Speaker Sessions

London

,

United Kingdom

入會總年份：

27

內閣會員榮譽：

24

頂尖會員榮譽：

19

Ian Green，Dip PFS 曾任 2021 年百萬圓桌會長，以及 2017 年頂尖會員全球理事會成員兼顧問委員會主席。他經營著一間家族式理財規劃公司，作為全人理念的倡導者，他將自身成功歸功於在百萬圓桌的所學。

Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs a family-owned financial planning firm and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.

‍

百萬圓桌前會長小組討論：從早期堅持到長遠影響

MDRT Past Presidents panel discussion: From early consistency to long-term impact

Ian Green Dip PFS

會議類型：

主場會議

演講語言：

英文

會議日期：

2025 年 8 月 27 日（星期三）

開始時間：

9:00 am

Green

演講語言：

幾位前會長當初是如何接觸百萬圓桌的？他們對處於事業早期和中期的顧問，又有哪些每年提高業績及晉升會籍級別方面的建議？參與這場獨一無二的必聽討論，與三位百萬圓桌前會長一起探討個人成功之路、通用最佳實務，以及會員如何貢獻百萬圓桌並從中獲得更多回報。

How did some former MDRT Presidents first get involved with the organization, and what advice do they have for early- and mid-career advisors about fostering productivity and elevating their qualification each year? Join three MDRT Past Presidents for this unique, essential discussion on individual paths to success, universal best practices, and how any member can give to and gain more from MDRT.

‍

Singapore

,

Singapore

入會總年份：

20

內閣會員榮譽：

0

頂尖會員榮譽：

0

Pearlyn Koh，ChFC 主修溝通學，她精通運用自身的專業，協助更有效地向準客戶傳遞複雜的理財規劃構想。她對自己的市場很揀擇，並曾創造無數機會來保障客戶的家庭與業務，讓他們明白在理財規劃方面與她衷誠合作的重要性。

Pearlyn Koh, ChFC, has utilized her communications major to help her convey complex financial planning ideas more effectively with prospects. She is selective with her market and has created opportunities to protect families and businesses, reassuring them of the importance of working with her on their financial plans.

成功踏腳石：處理異議

Stepping on stones to success: Objection handling

Pearlyn Koh, ChFC

會議類型：

主場會議

演講語言：

英文

會議日期：

2025 年 8 月 25 日（星期一）

開始時間：

9:00 am

Koh

演講語言：

真誠與連繫如何將異議轉化為行動？Koh 將分享如何簡化複雜的概念，讓客戶與準客戶感到安心及受激勵，繼而落實她的建議。

How does sincerity and connection turn objections into action? Koh shares how to simplify complex ideas so that clients and prospects feel reassured and motivated to move forward with her recommendations.

Kuching, Sarawak

,

Malaysia

入會總年份：

15

內閣會員榮譽：

6

頂尖會員榮譽：

2

Thian Lung Jong，2019 年成立非牟利組織 Bring It On! 並積極回饋社區。他是三本書的作者和合著者，在全球超過 80 個活動中發表過演講。現任百萬圓桌基金會受託人及 2024 年全球理事會成員。

Thian Lung Jong founded the nonprofit organization "Bring It On!" in 2019 and continues to actively give back to the community. He is the author and co-author of three books and has spoken at more than 80 events worldwide. He is on the MDRT Foundation Board of Trustees and served as Global Council Member of the 2024 MDRT Annual Meeting Program General Arrangments Division .

掌握您的突破性心態以掌控您的人生

Mastering the breakthrough mindset to take control of your life

Thian Lung Jong

會議類型：

主場會議

演講語言：

普通話

會議日期：

2025 年 8 月 25 日（星期一）

開始時間：

9:00 am

Jong

演講語言：

探索突破性心態的五大特質：渴望學習、負責任、自我激勵、願意犧牲和承諾精神。

Jong explores the five qualities of a breakthrough mindset: having a desire to keep learning, maintaining accountability, staying self-motivated, being willing to sacrifice and exercising commitment.

從大學畢業生到 38 倍百萬圓桌會員

From a freshman to a 38x MDRT member

Jie Jiao, CFP

會議類型：

主場會議

演講語言：

普通話

會議日期：

2025 年 8 月 26 日（星期二）

開始時間：

9:00 am

Jiao

演講語言：

解密從 3,400 元到千萬級保費的蛻變過程，深度剖析高端市場准入三大維度，掌握經營影響力中心的方法。

Jiao shares how to decode the transformation from 3,400 to 10 million premiums, deeply analyze the three dimensions of high-end market access and master the method of operating a center of influence.

Singapore

,

Singapore

入會總年份：

13

內閣會員榮譽：

5

頂尖會員榮譽：

0

Cheng Huann Yeoh，ChFC、CLU 是 Great Eastern Life 的資深主管。他於 2010 年投身金融服務業，並在 2015 年開始出任領袖職位。憑藉逾 10 載的從業員和培訓師經驗，Yeoh 特別擅長培訓、績效管理和領導力發展等範疇。

Cheng Huann Yeoh, ChFC, CLU, is a senior director with Great Eastern Life. He has been in the financial services profession since 2010 and in leadership since 2015. With more than 10 years of experience as a practitioner and trainer, Yeoh specializes in training, performance management and leadership development.

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

Cheng Huann Yeoh, ChFC, CLU

會議類型：

焦點會議

演講語言：

英文

會議日期：

2025 年 8 月 26 日（星期二）

開始時間：

4:30 pm

Yeoh

Whole Person

演講語言：

為免您錯過了，這裡給大家重溫一下：百萬圓桌大家庭已然壯大MDRT Academy 和 MDRT Center for Field Leadership 能協助您和其他顧問，在職業生涯的每個階段都能學習與成長。深入瞭解 MDRT Academy 如何協助顧問提升至百萬圓桌業績水平，而 MDRT Center 又是如何專注為前線和在家辦公室領袖提供資源。

In case you missed it, the MDRT family has grown: The MDRT Academy and the MDRT Center for Field Leadership can help you and other advisors learn and grow at every career stage. Learn more about how the MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Chester

,

United Kingdom

入會總年份：

11

內閣會員榮譽：

11

頂尖會員榮譽：

8

Tristan Hartey，Dip FA、BA (Hons) 是 Hartey Wealth Management 的董事總經理，該家族企業由他與父親合力經營。Hartey 擅長理財規劃與遺產規劃，並熱衷於協助家庭客戶實現最理想人生。

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.

如何透過人脈交流躋身頂尖會員之列

How to network your way to Top of the Table

Tristan Hartey, Dip FA, BA (Hons)

會議類型：

主場會議

演講語言：

英文

會議日期：

開始時間：

Hartey

演講語言：

Hartey 表示，欣欣向榮的事業很講求架構。他將分享自己如何制定善用人脈交流的框架，從而讓業務變得井然有序、持續如一，並躍升為頂尖會員。

A thriving career requires structure, Hartey says. He shares how the framework he developed that utilizes a networking system can help drive your practice toward organization, consistency and Top of the Table.

CHENNAI

,

TN

,

India

入會總年份：

9

內閣會員榮譽：

2

頂尖會員榮譽：

1

Sudhakar Gabriel 已投身於人壽保險行業超過 23 年。儘管他專注於發展轉介紹和推薦，但是他的專長亦包括退休解決方案、商業保險和資產架構。Gabriel 將維持極優成交率歸功於精通金融服務的基礎知識。

Sudhakar Gabriel has been in the life insurance profession for more than 23 years. While he focuses on referrals and recommendations, his specialties also include retirement solutions, business insurance and asset structuring. Gabriel credits mastering the fundamentals of financial services to maintaining a very good closing ratio.

將銷售額提升 4 倍

Increase your sales 4x

Sudhakar Gabriel

會議類型：

主場會議

演講語言：

英文

會議日期：

2025 年 8 月 26 日（星期二）

開始時間：

9:00 am

Gabriel

演講語言：

如何將轉介紹轉化為推薦？Gabriel 將闡釋如何使用簡單的話術，讓任何轉介紹都能變成真正的關係，從而解鎖不斷重複的成功。

How can we convert a referral into a recommendation? Gabriel explains how to unlock repeatable success using simple scripts that transform any referral into a relationship

Naples

,

FL

,

United States

入會總年份：

25

內閣會員榮譽：

20

頂尖會員榮譽：

18

John F. Nichols，MSM、CLU 將出任 2025 年度百萬圓桌第一副會長。他擁有 25 年百萬圓桌會齡，20 次獲得內閣會員資格，18 次獲得頂尖會員資格。Nichols 曾在 2020 年擔任百萬圓桌會員分會的全球理事會成員，也是 2019 年章程和道德委員會的主席。2022 年，他成為了百萬圓桌基金會會長兼皇家勳章神劍騎士，也是核心集團的成員。Nichols 是 Nichols Consulting LLC 的創辦人；該公司為全國認可的傷殘保險福利企業。

John F. Nichols, MSM, CLU, is the 2025 First Vice President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 18 Top of the Table qualifications. Nichols served as Global Council Member of MDRT’s Membership Division in 2020 and Chair of its Bylaws and Ethics Committee in 2019. In 2022, he served as President of the MDRT Foundation, for which he is a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is the founder of Nichols Consulting LLC, a nationally recognized disability insurance benefits practice.

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

John F. Nichols, MSM, CLU

會議類型：

焦點會議

演講語言：

英文

會議日期：

2025 年 8 月 26 日（星期二）

開始時間：

4:30 pm

Nichols

Whole Person

演講語言：

為免您錯過了，這裡給大家重溫一下：百萬圓桌大家庭已然壯大MDRT Academy 和 MDRT Center for Field Leadership 能協助您和其他顧問，在職業生涯的每個階段都能學習與成長。深入瞭解 MDRT Academy 如何協助顧問提升至百萬圓桌業績水平，而 MDRT Center 又是如何專注為前線和在家辦公室領袖提供資源。

In case you missed it, the MDRT family has grown: The MDRT Academy and the MDRT Center for Field Leadership can help you and other advisors learn and grow at every career stage. Learn more about how the MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Niigata

,

Japan

入會總年份：

17

內閣會員榮譽：

4

頂尖會員榮譽：

1

Hiromitsu Okumura 在日本 Prudential Life Insurance Co. 供職已有 25 個年頭，是一名專精於風險管理、業務繼承和遺產規劃的人生策劃師。加入金融服務業之前，Okumura 曾任職於一間領先業界的旅行社。

Hiromitsu Okumura has 25 years of experience with Prudential Life Insurance Co., Japan, as a life planner specializing in risk management, business succession and inheritance/estate planning. Prior to joining the financial services profession, Okumura worked for a leading travel agency.

透過 3 種供款，樂享人生並持續成長

Enjoy life and continue to grow with 3 types of contributions

Hiromitsu Okumura, AFP

會議類型：

焦點會議

演講語言：

日文

會議日期：

2025 年 8 月 26 日（星期二）

開始時間：

4:30 pm

Okumura

Whole Person

演講語言：

二十年前，Okumura 只追求短期業績目標，到頭來卻發現自己可能錯過了某些更重要的事物。他將分享全人理念的七大支柱如何改變了他的人生，以及當中對他個人和職業發展影響最深的三大支柱。

Twenty years ago, Okumura was chasing short-term production goals only to realize that he might be missing something more important. He shares why the seven pillars of the Whole Person concept changed his life and the three in particular that had the greatest impact on him personally and professionally.

Kuching

,

Sarawak

,

Malaysia

入會總年份：

16

內閣會員榮譽：

6

頂尖會員榮譽：

2

Thian Lung Jong 在 2019 年成立非牟利組織「Bring It On!」，並持續積極回饋社會。他是三本書的作者或合著者，並曾在全球超過 80 場活動上發表演講。他是百萬圓桌基金會的受託人董事會成員，並擔任了 2024 年百萬圓桌年會項目統籌委員會分會的全球理事會成員。

Thian Lung Jong founded the nonprofit organization "Bring It On!" in 2019 and continues to actively give back to the community. He is the author and co-author of three books and has spoken at more than 80 events worldwide. He is on the MDRT Foundation Board of Trustees and served as Global Council Member of the 2024 MDRT Annual Meeting Program General Arrangements Division.

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

Thian Lung Jong

會議類型：

焦點會議

演講語言：

英文

會議日期：

2025 年 8 月 26 日（星期二）

開始時間：

4:30 pm

Jong

Whole Person

演講語言：

為免您錯過了，這裡給大家重溫一下：百萬圓桌大家庭已然壯大MDRT Academy 和 MDRT Center for Field Leadership 能協助您和其他顧問，在職業生涯的每個階段都能學習與成長。深入瞭解 MDRT Academy 如何協助顧問提升至百萬圓桌業績水平，而 MDRT Center 又是如何專注為前線和在家辦公室領袖提供資源。

In case you missed it, the MDRT family has grown: The MDRT Academy and the MDRT Center for Field Leadership can help you and other advisors learn and grow at every career stage. Learn more about how the MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

演講者

會議類型

演講語言

會議日期

開始時間

內容分類

直播

百萬圓桌前會長小組討論：從早期堅持到長遠影響

MDRT Past Presidents panel discussion: From early consistency to long-term impact

Ian Green Dip PFS

成功踏腳石：處理異議

Stepping on stones to success: Objection handling

Pearlyn Koh, ChFC

掌握您的突破性心態以掌控您的人生

Mastering the breakthrough mindset to take control of your life

Thian Lung Jong

從大學畢業生到 38 倍百萬圓桌會員

From a freshman to a 38x MDRT member

Jie Jiao, CFP

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

Cheng Huann Yeoh, ChFC, CLU

如何透過人脈交流躋身頂尖會員之列

How to network your way to Top of the Table

Tristan Hartey, Dip FA, BA (Hons)

將銷售額提升 4 倍

Increase your sales 4x

Sudhakar Gabriel

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

John F. Nichols, MSM, CLU

透過 3 種供款，樂享人生並持續成長

Enjoy life and continue to grow with 3 types of contributions

Hiromitsu Okumura, AFP

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

Thian Lung Jong