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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。

Shahana Alibhai, MD, CCFP

Abbotsford
,
BC
,
Canada
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Shahana Alibhai，MD、CCFP 身兼 TEDx 演講者、家庭醫生和精神健康宣傳大使幾個身份，與會計師、工程師、醫生、大學和政府機構合作無間，致力宣揚情感健康與精神健康直接有關的訊息。Alibhai 主持的播客在全球皆有聽眾，她亦透過其創新計劃「像醫生般思考」(Think Like a Doc)，走訪不同學校進行外展，讓學生擔任醫生的角色，反過來瞭解自身的身心健康。她的處女著作《感受更好》(Feel Better) 於 2024 年 9 月面世。

Shahana Alibhai, MD, CCFP, is a TEDx speaker, family physician and mental health advocate who works with accountants, engineers, physicians, universities and government organizations to help instill the message that emotional health is directly tied to mental health. Alibhai’s podcasts are heard internationally and, through her innovative program "Think Like a Doc," she performs outreach strategies in various schools whereby the students play the role of a doctor and in turn learn about their physical and mental health. Her debut book “Feel Better” was released in September 2024.

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想得更好、感受更好——如何訓練大腦

Think and feel better — How to train your brain

Shahana Alibhai, MD, CCFP
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
Alibhai
Whole Person
演講語言：
英文
普通話
泰文
No items found.

Alibhai 認為情感素養並不單單在於學習，更要學會摒棄舊有的思維模式、觀念規律和對世界運作方式的假設。學習如何以四步法處理情緒，避免遭到情感吞噬，使精神和清晰健康變得明晰，從而建立自信並改善溝通。

Emotional literacy is not just learning, Alibhai says, but unlearning old thinking styles, patterns of belief and assumptions we have about how the world is supposed to work. Learn how to build confidence and improve communication by gaining clarity in your mental and emotional health using four steps to move through your emotions instead of being crushed by them.

Daniel Heng, AEPP, IBFQ

Singapore
,
,
Singapore
入會總年份：
4
內閣會員榮譽：
2
頂尖會員榮譽：
0

Daniel Heng，AEPP、IBFQ 是 Ascendance Wealth Management Group 的主管級成員，擅長的業務是投資管理和遺產規劃。他持有會計學和商業管理學士學位，曾榮獲多項殊榮，包括 2023 年「年度最佳理財顧問獎」以及連續三年奪得國際龍獎。

Daniel Heng, AEPP, IBFQ, is a director at Ascendance Wealth Management Group, where he specializes in investment management and estate planning. He received bachelor’s degrees in accountancy and business management and has received numerous accolades, including the Financial Advisor of the Year Award in 2023 and the International Dragon Award for three consecutive years.

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鋪設通往內閣會員的成功之路：AI 賦能的個人與社交媒體品牌推介活動

Charting the course to Court of the Table success: AI-powered personal and social media branding

Daniel Heng, AEPP, IBFQ
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
Heng
Marketing
演講語言：
英文
廣東話
韓文
泰文
No items found.

Heng 將闡釋在數碼年代建立個人品牌的關鍵原則，包括記錄日常生活、善用社交證明，以及在品牌策略中引入 AI。發掘這些策略如何應用至您的日常工作中，而不會佔用太多時間，讓您依舊專注於見客和團隊指導。

Heng explains key principles of personal branding in the digital era, including documenting everyday life, leveraging social proof and incorporating AI into your branding strategy. Discover how these approaches can be integrated into your daily routine without consuming significant time, allowing you to maintain a focus on client meetings and team coaching.

James Jiahao Yang, AEPP, CFP

Singapore
,
,
Singapore
入會總年份：
13
內閣會員榮譽：
3
頂尖會員榮譽：
1

James Jiahao Yang，AEPP、CFP 憑藉獨門 4C 法（整合、釐清、選擇、控制，即 Consolidate、Clarity、choices 和 Control），為退休人士和高淨值客戶提供建議。他曾勇奪 2018 年新加坡「最佳理財規劃師獎」，並致力向顧問同行分享他的客戶諮詢方針，盼能提高整個金融服務行業的標準。

James Jiahao Yang, AEPP, CFP, serves the retiree and high-net-worth individual market with his unique 4C methodology in advising his clients (consolidate, clarity, choices, control). He won Singapore's Best Financial Planner Award in 2018 and presents his advisory approach to his fellow advisors with the hope of improving the standards of the financial services profession.

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提高成交約見成功率的系統化框架

Systematic framework to increase your closing appointment success

James Jiahao Yang, AEPP, CFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
4:30 pm
Yang
Practice management
演講語言：
英文
印尼語
廣東話
韓文
普通話
No items found.

顧問也許能成功約見客戶沒錯，但他們是否全面認知並滿足了客戶所需，乃至足以使他們踏出下一步？Yang 將講解如何維持對這些約見的掌控力，並制定系統以激勵客戶及實現更高的成交率。

Advisors might have an appointment, but have they fully identified and fulfilled the client's needs enough for them to move forward? Yang explains how to maintain control of these appointments and create a system for more motivated clients and a higher closing rate.

Tristan Hartey, Dip FA, BA (Hons)

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.

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如何以系統進行人脈交流，年復年地取得頂尖會員資格

How networking with a system can take you to Top of the Table every year

Tristan Hartey, Dip FA, BA (Hons)
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
Hartey
Marketing
演講語言：
英文
印尼語
日文
No items found.

透過善用人脈交流系統和計分板，Hartey 每年都能達成頂尖會員業績。他將講解計分板如何助他追蹤及衡量關鍵活動、促進問責，並協助他優先建立有意義的人脈連繫。

By utilizing a networking system with a scorecard, Hartey consistently achieves Top of the Table production every year. He explains how the scorecard allows him to track and measure key activities, promoting accountability and helping him prioritize meaningful connections.

Johan Fanggara, CFP

Jakarta Utara
,
,
Indonesia
入會總年份：
9
內閣會員榮譽：
1
頂尖會員榮譽：
0

Johan Fanggara，CFP 自認為財務建築師，致力於引導年輕家庭突破數字的框架，設計出屬於自己的財務未來。過去九年來，Fanggara 曾擔任多個百萬圓桌領袖職位，並擁有百萬圓桌基金會鑽石騎士的頭銜。他憑藉在體育運動中培養的耐力，激勵他人建立韌性與毅力並專注在過程上，同時從內向者的角度出發，帶來有關潛在客戶開發和成長議題的新穎見解。

Johan Fanggara, CFP, considers himself a financial architect, guiding young families in designing their financial futures beyond the numbers. Over the past nine years, Fanggara has held various leadership positions within MDRT and is a Diamond Knight of the MDRT Foundation. He draws on the endurance he’s gained through the sports activities he participates in to inspire resilience, grit and focus on progress while bringing fresh insights on prospecting and growth through his introverted perspective.

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停止銷售，開始講述：如何透過講故事來贏取客戶的芳心

Stop selling, start telling: How to win clients over with storytelling

Johan Fanggara, CFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
3:00 pm
Fanggara
Marketing
演講語言：
英文
印尼語
日文
普通話
泰文
No items found.

厭倦了複雜的行業術語，以及與客戶之間的無效交流？Fanggara 將分享如何透過辨別客戶所需的實用策略來編撰引人入勝的敘事，並創作具吸引力的故事來贏得客戶的芳心，以及善用講故事的情感影響力來促成有意義的財務決策。

Tired of complex jargon and failed connections with clients? Fanggara shares how to win hearts and minds by weaving engaging narratives with practical strategies to identify client needs, crafting compelling stories and leveraging the emotional impact of storytelling to drive meaningful financial decisions.

Rumman Amanda

Jakarta
,
,
Indonesia
入會總年份：
4
內閣會員榮譽：
0
頂尖會員榮譽：
0

Rumman Amanda 是 Allianz Life Indonesia 的一名資深專業人士，從事保險業已有五個年頭。前身在奢侈款待領域大獲成功的 Amanda，將為客戶服務和關係管理議題帶來獨特視角。身為法律系畢業生的她，將結合法律見解與行業專知，帶來度身訂造的解決方案，優先滿足客戶的需求。

Rumman Amanda is a seasoned professional at Allianz Life Indonesia, with five years of experience working in the insurance industry. Transitioning from a successful background in luxury hospitality, Amanda brings a unique perspective on client service and relationship management. As a law graduate, she combines legal insight with industry expertise to deliver tailored solutions, prioritizing client needs and satisfaction.

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如何運用奢侈款待策略，在金融服務業中提升客戶關係

How to elevate client relationships in financial services using luxury hospitality strategies

Rumman Amanda
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
4:30 pm
Amanda
Whole Person
演講語言：
英文
印尼語
日文
No items found.

您知道如何呈奉個人化的深刻體驗，讓客戶長久保持忠誠嗎？Amanda 將分享一些實用的工具和例子，讓您即時付諸應用，從而提升客戶連繫。

Do you know how to deliver personalized, memorable experiences that create lasting client loyalty? Amanda shares practical tools and examples that you can implement immediately to enhance client connections.

Radhakrishna K. Shetty, LL.B, MBA

Mumbai
,
,
India
入會總年份：
28
內閣會員榮譽：
24
頂尖會員榮譽：
21

Radhakrishna K. Shetty，LL.B、MBA 是 Issar Financial Services Pvt. Ltd. 的公司主席兼董事總經理，擁有 33 年保險和金融服務從業資歷。Shetty 成就斐然且獲獎無數，曾榮膺「印度黃金成就大獎」和「Maharashtra Chhatrapati Shivaji Maharaja Award」等獎項。他的故事亦曾在當地報章一篇題為《變化領袖》(leader of change) 的文章中獲得報導。

Radhakrishna K. Shetty, LL.B, MBA, is the chairman and managing director of Issar Financial Services Pvt. Ltd. With 33 years of experience in the insurance and financial services profession, Shetty has been recognized with many awards for his achievements, such as the Golden Indian Achievers Award and the Maharashtra Chhatrapati Shivaji Maharaja Award, among others. He was also featured in a local newspaper article as a “leader of change.”

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保險業的未來趨勢

Future trends of the insurance industry

Radhakrishna K. Shetty, LL.B, MBA
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
4:30 pm
Shetty
Advising Clients
演講語言：
英文
韓文
普通話
No items found.

想一窺金融服務業的前景？Shetty 將其拆分成六大元素：保險滲透、產品變化、保險產品分銷方法變化、以數碼作為首要的成長驅動因素、瞭解 AI 的風險，以及有關客戶業務延續與否的不明朗因素。

Want a glimpse into the future of the financial services profession? Shetty breaks down six elements: insurance penetration; changes in products; changes in distribution methods for insurance products; digital as the primary driver of growth; understanding the risks of AI; and uncertainties on the continuity of clients' business.

Clarice Guillermin

Hong Kong
,
Hong Kong
,
China
入會總年份：
12
內閣會員榮譽：
0
頂尖會員榮譽：
0

資深財富管理經理、百萬圓桌終身會員、優質顧問大獎及國際卓越品質獎得主

Clarice Guillermin is senior manager of wealth management and the winner of the Outstanding Advisor Award and International Quality Excellence Award.

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溫馨科技的銷售策略

Warm tech sales strategy

Clarice Guillermin
會議類型：
焦點會議
演講語言：
廣東話
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
3:00 pm
Guillermin
Practice management
演講語言：
廣東話
英文
泰文
No items found.

在科技革新年代，親身互動逐漸減少，一切越趨電子化。要脫穎而出、獲得客戶信任，就必須融合電子程式和獨特的人性化銷售，這才是成功的關鍵。

In this age of technological advancement, face-to-face interactions are diminishing as processes become increasingly digital. Guillermin explains why the key to standing out and building client trust lies in blending digital tools with personalized, human-centric sales approaches.

David Braithwaite, DipPFS

Sevenoaks
,
Kent
,
United Kingdom
入會總年份：
17
內閣會員榮譽：
15
頂尖會員榮譽：
12

David Braithwaite，Dip PFS 的金融服務職業生涯始於 1994 年，他親身見證了這個不斷變化的行業多年來的巨大變革。Braithwaite 熱衷於分享及坦誠地談論自身經驗，他在 BBC 電台上主持自己的一檔每週金融節目，並曾在全球的電視上粉墨登場，以及在全球許多會議上發表演講。他還為許多播客作出貢獻，更是 Strategic Coach 的助理教練；Strategic Coach 是全球備受認可的創業指導領域的領先機構。

David Braithwaite, Dip PFS, began his financial services career in 1994 and has witnessed firsthand immense transformations over the years within this ever-changing profession. Passionate about sharing and speaking honestly about his experiences, Braithwaite presents his own weekly finance show on BBC radio, has appeared on TV worldwide and has spoken at many conferences around the globe. He has also contributed to numerous podcasts and is an associate coach for Strategic Coach, a recognized worldwide leader in entrepreneurial coaching.

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藉由市場推廣與品牌推介活動，吸引合適的客戶

Marketing and branding to attract right-fit clients

David Braithwaite, DipPFS
會議類型：
焦點會議
演講語言：
英文
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
3:00 pm
Braithwaite
Marketing
演講語言：
英文
印尼語
韓文
No items found.

Braithwaite 認為顧問有兩重身份：與客戶相處時是顧問，另外則是自己的品牌大使。當您不在現場的時候，目標市場到底看到甚麼和對您有何感受？探索值得實踐的情感化品牌推介活動策略、差異化市場推廣，以及全方位社交媒體對策，助您擴展觸及範圍和客戶互動，同時實現成長並享受箇中樂趣。

Advisors have two roles, Braithwaite says: the advisor when we're with clients and also as our own brand ambassadors. What does your target market see and how do they feel about you when you aren’t there? Discover actionable strategies for emotional branding, differentiated marketing, and comprehensive social media to help you expand your reach and client engagement while growing and having fun with it along the way.

Hong Chun Po Bo Bo

Quarry Bay
,
Hong Kong
,
China
入會總年份：
20
內閣會員榮譽：
5
頂尖會員榮譽：
1

Hong Chun Po Bo Bo 是 FWD Life Insurance Co. Ltd. 的銷售經理兼團隊領袖，專長是所有保障類保險產品。她在金融服務業擁有 21 年的豐富經驗，一直效力於同一間公司。

Hong Chun Po Bo Bo is a sales manager and team lead at FWD Life Insurance Co. Ltd., specializing in all protection-oriented insurance products. She has 21 years of experience in the financial services profession, working exclusively for the same company.

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小組討論：保險的繼承與創新

Panel discussion: Inheritance and innovation in insurance

Hong Chun Po Bo Bo
會議類型：
焦點會議
演講語言：
普通話
會議日期：
2025 年 8 月 25 日（星期一）
開始時間：
3:00 pm
Hong Chun Po Bo Bo
Practice management
演講語言：
普通話
廣東話
英文
No items found.

想知資深和新晉的保險專業人士，分別如何提升客戶服務標準？三名百萬圓桌會員將提供策略，助您將傳統價值觀與頂尖科技圓融相容，並會分享培養高淨值客戶關係的精密對策。

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

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