演講者與演講資訊

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所列的傳譯語言場次分配俱為暫定。2026 年百萬圓桌全球會議的官方語言是英文。百萬圓桌提供主場會議的同聲傳譯，並為指定焦點會議提供最多 12 種語言的傳譯服務（當至少 50 名註冊與會者要求用同一種語言時）。  您必須在註冊時提出同聲傳譯的要求。提交同聲傳譯申請的截止日期是 2026 年 6 月 28 日。

Vincent Gan, ChFC, CLU

Singapore
,
,
Singapore
入會總年份：
17
內閣會員榮譽：
1
頂尖會員榮譽：
0

Vincent Gan，ChFC、CLU 是 Great Eastern Financial Advisers Singapore 的執行資深總監，於金融服務業深耕 20 年。他專注於全方位理財規劃、團隊領導，以及培訓與發展，熱衷於協助客戶及理財顧問實現有目標且可持續的成長。畢業於新加坡國立大學的 Gan，不但擔任多個業界委員會職務及獲邀至國際論壇演講，更屢獲公司與行業殊榮肯定。

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in comprehensive financial planning and agency leadership as well as training and development, with a passion for helping both clients and financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums, and received numerous company and industry accolades.

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《信念先於能力：透過信念卡建立自信》

Conviction before competence: Building confidence through a conviction card

Vincent Gan, ChFC, CLU
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 8 月 23 日（星期日）
開始時間：
5:00 pm
Gan
Advising Clients
August 23, 2026
演講語言：
英文
No items found.

在金融產品日趨複雜的世界中，Gan 將分享「信念」——即每名顧問行動背後的原因——如何能夠轉化自信，並啟發持久的信任。透過實用工具「信念卡」，他將揭示引導真誠客戶互動與目標明確之業務實踐的五大金融信念領域。

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.

Corey Williams

Christchurch
,
,
New Zealand
入會總年份：
14
內閣會員榮譽：
13
頂尖會員榮譽：
12

Corey Williams 是 SwainWoodham Group  的合夥人，專注於僱員福利領域，積極倡導「預防勝於治療」的理念。憑藉逾 30 年在紐西蘭及英國的銀行、銷售與市場推廣經驗，Williams  為其工作帶來國際視野。他曾任體育經理人，在國際層面與奧運獎牌得主及世界冠軍展開合作。

Corey Williams is a partner at SwainWoodham Group, where he specializes in employee benefits and champions the philosophy of prevention over cure. With more than 30 years’ experience across banking, sales and marketing in New Zealand and the United Kingdom, Williams brings a global perspective to his work. A former sports manager, he has worked internationally with Olympic medalists and world champions.

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專為卓越實踐「全人理念」而精心構建 —創造「可持續成功」背後的系統

Engineered for Whole Person excellence: The systems behind sustainable success

Corey Williams
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
9:00 am
Williams
Whole Person
August 25, 2026
演講語言：
英文
No items found.

生意夥伴 Burgess 與 Williams  分享一套架構，這套架構幫助他們將原本以高壓力驅動運行的顧問業務，轉型為高業績的穩定模式。他們一同提出務實的藍圖，透過設計一套以高價值工作為優先的系統，同時減省不必要的壓力，在業務方面、以至人生層面實現持續成功。

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.

Jane Lim

Norwest
,
,
Australia
入會總年份：
4
內閣會員榮譽：
0
頂尖會員榮譽：
0

Jane Lim 是 Prosper Financial Planning 的創辦人兼董事。憑藉逾 20 年的環球金融服務經驗，她將專業技術與對人際連繫的深切承諾融為一體。身為曾獲獎項提名的理財規劃師，Lim 致力啟發顧問超越數字表象，發掘客戶生命中「痛點背後的痛點」。她真摯的講故事技巧與實用見解，賦能金融專業人士以同理心、使命感和韌力進行領導。

Jane Lim is the founder and director of Prosper Financial Planning. With more than 20 years of global experience in financial services, she combines technical excellence with a deep commitment to human connection. An award-nominated financial planner, Lim inspires advisors to look beyond the numbers and uncover the “pain beyond the pain” in their clients’ lives. Her authentic storytelling and practical insights empower financial professionals to lead with empathy, purpose and resilience.

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《發掘痛點背後的痛點》

Finding the pain beyond the pain

Jane Lim
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 8 月 23 日（星期日）
開始時間：
5:00 pm
Lim
Advising Clients
August 23, 2026
演講語言：
英文
No items found.

理財顧問有機會創造深遠而持久的影響，尤其是當他們能逾越表面的解決方案時。Lim 將揭示如何透過辨別客戶財務與情感痛楚的真正根源，徹底轉變諮詢關係。憑藉她個人克服逆境的經歷，以及引導客戶應對複雜情況的專業經驗，Lim 將示範如何將自身角色從「解決問題者」重塑為「根源識別者」。學習如何發掘真正驅動客戶行為的因素，建立更深厚的信任，並提供清晰的指引，從而達致有意義且可持續的成果。

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.

Brian W. Burgess

Christchurch
,
,
New Zealand
入會總年份：
13
內閣會員榮譽：
11
頂尖會員榮譽：
7

Brian W. Burgess 由 1996 年起成為顧問，現時為 SwainWoodham Group  的合夥人。他專精於個人及企業風險市場。

Brian W. Burgess has been an advisor since 1996 and is a partner at SwainWoodham Group. He specializes in the personal and business risk market.

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專為卓越實踐「全人理念」而精心構建 — 創造「可持續成功」背後的系統

Engineered for Whole Person excellence: The systems behind sustainable success

Brian W. Burgess
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
9:00 am
Burgess
Whole Person
August 25, 2026
演講語言：
英文
No items found.

生意夥伴 Burgess 與 Williams  分享一套架構，這套架構幫助他們將原本以高壓力驅動運行的顧問業務，轉型為高業績的穩定模式。他們一同提出務實的藍圖，透過設計一套以高價值工作為優先的系統，同時減省不必要的壓力，在業務方面、以至人生層面實現持續成功。

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.

Subhas V. Nathan

Singapore
,
,
Singapore
入會總年份：
22
內閣會員榮譽：
0
頂尖會員榮譽：
0

Subhas V. Nathan 是 Prudential Assurance Company 的高級金融服務總監。他領導著 Eminence Group 的團隊，麾下共有超過 200 名顧問。Nathan 的專長是團結組織，鼓勵每名顧問交出卓越表現。他持有物理學學士學位，並曾榮獲多項 Million Dollar 和 Multi-Million Dollar Agency 獎項。

Subhas V. Nathan is a senior financial services director with Prudential Assurance Company. He leads the Eminence Group, which has more than 200 advisors. Nathan specializes in uniting the organization and motivating each advisor to high levels of performance. He has a Bachelor of Science in physics and has received multiple Million Dollar and Multi-Million Dollar Agency awards.

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百萬圓桌系列品牌如何成為職業路上每個階段的資源

How the MDRT Family of Brands can be a resource in each phase of your professional journey

Subhas V. Nathan
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
4:30 pm
Nathan
Whole Person
August 25, 2026
演講語言：
英文
No items found.

瞭解 MDRT Academy 和 MDRT Center for Field Leadership 如何協助您和其他顧問，在職業生涯的每個階段都能學習與成長。MDRT Academy 的成立初衷，是協助顧問提升至百萬圓桌業績水平；而 MDRT Center 則聚焦為前線和在家辦公室領袖提供資源。參加這場會議以瞭解更多。

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

Simon D. Lister

Norfolk
,
,
United Kingdom
入會總年份：
19
內閣會員榮譽：
19
頂尖會員榮譽：
16

Simon D. Lister，Dip PFS 將出任 2026 年度百萬圓桌秘書長。他是 2025 年百萬圓桌年會會議籌備部門的全球理事會成員。此前他曾任 2024 年百萬圓桌年會主場會議委員會主席、2023 年百萬圓桌年會焦點會議委員會主席，以及 2021 年頂尖會員分會全球理事會成員兼顧問委員會主席。他也是百萬圓桌基金會的「白金騎士」和核心集團成員。Lister 是一名獨立理財規劃師兼 ML Financial Associates 的董事總經理。

Simon D. Lister, Dip PFS, is the 2026 Secretary of MDRT. He served as Global Council Member of the 2025 MDRT Annual Meeting Program Development Division. He previously served as Chair of the Main Platform Committee for the 2024 MDRT Annual Meeting, Chair of the Focus Sessions Committee for the 2023 MDRT Annual Meeting, and as Global Council Member and Advisory Board Chair of the Top of the Table Division in 2021. He also is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates.

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百萬圓桌系列品牌如何成為職業路上每個階段的資源

How the MDRT Family of Brands can be a resource in each phase of your professional journey

Simon D. Lister
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
4:30 pm
Lister
Whole Person
August 25, 2026
演講語言：
英文
No items found.

瞭解 MDRT Academy 和 MDRT Center for Field Leadership 如何協助您和其他顧問，在職業生涯的每個階段都能學習與成長。MDRT Academy 的成立初衷，是協助顧問提升至百萬圓桌業績水平；而 MDRT Center 則聚焦為前線和在家辦公室領袖提供資源。參加這場會議以瞭解更多。

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

Clay Gillespie, CFP, CLU

Vancouver
,
BC
,
Canada
入會總年份：
25
內閣會員榮譽：
23
頂尖會員榮譽：
22

Clay Gillespie，CFP、CLU 將出任 2026 年度百萬圓桌第一副會長。身為百萬圓桌基金會的神劍騎士，Gillespie 在 2023 年擔任百萬圓桌財務分會的全球理事會成員，也曾在 2019 年任職頂尖會員全球理事會成員兼顧問委員會主席。他是 2015 年百萬圓桌年會焦點會議委員會的隊長，並曾在頂尖會員分會轄下的好幾個委員會擔任主席。Gillespie 是一名理財顧問、投資組合經理兼 RGF Integrated Wealth Management 的董事總經理。

Clay Gillespie, CFP, CLU, is the 2026 First Vice President of MDRT. An Excalibur Knight of the MDRT Foundation, Gillespie served as Global Council Member of MDRT’s Finance Division in 2023 and as Top of the Table Global Council Member and Advisory Board Chair in 2019. He was Captain of the 2015 MDRT Annual Meeting Focus Sessions Committee and has served as Chair of several committees in the Top of the Table Division. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management.

CLOSE

百萬圓桌系列品牌如何成為職業路上每個階段的資源

How the MDRT Family of Brands can be a resource in each phase of your professional journey

Clay Gillespie, CFP, CLU
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
4:30 pm
Gillespie
Whole Person
August 25, 2026
演講語言：
英文
No items found.

瞭解 MDRT Academy 和 MDRT Center for Field Leadership 如何協助您和其他顧問，在職業生涯的每個階段都能學習與成長。MDRT Academy 的成立初衷，是協助顧問提升至百萬圓桌業績水平；而 MDRT Center 則聚焦為前線和在家辦公室領袖提供資源。參加這場會議以瞭解更多。

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

Vincent Gan, ChFC, CLU

Singapore
,
,
Singapore
入會總年份：
17
內閣會員榮譽：
1
頂尖會員榮譽：
0

Vincent Gan，ChFC、CLU 是 Great Eastern Financial Advisers Singapore 的執行資深總監，於金融服務業深耕 20 年。他專精於代理人團隊領導、培訓與發展，致力協助理財顧問實現具使命感且可持續的成長。畢業於新加坡國立大學的 Gan，不但擔任多個業界委員會職務及獲邀至國際論壇演講，更屢獲公司與行業殊榮肯定。

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in agency leadership, training and development, with a passion for helping financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums and received numerous company and industry accolades.

CLOSE

百萬圓桌系列品牌如何成為職業路上每個階段的資源

How the MDRT Family of Brands can be a resource in each phase of your professional journey

Vincent Gan, ChFC, CLU
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
4:30 pm
Gan
Whole Person
August 25, 2026
演講語言：
英文
No items found.

瞭解 MDRT Academy 和 MDRT Center for Field Leadership 如何協助您和其他顧問，在職業生涯的每個階段都能學習與成長。MDRT Academy 的成立初衷，是協助顧問提升至百萬圓桌業績水平；而 MDRT Center 則聚焦為前線和在家辦公室領袖提供資源。參加這場會議以瞭解更多。

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

Hidehiko Niina

Toyota City
,
Aichi
,
Japan
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Hidehiko Niina 是一名「賦能者」，他會給予您相信自己的勇氣。身為與七種不同癌症共存的生命鬥士，以及前人壽保險顧問，他經常主持以「與病共存」為主題的演講與工作坊。他向保險公司及企業傳遞訊息，分享與客戶建立互信關係的實用對策，並引領他們重拾使命。

Hidehiko Niina ニーナヒデヒコ is an empowerer, someone who gives you the courage to believe in yourself. As a survivor living with seven different cancers and a former life insurance advisor, he delivers presentations and workshops focused on the theme of living with illness. He delivers his message to insurance companies and corporations, sharing practical approaches to building trusting relationships with clients and reminding them of their purpose.

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《將逆境轉化為希望的 3 種力量》

3 powers to turn adversity into hope

Hidehiko Niina
會議類型：
焦點會議
演講語言：
日文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
4:30 pm
Niina
Whole Person
August 25, 2026
演講語言：
日文
No items found.

憑藉戰勝七種癌症的經歷，Niina 將分享如何憑藉將逆境轉化為希望的三種力量（思考力、資訊力與經濟穩定力），以「全人」姿態擁抱生活。他將帶來獨特視角，賦能各位將痛苦與焦慮轉化為成長的燃料。發現自身生活的新意義，並將實用貼士帶回家，成為傳遞希望的領導者。

Through his experience of surviving seven cancers, Niina shares how to live as a Whole Person by turning adversity into hope with three powers: thought, information and financial stability. He offers a unique perspective that will empower you to transform pain and anxiety into fuel for growth. Discover new meaning in your life and take away practical tips for becoming a leader who delivers hope.

Aphisada Pattananitsakul

Bangkok
,
,
Thailand
入會總年份：
6
內閣會員榮譽：
5
頂尖會員榮譽：
0

Aphisada Pattananitsakul 是 AIA 泰國的業務單位經理，擁有 MBA 學位及 CFP 認證，在金融服務業累積了逾 10 年資歷。過往在財富管理與私人銀行領域的經驗，使她非常瞭解高淨值人士和家庭的需求，從而為他們制定解決方案。

Aphisada Pattananitsakul is a unit manager at AIA Thailand, an MBA graduate and a CFP professional, with more than 10 years in financial services. Her previous wealth management and private banking experience have enabled her to understand the needs and craft solutions for HNW individuals and families.

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《從隱形到令人難忘：建立個人品牌的 10 大秘訣》

From invisible to unforgettable: 10 personal branding secrets for financial advisors

Aphisada Pattananitsakul
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
3:00 pm
Pattananitsakul
Marketing
August 25, 2026
演講語言：
英文
No items found.

Pattananitsakul 初入行時失去過不少生意，並非因為公司或產品不足，而是因為客戶尚未認識她。瞭解那些失望經歷如何驅使她深入鑽研、反覆實踐，最終精通個人品牌塑造的藝術，並將其轉化為競爭優勢，成為獲取優質約見與可持續業務的源泉。

Pattananitsakul lost cases early in her career not because of her company or the products but because clients didn’t know her yet. Learn how that disappointment pushed her to study, practice and master the art of personal branding until it became her advantage and a reliable source for quality appointments and sustainable business.

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