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所列的傳譯語言場次分配俱為暫定。  2023 年全球會議的官方語言是英文。百萬圓桌將為主場會議演講和特定焦點會議提供同聲傳譯服務（當至少 50 名註冊會員要求用同一種語言進行傳譯時）。有關傳譯場次選項的最終決定將於 7 月 11 日後公佈。

Radhakrishna K. Shetty, LL.B, MBA

Mumbai
,
,
India
入會總年份：
28
內閣會員榮譽：
24
頂尖會員榮譽：
21

Radhakrishna K. Shetty，LL.B、MBA 是 Issar Financial Services Pvt. Ltd. 的公司主席兼董事總經理，擁有 33 年保險和金融服務從業資歷。Shetty 成就斐然且獲獎無數，曾榮膺「印度黃金成就大獎」和「Maharashtra Chhatrapati Shivaji Maharaja Award」等獎項。他的故事亦曾在當地報章一篇題為《變化領袖》(leader of change) 的文章中獲得報導。

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.”

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保險業的未來趨勢

Future trends of the insurance industry

Radhakrishna K. Shetty, LL.B, MBA
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
4:30 pm
Shetty
Advising Clients
演講語言：
英文
韓文
普通話
No items found.

想一窺金融服務業的前景？Shetty 將其拆分成六大元素：保險滲透、產品變化、保險產品分銷方法變化、以數碼作為首要的成長驅動因素、瞭解 AI 的風險，以及有關客戶業務延續與否的不明朗因素。

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.

Clarice Guillermin

Hong Kong
,
Hong Kong
,
China
入會總年份：
12
內閣會員榮譽：
0
頂尖會員榮譽：
0

資深財富管理經理、百萬圓桌終身會員、優質顧問大獎及國際卓越品質獎得主

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

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溫馨科技的銷售策略

Warm tech sales strategy

Clarice Guillermin
會議類型：
焦點會議
演講語言：
廣東話
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Guillermin
Practice management
演講語言：
廣東話
英文
泰文
No items found.

在科技革新年代，親身互動逐漸減少，一切越趨電子化。要脫穎而出、獲得客戶信任，就必須融合電子程式和獨特的人性化銷售，這才是成功的關鍵。

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.

David Braithwaite, DipPFS

Sevenoaks
,
Kent
,
United Kingdom
入會總年份：
17
內閣會員榮譽：
15
頂尖會員榮譽：
12

David Braithwaite，Dip PFS 的金融服務職業生涯始於 1994 年，他親身見證了這個不斷變化的行業多年來的巨大變革。Braithwaite 熱衷於分享及坦誠地談論自身經驗，他在 BBC 電台上主持自己的一檔每週金融節目，並曾在全球的電視上粉墨登場，以及在全球許多會議上發表演講。他還為許多播客作出貢獻，更是 Strategic Coach 的助理教練；Strategic Coach 是全球備受認可的創業指導領域的領先機構。

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.

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藉由市場推廣與品牌推介活動，吸引合適的客戶

Marketing and branding to attract right-fit clients

David Braithwaite, DipPFS
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Braithwaite
Marketing
演講語言：
英文
印尼語
韓文
No items found.

Braithwaite 認為顧問有兩重身份：與客戶相處時是顧問，另外則是自己的品牌大使。當您不在現場的時候，目標市場到底看到甚麼和對您有何感受？探索值得實踐的情感化品牌推介活動策略、差異化市場推廣，以及全方位社交媒體對策，助您擴展觸及範圍和客戶互動，同時實現成長並享受箇中樂趣。

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.

Hong Chun Po Bo Bo

Quarry Bay
,
Hong Kong
,
China
入會總年份：
20
內閣會員榮譽：
5
頂尖會員榮譽：
1

Hong Chun Po Bo Bo 是 FWD Life Insurance Co. Ltd. 的銷售經理兼團隊領袖，專長是所有保障類保險產品。她在金融服務業擁有 21 年的豐富經驗，一直效力於同一間公司。

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.

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小組討論：保險的繼承與創新

Panel discussion: Inheritance and innovation in insurance

Hong Chun Po Bo Bo
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Hong Chun Po Bo Bo
Practice management
演講語言：
普通話
廣東話
英文
No items found.

想知資深和新晉的保險專業人士，分別如何提升客戶服務標準？三名百萬圓桌會員將提供策略，助您將傳統價值觀與頂尖科技圓融相容，並會分享培養高淨值客戶關係的精密對策。

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.

Chiu Sze Yuet Jessie

Quarry Bay
,
Hong Kong
,
China
入會總年份：
9
內閣會員榮譽：
5
頂尖會員榮譽：
2

Chiu Sze Yuet Jessie 是一名財富管理行政主管兼認證人壽風險策劃師。她持有人力資源管理碩士學位，並擁有八年金融服務從業年資。她曾榮獲第 53 屆「傑出銷售專業大獎」、2020 年香港「傑出青年保險專才」殊榮、「優質顧問大獎」和「最佳招募大獎」等獎項。

Chiu Sze Yuet Jessie is executive director of wealth management and a certified life risk planner. She holds a master’s degree in human resources management and has eight years of experience in financial services. She won the 53rd Outstanding Salesperson Award, Hong Kong’s Outstanding Young Insurance Professional in 2020, Quality Consultant Award and Best Recruitment Award among many others.

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小組討論：保險的繼承與創新

Panel discussion: Inheritance and innovation in insurance

Chiu Sze Yuet Jessie
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Chiu Sze Yuet Jessie
Practice management
演講語言：
普通話
廣東話
英文
No items found.

想知資深和新晉的保險專業人士，分別如何提升客戶服務標準？三名百萬圓桌會員將提供策略，助您將傳統價值觀與頂尖科技圓融相容，並會分享培養高淨值客戶關係的精密對策。

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.

Paritosh Pathak

Gurgaon
,
Haryana
,
India
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Paritosh Pathak 是知名策略人脈交流教練，因致力協助個人、企業和組織掌握建立大影響力人脈網絡的藝術而廣受認可。Pathak 深信人脈網絡的質素能左右生活質素，因而致力於協助客戶，將人脈連繫轉變為推動成功的強大因素。Pathak 深受 Max Life Insurance Company 等組織的信任，負責培訓他們的頂尖顧問，並曾在多個國際舞台上演講，其中包括聲名顯赫的 G20 分會；會上，他分享了有關構築關係和策略連繫的真知灼見。

Paritosh Pathak is a renowned strategic networking coach recognized for his dedication to helping individuals, businesses and organizations master the art of building impactful networks. Pathak believes the quality of our networks shapes the quality of our lives, and he’s committed to helping his clients transform their connections into powerful drivers of success. Trusted by organizations like Max Life Insurance Company to train their top advisors, Pathak has presented on global stages, such as at the prestigious G20 Summit, where he shared his insights on relationship-building and strategic networking.

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下一個軌道

The next orbit

Paritosh Pathak
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
4:30 pm
Pathak
Marketing
演講語言：
英文
日文
泰文
No items found.

所有顧問都想建立高價值人脈連繫，從而推動業務成長。Pathak 將分享如何善用人脈地圖和關係管理日曆，以建立信任並維護長期關係，使事業成就更上一層樓。

All advisors want to build high-value connections that drive business growth. Pathak shares how to utilize a connection map and a relationship management calendar to build trust and maintain long-term relationships to elevate professional success.

Chan Ching Laam Natalie

Quarry Bay
,
Hong Kong
,
China
入會總年份：
9
內閣會員榮譽：
2
頂尖會員榮譽：
2

Chan Ching Laam Natalie 是一名財富管理主管，擁有八年金融服務從業經驗。她曾在 2017 年榮獲中國香港「傑出財務策劃師銀獎」，並多次勇奪香港品質保證局「優質顧問大獎」，以及國際龍獎的金銀銅獎殊榮。2018 年至 2021 年期間，她亦曾出任中國香港和澳門地區的百萬圓桌會員交流委員會主席。

Chan Ching Laam Natalie is a director of wealth management with more than eight years of experience in financial services. She is the recipient of Hong Kong's Silver Award for Best Financial Planner in 2017, multiple Hong Kong QAA Quality Consultant Awards, and the Gold, Silver and Bronze International Dragon Awards. She also served on MDRT’s Membership Communications Committee as Chair for Hong Kong and Macau from 2018 through 2021.

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小組討論：保險的繼承與創新

Panel discussion: Inheritance and innovation in insurance

Chan Ching Laam Natalie
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Chan Ching Laam Natalie
Practice management
演講語言：
普通話
廣東話
英文
No items found.

想知資深和新晉的保險專業人士，分別如何提升客戶服務標準？三名百萬圓桌會員將提供策略，助您將傳統價值觀與頂尖科技圓融相容，並會分享培養高淨值客戶關係的精密對策。

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.

Ng Ka Wai Carrie

Quarry Bay
,
Hong Kong
,
China
入會總年份：
6
內閣會員榮譽：
0
頂尖會員榮譽：
0

代理人員團隊經理兼財富主管，從業 15 年，專注資產增長、財富管理及全方位理財規劃

Ng Ka Wai Carrie is a team manager and wealth director with 15 years of experience, specializing in asset growth, wealth management and comprehensive financial planning.

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如何讓人看見——社交媒體逐步經營指南

How to be seen: A step-by-step guide to running social media

Ng Ka Wai Carrie
會議類型：
焦點會議
演講語言：
廣東話
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
4:30 pm
Ng Ka Wai Carrie
Marketing
演講語言：
廣東話
英文
泰文
No items found.

演算法將內容推送給客戶，這意味著如果人們看不見您，便可能會另覓他選。

If the digital content pushed to clients is determined by an algorithm, how can you ensure you aren’t missing out on these connections? Ng Ka Wai Carrie shares how to succeed in a world where potential clients may find another advisor if they don’t see you online.

Rickson Joel D'Souza

Dubai
,
,
United Arab Emirates
入會總年份：
21
內閣會員榮譽：
18
頂尖會員榮譽：
17

Rickson Joel D’Souza 是一名人壽保險顧問，其專長是為高淨值企業家而設的產品和解決方案。憑藉家族在保險服務行業的六十載經驗，他擅長就財務保障、跨世代財富轉移，以及設計大額人壽保單以獲取額外資金等方面提供指導。他也是繼承規劃企業 Successio 的創辦人，曾在世界各地多場峰會上發表演講。

Rickson Joel D’Souza is a life insurance advisor with expertise in products and solutions for high-net-worth entrepreneurs. With six decades of family experience in the insurance services profession, he provides guidance on financial protection, transferring of wealth between generations and structuring large-value life insurance. He is also founder of the succession-planning firm Successio and has spoken at conferences around the world.

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全人成長：如何將健康、財富及快樂提高 10 倍

Whole Person growth: How to 10x your health, wealth and happiness

Rickson Joel D'Souza
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
D'Souza
Whole Person
演講語言：
英文
日文
韓文
No items found.

從克服心態倦怠和健康問題，到在優先看待家庭與個人幸福的同時建立財富，D’Souza 的故事充分展現出多維度成長如何為長遠成功添柴加油。齊來認識他的「C.O.N.T.R.O.L.」框架——目標明確 (Clear goals)、敢於擔當 (Ownership)、瞭解與自己相關的數字 (Know your numbers)、戰術 (Tactics)、合適的客戶 (Right-fit clients)、執著 (Obsession) 和人生 (Life)——以及如何調和健康、財富與快樂，從而踏上新高度、活出圓滿人生。

From overcoming burnout and health issues to building wealth while prioritizing family and personal wellness, D’Souza’s story illustrates how multidimensional growth fuels long-term success. Discover his C.O.N.T.R.O.L. framework — clear goals, ownership, knowing your numbers, tactics, right-fit clients, obsession and life — and how to align your health, wealth and happiness to reach new heights and live fully.

Chie Yazawa

Chiba
,
,
Japan
入會總年份：
24
內閣會員榮譽：
1
頂尖會員榮譽：
0

ChieYazawa 在金融服務業擁有 25 年經驗。她於 2002 年加入 Prudential LifeInsurance Co., Japan，擅長就退休、長期護理保險、遺囑、遺產規劃和監護事宜，為事業型女性提供建議。身為活躍的百萬圓桌會員，Yazawa 早於 2002 年初次參會時，便報名成為了 PGA 志願者。每年她都在 PGA 及 PDC 委員會供任多個職位，並曾在 2023 年於新加坡舉辦的百萬圓桌全球會議上擔任 PGA 分副會長一職。她畢業於日本上智大學，入行前曾當了七年的石油分銷員。

Chie Yazawa has 25 years of experience in the financial services profession. She joined Prudential Life Insurance Co., Japan, in 2002 and specializes in advising career women on retirement, long-term care, wills, legacy planning and guardianship. As an active member of MDRT, Yazawa began volunteering for PGA as a first-timer in 2002. She has held many roles in PGA and PDC committees every year and served as the PGA Divisional Vice President for the 2023 MDRT Global Conference in Singapore. She graduated from Sophia University and worked for a petroleum distributor for seven years before joining the business.

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助您切身感受退休現實的貼士

Tips to help you feel the reality of retirement as your own issue

Chie Yazawa
會議類型：
焦點會議
演講語言：
日文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Yazawa
Advising Clients
演講語言：
日文
英文
韓文
No items found.

許多人都表示憂慮退休事宜，但只有少數人真正明白現實。Yazawa 將闡釋如何協助客戶提前規劃，首先她會讓客戶體會沒有每月收入時的生活滋味。

Many people say they are worried about their retirement, but only a few understand the reality. Yazawa explains how she helps clients start planning ahead by first recognizing how it feels to live without monthly income.

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