ll buy it next year” or “I think I already have enough.” She shares her personal story of how she handled her own objections when it came to buying insurance, experiencing firsthand the miracle of insurance.

Marten 表示,当理财顾问要为自己购买更多保障时,他们的反应往往与其准客户如出一辙,会说:“噢,我现在没钱”、“明年再买”或者“我想我已经拥有足够了”。她将分享自己在购买保险时,处理自身反对意见,并第一手体会到保险奇迹的亲身经历。

Conviction before competence: Building confidence through a conviction card

《信念先于能力:通过信念卡建立自信》

Vincent Gan, ChFC, CLU
会议类型:
主场会议
演讲语言:
英语
会议日期:
开始时间:
Gan
Advising Clients
演讲语言:
英语
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In a world where financial products grow increasingly complex, Gan shares how conviction — the “why” behind every advisor’s action — can transform confidence and inspire lasting trust. Through his practical tool, the conviction card, he reveals five key areas of financial belief that guide authentic client engagement and purposeful practice.

在金融产品日趋复杂的世界中,Gan 将分享“信念”——即每位顾问行动背后的原因——如何能够转化自信,并启发持久的信任。通过实用工具“信念卡”,他将揭示引导真诚客户互动与目标明确之业务实践的五大金融信念领域。

Engineered for Whole Person excellence: The systems behind sustainable success

专为卓越实践“全人理念”而精心构建 —创造“可持续成功”背后的系统

Corey Williams
会议类型:
主场会议
演讲语言:
英语
会议日期:
开始时间:
Williams
Whole Person
演讲语言:
英语
No items found.

Business partners Burgess and Williams share the frameworks that helped transform their advisory business from a pressure-driven effort into a stable, high-performance model. Together, they present a practical blueprint for building consistent success — not only in business, but across life — by designing systems that prioritize high-value work and eliminate unnecessary pressure.

生意伙伴 Burgess 与 Williams  分享一套架构,这套架构帮助他们将原本以高压力驱动运行的顾问业务,转型为高业绩的稳定模式。他们一同提出务实的蓝图,通过设计一套以高价值工作为优先的系统,同时省去不必要的压力,在业务方面以至人生层面实现持续成功。

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