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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。

Donnapa Jitsopananont

Bangkok
,
,
Thailand
入会总年份：
12
内阁会员荣誉：
7
顶尖会员荣誉：
1

Donnapa Jitsopananont currently serves as a regional manager at Thai Life Insurance Co., where she has accumulated 13 years of professional experience. She holds a bachelor's degree in marketing and is a Fellow Chartered Financial Planner. Among her achievements, Jitsopananont has been honored with the company’s No. 1 Young Excellence Award for two consecutive years and has received the Summit Club Award for a total of 10 years.

Donnapa Jitsopananont 现任 Thai Life Insurance Co. 区域经理，拥有 13 年的专业经验。她拥有市场营销学士学位，并且是特许财务规划师。在其职业生涯中，Jitsopananont 连续两年荣获公司“青年杰出奖”第一名，并且已累计十年获得“峰会俱乐部奖”的殊荣。

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Establishing your identity and accessing the high-net-worth market

塑造职业形象，开拓高净值市场

Donnapa Jitsopananont
会议类型：
焦点会议
演讲语言：
泰语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
16:30
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演讲语言:
泰语
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How can you successfully connect with high-net-worth individuals, develop a distinctive brand identity that resonates with your clients and build the trust necessary for them to rely on you for their family's financial needs? Jitsopananont shares how you can achieve this by taking the time to understand and carefully plan your strategies before engaging with each client.

如何成功地与高净值人士建立联系，打造能引起客户共鸣的独特品牌形象，并建立必要的信任，让他们愿意将家庭理财需求交托给您？Jitsopananont 将分享如何在接触每位客户前充分了解他们并精心规划策略来实现这一目标。

Márta Borbála Király

Budapest
,
,
Hungary
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
5

Márta Borbála Király has been in the financial services profession for more than a decade. Her practice focuses on providing financial planning to business owners, executives and professionals. She shares her practical ideas at speaking engagements all over the world and is passionate about mentoring fellow financial advisors. Király is also an MDRT Foundation Gold Knight.

Márta Borbála Király 从事金融服务业已超十载。她的公司主要为企业家、行政人员和专业人士提供理财规划。她常在世界各地的演讲活动中分享实践理念，并热衷于指导其他理财顾问。Király 也是百万圆桌基金会的黄金骑士。

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Change your mind and qualify for Top of the Table

转变思维，跻身顶尖会员

Márta Borbála Király
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
15:00
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演讲语言:
英语
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True change requires not just new techniques, Király says, but a fundamental shift in mindset and personality. Learn to identify self-limiting beliefs and gain practical strategies to overcome common challenges like fear of rejection and burnout, unlocking your potential to create new levels of personal and professional success.

Király 指出，真正的改变不仅需要新技术，更需要思维模式和个性的根本转变。学会识别自我限制意念，掌握克服常见挑战（如害怕拒绝和职业倦怠）的实用策略，释放潜能，创造个人和职业成功的新高度。

Priti Ajit Kucheria, LUTCF, CFP

Mumbai
,
MH
,
India
入会总年份：
24
内阁会员荣誉：
23
顶尖会员荣誉：
21

Priti Ajit Kucheria, LUTCF, CFP, is the founding principal of Kucheria Financial Services LLP, a family office offering comprehensive financial planning services. As the top producer of her company for 23 years, Kucheria has received several awards for her accomplishments and has presented at many company events worldwide, inspiring and sharing her strategies with her fellow advisors. Kucheria has also served in various leadership roles on several committees and task forces for MDRT, including as Global Council Member of MCC and Trustee of the MDRT Foundation.

Priti Ajit Kucheria，LUTCF、CFP 是 Kucheria Financial Services LLP 的创始人，该公司是一家提供全面理财规划服务的家族办公室。作为公司连续 23 年的业绩冠军，Kucheria 因其卓越成就获得多项荣誉，并在全球多个企业活动中发表演讲，激励同行并分享她的成功策略。Kucheria 还在百万圆桌多个委员会和专案小组担任过各种领导职务，包括 MCC 全球理事会成员和百万圆桌基金会受托人。

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4 E’s to empower you to lead an enriched life every day

四个 E 带您领略每日多彩生活

Priti Ajit Kucheria, LUTCF, CFP
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
16:30
This is some text inside of a div block.
演讲语言:
英语
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While it's easy to say we should maintain a work-life balance, few of us are able to consistently and holistically do so. Kucheria shares a simple technique that will empower you to lead an enriched, wholesome life while maintaining a balance of the body, mind, soul and spirit.

虽然人人都说应该保持工作与生活的平衡，但一直能完全做到的人寥寥无几。Kucheria 将分享一种简单技巧，帮助您在平衡身体、思想、灵魂和精神的同时，过上充实完整的生活。

Soon See Chi

Raub
,
,
Malaysia
入会总年份：
21
内阁会员荣誉：
5
顶尖会员荣誉：
0

Soon See Chi has 25 years of experience in the insurance profession and works at Prudential Assurance Malaysia Berhad. She specializes in protection selling, particularly medical insurance, and was named one of the top 10 agents nationwide. She has consistently achieved high production levels, selling more than 150 policies every year.

MDRT保诚大使。保险业从业 25 年。擅长保障类产品销售，尤其是医疗保险。曾任中学教师。个人销售业绩 100 万，每年处理 150 +寿险保单。3 次入选全国十大代理人。1999 年高中毕业。

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The key to achieving your goals

持续达标的关键

Soon See Chi
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
16:30
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演讲语言:
普通话
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Soon See Chi shares how to consistently achieve your goals to ensure your long-term success in the financial services profession.

如何持续实现寿险事业目标

Leung Yu Ying

Hong Kong
,
Hong Kong
,
China
入会总年份：
6
内阁会员荣誉：
1
顶尖会员荣誉：
0

Leung Yu Ying has 12 years of experience in the financial services profession and currently works at AIA International Ltd. She was awarded the Top 10 of the 2024 Greater Bay Area Performers Open Competition and won second place in the 2022 Hong Kong Outstanding Customer Service Individual Award, Field Service category. She has also completed the City University of Hong Kong (creative media) 2023 Mindfulness Facilitator Training Program.

Leung Yu Ying 拥有 12 年金融服务从业资历，目前任职于 AIA International Ltd。她荣获 2024 年度大湾区业绩员公开赛前 10 名的殊荣，并曾勇夺 2022 年度香港杰出客户服务个人奖项 - 最佳现场服务奖第二名。她还攻读完成香港城市大学创意媒体学院的 2023 年正念教学者培训计划。

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Introverts and extroverts become well-rounded MDRT

内向者和外向者都能成为全方位的百万圆桌会员

Leung Yu Ying
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
15:00
This is some text inside of a div block.
演讲语言:
粤语
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How can different personality types embrace the MDRT Whole Person concept? Two MDRT members share how they have benefited from this balanced approach and how that has helped drive business consistency and MDRT qualification.

不同人格类型如何奉行百万圆桌全人理念？两名百万圆桌会员将分享他们如何受惠于这种均衡法则，以及全人理念如何协助他们实现业务一致性并入围百万圆桌。

Anthony Matthews Jones, BSc (Hons), QFA

Wexford
,
Wx1
,
Ireland
入会总年份：
18
内阁会员荣誉：
17
顶尖会员荣誉：
13

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

Anthony Matthews Jones，荣誉理学学士，QFA，是备受欢迎的演讲嘉宾，曾在百万圆桌活动及世界各地主要会议上发表演讲。作为活跃的百万圆桌会员，他热衷于与理财顾问同行分享专业知识和策略。

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F.A.C.E. up to objections and communicate more effectively

直面异议，提升沟通效能

Anthony Matthews Jones, BSc (Hons), QFA
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
15:00
This is some text inside of a div block.
演讲语言:
英语
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The most successful advisors are not better qualified than you; they merely communicate with clients and prospects more effectively. Using pictures and phrases that make the complicated simple, Jones introduces his much-used objection handling method to help convert rejected advice into sales and success.

最成功的顾问并非比您更具资质，他们只是更有效地与客户和准客户沟通。Jones 运用图像和表达将复杂概念简单化，介绍了他广泛应用的异议处理方法，帮助您将被拒绝的建议转化为销售和成功。

Tai Wing Keung

Quarry Bay
,
Hong Kong
,
China
入会总年份：
10
内阁会员荣誉：
1
顶尖会员荣誉：
0

Tai Wing Keung serves as regional director at FWD Life Insurance Co. (Bermuda) Ltd. and holds a bachelor's degree in economics and finance. With more than a decade of experience in the financial sector, he is also a licensed representative with the Hong Kong Securities and Futures Commission and has won several awards, including Outstanding Salesperson, Outstanding Financial Planner and Young Insurance Professional of the Year.

Tai Wing Keung 在 FWD Life Insurance Co. (Bermuda) Ltd 担任区域总监一职，拥有经济学和金融学的学士学历。从事金融行业超十载的他，也是香港证券及期货事务监察委员会的持牌代表，生涯中曾荣获无数奖项，其中包括杰出销售员大奖、杰出财富策划师大奖，以及年度杰出青年保险从业员大奖。

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Introverts and extroverts become well-rounded MDRT

内向者和外向者都能成为全方位的百万圆桌会员

Tai Wing Keung
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
15:00
This is some text inside of a div block.
演讲语言:
粤语
No items found.

How can different personality types embrace the MDRT Whole Person concept? Two MDRT members share how they have benefited from this balanced approach and how that has helped drive business consistency and MDRT qualification.

不同人格类型如何奉行百万圆桌全人理念？两名百万圆桌会员将分享他们如何受惠于这种均衡法则，以及全人理念如何协助他们实现业务一致性并入围百万圆桌。

Yismin Lim

Singapore
,
,
Singapore
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
2

Yismin Lim began her financial services career immediately after graduating. In her first year, she was recognized as the top financial advisor within her agency before becoming a business manager. Lim strives to foster strong, long-term relationships with her clients and guide them toward financial freedom. While she is certified in wills and trusts and specializes in building portfolios and generating passive income, Lim primarily works with referrals, serving a client base that includes CEOs, global and regional directors, and Indian expatriates. In 2017, she transitioned into a mentorship role, instilling in her team the same values she holds.

Yismin Lim 毕业后即投身金融服务事业。在第一年，她便被公认为所在机构的顶尖理财顾问，之后晋升为业务经理。Lim 致力于与客户建立牢固的长期关系，引导他们实现财务自由。虽然她拥有遗嘱与信托方面的专业认证，并擅长构建投资组合和创造被动收入，但 Lim 主要通过转介绍开展业务，服务对象包括首席执行官、全球及区域总监和印度籍外派人员等。2017 年，她转向导师角色，将自身的价值观传递给团队成员。

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Initiating bigger premiums through thorough fact-finding

通过深入的事实调查促成更高保费

Yismin Lim
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
13:30
This is some text inside of a div block.
演讲语言:
英语
No items found.

Many financial advisors struggle to propose larger client budgets due to insufficient fact-finding, resulting in closing cases with minimal premiums. Lim explains how to conduct effective fact-finding sessions, enabling you to present compelling proposals that clients are willing to accept.

许多理财顾问因事实调查不充分而难以提议更大的客户预算，导致以最低保费成交案例。Lim 将详解如何开展有效的事实调查会谈，从而能够提出客户愿意接受的有说服力的提议。

Ben Brinkerhoff

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

Ben Brinkerhoff is the head of advice for Consilium, where he helps more than 140 independent financial advice firms across New Zealand grow and develop their ideal advice practices. With more than 20 years of experience in financial services, Brinkerhoff has served as chief operations officer of Index Funds Advisors Inc. as well as in various economic consulting roles worldwide. He is the founding chair and longtime member of the Consilium Investment Committee and has authored many articles and whitepapers. Brinkerhoff recently published his first book, which is a collection of articles written during the COVID-19 pandemic.

Ben Brinkerhoff 是 Consilium 的咨询主管，帮助新西兰 140 多家独立金融咨询公司发展壮大并打造理想的咨询业务。Brinkerhoff 在金融服务领域拥有 20 余年经验，曾担任 Index Funds Advisors Inc. 的首席运营官，并在全球各地担任过多种经济咨询职务。他是 Consilium Investment Committee 的创始主席和长期成员，著有众多文章和白皮书。Brinkerhoff 近期出版了自己的首部著作，收录了他在新冠疫情期间撰写的系列文章。

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Do you own a firm I’d want to work for?

您的公司是我愿意效力的公司吗？

Ben Brinkerhoff
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
15:00
This is some text inside of a div block.
演讲语言:
英语
No items found.

When successful firms are asked what impedes their growth, the most common reasons are not about generating leads but about finding, nurturing and promoting staff. Brinkerhoff shares the breakdown that results from differing expectations between business owners and millennial employees, and how to create a career pathway that makes your practice a place where new advisors want to work.

当被问及发展障碍时，成功企业最常提及的并非获取潜在客户，而是招募、培养和提拔人才。Brinkerhoff 将剖析企业主与千禧一代员工之间期望差异导致的问题，并分享如何打造职业发展路径，使您的机构成为新顾问向往的工作场所。

Hidenori Miki, TLC

Yokohama
,
,
Japan
入会总年份：
27
内阁会员荣誉：
3
顶尖会员荣誉：
0

Hidenori Miki, TLC, joined the financial services profession in 1996 and currently serves as an agency manager with Yokohama Basha-michi Branch of Financial Japan Co. Ltd. He works for small- and medium-sized business owners, primarily in the manufacturing industry in Japan, and specializes in business succession, inheritance measures, asset building and management. Miki has served on numerous MDRT committees over the years and has held various roles for the Program General Arrangements Division, including as DVP of the 2021 MDRT Global Conference.

Hidenori Miki，TLC 1996 年加入金融服务行业，现任 Financial Japan Co. Ltd 横滨马车道分公司的机构经理。他主要服务于日本制造业中小企业主，擅长企业传承、遗产规划、资产构建与管理。多年来，Miki 曾在多个百万圆桌委员会任职，并在项目统筹委员会分会担任过多项职务，包括担任 2021 年百万圆桌全球会议的分副会长。

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What I missed taught me the most

挫折教会我最宝贵的经验

Hidenori Miki, TLC
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 26 日（星期二）
开始时间：
13:30
This is some text inside of a div block.
演讲语言:
英语
No items found.

Failing to qualify for MDRT could have been a major setback for Miki during an otherwise growing career as a financial advisor. He shares how he instead turned frustration into several effective and repeatable systems that set the course for his own stability and prosperity.

未能获得百万圆桌本可能成为 Miki 在理财顾问职业生涯中的重大挫折。他将分享如何将挫折转化为一系列行之有效且可复制的系统，为自身的提升和事业发展铺平道路。

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