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所列的传译语言场次分配都为暂定。2026 年百万圆桌全球会议的官方语言是英语。百万圆桌提供主场会议的同声传译，并为指定焦点会议提供最多 12 种语言的传译服务（当至少 50 名注册与会者要求用同一种语言时）。  您必须在注册时提出同声传译的要求。提交同声传译申请的截止日期是 2026 年 6 月 28 日。

Chin Soon Gan

Johor Bahru
,
,
Malaysia
入会总年份：
21
内阁会员荣誉：
8
顶尖会员荣誉：
5

Chin Soon Gan is a CFA Charterholder and founder of LIFA Planners Sdn Bhd, a licensed financial planning firm offering wealth advisory services . Gan has 22 years of experience in financial planning and graduated with first-class honors in electrical engineering from the National University of Singapore.

Chin Soon Gan 是 CFA 特许资格持有人，以及 LIFA Planners Sdn Bhd 的创始人；该公司是专门提供财富咨询服务的持牌理财规划企业。Gan 拥有 22 年理财规划经验，以一级荣誉毕业于新加坡国立大学，主修电子工程。

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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。

Miliana Marten, AEPP, AEPP

Jakarta
,
,
Indonesia
入会总年份：
17
内阁会员荣誉：
9
顶尖会员荣誉：
2

Miliana Marten, AEPP, was a university lecturer for eight years before joining the financial services profession in 2004. As a thyroid cancer survivor, Marten has a deep appreciation for the importance of insurance, its life-changing benefits and the positive impact insurance products can have on people's lives. She has presented at numerous international events within the insurance industry, sharing her expertise and insights with others.

Miliana Marten，AEPP 在 2004 年加入金融服务业前，曾担任大学讲师长达八年之久。作为甲状腺癌康复者，Marten 深切体会到保险的重要性、其改变生命的力量，以及保险产品能为人们生活带来的正面影响。她曾于保险业内多个国际活动上发表演讲，与业界分享其专业知识和见解。

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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。

Vincent Gan, ChFC, CLU

Singapore
,
,
Singapore
入会总年份：
17
内阁会员荣誉：
1
顶尖会员荣誉：
0

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in comprehensive financial planning and agency leadership as well as training and development, with a passion for helping both clients and financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums, and received numerous company and industry accolades.

Vincent Gan，ChFC、CLU 现任新加坡大东方理财顾问公司高级执行董事，拥有 20 年金融服务从业经验。他专注于全方位理财规划、团队领导，以及培训与发展，热衷于协助客户及理财顾问实现有目标且可持续的成长。毕业于新加坡国立大学的 Gan，不仅担任多个业界委员会职务及获邀至国际论坛演讲，更屡获公司与行业殊荣肯定。

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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
No items found.

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。

Corey Williams

Christchurch
,
,
New Zealand
入会总年份：
14
内阁会员荣誉：
13
顶尖会员荣誉：
12

Corey Williams is a partner at SwainWoodham Group, where he specializes in employee benefits and champions the philosophy of prevention over cure. With more than 30 years’ experience across banking, sales and marketing in New Zealand and the United Kingdom, Williams brings a global perspective to his work. A former sports manager, he has worked internationally with Olympic medalists and world champions.

Corey Williams 是 SwainWoodham Group  的合伙人，专注于雇员福利领域，积极倡导“预防胜于治疗”的理念。凭借超 30 年在新西兰及英国的银行、销售与市场营销经验，Williams  为其工作带来国际视野。此外，他曾经是一名体育经理，与众多奥运会奖牌获得者和世界冠军有过合作。

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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。

Jane Lim

Norwest
,
,
Australia
入会总年份：
4
内阁会员荣誉：
0
顶尖会员荣誉：
0

Jane Lim is the founder and director of Prosper Financial Planning. With more than 20 years of global experience in financial services, she combines technical excellence with a deep commitment to human connection. An award-nominated financial planner, Lim inspires advisors to look beyond the numbers and uncover the “pain beyond the pain” in their clients’ lives. Her authentic storytelling and practical insights empower financial professionals to lead with empathy, purpose and resilience.

Jane Lim 是 Prosper Financial Planning 的创始人兼董事。凭借超 20 年的环球金融服务经验，她将专业技术与对人际联系的深切承诺融为一体。作为曾获奖项提名的理财规划师，Lim 致力于启发顾问超越数字表象，发掘客户生命中“痛点背后的痛点”。她真挚的讲故事技巧与实用见解，赋能金融专业人士以同理心、使命感和韧性进行领导。

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Finding the pain beyond the pain

《发掘痛点背后的痛点》

Jane Lim
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
Lim
Advising Clients
演讲语言:
英语
No items found.

Financial advisors have the opportunity to create profound and lasting impact, especially when they move beyond surface-level solutions. Lim reveals how identifying the true source of a client’s financial and emotional pain transforms the advisory relationship. Drawing on her personal journey of overcoming adversity alongside her professional experience guiding clients through complexity, Lim demonstrates how to reframe your role from problem solver to root cause identifier. Learn how to uncover what truly drives client behavior, builds deeper trust and delivers clarity that leads to meaningful, sustainable outcomes.

理财顾问有机会创造深远而持久的影响，尤其是当他们能超越表面的解决方案时。Lim 将揭示如何通过辨别客户财务与情感痛楚的真正根源，彻底转变咨询关系。凭借她个人克服逆境的经历，以及引导客户应对复杂情况的专业经验，Lim 将示范如何将自身角色从“解决问题者”重塑为“根源识别者”。学习如何发掘真正驱动客户行为的因素，建立更深厚的信任，并提供清晰的指引，从而达到有意义且可持续的成果。

Brian W. Burgess

Christchurch
,
,
New Zealand
入会总年份：
13
内阁会员荣誉：
11
顶尖会员荣誉：
7

Brian W. Burgess has been an advisor since 1996 and is a partner at SwainWoodham Group. He specializes in the personal and business risk market.

Brian W. Burgess 由 1996 年起成为顾问，现时为 SwainWoodham Group  的合伙人。他专精于个人及企业风险市场。

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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

Brian W. Burgess
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
Burgess
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。

Subhas V. Nathan

Singapore
,
,
Singapore
入会总年份：
22
内阁会员荣誉：
0
顶尖会员荣誉：
0

Subhas V. Nathan is a senior financial services director with Prudential Assurance Company. He leads the Eminence Group, which has more than 200 advisors. Nathan specializes in uniting the organization and motivating each advisor to high levels of performance. He has a Bachelor of Science in physics and has received multiple Million Dollar and Multi-Million Dollar Agency awards.

Subhas V. Nathan 是保诚保险公司的高级金融服务总监。他领导的卓越团队拥有逾 200 名顾问。Nathan 擅长凝聚团队力量，激励每位顾问实现卓越业绩。他拥有物理学理学学士学位，并多次荣获百万美元及千万美元级代理机构奖项。

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How the MDRT Family of Brands can be a resource in each phase of your professional journey

百万圆桌系列品牌如何成为职业路上每个阶段的资源

Subhas V. Nathan
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
16:30
Nathan
Whole Person
August 25, 2026
演讲语言:
英语
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

了解 MDRT Academy 和 MDRT Center for Field Leadership 如何帮助您和您的顾问，在职业生涯的每个阶段都能学习与成长。MDRT Academy 可帮助顾问提升至百万圆桌业绩水平，而 MDRT Center 则专注为前线和在家办公室领袖提供资源。加入会议以了解更多信息。

Simon D. Lister

Norfolk
,
,
United Kingdom
入会总年份：
19
内阁会员荣誉：
19
顶尖会员荣誉：
16

Simon D. Lister, Dip PFS, is the 2026 Secretary of MDRT. He served as Global Council Member of the 2025 MDRT Annual Meeting Program Development Division. He previously served as Chair of the Main Platform Committee for the 2024 MDRT Annual Meeting, Chair of the Focus Sessions Committee for the 2023 MDRT Annual Meeting, and as Global Council Member and Advisory Board Chair of the Top of the Table Division in 2021. He also 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.

Simon D. Lister，Dip PFS 将出任 2026 年度百万圆桌秘书长。他是 2025 年百万圆桌年会日程起草部门的全球理事会成员。他曾担任过 2024 年百万圆桌年会主场会议委员会主席、2023 年百万圆桌年会焦点会议委员会主席，以及 2021 年顶尖会员分会全球理事会成员兼顾问委员会主席。他也是百万圆桌基金会的“白金骑士”和核心集团成员。Lister 是一名独立理财规划师兼 ML Financial Associates 的董事总经理。

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How the MDRT Family of Brands can be a resource in each phase of your professional journey

百万圆桌系列品牌如何成为职业路上每个阶段的资源

Simon D. Lister
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
16:30
Lister
Whole Person
August 25, 2026
演讲语言:
英语
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

了解 MDRT Academy 和 MDRT Center for Field Leadership 如何帮助您和您的顾问，在职业生涯的每个阶段都能学习与成长。MDRT Academy 可帮助顾问提升至百万圆桌业绩水平，而 MDRT Center 则专注为前线和在家办公室领袖提供资源。加入会议以了解更多信息。

Clay Gillespie, CFP, CLU

Vancouver
,
BC
,
Canada
入会总年份：
25
内阁会员荣誉：
23
顶尖会员荣誉：
22

Clay Gillespie, CFP, CLU, is the 2026 First Vice President of MDRT. An Excalibur Knight of the MDRT Foundation, Gillespie served as Global Council Member of MDRT’s Finance Division in 2023 and as Top of the Table Global Council Member and Advisory Board Chair in 2019. He was Captain of the 2015 MDRT Annual Meeting Focus Sessions Committee and has served as Chair of several committees in the Top of the Table Division. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management.

Clay Gillespie，CFP、CLU 将出任 2026 年度百万圆桌第一副会长。身为百万圆桌基金会的神剑骑士，Gillespie 在 2023 年担任百万圆桌财务分会的全球理事会成员，也曾在 2019 年任职顶尖会员全球理事会成员兼顾问委员会主席。他是 2015 年百万圆桌年会焦点会议委员会的队长，并曾在顶尖会员分会辖下的好几个委员会担任主席。Gillespie 是一名理财顾问、投资组合经理兼 RGF Integrated Wealth Management 的董事总经理。

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How the MDRT Family of Brands can be a resource in each phase of your professional journey

百万圆桌系列品牌如何成为职业路上每个阶段的资源

Clay Gillespie, CFP, CLU
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
16:30
Gillespie
Whole Person
August 25, 2026
演讲语言:
英语
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

了解 MDRT Academy 和 MDRT Center for Field Leadership 如何帮助您和您的顾问，在职业生涯的每个阶段都能学习与成长。MDRT Academy 可帮助顾问提升至百万圆桌业绩水平，而 MDRT Center 则专注为前线和在家办公室领袖提供资源。加入会议以了解更多信息。

Vincent Gan, ChFC, CLU

Singapore
,
,
Singapore
入会总年份：
17
内阁会员荣誉：
1
顶尖会员荣誉：
0

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in agency leadership, training and development, with a passion for helping financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums and received numerous company and industry accolades.

Vincent Gan，ChFC、CLU 现任新加坡大东方理财顾问公司高级执行董事，拥有 20 年金融服务从业经验。他专注于团队领导力、培训与发展，致力于帮助理财顾问实现有目标且可持续的成长。Gan 毕业于新加坡国立大学，曾担任行业委员会成员，在国际论坛发表演讲，并荣获多项公司与行业殊荣。

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How the MDRT Family of Brands can be a resource in each phase of your professional journey

百万圆桌系列品牌如何成为职业路上每个阶段的资源

Vincent Gan, ChFC, CLU
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
16:30
Gan
Whole Person
August 25, 2026
演讲语言:
英语
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

了解 MDRT Academy 和 MDRT Center for Field Leadership 如何帮助您和您的顾问，在职业生涯的每个阶段都能学习与成长。MDRT Academy 可帮助顾问提升至百万圆桌业绩水平，而 MDRT Center 则专注为前线和在家办公室领袖提供资源。加入会议以了解更多信息。

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