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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。

Christine Zhao

Auckland
,
,
New Zealand
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
1

Christine Zhao is a financial advisor and director of Maxicare Financial Services Ltd. With more than 10 years of experience specializing in life and health insurance, she is known for building client-centered systems that combine clarity, empathy and structure. A nine-year International Dragon Award winner, Zhao currently serves as New Zealand North Island Chair on MDRT’s MCC.

Christine Zhao 现任 Maxicare Financial Services Ltd. 理财顾问兼董事。拥有 10 余年人寿和健康保险领域的专业经验，以构建融合清晰思路、同理心和结构化的以客户为中心体系而闻名。连续九年荣获国际龙奖，Zhao 目前担任百万圆桌 MCC 新西兰北岛主席。

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How a solo advisor builds scale and calm

独立顾问如何从容打造规模化业务

Christine Zhao
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
Zhao
Practice management
August 24, 2026
演讲语言:
普通话
No items found.

Zhao explores how a solo advisor can build a practice that grows with calm and clarity. Drawing from her experience as a bilingual advisor, she shares three frameworks that simplify client service and workflow: a three-question decision filter, a 90-day learning loop and a weekly service rhythm.

Zhao 将探讨独立顾问如何从容打造一个方向清晰、稳步成长的事业。结合担任双语理财顾问的实战经验，她将分享三个简化客户服务和工作流程的框架：三问决策筛选法、90 天学习循环和每周服务节奏。

Elijah Tan

Singapore
,
,
Singapore
入会总年份：
4
内阁会员荣誉：
3
顶尖会员荣誉：
0

Elijah Tan is associate director at PFPFA and has been in financial services for three years, specializing in estate planning and analytical financial planning. His previous experience includes working in financial controls and quantitative finance. Tan graduated with first-class honors and as a valedictorian candidate from Singapore Management University with a double degree in economics and psychology. He has served as a keynote speaker across other agencies and has received awards for his accomplishments, such as the International Dragon Award, and was nominated for Financial Agent of the Year.

Elijah Tan 现任 PFPFA 副总监，拥有三年金融服务经验，专精遗产规划与分析型财务规划，此前曾从事财务控制与量化金融工作。Tan 以一等荣誉学位毕业于新加坡管理大学，获经济学与心理学双学位，并荣膺毕业典礼致辞人。他曾担任多家机构的主题演讲人，屡获国际龙奖等殊荣，并入围年度理财代理人提名。

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7-foot man among the 6-foot giants: The psychology of being different

巨人中的领跑者：与众不同的心理学

Elijah Tan
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
Tan
Advising Clients
August 24, 2026
演讲语言:
英语
No items found.

How we advance relationships with cold prospects lies in the subtleties of all that we do, Tan says. Learn valuable insights to help prospects grow fond of you faster from a psychology enthusiast who has done 90% of his sales through the cold market and getting referrals.

Tan 指出，我们如何推进与陌生潜在客户的关系，藏匿于所有行动的细微之处。这位心理学爱好者通过陌生客户开发和转介绍完成了 90% 的业绩，他将分享宝贵见解，助您更快赢得潜在客户的好感。

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
August 24, 2026
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
August 24, 2026
演讲语言:
普通话
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
August 24, 2026
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
August 24, 2026
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。

Derek Koh

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

Derek Koh is a group financial services director with Prudential Singapore, where he has served since 2012 and led teams since 2016. He currently oversees a dynamic agency of 96 consultants, specializing in investment planning and agency building. A former Singapore Navy regular, he holds an honorary doctorate in philosophy from Charisma University and was recognized as an accredited high-net-worth advisor by the Insurance and Financial Practitioners Association of Singapore Kaplan for his leadership and industry contributions.

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People-first leadership that scales in the AI era

Derek Koh
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
13:30
Koh
August 25, 2026
演讲语言:
英语
No items found.

NLP-based communication, motivational coaching and human profiling tools such as the Enneagram and Pythagorean methods can deepen self-awareness, trust and engagement. Koh explains how AI can quietly amplify these efforts, helping leaders move beyond managing output to develop individuals who support one another and contribute positively to society.

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
August 24, 2026
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
August 24, 2026
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。

Shalyn Xiaoqi Lee, CIAM

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

Shalyn Xiaoqi Lee, CIAM, who began her career in financial services as an undergraduate, is now an executive wealth director who leads multiple million-dollar agencies while balancing her role as a mom with an enjoyable home life. As the winner of the Platinum Agency MDRT Culture of Excellence Award in 2025, Lee believes that women can excel in both leadership and sales advisory with proper integration and time management.

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Mindset, structure and systems for sustainable leadership

Shalyn Xiaoqi Lee, CIAM
会议类型：
全球服务
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
Lee
August 25, 2026
演讲语言:
英语
No items found.

Are you looking to break routine thinking, rewire habits and shift from autopilot to intentional leadership? Find out how you can set meaningful goals, manage time and create balance while strengthening accountability and relationships.

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