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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。

Thriving with AI

与AI共生

Jun Zuo
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:
13:30
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演讲语言:
普通话
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内容分类:
经营管理

How has AI impacted the financial services profession, and how can you confidently navigate these changes? Zuo shares seven essential competencies that can help you embrace AI and enhance your marketing and client service.

了解AI对保险行业的冲击和影响,培养七大核心能力,从容应对市场营销和客户服务的变化。

The risks of wealth inheritance for high-net-worth clients and how to deal with them

高净值客户财富传承的风险及应对之策

Chen Gifford
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:
13:30
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演讲语言:
粤语
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内容分类:
客户咨询

Wealth inheritance is a once-in-a-lifetime endeavor that allows no room for learning through trial and error, even for high-net-worth clients. Chen Gifford demonstrates how a three-step transfer approach can identify financial needs and position insurance as the optimal solution for wealth inheritance.

财富传承是一生一次的重要事业,即使对高净值客户而言,也没有试错的空间。Chen Gifford 将展示一套三步传承法,帮助识别财务需求,并将保险定位为财富传承的最佳解决方案。

Future skills and agency transformation

Matthew Collier
会议类型:
全球服务
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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内容分类:

Experts often talk about the future of work in terms of novelty, sophistication and fancy technology. Collier explains that preparing for the future, in fact, has more to do with getting better at the basics of being human and working together, and shares how to prepare for a future that is already here.

MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Andrew Ang, ChFC, CIAM
会议类型:
全球服务
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
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演讲语言:
英语
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内容分类:

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Joie Lim, ChFC, AEPP
会议类型:
全球服务
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
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演讲语言:
英语
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内容分类:

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Subhas Nathan
会议类型:
全球服务
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
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演讲语言:
英语
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内容分类:

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

Everything is conversation

Kim Pong Lim
会议类型:
全球服务
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
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演讲语言:
英语
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内容分类:

Explore a vital and often overlooked aspect of your professional life: the way you talk. Lim shares how to shift your dialogue and shape your destiny while embracing the fluid, adaptable, impactful nature of communication.

Panel discussion: Every advisor can be MDRT

Cheng Huann Yeoh, ChFC, CIAM
会议类型:
全球服务
演讲语言:
英语
会议日期:
2025 年 8 月 25 日(星期一)
开始时间:
13:30
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演讲语言:
英语
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内容分类:

Three MDRT Center members share their experiences of helping their advisors achieve MDRT. Discover how to build an MDRT culture, understand motivations that propel advisors to higher production levels and develop a system that keeps advisors achieving year after year.

Panel discussion: Every advisor can be MDRT

Steven Yam, CIAM, ChFC
会议类型:
全球服务
演讲语言:
英语
会议日期:
2025 年 8 月 25 日(星期一)
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:

Three MDRT Center members share their experiences of helping their advisors achieve MDRT. Discover how to build an MDRT culture, understand motivations that propel advisors to higher production levels and develop a system that keeps advisors achieving year after year.

MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Japheth Chong
会议类型:
全球服务
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
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演讲语言:
英语
No items found.
内容分类:

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

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