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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。

Anything is possible

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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.

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Think faster. Talk smarter.

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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.

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

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Collins Munene
会议类型:
主场会议
演讲语言:
英语
会议日期:
开始时间:
Munene
MDRT Foundation
演讲语言:
英语
No items found.

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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。

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
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。

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。

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。

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。

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