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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。

Shahana Alibhai, MD, CCFP

Abbotsford
,
BC
,
Canada
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Shahana Alibhai, MD, CCFP, is a TEDx speaker, family physician and mental health advocate who works with accountants, engineers, physicians, universities and government organizations to help instill the message that emotional health is directly tied to mental health. Alibhai’s podcasts are heard internationally and, through her innovative program "Think Like a Doc," she performs outreach strategies in various schools whereby the students play the role of a doctor and in turn learn about their physical and mental health. Her debut book “Feel Better” was released in September 2024.

Shahana Alibhai，MD、CCFP 是 TEDx 演讲者、家庭医生和心理健康倡导者，她与会计师、工程师、医生、高校和政府机构合作，传递情绪健康与心理健康密切相关的理念。Alibhai 的播客在全球范围内广受欢迎，通过其创新项目“Think Like a Doc（像医生一样思考）”，她在各个学校开展外展活动，让学生扮演医生角色，从而了解自身的身心健康。她的首部著作 Feel Better 于 2024 年 9 月出版。

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Think and feel better — How to train your brain

更好地思考与感受——如何训练大脑

Shahana Alibhai, MD, CCFP
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.
内容分类:
全人理念

Emotional literacy is not just learning, Alibhai says, but unlearning old thinking styles, patterns of belief and assumptions we have about how the world is supposed to work. Learn how to build confidence and improve communication by gaining clarity in your mental and emotional health using four steps to move through your emotions instead of being crushed by them.

Alibhai 指出，情商培养不仅是学习新知识，更是摒弃旧有思维模式、信念体系和对世界运行方式的固有假设。了解如何通过四步法走出情绪困境而非被情绪压垮，从而厘清心理和情绪健康，建立自信并改善沟通能力。

Daniel Heng, AEPP, IBFQ

Singapore
,
,
Singapore
入会总年份：
4
内阁会员荣誉：
2
顶尖会员荣誉：
0

Daniel Heng, AEPP, IBFQ, is a director at Ascendance Wealth Management Group, where he specializes in investment management and estate planning. He received bachelor’s degrees in accountancy and business management and has received numerous accolades, including the Financial Advisor of the Year Award in 2023 and the International Dragon Award for three consecutive years.

Daniel Heng，AEPP、IBFQ 现任 Ascendance Wealth Management 集团董事，擅长投资管理和遗产规划。他拥有会计学和工商管理学士学位，并获得多项荣誉，包括 2023 年度理财顾问奖和连续三年的国际龙奖。

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Charting the course to Court of the Table success: AI-powered personal and social media branding

规划内阁会员成功之路：人工智能驱动的个人与社媒品牌塑造

Daniel Heng, AEPP, IBFQ
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.
内容分类:
市场营销

Heng explains key principles of personal branding in the digital era, including documenting everyday life, leveraging social proof and incorporating AI into your branding strategy. Discover how these approaches can be integrated into your daily routine without consuming significant time, allowing you to maintain a focus on client meetings and team coaching.

Heng 将解析数字时代个人品牌的核心原则，包括记录日常生活、利用社会认同效应以及将人工智能融入品牌战略。了解如何将这些方法无缝融入日常工作，在不占用大量时间的情况下，让您能够专注于客户会谈和团队指导。

James Jiahao Yang, AEPP, CFP

Singapore
,
,
Singapore
入会总年份：
13
内阁会员荣誉：
3
顶尖会员荣誉：
1

James Jiahao Yang, AEPP, CFP, serves the retiree and high-net-worth individual market with his unique 4C methodology in advising his clients (consolidate, clarity, choices, control). He won Singapore's Best Financial Planner Award in 2018 and presents his advisory approach to his fellow advisors with the hope of improving the standards of the financial services profession.

James Jiahao Yang，AEPP、CFP 专注于退休人士和高净值个人市场，以其独特的 4C 咨询方法（整合、清晰、选择、掌控）服务客户。他在 2018 年荣获新加坡最佳理财规划师奖，并向同行分享其咨询方法，致力于提升金融服务行业的专业水准。

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Systematic framework to increase your closing appointment success

提升约见成交率的系统化框架

James Jiahao Yang, AEPP, CFP
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
16:30
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演讲语言:
英语
No items found.
内容分类:
经营管理

Advisors might have an appointment, but have they fully identified and fulfilled the client's needs enough for them to move forward? Yang explains how to maintain control of these appointments and create a system for more motivated clients and a higher closing rate.

顾问可能已经取得了预约，但他们是否真正识别并满足了客户的需求，以便能促成交易？Yang 将详解如何掌控这些约见，并建立一套系统，既能提高客户积极性，又能提升成交率。

Tristan Hartey, Dip FA, BA (Hons)

Chester
,
,
United Kingdom
入会总年份：
11
内阁会员荣誉：
11
顶尖会员荣誉：
8

Tristan Hartey, Dip FA, BA (Hons), is the managing director of Hartey Wealth Management, a family-owned company he runs with his father. With specialties in financial planning and estate planning, Hartey is passionate about empowering families to live their best possible lives.

Tristan Hartey，Dip FA、BA (Hons) 是 Hartey Wealth Management 的董事总经理，该家族企业由他与父亲合力经营。Hartey 擅长理财规划与遗产规划，并热衷于协助家庭客户实现最理想人生。

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How networking with a system can take you to Top of the Table every year

通过系统化人脉建设实现顶尖会员

Tristan Hartey, Dip FA, BA (Hons)
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.
内容分类:
市场营销

By utilizing a networking system with a scorecard, Hartey consistently achieves Top of the Table production every year. He explains how the scorecard allows him to track and measure key activities, promoting accountability and helping him prioritize meaningful connections.

通过运用带有记分卡的人脉系统，Hartey 得以每年达成顶尖会员业绩。他将详细说明记分卡如何让他跟踪和衡量关键活动，提高责任感，并帮助他优先发展重要的人际关系。

Johan Fanggara, CFP

Jakarta Utara
,
,
Indonesia
入会总年份：
9
内阁会员荣誉：
1
顶尖会员荣誉：
0

Johan Fanggara, CFP, considers himself a financial architect, guiding young families in designing their financial futures beyond the numbers. Over the past nine years, Fanggara has held various leadership positions within MDRT and is a Diamond Knight of the MDRT Foundation. He draws on the endurance he’s gained through the sports activities he participates in to inspire resilience, grit and focus on progress while bringing fresh insights on prospecting and growth through his introverted perspective.

Johan Fanggara，CFP 自视为一名金融建筑师，致力于指导年轻家庭规划超越数字的财务未来。在过去九年中，Fanggara 在百万圆桌担任多个领导职务，并荣获百万圆桌基金会钻石骑士称号。他将通过体育活动锻炼出的耐力转化为激发韧性、勇气和进步精神的源泉，同时通过内向者的独特视角为客户开发和业务增长带来全新见解。

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Stop selling, start telling: How to win clients over with storytelling

停止推销，开始讲述：用故事打动客户的心

Johan Fanggara, CFP
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
16:30
This is some text inside of a div block.
演讲语言:
英语
No items found.
内容分类:
市场营销

Tired of complex jargon and failed connections with clients? Fanggara shares how to win hearts and minds by weaving engaging narratives with practical strategies to identify client needs, crafting compelling stories and leveraging the emotional impact of storytelling to drive meaningful financial decisions.

厌倦了晦涩的专业术语和与客户沟通不畅的困境？Fanggara 将分享如何通过精心编撰引人入胜的叙事与实用策略相结合，准确识别客户需求，创作扣人心弦的故事，并利用讲故事的情感力量推动有意义的财务决策，从而赢得客户的心与信任。

Rumman Amanda

Jakarta
,
,
Indonesia
入会总年份：
4
内阁会员荣誉：
0
顶尖会员荣誉：
0

Rumman Amanda is a seasoned professional at Allianz Life Indonesia, with five years of experience working in the insurance industry. Transitioning from a successful background in luxury hospitality, Amanda brings a unique perspective on client service and relationship management. As a law graduate, she combines legal insight with industry expertise to deliver tailored solutions, prioritizing client needs and satisfaction.

Rumman Amanda 是印度尼西亚安联人寿的资深专业人士，拥有五年保险行业工作经验。凭借豪华酒店业的成功背景，Amanda 在客户服务和关系管理方面带来了独特视角。作为法学毕业生，她将法律洞察力与行业专业知识相结合，提供量身定制的解决方案，将客户需求和满意度置于首位。

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How to elevate client relationships in financial services using luxury hospitality strategies

借鉴豪华酒店策略提升金融服务客户关系

Rumman Amanda
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
16:30
This is some text inside of a div block.
演讲语言:
英语
No items found.
内容分类:
全人理念

Do you know how to deliver personalized, memorable experiences that create lasting client loyalty? Amanda shares practical tools and examples that you can implement immediately to enhance client connections.

您知道如何提供个性化、难忘的体验，从而赢得客户的长期忠诚吗？Amanda 将分享一系列实用工具和案例，帮助您提升客户关系。

Radhakrishna K. Shetty, LL.B, MBA

Mumbai
,
,
India
入会总年份：
28
内阁会员荣誉：
24
顶尖会员荣誉：
21

Radhakrishna K. Shetty, LL.B, MBA, is the chairman and managing director of Issar Financial Services Pvt. Ltd. With 33 years of experience in the insurance and financial services profession, Shetty has been recognized with many awards for his achievements, such as the Golden Indian Achievers Award and the Maharashtra Chhatrapati Shivaji Maharaja Award, among others. He was also featured in a local newspaper article as a “leader of change.”

Radhakrishna K. Shetty，法学学士、工商管理硕士，现任 Issar 金融服务私人有限公司董事长兼总经理。Shetty 在保险和金融服务行业拥有 33 年经验，因其卓越成就获得众多奖项，如印度金牌成就者奖和马哈拉施特拉邦奇特拉帕蒂·希瓦吉大帝奖 (Maharashtra Chhatrapati Shivaji Maharaja Award) 等。当地媒体更曾在专题报道中将其誉为“变革领袖”。

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Future trends of the insurance industry

保险行业的未来趋势

Radhakrishna K. Shetty, LL.B, MBA
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
16:30
This is some text inside of a div block.
演讲语言:
英语
No items found.
内容分类:
客户咨询

Want a glimpse into the future of the financial services profession? Shetty breaks down six elements: insurance penetration; changes in products; changes in distribution methods for insurance products; digital as the primary driver of growth; understanding the risks of AI; and uncertainties on the continuity of clients' business.

想要一窥金融服务行业的未来面貌吗？Shetty 将其解析为六大要素：保险渗透率、产品变革、保险产品分销方式的演变、数字化作为增长的主要驱动力、了解人工智能风险，以及客户业务连续性的不确定因素。

Clarice Guillermin

Hong Kong
,
Hong Kong
,
China
入会总年份：
12
内阁会员荣誉：
0
顶尖会员荣誉：
0

Clarice Guillermin is senior manager of wealth management and the winner of the Outstanding Advisor Award and International Quality Excellence Award.

Clarice Guillermin 是财富管理高级经理，曾荣获杰出顾问奖和国际质量卓越奖。

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Warm tech sales strategy

温情科技销售策略

Clarice Guillermin
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
16:30
This is some text inside of a div block.
演讲语言:
粤语
No items found.
内容分类:
经营管理

In this age of technological advancement, face-to-face interactions are diminishing as processes become increasingly digital. Guillermin explains why the key to standing out and building client trust lies in blending digital tools with personalized, human-centric sales approaches.

在这个技术飞速发展的时代，随着流程日益数字化，面对面互动正在逐渐减少。Guillermin 将说明为何脱颖而出并建立客户信任的关键在于将数字工具与个性化、以人为本的销售方法相结合。

David Braithwaite, DipPFS

Sevenoaks
,
Kent
,
United Kingdom
入会总年份：
17
内阁会员荣誉：
15
顶尖会员荣誉：
12

David Braithwaite, Dip PFS, began his financial services career in 1994 and has witnessed firsthand immense transformations over the years within this ever-changing profession. Passionate about sharing and speaking honestly about his experiences, Braithwaite presents his own weekly finance show on BBC radio, has appeared on TV worldwide and has spoken at many conferences around the globe. He has also contributed to numerous podcasts and is an associate coach for Strategic Coach, a recognized worldwide leader in entrepreneurial coaching.

David Braithwaite，Dip PFS 的金融服务职业生涯始于 1994 年，他亲自见证了这个不断变化的行业多年来的巨大变革。Braithwaite 热衷于分享和诚实地谈论自己的经验，他在 BBC 电台上主持自己的一档每周金融节目，曾在全球的电视上亮相，并在全球许多会议上发表演讲。他还为许多播客做出了贡献，并且是 Strategic Coach 的助理教练；Strategic Coach 是全球备受认可的创业指导领域的领导者。

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Marketing and branding to attract right-fit clients

营销与品牌塑造，吸引最适合的客户

David Braithwaite, DipPFS
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
15:00
This is some text inside of a div block.
演讲语言:
英语
No items found.
内容分类:
市场营销

Advisors have two roles, Braithwaite says: the advisor when we're with clients and also as our own brand ambassadors. What does your target market see and how do they feel about you when you aren’t there? Discover actionable strategies for emotional branding, differentiated marketing, and comprehensive social media to help you expand your reach and client engagement while growing and having fun with it along the way.

Braithwaite 认为，顾问扮演着双重角色：一是与客户相处时的顾问身份，二是自身品牌的代言人。当您不在场时，目标市场看到了什么？他们对您有何印象？探索情感品牌建设、差异化营销和全方位社交媒体的实用策略，帮助您扩大影响力和客户参与度，同时在成长过程中享受其中的乐趣。

Hong Chun Po Bo Bo

Quarry Bay
,
Hong Kong
,
China
入会总年份：
20
内阁会员荣誉：
5
顶尖会员荣誉：
1

Hong Chun Po Bo Bo is a sales manager and team lead at FWD Life Insurance Co. Ltd., specializing in all protection-oriented insurance products. She has 21 years of experience in the financial services profession, working exclusively for the same company.

Hong Chun Po Bo Bo，香港富卫人寿保险有限公司营业经理，目前带领一个团队。从2003年入行至今已在保险业发展了21年，一直都在同一间公司为客户提供服务，擅长所有保障型产品。

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Panel discussion: Inheritance and innovation in insurance

保险的传承与创新

Hong Chun Po Bo Bo
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2025 年 8 月 25 日（星期一）
开始时间：
15:00
This is some text inside of a div block.
演讲语言:
普通话
No items found.
内容分类:
经营管理

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

探讨新旧两代保险人的服务升级之道，分享传统价值与创新科技的融合，掌握高端客户深耕策略。

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