这是一个泛保险类博客，会涉及一些金融理财知识，职场成长，保险行业的内容。
我们聊的不只是那些枯燥的数字和条款，更是关于梦想、挑战和成长的点点滴滴。让每个听众都能在这里找到共鸣，感受到保险行业的温度。
Podcast Overview
这是一个泛保险类博客，会涉及一些金融理财知识，职场成长，保险行业的内容。 我们聊的不只是那些枯燥的数字和条款，更是关于梦想、挑战和成长的点点滴滴。让每个听众都能在这里找到共鸣，感受到保险行业的温度。
Language
🇨🇳
Publishing Since
5/10/2024
1 verified contact email on file for 刘百万的圆桌会谈
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Recent Episodes
June 22, 2025
Ep09：《蛮好的人生》揭秘保险才是当代人最该补习的法商课
Insurance broker Zhao Yan discusses with host Liu Bai Wan how insurance policies can be structured to protect assets and ensure wealth transfer to intended beneficiaries, highlighting the legal aspects of insurance as a crucial financial skill; this is an interview.
May 29, 2025
Ep08：我就是那个花了200万买养老社区的人，但我不是大冤种。
Insurance expert Zhang Rui discusses with host Liu Bai Wan the experience of purchasing a retirement community, including financial considerations, health, socialization, and dispelling misconceptions, in this interview.
November 7, 2024
Ep07：无资源无人脉的90后，勇闯保险行业的5年
<blockquote><em><strong>写在前面：</strong></em></blockquote><p><em>“文宇是我的90后美女同事，她是在25岁就加入了保险行业。传统观念认为，这是一个无资源无人脉不适合加入保险行业的年纪，但是文宇用自己的案例证明，只要你能知道自己真正想要的是什么，在哪都能获得自己想要的。但是关键是，你得有目标。”</em></p><p>【shownotes】</p><p>00:59按照惯例，主播和嘉宾的江湖吹捧环节</p><p>03:10三个词来形容自己</p><p>06:21“我加入保险行业只有25岁”</p><p>09:11过往的职业经历让我很关注每个行业每个岗位的细节，我把所有的工作无外乎两种</p><p>14:16"我本身也是保险意识很强的人，22岁就买了人情单，帮助同学去美国参加圆桌会员的论坛"</p><p>16:02没有门槛的行业才是最高的门槛</p><p>19:10又i又不内耗的奇女子，天生保险圣体</p><p>21:41学习过程中就把钱挣了，旅游中也把钱挣了，付出和回报成正比的行业</p><p>28:09直播是新的业绩突破口，今年通过直播已达成2025年mdrt</p><p>（聊直播这种展业形式的时间，信息太多，略过shownotes）</p><p>34:47深扎直播，“一日千访”，突破原有展业形式的弊端</p><p>37:25翻了好几倍的哈哈哈（大家自己听）</p><p>39:10主播自己总结的防焦虑的“长板短板理论”再次登场</p><p>41:21天使保险经纪人“我一直无偿帮助陌生人做理赔”</p><p>48:03“无资源无人脉，你照样可以在这个行业如鱼得水”</p><p>【关于主播及嘉宾】</p><p>刘百万，美国RFP注册财务规划师，现保险经纪人，未来致力于做全方面的财务风险管理；</p><p>5年从业经验。各种奖项不罗列，如果你对奖项有兴趣，欢迎加我wx了解。</p><p>付文宇 ，世界500强hr，毕业于哈尔滨医科大学</p><p>保险从业5年，资深保险自媒体作者【半亿】～欢迎关注～～看似有点e的intp👧</p><p>【关于刘百万的圆桌会谈】</p><p>是小刘主理的自有服务品牌，专业的第三方保险经纪，认真细致，客观公正。</p><p>想了解保险以及购买保险，可加wx进行咨询；</p><p>想听故事，可订阅频道；</p><p>想职场转型，可以加wx以及订阅该频道。</p>
9 total episodes available
Recent guests on 刘百万的圆桌会谈
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Zhao Yan
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Zhang Rui
Guest
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