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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。

Donnapa Jitsopananont

Bangkok
,
,
Thailand
入會總年份：
12
內閣會員榮譽：
7
頂尖會員榮譽：
1

Donnapa Jitsopananont 目前在 Thai Life Insurance Co. 任職地區經理，並在該公司累積了 13 年的專業經驗。她擁有市場推廣學士學歷， 一名特許財務策劃師。Jitsopananont 的成就包括連續兩年榮獲公司年度最佳青年人才獎，以及合共十年榮獲巔峰俱樂部獎。

Donnapa Jitsopananont currently serves as a regional manager at Thai Life Insurance Co., where she has accumulated 13 years of professional experience. She holds a bachelor's degree in marketing and is a Fellow Chartered Financial Planner. Among her achievements, Jitsopananont has been honored with the company’s No. 1 Young Excellence Award for two consecutive years and has received the Summit Club Award for a total of 10 years.

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建立身份並打進高淨值市場

Establishing your identity and accessing the high-net-worth market

Donnapa Jitsopananont
會議類型：
焦點會議
演講語言：
泰文
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
4:30 pm
Jitsopananont
Marketing
演講語言：
泰文
廣東話
英文
日文
No items found.

如何與高淨值人士建立連繫、建立獨特的品牌身份及與客戶產生共鳴，並建立所需的信任，讓他們放心交予您處理家庭的理財所需？Jitsopananont 將分享如何透過花時間在每次與客戶互動之前，先瞭解他們並審慎規劃策略，從而做到上述這一點。

How can you successfully connect with high-net-worth individuals, develop a distinctive brand identity that resonates with your clients and build the trust necessary for them to rely on you for their family's financial needs? Jitsopananont shares how you can achieve this by taking the time to understand and carefully plan your strategies before engaging with each client.

Márta Borbála Király

Budapest
,
,
Hungary
入會總年份：
9
內閣會員榮譽：
5
頂尖會員榮譽：
5

Márta Borbála Király 從事金融服務業已逾十載。她的公司主要為企業東主、行政人員和專業人士提供理財規劃。她常在世界各地的演講活動中分享實踐理念，並熱衷於指導其他理財顧問。Király 也是百萬圓桌基金會的黃金騎士。

Márta Borbála Király has been in the financial services profession for more than a decade. Her practice focuses on providing financial planning to business owners, executives and professionals. She shares her practical ideas at speaking engagements all over the world and is passionate about mentoring fellow financial advisors. Király is also an MDRT Foundation Gold Knight.

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改變想法，如為頂尖會員

Change your mind and qualify for Top of the Table

Márta Borbála Király
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：
3:00 pm
Király
Whole Person
演講語言：
英文
日文
韓文
No items found.

Király 表示，真正變化所需的不止是新的技巧，而是思維模式與性格方面的根本改變。學會辨別自我設限的觀念，學習克服害怕遭拒絕、心態倦怠等常見難關的實用策略，從而解鎖您的潛力，攀上個人與職業成功的新高峰。

True change requires not just new techniques, Király says, but a fundamental shift in mindset and personality. Learn to identify self-limiting beliefs and gain practical strategies to overcome common challenges like fear of rejection and burnout, unlocking your potential to create new levels of personal and professional success.

Priti Ajit Kucheria, LUTCF, CFP

Mumbai
,
MH
,
India
入會總年份：
24
內閣會員榮譽：
23
頂尖會員榮譽：
21

Priti Ajit Kucheria，LUTCF、CFP 是 Kucheria Financial Services LLP 的創辦人；該公司是一間提供全方位理財規劃服務的家族辦公室。23 年來作為公司的頂尖業績人員，Kucheria 憑藉斐然成就獲獎無數，並曾在多項公司活動上於全球各地發表演講，向顧問同儕分享她的策略並啟發了無數人。Kucheria 亦曾在百萬圓桌的多個委員會和專案小組擔任各種領導職務，包括會員交流委員會全球理事會成員和百萬圓桌基金會受託人。

Priti Ajit Kucheria, LUTCF, CFP, is the founding principal of Kucheria Financial Services LLP, a family office offering comprehensive financial planning services. As the top producer of her company for 23 years, Kucheria has received several awards for her accomplishments and has presented at many company events worldwide, inspiring and sharing her strategies with her fellow advisors. Kucheria has also served in various leadership roles on several committees and task forces for MDRT, including as Global Council Member of MCC and Trustee of the MDRT Foundation.

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4E 原則讓您每天都過上充實的生活

4 E’s to empower you to lead an enriched life every day

Priti Ajit Kucheria, LUTCF, CFP
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
Kucheria
Whole Person
演講語言：
英文
韓文
普通話
No items found.

口頭上說要維持工作與生活平衡很容易，但甚少人能持之以恆、全方位地做到這件事。Kucheria 將分享一個簡單技巧，助您過上豐富而圓滿的人生，同時維持身心靈的平衡。

While it's easy to say we should maintain a work-life balance, few of us are able to consistently and holistically do so. Kucheria shares a simple technique that will empower you to lead an enriched, wholesome life while maintaining a balance of the body, mind, soul and spirit.

Soon See Chi

Raub
,
,
Malaysia
入會總年份：
21
內閣會員榮譽：
5
頂尖會員榮譽：
0

Soon See Chi 擁有 25 年保險從業年資，目前任職於 Prudential Assurance Malaysia Berhad。她擅長保障銷售，特別是醫療保險，並曾躋身全國 10 大代理人之列。她長年保持著高業績水平，每年賣出超過 150 張保單。

Soon See Chi has 25 years of experience in the insurance profession and works at Prudential Assurance Malaysia Berhad. She specializes in protection selling, particularly medical insurance, and was named one of the top 10 agents nationwide. She has consistently achieved high production levels, selling more than 150 policies every year.

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實現目標的關鍵

The key to achieving your goals

Soon See Chi
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
4:30 pm
Soon See Chi
Marketing
演講語言：
普通話
英文
韓文
泰文
No items found.

Soon See Chi 將分享如何持續地實現目標，以確保自己在金融服務業取得長遠成功。

Soon See Chi shares how to consistently achieve your goals to ensure your long-term success in the financial services profession.

Leung Yu Ying

Hong Kong
,
Hong Kong
,
China
入會總年份：
6
內閣會員榮譽：
1
頂尖會員榮譽：
0

Leung Yu Ying 擁有 12 年金融服務從業資歷，目前任職於 AIA International Ltd。她榮獲 2024 年度大灣區業績員公開賽前 10 名的殊榮，並曾勇奪 2022 年度香港傑出客戶服務個人獎項 - 最佳現場服務獎第二名。她亦攻讀完成香港城市大學創意媒體學院的 2023 年正念教學者培訓計劃。

Leung Yu Ying has 12 years of experience in the financial services profession and currently works at AIA International Ltd. She was awarded the Top 10 of the 2024 Greater Bay Area Performers Open Competition and won second place in the 2022 Hong Kong Outstanding Customer Service Individual Award, Field Service category. She has also completed the City University of Hong Kong (creative media) 2023 Mindfulness Facilitator Training Program.

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內向者和外向者都能成為全方位的百萬圓桌會員

Introverts and extroverts become well-rounded MDRT

Leung Yu Ying
會議類型：
焦點會議
演講語言：
廣東話
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
3:00 pm
Leung Yu Ying
Whole Person
演講語言：
廣東話
英文
普通話
泰文
No items found.

不同人格類型如何奉行百萬圓桌全人理念？兩名百萬圓桌會員將分享他們如何受惠於這種均衡法則，以及全人理念如何協助他們實現業務一致性並入圍百萬圓桌。

How can different personality types embrace the MDRT Whole Person concept? Two MDRT members share how they have benefited from this balanced approach and how that has helped drive business consistency and MDRT qualification.

Anthony Matthews Jones, BSc (Hons), QFA

Wexford
,
Wx1
,
Ireland
入會總年份：
18
內閣會員榮譽：
17
頂尖會員榮譽：
13

Anthony Matthews Jones，BSc (Hons)、QFA 是一名深受歡迎的演講者，曾多次在百萬圓桌會議上演講，多年來在許多不同金融機構也有過演講經驗。他也是一名活躍的百萬圓桌會員，熱衷於向理財顧問同仁分享專業經驗和策略。

Anthony Matthews Jones, BSc (Hons), QFA, is a sought-after speaker who has presented at MDRT events as well as other major conferences all over the world. He is an active MDRT member and is passionate about sharing his expertise and strategies with his fellow financial advisors.

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直面客戶回絕，促進高效溝通

F.A.C.E. up to objections and communicate more effectively

Anthony Matthews Jones, BSc (Hons), QFA
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：
3:00 pm
Jones
Marketing
演講語言：
英文
印尼語
廣東話
普通話
No items found.

最成功的顧問資歷不比您高；他們只是懂得更有效地與客戶和準客戶溝通罷了。透過以圖片和片語來將複雜事情簡單化，Jones 將介紹他常用的處理客戶回絕方法，助您將異議轉化為銷售與成功。

The most successful advisors are not better qualified than you; they merely communicate with clients and prospects more effectively. Using pictures and phrases that make the complicated simple, Jones introduces his much-used objection handling method to help convert rejected advice into sales and success.

Tai Wing Keung

Quarry Bay
,
Hong Kong
,
China
入會總年份：
10
內閣會員榮譽：
1
頂尖會員榮譽：
0

Tai Wing Keung 在 FWD Life Insurance Co. (Bermuda) Ltd 擔任區域總監一職，擁有經濟學和金融學的學士學歷。從事金融行業逾十載的他，也是香港證券及期貨事務監察委員會的持牌代表，生涯中曾榮獲無數獎項，其中包括傑出銷售員大獎、傑出財富策劃師大獎，以及年度傑出青年保險從業員大獎。

Tai Wing Keung serves as regional director at FWD Life Insurance Co. (Bermuda) Ltd. and holds a bachelor's degree in economics and finance. With more than a decade of experience in the financial sector, he is also a licensed representative with the Hong Kong Securities and Futures Commission and has won several awards, including Outstanding Salesperson, Outstanding Financial Planner and Young Insurance Professional of the Year.

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內向者和外向者都能成為全方位的百萬圓桌會員

Introverts and extroverts become well-rounded MDRT

Tai Wing Keung
會議類型：
焦點會議
演講語言：
廣東話
會議日期：
2025 年 8 月 26 日（星期二）
開始時間：
3:00 pm
Tai Wing Keung
Whole Person
演講語言：
廣東話
英文
普通話
泰文
No items found.

不同人格類型如何奉行百萬圓桌全人理念？兩名百萬圓桌會員將分享他們如何受惠於這種均衡法則，以及全人理念如何協助他們實現業務一致性並入圍百萬圓桌。

How can different personality types embrace the MDRT Whole Person concept? Two MDRT members share how they have benefited from this balanced approach and how that has helped drive business consistency and MDRT qualification.

Yismin Lim

Singapore
,
,
Singapore
入會總年份：
9
內閣會員榮譽：
5
頂尖會員榮譽：
2

Yismin Lim 一畢業便立即投身金融服務事業。入行初年，她已成為所屬代理機構的頂級理財顧問，其後晉升為業務經理。Lim 致力於與客戶構築牢固而長遠的關係，並指導他們實現財務自由。她擁有遺囑和信託方面的認證資格，擅長建立投資組合和創造被動收入；Lim 主要與轉介紹對象合作，其客戶群包括行政總裁、全球和地區主管，以及印度籍旅居海外人士。2017 年，她轉型擔任導師角色，致力向團隊灌輸她自身所秉持的價值觀。

Yismin Lim began her financial services career immediately after graduating. In her first year, she was recognized as the top financial advisor within her agency before becoming a business manager. Lim strives to foster strong, long-term relationships with her clients and guide them toward financial freedom. While she is certified in wills and trusts and specializes in building portfolios and generating passive income, Lim primarily works with referrals, serving a client base that includes CEOs, global and regional directors, and Indian expatriates. In 2017, she transitioned into a mentorship role, instilling in her team the same values she holds.

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憑藉徹底的實情調查，換來更高的保費

Initiating bigger premiums through thorough fact-finding

Yismin Lim
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：
1:30 pm
Lim
Advising Clients
演講語言：
英文
印尼語
廣東話
普通話
No items found.

由於實情調查做得不足，許多理財顧問都難以提議較大筆的客戶預算，導致僅以最低保費成交。Lim 將解釋如何進行有效的實情調查，讓您有能力推介更具吸引力的計劃書並讓客戶樂於接受。

Many financial advisors struggle to propose larger client budgets due to insufficient fact-finding, resulting in closing cases with minimal premiums. Lim explains how to conduct effective fact-finding sessions, enabling you to present compelling proposals that clients are willing to accept.

Ben Brinkerhoff

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

Ben Brinkerhoff 是 Consilium 的顧問主管，他與紐西蘭各地 140 多間獨立理財顧問公司合作，協助他們發展理想的諮詢實務。擁有逾 20 年金融服務從業經驗的 Brinkerhoff，曾出任 Index Funds Advisors Inc. 營運總監，並在全球各地擔任多個不同的經濟顧問職位。他是 Consilium Investment Committee 的創辦主席兼長期成員，曾執筆許多文章和白皮書。Brinkerhoff 最近出版了處男作，書中收錄了他在疫情期間撰寫的一系列文章。

Ben Brinkerhoff is the head of advice for Consilium, where he helps more than 140 independent financial advice firms across New Zealand grow and develop their ideal advice practices. With more than 20 years of experience in financial services, Brinkerhoff has served as chief operations officer of Index Funds Advisors Inc. as well as in various economic consulting roles worldwide. He is the founding chair and longtime member of the Consilium Investment Committee and has authored many articles and whitepapers. Brinkerhoff recently published his first book, which is a collection of articles written during the COVID-19 pandemic.

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您的公司是否我踏入職場的理想之選？

Do you own a firm I’d want to work for?

Ben Brinkerhoff
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：
3:00 pm
Brinkerhoff
Practice management
演講語言：
英文
日文
韓文
No items found.

當成功的公司被問及是甚麼阻礙了他們的發展時，最常見的原因並非挖掘潛在客戶，而是尋找、培育及提拔員工。Brinkerhoff 將講解區分企業東主與千禧世代員工之期望而帶來的結果，以及如何創造職業發展道路，讓您的公司成為新晉顧問樂於效勞的東家。

When successful firms are asked what impedes their growth, the most common reasons are not about generating leads but about finding, nurturing and promoting staff. Brinkerhoff shares the breakdown that results from differing expectations between business owners and millennial employees, and how to create a career pathway that makes your practice a place where new advisors want to work.

Hidenori Miki, TLC

Yokohama
,
,
Japan
入會總年份：
27
內閣會員榮譽：
3
頂尖會員榮譽：
0

Hidenori Miki，TLC 於 1996 年投身金融服務業，在 Financial Japan Co. Ltd. 的 Yokohama Basha-michi（橫濱馬車道站）分行擔任代理人團隊經理。他專門服務於日本的中小型企業東主（主要從事製造業），擅長領域包括業務繼承、繼承措施、資產累積和管理。多年來 Miki 曾任職多個百萬圓桌委員會，並擔任項目統籌委員會的多個職位，包括 2021 年百萬圓桌全球會議分副會長。

Hidenori Miki, TLC, joined the financial services profession in 1996 and currently serves as an agency manager with Yokohama Basha-michi Branch of Financial Japan Co. Ltd. He works for small- and medium-sized business owners, primarily in the manufacturing industry in Japan, and specializes in business succession, inheritance measures, asset building and management. Miki has served on numerous MDRT committees over the years and has held various roles for the Program General Arrangements Division, including as DVP of the 2021 MDRT Global Conference.

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遺憾使人受益匪淺

What I missed taught me the most

Hidenori Miki, TLC
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：
1:30 pm
Miki
Practice management
演講語言：
英文
日文
韓文
No items found.

在擔任理財顧問的發展道路上，未能入圍百萬圓桌無疑是 Miki 所面對的一大挫折。他將分享自己如何化焦慮為若干有效且可重複的系統，為自身的穩定與豐足發展奠定基礎。

Failing to qualify for MDRT could have been a major setback for Miki during an otherwise growing career as a financial advisor. He shares how he instead turned frustration into several effective and repeatable systems that set the course for his own stability and prosperity.

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