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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。

Ellen Rogin, CPA, CFP

Highland Park
,
IL
,
United States
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Ellen Rogin，CPA、CFP 在出售其成功的財富管理業務前，曾擔任了 28 年理財顧問。身為一名炙手可熱的演講者兼金錢專家，Rogin 已培訓全球數千名理財顧問與企業家，協助他們增加財富、擴展業務，並改善與金錢的關係，從而引領更快樂充實的人生。

Ellen Rogin, CPA, CFP, worked as a financial advisor for 28 years before selling her successful wealth management business. A sought-after speaker and a money expert, Rogin has trained thousands of financial advisors and entrepreneurs around the world, helping them increase their wealth, expand their businesses and improve their relationships with money so they can lead happier, more fulfilling lives.

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《由內而外的豐盛之道》

Prosperity from the inside out

Ellen Rogin, CPA, CFP
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
Rogin
Whole Person
演講語言：
英文
No items found.

大部分人對金錢懷有未曾言說的信念，這些信念悄然影響著他們的行為、事業發展平和心境。Rogin 將闡釋聆聽直覺指引、清除潛在的金錢障礙，並培養與財富和幸福更契合、更有力量的關係。

Most people carry unspoken beliefs about money that quietly shape their behavior, business growth and peace of mind. Rogin explains how to listen for intuitive guidance, clear hidden money blocks and cultivate a more empowered, aligned relationship with wealth and well-being.

Chia Fang Hsieh

Taipei
,
,
Taiwan Area
入會總年份：
28
內閣會員榮譽：
18
頂尖會員榮譽：
10

Chia Fang Hsieh 現為 Fubon Life Insurance 行銷總監，專精於財富管理、遺產規劃、關鍵人才挽留計劃，以及稅務規劃與諮詢。她的專業成就包括榮獲「保險信望愛獎」、《商業周刊》第三屆「國王獎」保險類金獎，以及 Fubon Life Insurance 高峰會董事長獎。

Chia Fang Hsieh is chief marketing director at Fubon Life Insurance, with expertise in wealth management, legacy planning, key talent retention programs, and tax planning and advisory. Her professional achievements include the Faith, Hope and Love Professional Consultant Award, the Gold Award in Insurance at Business Weekly's 3rd Annual King's Award and the Chairman's Award at the Fubon Life Insurance Summit.

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《跨世代傳遞價值》

Delivering value across generations

Chia Fang Hsieh
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：
1:30 pm
Hsieh
Advising Clients
演講語言：
普通話
英文
No items found.

Hsieh 將為會員提供具體的規劃框架與可行策略，引導高資產淨值客戶順利完成退休規劃與財富傳承規劃。她亦將探討如何建立具有意義的溝通與互動模式，顯著提升客戶執行長遠計劃的動力。

Hsieh equips members with concrete planning frameworks and actionable strategies for guiding high-net-worth clients through retirement and wealth transfer planning. She also explores how to build meaningful communication and engagement models that significantly increase clients' motivation to take action on their long-term plans.

Panos Leledakis

Miami
,
FL
,
United States
入會總年份：
8
內閣會員榮譽：
7
頂尖會員榮譽：
6

Panos Leledakis，LUTCF 從事金融服務業已逾 25 年，是該所屬範疇公認的先驅。身為 AI、數碼轉型、互聯網市場推廣策略及尖端科技方面的專家，Leledakis 發明了兩個創新型保險需求分析項目，藉助風險管理科學、人工智能和廣泛的神經科學研究來感知風險。2015 年至 2019 年，他擔任了 Panhellenic Association of Insurance Consultants（泛希臘保險顧問協會）的會長一職，更榮獲「2020 年 25 大保險科技行政總裁」全球大獎。

Panos Leledakis, LUTCF, has been in the financial services profession for more than 25 years and is considered a pioneer in his field. An expert in AI and digital transformation, internet marketing strategies and cutting-edge technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019 and was honored with the esteemed “Top 25 InsurTech CEOs of 2020” global award.

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《AI 聊天機械人——體驗與便捷經濟模式中，成就卓越客戶服務的超能力》

AI chatbots: The superpower for customer excellence in the experience and convenience economy

Panos Leledakis
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：
1:30 pm
Leledakis
Marketing
演講語言：
英文
No items found.

置身人工智能時代，客戶期望的是速度、個人化與「驚豔」體驗。Leledakis 將分享如何瞬間建立 AI 聊天機械人、建立個人語音助理，甚至設計一個能全天候回應客戶的數碼分身——以及AI 的創意用途，例如「未來自我」影片和個人化 AI 歌曲，藉以深化情感連繫並促進客戶轉介紹。

In the age of AI, clients expect speed, personalization and a “wow” experience. Leledakis shares how to instantly build AI chatbots, create your own voice agent and even design a digital twin that answers clients 24/7 — along with creative uses of AI such as future-self videos and personalized AI songs that deepen emotional connection and boost referrals.

Joanne Jiahui Lai, CFP, BS

Singapore
,
,
Singapore
入會總年份：
11
內閣會員榮譽：
10
頂尖會員榮譽：
8

Joanne Jiahui Lai，CFP、BS 是 Crownstreams Global Wealth Advisory Pte Ltd 的創辦人兼行政總裁；該獨立理財顧問機構專門整合科技、信念與創新，賦能顧問以使命驅動擴張事業。她擁有超過十年領導數百萬管理資產規模組合與發展高業績顧問團隊的經驗，專精於企業建構、AI 系統與領導力指導。

Joanne Jiahui Lai, CFP, BS, is founder and CEO of Crownstreams Global Wealth Advisory Pte Ltd., an independent financial advisory firm that integrates technology, faith and innovation to empower advisors to scale with purpose. With over a decade of experience leading multimillion AUA portfolios and developing high-performing advisory teams across Asia, she specializes in enterprise building, AI-enabled systems and leadership coaching, and is known for transforming solo producers into scalable business leaders.

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《從單槍匹馬的顧問到可擴張的企業：10 倍成長模型》

From solo advisor to scalable enterprise: Model for 10x growth

Joanne Jiahui Lai, CFP, BS
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：
1:30 pm
Lai
Advising Clients
演講語言：
英文
No items found.

瞭解高瞻遠矚的顧問如何將一人執業模式，轉型為價值驅動的高業績企業。Lai 將分享她的框架如何融合信念領導力、AI 系統與可擴張團隊架構。學會如何吸納人才、有效分工並建立經常性管理資產規模。

Learn how visionary advisors can transform their one-person practice into a high-performing, values-driven enterprise. Lai shares her framework, blending faith-based leadership, AI-enabled systems and scalable team architecture. Learn how to attract talent, delegate effectively and build recurring AUA.

Sridhar Krishnamurti

Motueka
,
Tasman
,
New Zealand
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Sridhar Krishnamurti 是一名國際演講者兼顧問，25 年來進行了超過 30,000 極具變革意義的諮詢、演講、研討會與工作坊。身為思維模式與成長策略師，他窮超過 30 年時間跟隨大師級導師學習，並於 2008 年成立 The Mind Shift，旨在協助個人與企業獲得改變生命的成果，發揮真正潛能。他的客戶涵蓋頂尖企業東主、行政總裁及世界冠軍運動員。他亦參與主持一系列課程，鼓勵全球各地的人們消融限制，實現最宏大的夢想。

Sridhar Krishnamurti is an international speaker and consultant, conducting more than 30,000 transformational consultations, speaking engagements, seminars and workshops in 25 years. A mindset and growth strategist who has spent over 30 years studying with master teachers, Krishnamurti founded The Mind Shift in 2008 to assist individuals and companies attain life-changing results and fulfill their true potential. His clients include top echelon business owners, CEOs and world champion athletes. He also facilitates a series of programs that encourage people worldwide to dissolve limitations and achieve their greatest dreams.

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《如何活出無界限人生》

How to live your life without limits

Sridhar Krishnamurti
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：
1:30 pm
Krishnamurti
Whole Person
演講語言：
英文
No items found.

Krishnamurti 指出，若我們能學會有效處理恐懼與不確定因素，就能突破樽頸位與平台期。探索如何確立生命中真正渴望的事物，並且找到達成目標的最直接路徑。

If we can learn to effectively handle fear and uncertainty, Krishnamurti says, we can break through stuck points and plateaus. Discover how to determine not just what you really want in life but how to take the most direct route to achieving it.

Steven Yam, ChFC, CIAM

Singapore
,
,
Singapore
入會總年份：
30
內閣會員榮譽：
0
頂尖會員榮譽：
0

Steven Yam 是 Prudential Singapore 的代理人團隊領袖，服務該公司長達 42 年。他擅長培訓、教練指導與高淨值市場互動交流，同時致力協助顧問突破業績表現。Yam 獲獎無數，包括 President’s Club 與頂尖領袖獎，並致力投身專業精進與終身學習。

Steven Yam is an agency leader with Prudential Singapore, serving 42 years in the company. He specializes in training, coaching and engaging the HNW market while developing advisors to achieve breakthrough performance. A recipient of numerous company awards, including the President’s Club and Top Leader Award, Yam is deeply committed to professional mastery and lifelong learning.

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《高淨值客戶經營大師課》

HNW mastery

Steven Yam, ChFC, CIAM
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：
1:30 pm
Yam
Marketing
演講語言：
英文
No items found.

根據 Yam 的說法，在專業知識以外，高淨值客戶更重視顧問的臨在感、可信度、情緒智商，以及自信清晰的溝通能力。他將分享「本質－行動－成果」架構如何協助顧問提升自身格局，而不止是改善技巧，從而自然吸引更高層次的客戶。學習如何快速建立可信度、提出突破問題，以及創造更深入的客戶連繫。

Beyond technical knowledge, Yam says, HNW clients look for presence, trustworthiness, emotional intelligence, and the ability to communicate with confidence and clarity. He shares how the “be, do, have” framework helps advisors elevate who they are, not just what they do, so they naturally attract higher-level clients. Learn how to build credibility quickly, ask breakthrough questions and create deeper client connections.

Trahcee Hiu Yu Tsang

,
,
Hong Kong
入會總年份：
3
內閣會員榮譽：
1
頂尖會員榮譽：

2022 年，Trahcee Hiu Yu Tsang 由美容及健康行業轉投金融服務業。自入行以來，她一直是公司的頂尖業績人員，並屢獲殊榮；轉行後短短三個月，便於 2023 年順利入圍百萬圓桌。2025 年，她更取得內閣會員資格，並積極參與公司活動和培訓工作坊，透過演講分享經驗，啟發顧問同儕。

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Trahcee Hiu Yu Tsang transitioned from the beauty and wellness industry to the financial services profession in 2022. Since then, she has been the top producer and award recipient at her company and qualified for MDRT in 2023 — just three months after switching careers. She achieved Court of the Table in 2025 and inspires fellow advisors through her presentations at company events and training workshops

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鎖定目標：有夢乃大，至榮方休

Lock in the target: Dream big until you're proud

Trahcee Hiu Yu Tsang
會議類型：
贊助商分享會議
演講語言：
普通話
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
12:30 pm
Tsang
Sponsor Sharing Session
演講語言：
普通話
No items found.

根據 Tsang 的說法，關係是根基，價值是核心，連繫是紐帶，而行動則是關鍵。學習如何使用這個方法，迅速贏得客戶和合作夥伴的信任，協助您實現目標並維持工作與生活平衡。

‍

Relationships are the foundation, value is the core, connection is the bond and action is the key, says Tsang. Learn how to use this approach to quickly earn the trust of clients and partners to help achieve goals and maintain work-life balance.

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Bawonlak Akkaraittisak

,
,
Thailand
入會總年份：
4
內閣會員榮譽：
頂尖會員榮譽：

Bawonlak Akkaraittisak 從事保險業已有 11 個年頭。她是 Muang Thai Life Assurance PCL 的頂尖業績人員，也是一名活躍的百萬圓桌會員，總是在大小本地和國際活動上，積極支持、宣傳並推動百萬圓桌倡議的執行。

‍

Bawonlak Akkaraittisak has 11 years of experience in the insurance profession. She is a top producer at Muang Thai Life Assurance PCL and is an active MDRT member, supporting, promoting and driving the execution of MDRT initiatives at local and international events.

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透過最佳化時間，實現業績自動化

Optimize time to maximize productivity

Bawonlak Akkaraittisak
會議類型：
贊助商分享會議
演講語言：
泰文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
4:00 pm
Akkaraittisak
Sponsor Sharing Session
演講語言：
泰文
No items found.

Akkaraittisak 將分享一些實用的時間管理策略，以及關於有效制定日程安排的觀點。學習如何在日常經營中將業績最大化，並透過最理想地善用時間，促進業務成功。

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Akkaraittisak shares practical time management strategies and perspectives for effective scheduling. Learn how to maximize productivity in your daily operations and boost your business success through optimal utilization of time.

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Lilis Shafinar Mohammed Daim, MBA

,
,
Malaysia
入會總年份：
5
內閣會員榮譽：
3
頂尖會員榮譽：
1

Lilis Shafinar Mohammed Daim，MBA 從事金融服務業逾 30 年，持有市場推廣管理碩士學位。自於 2012 年加入 Etiqa Family Takaful 後，她一直憑非凡成就而享盡至高殊榮。Mohammed Daim 參與聯名撰寫了一本暢銷書籍，並經常在行業活動上演講。

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Lilis Shafinar Mohammed Daim, MBA, has more than 30 years of experience in the financial services profession and holds a master’s degree in marketing management. Since joining Etiqa Family Takaful in 2012, she has consistently achieved top accolades for her achievements. Mohammed Daim has also co-authored a bestselling sales book and frequently speaks at industry events.

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持續解鎖您內心中的百萬圓桌

Unlocking MDRT in you consistently

Lilis Shafinar Mohammed Daim, MBA
會議類型：
贊助商分享會議
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
2:30 pm
Mohammed Daim
Sponsor Sharing Session
演講語言：
英文
No items found.

根據 Mohammed Daim 的說法，年年入圍百萬圓桌講求的不外乎實力、策略與分段。瞭解她如何在實務中運用 3S 原則，從而推動業績，實現可靠的成功。

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Qualifying for MDRT every year, says Mohammed Daim, comes down to strength, strategies and segments. Learn how she applies these 3S principles to her practice to drive productivity and reliable success.

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Yu Hu

,
,
China
入會總年份：
12
內閣會員榮譽：
7
頂尖會員榮譽：
4

Yu Hu 擁有逾 20 載金融服務從業經驗，是 CITIC-Prudential Life 的頂尖銷售人員。她持續入圍百萬圓桌，也是行內的演講常客。

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Yu Hu has more than 20 years of experience in the financial services profession and is a top seller at CITIC-Prudential Life. She is a consistent MDRT qualifier and a speaker within the industry.

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轉介紹客戶管理

Referral client management

Yu Hu
會議類型：
贊助商分享會議
演講語言：
普通話
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
11:30 am
Hu
Sponsor Sharing Session
演講語言：
普通話
No items found.

隨著獲取客戶的成本水漲船高，信任障礙亦與日俱增，您如何能在負擔得起的情況下擴張業務呢？Hu 將分享她的三重策略，有助建立獨特的個人品牌、帶來卓越的服務體驗，以及引入系統化的轉介紹機制，從而跨越市場挑戰，將營運開支降至最低。

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As client acquisition costs rise and trust barriers increase, how can you affordably expand your business? Hu shares her three-fold strategy to cultivate a distinctive personal brand, deliver exceptional service experiences, and implement a systematic referral mechanism to break through market challenges and minimize operational expenses.

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