演講者與演講資訊

顯示 0 個項目的 0 個結果。
highlight
全部重設

會議類型

清除

演講語言

清除

會議日期

清除

開始時間

清除

內容分類

清除

直播

清除
篩選條件：
Tag
close icon
排序方式

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。

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.

CLOSE

《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
August 24, 2026
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.

CLOSE

《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
August 24, 2026
演講語言：
普通話
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.

CLOSE

《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
August 24, 2026
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.

CLOSE

《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
August 24, 2026
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.

Derek Koh

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

Derek Koh is a group financial services director with Prudential Singapore, where he has served since 2012 and led teams since 2016. He currently oversees a dynamic agency of 96 consultants, specializing in investment planning and agency building. A former Singapore Navy regular, he holds an honorary doctorate in philosophy from Charisma University and was recognized as an accredited high-net-worth advisor by the Insurance and Financial Practitioners Association of Singapore Kaplan for his leadership and industry contributions.

CLOSE

People-first leadership that scales in the AI era

Derek Koh
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
1:30 pm
Koh
August 25, 2026
演講語言：
英文
No items found.

NLP-based communication, motivational coaching and human profiling tools such as the Enneagram and Pythagorean methods can deepen self-awareness, trust and engagement. Koh explains how AI can quietly amplify these efforts, helping leaders move beyond managing output to develop individuals who support one another and contribute positively to society.

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.

CLOSE

《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
August 24, 2026
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.

CLOSE

《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
August 24, 2026
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.

Shalyn Xiaoqi Lee, CIAM

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

Shalyn Xiaoqi Lee, CIAM, who began her career in financial services as an undergraduate, is now an executive wealth director who leads multiple million-dollar agencies while balancing her role as a mom with an enjoyable home life. As the winner of the Platinum Agency MDRT Culture of Excellence Award in 2025, Lee believes that women can excel in both leadership and sales advisory with proper integration and time management.

CLOSE

Mindset, structure and systems for sustainable leadership

Shalyn Xiaoqi Lee, CIAM
會議類型：
全球服務
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
Lee
August 25, 2026
演講語言：
英文
No items found.

Are you looking to break routine thinking, rewire habits and shift from autopilot to intentional leadership? Find out how you can set meaningful goals, manage time and create balance while strengthening accountability and relationships.

Kinga Czerlikowska

Bielsko-Biala
,
,
Poland
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Kinga Czerlikowska is a Business Development Team Manager and Work-Life Balance Coach with 12 years of leadership experience in insurances . She specializes in team building, recruitment, time management, and mentoring, creating practical, evidence-based solutions that support performance, clarity, and well-being.

CLOSE

Mindset, structure and systems for sustainable leadership

Kinga Czerlikowska
會議類型：
全球服務
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
Czerlikowska
August 25, 2026
演講語言：
英文
No items found.

Are you looking to break routine thinking, rewire habits and shift from autopilot to intentional leadership? Find out how you can set meaningful goals, manage time and create balance while strengthening accountability and relationships.

Tomas Skvarenina

Bratislava
,
,
Slovakia
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Tomas Skvarenina is a partner at Partners Group SK and has 23 years of experience in the financial services profession, with more than 18 years in leadership. He holds a degree in business and marketing from the University of Economics and is responsible for leading 250 people across Slovakia and Bulgaria. As an experienced director who is skilled in negotiation, leading teams, mentoring and business planning, Skvarenina creates and develops distribution channels for financial products and services.

CLOSE

Coaching, consistency and culture for next-gen MDRT success

Tomas Skvarenina
會議類型：
全球服務
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
Skvarenina
August 24, 2026
演講語言：
英文
No items found.

Effective coaching can transform potential into peak performance while building a culture where MDRT is the standard, not the exception. Discover how to develop practical road maps for onboarding, accountability and consistency that help advisors achieve MDRT year after year, while also training future agency leaders.

更多資訊敬請期待
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now