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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。

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
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
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
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
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。

Hidehiko Niina

Toyota City
,
Aichi
,
Japan
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Hidehiko Niina ニーナヒデヒコ is an empowerer, someone who gives you the courage to believe in yourself. As a survivor living with seven different cancers and a former life insurance advisor, he delivers presentations and workshops focused on the theme of living with illness. He delivers his message to insurance companies and corporations, sharing practical approaches to building trusting relationships with clients and reminding them of their purpose.

Niina Hidehiko 是一位赋能者，致力于唤醒人们相信自我的勇气。作为一位七种癌症的幸存者及前人寿保险顾问，他举办演讲和工作坊，聚焦于“与疾病共处”这一主题。他向保险公司和企业传递他的信息，分享与客户建立信任关系的实用方法，并提醒他们铭记自己的使命。

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3 powers to turn adversity into hope

化逆境为希望的三种力量

Hidehiko Niina
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
16:30
Niina
Whole Person
演讲语言:
日语
No items found.

Through his experience of surviving seven cancers, Niina shares how to live as a Whole Person by turning adversity into hope with three powers: thought, information and financial stability. He offers a unique perspective that will empower you to transform pain and anxiety into fuel for growth. Discover new meaning in your life and take away practical tips for becoming a leader who delivers hope.

Niina 通过自身与七种癌症抗争的经历，分享了如何运用思想、信息和财务稳定三种力量，化逆境为希望，贯彻全人理念。他提供独特视角，赋能您将痛苦与焦虑转化为成长的动力。探索生命的新意义，并收获成为传递希望的领导者的实用建议。

Aphisada Pattananitsakul

Bangkok
,
,
Thailand
入会总年份：
6
内阁会员荣誉：
5
顶尖会员荣誉：
0

Aphisada Pattananitsakul is a unit manager at AIA Thailand, an MBA graduate and a CFP professional, with more than 10 years in financial services. Her previous wealth management and private banking experience have enabled her to understand the needs and craft solutions for HNW individuals and families.

Aphisada Pattananitsakul 现任泰国友邦保险公司部门经理，持有工商管理硕士学位和 CFP 资格认证，在金融服务行业深耕十余年。此前在财富管理和私人银行领域的从业经历，使她能够精准洞察高净值人士及家族的需求，并为其量身定制解决方案。

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From invisible to unforgettable: 10 personal branding secrets for financial advisors

从默默无闻到令人难忘：打造理财顾问个人品牌的十大秘诀

Aphisada Pattananitsakul
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：
15:00
Pattananitsakul
Marketing
演讲语言:
英语
No items found.

Pattananitsakul lost cases early in her career not because of her company or the products but because clients didn’t know her yet. Learn how that disappointment pushed her to study, practice and master the art of personal branding until it became her advantage and a reliable source for quality appointments and sustainable business.

职业生涯初期，Pattananitsakul 曾多次失去客户，原因并非公司实力或产品问题，而是客户对她还不够了解、尚未建立信任。了解这些失望如何推动她研究、实践并最终掌握打造个人品牌的精髓，使之成为她的个人优势，也成为获取优质客户预约、实现业务持续增长的可靠来源。

Rong Yi

Tianjin
,
,
China
入会总年份：
6
内阁会员荣誉：
4
顶尖会员荣誉：
1

Rong Yi is an HWP at the Tianjin Branch of Taikang Life Insurance, with nine years of industry experience. She specializes in cross-border wealth structuring, personalized risk management solutions and building systematic client engagement pathways. She holds a bachelor’s degree, and her awards include recognition as one of China's Top 10 Insurance Stars by the Insurance Association of China as well as the Lifetime Membership in the CMF International Star Award and the IDA Outstanding Business Platinum Award.

Rong Yi，泰康人寿天津分公司HWP，从业9年，擅长跨境财富结构搭建、个性化风险管理方案设计、系统性客户经营路径。曾荣获中国保险行业协会全国十大保险明星、CMF国际星奖终身会员、IDA杰出业务白金奖等奖项。本科学历。

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The ultimate purpose of client service: Becoming a life guardian

客户服务的终极价值——生命守护者

Rong Yi
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
16:30
Yi
Practice management
演讲语言:
普通话
No items found.

Moving beyond policy sales to become a life guardian requires three essential capabilities: anticipating risk, leading critical conversations and designing a seamless, closed-loop service experience. Yi teaches how to proactively resolve clients' health care access challenges and claims-related risks — stepping fully into the role of a trusted life guardian.

从保单销售进阶至生命守护，需要三大能力：风险预判、关键对话控制与闭环服务设计，与会者将学会主动解决客户医疗资源瓶颈与理赔风险，成为生命的守护者。

Jason Strongerhead Tan

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

Jason Strongerhead Tan is global brands marketer at Jensen Siaw International and, without any formal marketing qualifications, has established professional relationships with top advertising agencies using unconventional strategies to craft campaigns for global brands like Nike, Heineken and Guinness. His high-impact approaches, which have been recognized with 15 industry awards, have formed Strongerhead Blueprint, a strategic framework designed to create mental systems that produce sustainable wins. He holds an MBA, has received seven Teaching Excellence Awards and delivers keynotes for major financial organizations.

Jason Strongerhead Tan 是 Jensen Siaw International (JSI) 的全球品牌营销专家，在没有任何正规市场营销资质的情况下，他凭借非传统策略成功打入顶级广告公司，为耐克、喜力、健力士等全球品牌策划营销活动。他的高影响力方法已荣获 15 项行业大奖，并由此形成了“Strongerhead 蓝图”，该蓝图旨在构建思维系统，实现可持续胜利。他拥有工商管理硕士学位，曾七次获得卓越教学奖，并为多家主要金融机构发表主题演讲。

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The blueprint to conquer goliaths from small beginnings

从小处着手，征服巨人的蓝图

Jason Strongerhead Tan
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
Tan
Whole Person
演讲语言:
英语
No items found.

Do you want to elevate your strategy, creativity and measurable growth, even on a small budget? Tan explains his blueprint for beating bigger competitors, including real case studies like breaking into top ad agencies without a portfolio, winning market share for challenger beverage brands and scaling an insurance agency into one of Singapore’s fastest-growing teams.

您是否渴望获得战略、创意和可量化增长，即使预算有限？Tan 将解释如何在没有任何作品的情况下打入顶级广告公司、如何为挑战者饮料品牌赢得市场份额，以及如何将一家保险代理机构打造成新加坡增长最快的团队之一。

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