Enhance your meeting experience by becoming a Program General Arrangements (PGA) volunteer. Network and make new friends from around the world while assisting in vital roles to help make the MDRT Annual Meeting a positive experience for fellow attendees. Learn more and sign up for one of eight task forces when you register for the meeting.
Volunteers must attend the PGA Kickoff on Saturday, June 24, at 4:30 p.m., so plan to arrive in Nashville in time to hear a special presentation, receive important details regarding your assignment and meet others on your team. All volunteers must be MDRT members. Doors open at 4 p.m.
The ConneXion Zone® offers great educational programming. More than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.
Motivational speaker and author Kevin Brown is passionate about helping people and organizations embrace a simple philosophy that separates world-class organizations and high-performance people from everybody else. Through his presentations, Brown entertains, inspires and challenges people to show up every day and make a positive difference at work and in life.
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People who step up and use their talents to make a positive difference in the hectic moments of life reach beyond what is required to achieve the remarkable. Brown explores how you can develop, expand and share your gifts to become the type of leader who inspires others to use their talents in extraordinary ways. Please note: This presentation includes subject matter related to suicide that some may find disturbing or upsetting.
Marty Wilson has spent his entire professional life studying resilience, partly because he is a relentless entrepreneur who has leapt from one successful career to another. With experience as a pharmacist, advertising copywriter and stand-up comic, Wilson is a bestselling author, speaker and recipient of the Australian Comic of the Year Award. He has presented to more than 500,000 people on how levity and humor can lead to behavior change in the areas of health and innovation.
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After the stress of the last few years, some people may feel so depleted that they find everything more difficult. Wilson utilizes lessons from interviewing more than 1,000 inspirational leaders to explain how embracing laughter is crucial to lowering stress, increasing productivity and maintaining peace of mind.
Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices and work-life balance.
IN-Q is an Emmy-nominated poet, multiplatinum songwriter, keynote speaker and the bestselling author of “Inquire Within.” He was included on Oprah Winfrey's SuperSoul100 list of the world's most influential thought leaders and has worked with countless companies over the years, helping them tell their story through collaborative content pieces and storytelling workshops. Many of his recent poetry videos have gone viral, with more than 70 million views combined, and his standup poetry special, IN-Q — Live at the Ace Theatre, is now streaming on Amazon Prime Video.
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Everyone needs a few minutes to recharge sometimes. Take a Brain Break with spoken-word artist IN-Q, whose poems will have you inspired and rejuvenated to take on the rest of your day.
Alvin Law was a successful DJ in Canada when he switched paths to become a motivational speaker in 1981. Born without arms, Law has proven that attitude is so much more than an overused word; in fact, science acknowledges that it changes our internal body chemistry and is the key to good mental health. As a bestselling author and certified speaking professional, Law has shared his riveting story with more than 2 million people on five continents at more than 7,500 events and has been the subject of several award-winning, nationally broadcasted documentaries.
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We only get one life, and while we can’t control all aspects of it, we can choose our attitude toward it. Law shares his personal story of continually defying the odds against him and how you, too, can rise above anything that stands in your way of living the life you desire.
Chaunté Lowe is not only a wife, mother and business owner, but also a professional athlete, American record-holder, four-time Olympian, three-time world championship medalist and 12-time U.S. national champion. She became a sought-after speaker after training for the 2021 Olympics in Tokyo while undergoing chemotherapy and a double mastectomy for breast cancer. Her resilience is impactful in her own life and to those who hear her speak.
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In 2019, Olympian Chaunté Lowe received the devastating diagnosis of triple-negative breast cancer — which is among the most aggressive forms. Lowe shares why she decided to bring awareness to the importance of early detection and empower others by training for the 2020 Tokyo Olympics while undergoing treatment — and what she learned while beating impossible odds.
Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices and work-life balance.
Adrian P. Baker, Dip PFS, is senior partner of St. James’ Place Wealth Management Group and 2023 MDRT Foundation President. His is passionate about collaborating with people who care about people and who want to create an exciting future for themselves and the next generation. As co-founder and trustee of Baby Check Bath, an organization that provides free cranial-osteopathic services for babies whose families cannot otherwise afford it, Baker has an entrepreneurial spirit and works closely with business owners who share his values in making a positive contribution to the world.
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With both the frequency and intensity of natural disasters on the rise around the globe, there’s an urgent need for a more thoughtful approach to disaster response. When a natural disaster strikes, All Hands and Hearts arrives early and stays late to address the immediate and long-term needs of affected communities. Thompson shares their incredible mission and the powerful lessons learned along the way.
Tim Gard has more than 20 years of experience in fields such as sales, human services and fraud investigation. As a Hall of Fame speaker and certified professional in both speaking and performance, Gard has dedicated his career to teaching people how to reduce stress and improve resilience through humor and levity. He has presented at more than 3,000 events, invented stress-reduction office products and authored several books.
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Can altering your perspective turn stress into a source of positivity? Gard explains how to unlock the power of laughter to transcend difficulty and uplift clients, teams and personal connections.
Liz Murray is co-founder of The Arthur Project, an organization that redefines youth mentoring to expand the power of relationships in a child’s life. She is a strong advocate for underserved youth, working to end generational poverty through relationship-based learning. As the subject of the Emmy-nominated movie “Homeless to Harvard,” Murray has become an inspiration to student groups and business audiences alike for motivation to overcome their own obstacles.
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Gratitude can lead to a very joyful and fulfilling life. Murray shares her journey of how forgiveness and survival helped her go from homeless on the streets of New York City to becoming a Harvard University graduate. Please note: This presentation includes topics that some may find disturbing or upsetting, including suicide and drug use.
Geoff Ramm is an inspirational keynote speaker and author of “Celebrity Service” and “Celebrity Service Superstars.” He has been described as a game changer by Forbes magazine and is trusted by some of the world’s leading brands, such as Emirates, Warner Brothers and McDonalds, to create the gap in their service experience they never knew existed. He’s challenged and inspired audiences across the world to create award-winning ideas to outperform the competition.
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If you’re not being talked about, it means you’re not delivering a client experience that deserves to be talked about. What if you could transform your client experience in seconds? Ramm shares how just one question can illuminate the gap in your service you never knew existed.
Jack Shaw is an innovation and change management strategist with more than 30 years' experience designing, developing and implementing emerging technologies to help leaders transform their organizations' digital ecosystems amid new waves of technology. Shaw is a global thought leader who was voted one of the world’s top 25 speakers and one of the top five technology futurists. He has shared his insights with nearly 300,000 audiences worldwide, including Fortune 500 companies like Mercedes Benz, Bosch, GE, Coca-Cola and more.
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Rapidly emerging technologies — especially AI, blockchain and cryptocurrencies — could change financial services more in the next decade than it’s changed in the past century. Shaw explains what they are, how they work, and how you and your clients can benefit from these changes.
Jessica Thompson is the CEO of All Hands and Hearts (AHAH), an international disaster relief nonprofit. Her initial three-week volunteer work with AHAH to help rebuild homes in Indonesia turned into a lifelong commitment to the organization’s mission. To date, she has helped coordinate more than 63,000 volunteers, launch 144 disaster relief programs and impact more than a million lives.
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With both the frequency and intensity of natural disasters on the rise around the globe, there’s an urgent need for a more thoughtful approach to disaster response. When a natural disaster strikes, All Hands and Hearts arrives early and stays late to address the immediate and long-term needs of affected communities. Thompson shares their incredible mission and the powerful lessons learned along the way.
The ConneXion Zone® offers great educational programming. More than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.
Amanda Stevens is a renowned thought leader who combines current consumer insights with fascinating research to deliver powerful strategies to organizations that want to better connect with their customers. She has consulted to some of the country’s biggest brands, including Lend Lease, Microsoft and Procter and Gamble, and has presented at more than 700 conferences in 14 countries. Stevens is a former Young Australian of the Year, was awarded the prestigious Centenary Medal by the Governor General for business innovation and was the supporting speaker for Condoleezza Rice at the Global Leadership Summit in 2014.
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With most meetings still being conducted virtually, what does this new environment mean for building trust, influence and sales? Stevens outlines how to harness the best of high tech with the best of high touch and explains why creating a personal brand customized to your message is critical for building solid relationships.
Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.
Bhupinder S. Anand, ACII, Dip PFS, is managing director of Anand Financial Architecture, based in London, England, UK. He has twice been awarded U.K.’s Independent Financial Advisor of the Year and is one of the profession’s favorite speakers, having spoken at major conferences all around the world and at MDRT many times. He also runs the Advisor Master Class coaching program and is author of “Smashing the Glass Ceiling: Breaking Through Your Personal Barriers to Success.” Anand has a unique insight into understanding the importance of how creative branding and positioning can influence the results we get from our clients.
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In this interactive session, Anand provides a step-by-step analysis of how his decades of marketing experience has helped him create a compelling reason for new prospects to contact him through social media. Learn how you can put his tools, techniques and strategies to use to raise your confidence and productivity.
Su-Ling Chang has been in the banking industry for 23 years. Her experience includes being the head of the wealth management department and a bond trader in the dealing room of the head office. Chang has worked on $10 billion worth of planning projects, mainly for clients with abundant assets, and in 2019, she was transferred to the insurance company of the group.
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Chang discusses a simple financial management concept and age percentage method to help clients plan their cash flow so they can enjoy their retirement.
Clement Chia Wen Chien manages personal and corporate financial portfolios of clients across diverse backgrounds, and takes pride in the effectiveness of his solutions provided. His work centers on three core values — accuracy, timeliness and reliability — and his key principle is built on the priorities and interests of his clients.
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Everyone sets aside income consciously or unconsciously, and the reality is that most of these monies will be used during retirement. Chia discusses how common it is for clients to overlook their local social security programmes, and shares other everyday tools that could help them plan for their pre-retirement and future retirement years.
Sudhakar Gabriel has been in the life insurance profession for more than 21 years. While Gabriel focuses on the referrals and recommendations side of the business, his specialties also include retirement solutions and business insurance.
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In the past, referrals were the lifeline to any agent. But in today’s information age referrals have died and been re-born as recommendations! Gabriel explains why he believes asking for a referral is an art and converting a referral to a recommendation is a science. *This session is part of the Hindi track. It will be presented in English language.
Yun Jia Josh Han, B.A., ChFC, has been in the financial services profession for almost two decades. She currently leads a team of advisors who share her mission of helping clients achieve the quality of life they deserve, regardless of the challenges they face. Her conviction and dedication grow each day as she witnesses the great impact her services have during good times and bad.
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Within every obstacle is a potential lesson. Han explains how the challenges in her career led to discoveries that have not only driven confidence and professional achievement but the meaningful relationships with clients essential to that success.
Juan Bernardo Hoyt Trevino started his financial services career in 2000 and has received recognition for his contributions on numerous occasions. He is an active MDRT member, mentor, and local and national life coach.
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Hoyt Trevino credits MDRT to providing consistent life learning opportunities and is eager to share what he’s learned to help others transform their own lives as Hoyt Trevino credits MDRT for providing consistent life learning opportunities. He is eager to share what he’s learned to help others have a greater impact on their clients. Leal Aguirre is a mentee of Hoyt’s expertise. She will explain how hard work, determination, building new habits and finding a mentor for support has yield her positive results.
Susana Alejandra Leal Aguirre started her career as an insurance advisor in 2015. She is an only child, married and a mother. She has learned that replacing the need of provision with hard work and determination, plays an important role to reach goals and makes your dreams come true.
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Hoyt Trevino credits MDRT for providing consistent life learning opportunities. He is eager to share what he’s learned to help others have a greater impact on their clients. Leal Aguirre is a mentee of Hoyt’s expertise. She will explain how hard work, determination, building new habits and finding a mentor for support has yield her positive results.
Jae Seok Park has a doctorate in engineering and is a successful financial advisor.
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Park addresses the proper sales mindset advisors should have to understand the requirements for successful insurance planning and advise the plan that best suits the client’s needs.
Witsanu Pudtaraksamanee, a former car salesman, transitioned to the financial services profession and has found great success for the past 20 years, earning recognition as the youngest advisor in the history of AIA Thailand to hold the high-level position of regional director.
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Pudtaraksamanee discusses the role conviction played at the start of his career to propel him to follow his dreams, setting him on the course to achieving his dreams.
Hirotaro Shibata joined Prudential of Japan in 2003 and was promoted to executive life planner in 2013.
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Shibata explains how embracing the changes in society, economic environment and client behavior are the keys to differentiating yourself in the financial services profession.
Robert Abbate, FICS, CSA, began his career as an agent in 2005 and has guided many of his advisors to MDRT qualification since starting his own agency in 2016. He is a member of MDRT Global Services, and his company currently has seven office locations, 27 financial advisors and 16 full-time administrators.
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Stark moderates as Abbate shares his strategies to convert advisors to MDRT qualifiers, create an effective system for tracking production that guarantees success and incorporate an ethical MDRT culture into team management.
Christopher Lynn Stark, FICF, has been in financial services for almost a decade and is a general agent for the Knights of Columbus, serving northwest Texas. He is also a founding member of MDRT Global Services.
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Stark moderates as Abbate shares his strategies to convert advisors to MDRT qualifiers, create an effective system for tracking production that guarantees success and incorporate an ethical MDRT culture into team management.
Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.
Satontorn Bovontanasankun decided to take over her mother's 30-plus-year profession in the financial services industry after her mother was diagnosed with Alzheimer's disease. As she is a quick learner and a methodical person, she integrates the modern approach to working and combines it with experiences of the old. She credits her MDRT certification for most of her achievements.
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Learn simple marketing approaches that will expand your relationship with clients, guide them to better understand products, and prompt referrals. The panel will share tips on how a strong work ethic and attitude can lead to exceptional results.
Somchai Charoenprakob has found great success as a financial services advisor through word-of-mouth marketing. He is passionate about sharing his strategies with others and has been a lecturer for 17 years at Muang Thai Life events.
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Learn simple marketing approaches that will expand your relationship with clients, guide them to better understand products, and prompt referrals. The panel will share tips on how a strong work ethic and attitude can lead to exceptional results.
Sang Uk Han, a former adjunct professor for the insurance finance department at Seoul Digital University, has appeared on media platforms and spoken at many conferences on the topics of insurance and sales.
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Han explains how to set up security measures to avoid unexpected people from collecting benefits contrary to what your client originally intended, which is a client service skill that will uncover hidden prospects and very satisfied clients.
Kuo Hua Huang, CFP, is the founder of Hongyu Consulting Co. Ltd. and has experience in the insurance industry for the past decade. Knowing the hard work of financial advisors and his love for training, Huang created the "Thunder Dragon Sales" training system, which focuses on helping financial advisors obtain MDRT membership more efficiently.
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Applying the system circuit diagram of systematic thinking, Huang provides three suggestions to break through time boundaries and always meet client needs to better manage business and secure a win.
Andrew Inwood is the CEO of CoreData research, a global customer research and database business with offices in London, Manila, Boston, Madrid, Sydney and Perth. For the past 20 years, he has been leading research on the relationship between customers, markets and advice all across the globe, specializing in the transfer of trust between organizations and individuals. He is a highly regarded keynote speaker and researcher, working for governments, asset managers, banks, and financial advice and distribution businesses.
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Academic research shows how the best businesses in the world build trust at scale. Using an evidence-based approach based in this research, Inwood outlines the keys of trust development and explains how to build it, keep it fresh and use it to help your clients make better decisions when faced with uncertainty.
Liu Xiao Qing holds a master’s degree from the University of Southampton and joined the insurance profession in 2016. She was promoted to business director within three years and has received accolades for her accomplishments.
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Liu Xiao Qing details how an initial screening of team recruitment, the construction of a team system and business node tracking can help improve retention and cultivate an MDRT team culture.
Shumon Nagata’s background includes working at an advertisement agency as well as planning and operating events. He joined Prudential of Japan in 2018 and has been recognized for his success over the years.
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Nagata will share successful teachings and referral sales ideas to help you find more success in your practice and your life.
Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.
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Are you measuring and improving what really matters to you in life and business? Reading explores the many similarities between what delivers success in sports and business and explains how having systems in place helps you hit your goals and create constant growth in your business. Learn to improve the areas in your life that can deliver the greatest impact in the future.
For 19 years, Pamela J. Sams, CRPC, has been helping women improve their personal and financial wealth through solid financial planning. She focuses on helping her clients secure their financial futures so they can have peace of mind. With a strong voice in the area of personal finance for women, Sams was featured in the Women in Wealth section of the November 2020 issue of Fortune magazine as a top wealth manager in the Washington, D.C. metro area.
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Sams offers tactics to better understand a client’s core values and how they process emotional decisions, so you can help counteract the fear and confusion that could be hindering them from attaining their goals. Learn to connect the dots between goals, values and advice to increase client confidence.
Larissa Sedano Jerez is a Certified Transformational Coach by the Tec de Monterrey and holds a master’s degree in Neuro Linguistic Programming (NLP). Larissa has specialized in neuro-semantics, neurosciences, positive psychology, neuro-language, conversational hypnosis, and happiness sciences. She has participated as a speaker and designer for Teleclinica, a program for insurance advisors which helps them boost their level of activity and significantly increase appointments and sales.
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We are what we speak, our words define us. In this presentation you will learn how to design assertive conversations with neurolinguistic programming and neuroscience techniques to take your business to another level. Understand how different words, expressions and phrasing can demonstrate security, expectation and ultimately increased business.
Voraseth Sinsophonphong was a former marketing officer who became a bank branch manager after only nine years of employment. He chose to embark on a new professional path and became a financial advisor and life insurance agent. He did not become an MDRT member during the first two years of his new career so he applied to participate in an MDRT conference under the mentoring program, where he was successfully certified MDRT with Court of the Table distinction and has been certified MDRT annually since. Voraseth is a current member of his company's financial advisor club and is in his ninth year of working in the sector. He occasionally serves as a master of ceremonies and a speaker for a variety of significant events.
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Learn simple marketing approaches that will expand your relationship with clients, guide them to better understand products, and prompt referrals. The panel will share tips on how a strong work ethic and attitude can lead to exceptional results.
Rajesh Tagore is the author of “When, How and Whom Not to Recruit as Insurance Advisor” for getting the right people for agency; “Advisor Recruitment Kit” for ideas to sell insurance agency as a career; and “Wealth Kit” for selling insurance effectively through concepts. Tagore specializes in training through games, tools, demonstrations and visual aids.
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Educating clients on the real purpose for purchasing insurance and retirement planning can most effectively be done through demonstrations. In this session, Tagore demonstrates how to utilize specific tools to remind the client of life’s most important milestones — which usually leads to closing the sale. *This session is part of the Hindi track. It will be presented in a combination of both Hindi and English language.
Debra Jasper, Ph.D., is a faculty fellow at The Ohio State University, where she teaches graduate courses in managing a hybrid world. As an international speaker, Jasper has delivered keynotes and master classes around the world on how to engage virtually with clients and colleagues. She has also been named by Ernst & Young as one of the top women entrepreneurs in North America.
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First impressions happen online. To attract new recruits and stay ahead of the curve, you need a fully optimized LinkedIn profile and engagement strategy. Jasper shares how to create a powerhouse profile that will set your agency apart from the competition as well as the biggest networking mistakes to avoid, shifting you from average to all-star when it comes to recruiting new advisors.
Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices and work-life balance.
Jennifer A. Borislow, CLU, is the founder and CEO of Borislow Insurance, a leading provider of innovative health and well-being benefits solutions that serves more than 300 businesses throughout New England. She served as the 2012 President of MDRT and continues to be actively involved, especially as a speaker at MDRT events. Borislow is the author or co-author of five books as well as a participant on several insurance company advisory boards.
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"How can you find and embrace new perspectives to achieve unprecedented levels of success? In this special Main Platform discussion, Dan Clark, an award-winning athlete who fought his way back from a paralyzing injury, shares a three-step formula he calls the A.R.T. of significance. After his presentation, don’t miss the conversation between Clark and MDRT member and 2012 MDRT President Jennifer A. Borislow, CLU, which will delve deeper into Clark’s experiences, insights and approaches to life. "
Eugene G. Bozzi, LUTCF, has been an advisor at Prudential Financial for 38 years, specializing in retirement, wealth protection and legacy planning. He is an active member of Prudential’s field advisory council, a Prudential citation qualifier and a masters council member.
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Obstacles and challenges in life can be a derailer and can sometimes have a debilitating effect on our professional life. How can we motivate others to take action, when we ourselves are not motivated? Sharing a story of how he was able to transform a personal crisis into a new way of thinking and living, Bozzi discusses not merely surviving during a crisis, but actually thriving, prospering and reaching life-changing goals.
Carla Brown, FPFS, owns a growing practice near Chester, England, UK, with a support team of nine. She started her award-winning business 10 years ago, believing that true wealth is about more than just money and credits embracing a client-centric financial planning approach for her success.
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Acquiring new clients through social media can sometimes be considered too complicated, or maybe there is a lack of understanding of how to leverage it. Brown shares creative and consistent ways to use social media to reach more prospects and grow your business.
Tzu-Pin Chao continues to push his business development forward by contributing to public charity programs. He understands how to build a Top of the Table brand, from personal donations to leading a whole team in serving the community well.
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Tzu-Pin Chao shares his thoughts on the powerful impact philanthropy can have on business development: It demonstrates your sincere concern for the community, and it can help provide introductions to new clients.
Dan Clark is the founder and CEO of an international leadership development company, a high-performance business coach and New York Times bestselling author of 35 books. As an award-winning athlete who fought his way back from a paralyzing injury, Clark has been named one of the top 10 motivational speakers in the world and has spoken to more than 6 million people worldwide, including Super Bowl champions and combat troops in Iraq, Afghanistan, Asia and Africa. He has appeared on more than 500 TV and radio shows and has been featured in various publications.
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How did Clark soar to the edge of space, build teams into Super Bowl champions and recover from a paralyzing injury that ended his football career? He explains how everyone can reach higher through the awareness of current perspective; refinement of passionate purpose; and transformation through quantum improvement.
Wendy Diaz is a life insurance specialist from El Salvador who educates audiences on prevention and orientation of kidney disease and kidney transplants. She has authored motivational books and is passionate about serving others.
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Diaz shares how being disciplined and achieving balance in all areas of your life improves your ability to handle extreme circumstances and achieve lasting success.
Gregory B. Gagne, ChFC, is the First Vice President of the MDRT Executive Committee and a 23-year MDRT member with four Court of the Table and 14 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation and has served on its Board of Trustees. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution-planning services. His extensive MDRT volunteerism has included roles as Global Council Member of Top of the Table, Program General Arrangements and the Program Development Committee. He has spoken at 12 MDRT meetings. In addition to his MDRT leadership, Gagne is a past president of NAIFA–New Hampshire and was awarded the NAIFA–New Hampshire Distinguished Financial Advisor Award in 2008.
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Get to know 2024 MDRT President Gregory B. Gagne, ChFC
J.B. Griffith III, Ph.D., ChFC, has been in the financial services profession for more than two decades as a teacher and coach. He specializes in providing comprehensive planning to families and small businesses to help ensure their financial freedom. Griffith has published numerous articles in industry periodicals on his unique approach to financial planning and has also spoken around the country on goal setting, achievement motivation and differentiating oneself from the competition.
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Sometimes simple math and memorable visualization go a long way. Paterick demonstrates a strategy he uses with clients that identifies taxes, medical expenses and other potential issues that will surface at death and how making more informed decisions now will help alleviate them in the future.
Naji A. Haddad is a self-made, self-taught financial advisor from Lebanon who consistently makes a positive difference in his clients’ lives by helping them live with dignity and leave a lasting legacy — giving them a safer tomorrow.
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Haddad describes how he overcame feelings of rejection and the temptation to quit the profession and instead found the motivation to forge ahead and achieve success.
Julianne Hertel, CLTC, has been a financial services advisor for 15 years and is based in Worcester, Massachusetts, USA. Her focus is financial planning and wealth management for clients who wake up every day and make the world a better place for the rest of us.
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Despite how crucial it is for an advisor, compelling clients to take action can sometimes be less than exciting. Hertel explains how she upended her financial planning process to make it more engaging for her clients and her community.
Lee Jue Rong began her financial services career in 2004 and currently serves as financial services director and private wealth consultant at Prudential Singapore.
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Achieving exponential growth requires changing the way you do business and the goals you set out to achieve. Lee Jue Rong shares how to implement the steps needed to create a business model, not merely an operating plan. Getting the first sale is just the beginning; the real profit is in the lifetime value of your clients.
Edward Franklin Marshall, APFS, began his career in financial services in 2001, joining Kingsland Wealth Management in 2006. He enjoys taking the time to understand his clients’ most deeply held values and then providing them with the tools necessary to achieve their goals for reasons most important to them. He believes this approach allows each client to experience complete confidence in their financial plan along with knowing they have his lifetime support.
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Marshall reveals the five secrets he has learned and implemented for effective communication with clients, including matching and mirroring physiology, tone of voice, breathing and key words, a combination that leads to a successful initial discovery client meeting — and getting hired as a trusted financial advisor.
Subhas V. Nathan is a financial services director who has mentored MDRT, Court of the Table and Top of the Table advisors, using proven methods based on his “success with character” philosophy. He is the leader of Eminence Group in Singapore, where he fulfills his passion of helping fellow advisors reach their highest potential.
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Nathan explains how you can use the CSI framework to educate clients on coverage, savings, investments, and tax and estate planning services.
Scott S. Paterick, CLU, ChFC, is a successful financial advisor who credits MDRT for positively changing his life. Through his experiences, Paterick has learned how having meaningful and productive discussions with clients have helped them to understand that dealing with difficult issues now will undoubtedly pay off in the future.
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Sometimes simple math and memorable visualization go a long way. Paterick demonstrates a strategy he uses with clients that identifies taxes, medical expenses and other potential issues that will surface at death and how making more informed decisions now will help alleviate them in the future.
Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.
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Reading identifies his top tips for writing and using a book to generate clients.
Lin Zhang is an 11-year entrepreneur who entered the financial services profession in 2019. He has found success in choosing how he spends his time wisely and enjoys sharing his ideas with others so they, too, can get the most out of living a life centered on the Whole Person concept.
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Zhang challenges you to look at the choices you make throughout your day that differentiate yourself from others and how effective time management will allow you to dynamically adjust the amount of time for the seven major aspects of the Whole Person concept.
Zhang Luoning graduated from the City University of Hong Kong in 2014 and joined AIA Hong Kong in 2016. She was promoted to senior district manager in 2020 and currently helps more than 200 clients manage their financial portfolios.
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Discover the strategies Zhang Luoning used to win over high-net-worth clients and scale up her case size by five times in just four years.
The ConneXion Zone® offers great educational programming. More than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.
Julianne Hertel, CLU, CHFC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.
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12/23 to magggie
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Lau Wah Shui encourages keeping a positive attitude and mindset when establishing clear, measurable, actionable goals, which is the first step toward achieving your dreams — and doubling your performance.
Ng Ka Cheung is an experienced financial services advisor for high-net-worth clients, with a special focus on family wealth inheritance and trust insurance services. Since 2020, he has also been committed to helping his clients set up charitable funds and actively promotes the donation of insurance policies to various charitable organizations in the community.
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Ng Ka Cheung summarizes some of the methods and strategies his team employed during the pandemic to increase their performance by 300% compared to pre-pandemic figures.
Freddie Ravel is a Grammy-nominated performer, communication expert and business visionary who has consistently transcended the boundaries of music, culture and thought leadership. As an artist who has joined Madonna on the silver screen, rocked stadiums with Carlos Santana, led teams behind Dr. Martin Luther King Jr. and Deepak Chopra, and directed the band Earth, Wind & Fire, Ravel continues to expand music as the ultimate multitasking power tool to enhance our daily lives.
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Freddie Ravel explains how following his one-of-a-kind program will challenge and inspire you to discover your untapped potential through the power of music while setting up your future to be more collaborative, productive and profitable.
Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.
Ana Cecilia Fitz Ocampo is the founder of Fitz Asesores (Fitz Advisors) and has been a Financial Advisor for 13 years. With more than 500 clients during her career, Fitz Ocampo attributes her success to her positive way of thinking, because when you live with a positive mentality every situation moves forward in a simpler way. She continues to be thankful to every single one of her clients that have been part of her professional career and her family that she loves.
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Fitz Ocampo found balance in establishing a morning gratitude habit and shares how this greatly impacted her personal life, allowing her to improve and connect with her clients in a deeper and more meaningful way.
Danielle J. Genier, CLU, CFP, is the founder of Genier Financial Services Inc., which provides full financial planning. At this point in her career, she specializes in working with clients who are 10 years prior to retirement, retired or small-business owners. Genier is very passionate about this profession and enjoys helping her clients and mentoring the advisors and staff in her office.
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In an environment that is rapidly changing it is never too early to start building out your own succession plan. Panel members will offer unique insights about the succession planning process from the buyer’s and seller’s perspectives. Topics to be discussed include realistic timelines, how to manage the “tug of war” between lawyers and accountants, the bundle of emotions from each point of view and ways to successfully transition roles within the firm.
Clay Gillespie, CFP, CLU, is a financial advisor, portfolio manager and managing director at RGF Integrated Wealth Management, a Vancouver-based firm founded in 1973 with 65 employees. Gillespie specializes in retirement income planning, effective income generation in retirement and associated estate planning issues. He was Top of the Table Global Council Member and Advisory Board Chair in 2019 as well as chair of CALU in 2017.
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When it comes to retirement, the decumulation of financial assets is dramatically different than their accumulation. In discussing his approach to dealing with clients approaching retirement, Gillespie describes the mindset shift that must occur to serve this emerging market, which is more worried about income than return.
Brandon Heckert, CFP, AAMS, began his career in financial services at age 18 interning at MassMutual and at his father’s practice, FSM Wealth. Before becoming a partner at FSM Wealth, Heckert advised representatives on advanced financial planning strategies in areas of investing, retirement planning, education funding and insurance planning at Country Financial. He holds a Bachelor of Science degree from Illinois State University, is a member of NAIFA-California and has spoken at MDRT events as well as at numerous virtual sales and leadership conferences globally.
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In an environment that is rapidly changing it is never too early to start building out your own succession plan. Panel members will offer unique insights about the succession planning process from the buyer’s and seller’s perspectives. Topics to be discussed include realistic timelines, how to manage the “tug of war” between lawyers and accountants, the bundle of emotions from each point of view and ways to successfully transition roles within the firm.
Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. He also served as the 2019 President of NAIFA–Illinois. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.
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In an environment that is rapidly changing it is never too early to start building out your own succession plan. Panel members will offer unique insights about the succession planning process from the buyer’s and seller’s perspectives. Topics to be discussed include realistic timelines, how to manage the “tug of war” between lawyers and accountants, the bundle of emotions from each point of view and ways to successfully transition roles within the firm.
Tzu Hao Kuo has seven years of practical experience in an accounting firm, and during his 18 years in the insurance industry, he specialized in consultation in the fields of financial risk planning, pension preparation, tax risk and family inheritance. He has also assisted organizations, schools and enterprises in the exchange of various financial insurance and tax special topics through more than 100 lectures. …………………………………………………………………………………………………………………………………………………………….
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Kuo shares his thoughts on enhancing clients’ awareness of financial risk management through analysis of their household balance sheet to ensure they don’t have to compromise their necessary expenses in the event of a permanent loss of income.
Eun Ji Lee has found great success as a financial services advisor since joining Prudential Life Insurance in May 2008
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Lee shares her challenging journey as a single mother struggling to find prospects and how she catapulted herself to success by adapting to the changing world.
Pu Li, CFA, the founder of Independent Financial Advisors Association in China and a founding partner of Sun Raise Investment, obtained a master's degree in finance from Tsinghua University and the Chinese University of Hong Kong and majored in business analysis from Wharton Business School. Deeply involved in the insurance industry for 18 years, Li created the first "Key Customer Service System," targeting high-net-worth customers in the industry. Li was awarded the "Top 10 Leaders in the Wealth Management Industry" by the China brand influence promotion plan.
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Li uses his perspective as an industry researcher to illustrate why an insurance advisor should create a competency model that inevitably includes specialization, professionalism and digitalization to meet the needs of future Chinese insurance markets.
Ryan Jake Perkins has worked at Genier Financial Services Inc. for the last seven years and has been the principal of the firm for the last year. He specializes in serving professionals, young business owners and next-generation wealth clients.
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In an environment that is rapidly changing it is never too early to start building out your own succession plan. Panel members will offer unique insights about the succession planning process from the buyer’s and seller’s perspectives. Topics to be discussed include realistic timelines, how to manage the “tug of war” between lawyers and accountants, the bundle of emotions from each point of view and ways to successfully transition roles within the firm.
Masashi Sunada began his career with a consumer credit company before joining the financial services profession. Rising above the setbacks he soon encountered, Sunada created the Client Management Method when he was 34 and was able to triple his production in one year. He has built a highly repeatable relationship strategy, and in 2019, he established a marketing company.
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Sunada shares his strategies for developing relationships with the upper markets by multiplying your value proposition with your existing client base and network.
Helen Jayne West, APFS, is the founder and director of West Financial Management Co. Ltd., with more than 32 years of experience in the financial planning business. She has a passion for helping clients with wealth succession planning, enabling assets to transfer to the next generation tax efficiently. West has built her business by acquisitions over the recent year and presents on various topics to private individuals and professional connections.
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West explains how building a strong, trustworthy team can persuade retiring financial advisors to sell their business — and goodwill — to you, thus ensuring your own practice’s continuity with established clients and predictable cash flow.
Lam Pui Ka is a financial services advisor in Malaysia and has spoken at numerous MDRT events over the years. She has achieved many tremendous achievements in her career and inspires her clients to secure their future through sound financial planning.
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Wijatno moderates an insightful discussion between Lam Pui Ka and Lee on the opportunities and challenges women face in a male-dominated industry and how they manage to balance motherhood with recruiting, training and leading new advisors.
Shalyn Xiaoqi Lee, BSc, CIAM, is a financial services director who has led multimillion-dollar agencies since 2006. She is also a working mom and advocates balancing a successful business with an enjoyable home life.
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Wijatno moderates an insightful discussion between Lam Pui Ka and Lee on the opportunities and challenges women face in a male-dominated industry and how they manage to balance motherhood with recruiting, training and leading new advisors.
Nadia Wijatno, CLU, ChFC, of Singapore, joined the financial services profession 13 years ago fresh out of university. She came looking for a job to pay the bills but what she found was a fulfilling career that has given her tremendous joy, meaning and fulfillment.
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Wijatno moderates an insightful discussion between Lam Pui Ka and Lee on the opportunities and challenges women face in a male-dominated industry and how they manage to balance motherhood with recruiting, training and leading new advisors.
Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.
Panitan Saengmaneetham has found great success as a financial advisor who leads her team by example. Unafraid to reinvent herself when necessary, Saengmaneetham sets the tone for her team and encourages them to reach higher, resulting in a new group of MDRT members.
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Leading by example is the key to transforming an expectation into reality. Saengmaneetham will share the secrets to developing your potential and being your own leader so you can better understand your clients, offer them the right products and effectively close more sales.
Joowon Cha is a financial services advisor who specializes in consultation for corporations, inheritances and gifts, and wealthy client management including real estate.
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Rather than focusing on lofty yearly goals that may not be specific enough, Cha shares three types of strategies that are based on numbers and statistics to bring you closer to achieving your goals.
Jorge Daniel Guzman works for Grupo KC and is a driving force for his company being internationally acknowledged as one of the top 250 insurance companies in the world. Dedicated to growing his business and transforming the lives of his clients, colleagues and agents, Guzman supports nonprofit organizations, has received accolades for his success and has been interviewed by major media outlets such as Forbes, Expansión, Líderes Mexicanos, The Business Year and Newsweek.
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Guzman has learned the secrets to being a major-league advisor and shares how his business expanded as a result, allowing him to be successful and prioritize a good quality of life.
Julianne Hertel, CLTC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.
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By focusing on who she was at her core and what she envisioned for the future, Hertel rebranded her firm — twice — and created the financial services business of her dreams. She now works with clients who inspire her, while doubling her revenue at the same time. Learn how you can craft your own mission and core values to create the business that you love.
Thidarat Saksayamkul has been in the life insurance and financial advisory business for 13 years. From a talented junior salesgirl to Top of the Table member, Saksayamkul has become a strong executive for eight years and has received accoldates as the No. 1 team member for four consecutive years. Her enthusiasm not only inspires her team to succeed, but it also motivates many advisors in her organization to achieve MDRT. She has often been dubbed as "Wonder Girl," who always has faith, conviction and devotion to her work.
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Be the champion your customer needs. Saksayamkul will describe how knowing yourself and learning how to develop your full potential can lead you to achieve a successful career.
Sanjay Tolani, Ph.D., MBA, is the CEO of Goodwill World (a multi-family agency), with offices in fourteen countries, working with ultra-high-net-worth families in 53 countries on estate planning and family office management. The creator of multiple unique insurance products in Asia, Tolani is also the author of 12 bestseller financial books and has been recognized as a renowned speaker on topics such as economics, investments, insurance, risk management and sales management.
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The sales process for the 21st-century client has changed, and this change will affect the quality of business you write. Tolani discusses how finding the right way to communicate with the wealth-inheriting younger generation will be instrumental in the success rate of future advisors. *This session is part of the Hindi track. It will be presented in English language.
Jeremy Mark Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team’s core values of care, honesty, integrity, quality, collaboration and education which ultimately helps their clients balance their lives and their assets.
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Wellington draws on his personal library of more than 300 tried-and-tested ideas to explore his “CAN DO” model, where great Communication, Attitude, Numbers, Dedication and Organization come together to improve your relationships and get better results. Learn how small changes can make a large and immediate impact in your life and business.
Fang Xie has been in the financial services profession for 22 years and is skilled in helping clients understand family financial protection needs from a multidimensional perspective with a professional, objective and rational analysis. Sensitive to information related to life insurance, family financial security, laws, taxation and cutting-edge technology, Xie integrates her knowledge from multiple fields and uses them in her insurance business communication to help clients see the importance of optimizing family asset allocation on a whole new level.
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Xie explains three analyses and how they can expand your market and help middle-class and high-net-worth clients understand the importance of multidimensional insurance and new trends in the insurance industry.
Takahisa Yamaguchi has held position of company chair for Nippon Life for MDRT Japan Chapter in 2021 and 2022. As a former banker, Yamaguchi can provide financial support to clients for financing, financial improvement, benefit plan design, retirement planning, and more.
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Everyone has a weak side. Sometimes we may even let our weak selves get the better of us. However, when you have a goal that you really want to achieve, say YES before making all kinds of excuses! Only then will you start thinking about how to make it happen. Even if you are not confident, start by saying YES. You might just get a chance to change the world!
Francees Manuelle Zaguirre, a financial advisor at AIA Singapore, was born and raised in the Philippines before moving to Singapore at the age of 20 to begin a career in financial services, a decision that was rooted in his passion for service. Though he didn’t have a network of family, friends or money at that time, Zaguirre now serves as an MDRT mentor, volunteers at various charitable organizations and believes in giving back to society.
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Without any network, close friends, family members or money, Zaguirre moved to a new country at age 20 and bravely started a career in financial services. Hearing Zaguirre’s success story will inspire you to turn challenges you encounter into possibilities while continuing to strive for higher levels of achievement.
Founder and CEO of a successful financial services and insurance consulting firm, Kari is known for her extensive work with running advisor study groups and helping advisors accelerate their businesses, their brands and their teams. A coach and certified Kolbe™ consultant and Team Specialist, she specializes in helping advisors find right-fit talent, improve personal productivity, team performance and communication.
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Knowing your team’s instinctive strengths and how they naturally solve problems can be the answer to preventing burnout, increasing productivity, and reducing turnover. Gillenwater shares actionable strategies that high-performing teams use to collaborate more effectively, find the right talent and get more done in less time. Learn how knowing your strengths and the strengths of your team can protect your culture and improve your most important relationships.
Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.
Tzu-Pin Chao entered the financial services profession at 22 and has served more than 2,000 clients over the years. He possesses 30 international certificates, ranging from personal to organizational excellence, and he continues to break through adversity and achieve great success.
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Chao shares how his courage, unique way of managing high-end clients, continuous sales and organizational miracles have earned him Top of the Table status for five consecutive years.
Chul Kang has embraced the use of technology to propel his business forward and has spoken at many MDRT events to help other financial professionals tap in to this differentiation strategy for contactless client consultation.
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Kang identifies ways to achieve Top of the Table through virtual client interaction by removing the shortcomings of offline consultation, increasing activity volume beyond the limitations of time and space, and securing referrals through the implementation of group briefing sessions.
Andrea Doria Lopez Villasenor has worked in the financial services profession for 11 years. At age 23 she came to the insurance industry as a part-time assistant insurance agent. Since then she has also trained and developed new advisors. She is passionate about mentoring and empowering women to achieve financial autonomy.
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Andrea Lopez Villasenor identifies ways to help women of all ages secure their financial freedom. Through an empathetic advising-style she allows clients to feel empowered to make decisions about savings, investments, and insurance. Her focus is to place her clients in a position where they can achieve personal life goals feeling confident and empowered.
Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently owns and operates McNeely Financial Services, an independent, Wisconsin-based firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”
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We do our best to help our clients prepare financially for retirement, but should we take it a step further to prepare them personally as well? Learn McNeely’s tips for helping your client build a personal retirement readiness plan in addition to their financial plan — and watch them live the retirement they always dreamed of as you strengthen your relationship with them.
Barry Moline, is the executive director of the California Municipal Utilities Association and has been bringing people together in the workplace for four decades. From his volunteer work with the U.S. Peace Corps in Guatemala to his leadership of associations, businesses, government and nonprofits, Moline has strived to solve the issues of communication stagnation, siloed information, unfounded assumptions and more by teaching his staff and his colleagues to relate to one another. He understands the importance of synergy and diplomacy and believes in the power of sharing personal stories as a means of connection.
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Retaining employees in this challenging work environment isn’t easy. Moline shares his secrets for creating a strong company culture and provides specific techniques successful leaders use to attract, motivate, engage and retain their team. Learn how to make your team “unquitable.”
Yuka Nakahara-Goven, MBA, CLU, is from Japan and started her financial services career soon after obtaining her MBA in the U.S. She is fluent in Japanese, Mandarin and English and shares her passion for the profession by mentoring young advisors.
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While everyone craves a healthy work-life balance, Nakahara-Goven maintains there is no need to draw a distinct line between career and family. She shares lessons she’s learned on how to have longevity and a meaningful practice, including the “family rules of operation” she and her husband implemented, as well as what she’s found to be an essential part of balanced living.
Navaporn Rungsawang is an experienced keynote speaker for MDRT and THAIFA2014 on the topic of living meaningfully and leaving worthwhile. She is passionate about opening her clients’ hearts to the many benefits of life insurance and has established new team-building channels by inviting high-potential clients to join her firm.
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Navaporn Rungsawang’s techniques have not only helped her sell the concept to clients of having economy-proof protection in the form of insurance appropriate to their financial status but has also allowed her the opportunity to discover clients interested in joining her team — a strategy that benefits both parties.
Prashant Prabhakar Surdikar, B Com, MBA, has been in the financial services profession for 26 years, serving more than 1,500 clients and families. His areas of expertise include life insurance and health insurance, in addition to providing individual and corporate insurance solutions to his clients.
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Surdikar shares the five steps — empathize, propose, take charge, serve and repeat — that have helped him grow his business, ensure long-term client engagement and stand out from the competition. *This session is part of the Hindi track. It will be presented in a combination of both English and Hindi language.
Bruce Alexander is creative director and principal of marketing, branding and strategy for Business Imagination Pty Ltd. He wrote advertising campaigns for clients such as Ferrari, Johnson & Johnson and Estée Lauder, and he created the brand Starmart for Caltex (Texaco) service stations seen throughout Australia, New Zealand and southern Africa. Alexander is a former professional composer and author of the book "Lasting Happiness in Uncertain Times."
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If a client could travel to the future and see how sickness, injury or an underfunded retirement affected their life, they would immediately change their purchasing and investing decisions today. Thus, painting a clear picture of your client’s future is key to creating the desire for positive change without compromising your objectivity or using old sales techniques. Alexander explains how this approach creates client-advisor trust and encourages them to start building their future today.
Antonio Blando is an icon within the insurance industry with almost 20 years of experience helping hundreds of insurance advisors transform their results by teaching them the best practices for individual life insurance advisory sales. Antonio has won the top awards from his company and ASPRO GAMA.
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In this session, you will learn the 4 metrics to know the quality of each process of the insurance sales methodology. Knowing them will allow you to substantially increase your income.
Sol Hicks is an internationally sought-after speaker, career coach and consultant. With 52 years in the business, he believes his success is transferable and recently launched Hicks Global Institute, a worldwide training community for advisors and sales professionals everywhere. He also mentors more than 150 advisors from around the world.
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There are days when work can feel like … work. Keeping the faith when our numbers are down is enough to make anyone want to quit, but there is no setback you cannot come back from if you understand how and when to pivot, dig in or regroup. In this fast-paced session, Hicks motivates you to keep the faith, turn obstacles into opportunities and learn how to make every slump and outright rejection work for you.
Narissara Jiratrakulchai, CFP, is a former engineer who is passionate about her career as a financial planner. With an expertise in personal financial planning, Jiratrakulcahi is dedicated to helping clients manage their wealth and achieve their financial life goals through a comprehensive financial plan with a wide range of insurance and investment products.
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Join this engaging, conversational-style session led by facilitators who share session highlights and takeaways from the meeting that can be used to further your professional development.
Surojit Kala, CIC, FSS, is an India-based wealth architect with more than two decades of experience in finance management. With a unique approach to risk and asset management, Kala has managed the financial blueprint of thousands of people over the last twenty years. For his dedication and contribution to the finance industry, he was recognized as the first MDRT member in the College Street Branch in Kolkata.
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Engaging and strategic marketing through social media plays a critical role in business expansion. Kala shares how to go beyond just selling products to develop thorough fact-finding, suggest complete financial plans and turn interested prospects into satisfied clients. *This session is part of the Hindi track. It will be presented in a combination of both English and Hindi language.
Kam Tan entered the financial services profession in 2012 and is currently a financial planning manager. She is passionate about helping her friends and family with proper risk management, educating clients and their families to do the same and cultivating team members to achieve MDRT.
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Kam Tan shares her insights with 4K steps: -KYP Know your prospects -KTE Know their expectations -KTC Know their capacities, liabilities and surplus -KTP Kick-Off the plan
Yutaka Kikunami was born in Hiroshima, Japan, and earned a bachelor's degree in education from Chiba University. After selling houses for 16 years, Kikunami began working at Tokio Marine Nichido Anshin Life when he was 39 and has a mission to develop trainers who can host cash flow management courses in every one of the 47 prefectures in Japan by 2027.
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Kikunami challenges you to go beyond simply selling insurance and share the joy of success with your clients in a more meaningful way that touches all aspects of their lives.
Stuart Shee Yew Kuen, AFC, is the founder of Advisors in-Sync, an agency dedicated to empowering lives. He is an active MDRT member and mentor and has spoken in more than 60 cities across 16 countries on sales and agency leadership topics. Shee Yew Kuen authored the bestselling book “Work of Heart” and donates all his speaking fees and book sale profits to various charities.
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Connecting with people goes beyond just communicating with them. Shee Yew Kuen shares his thoughts on how showing empathy is the first step toward truly being heard — a concept that is both art and science.
Phat Sitthiramruay finally found his true calling as a financial advisor after experimenting in other fields. He has found great success in the financial services profession and is committed to helping more advisors achieve MDRT.
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Join this engaging, conversational-style session led by facilitators who share session highlights and takeaways from the meeting that can be used to further your professional development.
Hae Suk Song is the director of Korea Financial Planning Corporation and has received many accolades during his career in financial services. He is a speaker who specializes in VIP client training and provides financial planning to 100 doctors and employees of large businesses.
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Song shares six steps to his financial planning process to help you develop your own business model for improving client consulting.
Mongkol Tangmannaikit is passionate about leading his team through a core-driven business approach that is simple yet efficient. Believing hard work and discipline lead to success, Tangmannaikit encourages his team to aim higher, achieve more and become empowered from the inside out.
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Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices and work-life balance.
IN-Q is an Emmy-nominated poet, multiplatinum songwriter, keynote speaker and the bestselling author of “Inquire Within.” He was included on Oprah Winfrey's SuperSoul100 list of the world's most influential thought leaders and has worked with countless companies over the years, helping them tell their story through collaborative content pieces and storytelling workshops. Many of his recent poetry videos have gone viral, with more than 70 million views combined, and his standup poetry special, IN-Q — Live at the Ace Theatre, is now streaming on Amazon Prime Video.
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Everyone needs a few minutes to recharge sometimes. Take a Brain Break with spoken-word artist IN-Q, whose poems will have you inspired and rejuvenated to take on the rest of your day.
Dylan Alcott is a paralympic medallist, philanthropist, entrepreneur, keynote speaker and the co-founder of Get Skilled Access, a training provider educating corporations and governments on how to better understand and treat customers with disabilities. Alcott also created the Dylan Alcott Foundation in 2017 to help young Australians come to terms with their disabilities through mentoring, scholarships and grants. In 2018, he published his autobiography "Able: Gold Medals, Grand Slams and Smashing Glass Ceilings," and in 2022, he was appointed as officer of the Order of Australia for his distinguished service to paralympic sport and as a role model for people with disabilities.
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Do you embrace the challenges inherent in becoming the best version of yourself? Alcott explains how we are all defined by our choices — and how his athletic experience led him to advocate for changing perceptions and supporting people with disabilities. Please note: This presentation includes subject matter related to suicide that some may find disturbing or upsetting.
Heidi Dening is a bestselling author who has dedicated her career to inspiring thousands of people around the globe with her resilience, self-leadership and well-being programs. Believing education changes lives, Dening has the unique ability to empower leaders and their teams to find the courage to work toward their fullest potential, despite change, stress and uncertainty. She has recently been named best international keynote speaker in the Asia Pacific region and frequently appears in the media as an expert on resilience.
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Sometimes challenges extend beyond our control. Dening explores how to adapt and persevere during uncertain times by utilizing empowering strategies to push you forward into a brighter future.
Clay Gillespie, CFP, CLU, is the 2023 Nominee to the MDRT Executive Committee and a 22-year MDRT member with one Court of the Table and 19 Top of the Table qualifications. He is also a Gold Knight of the MDRT Foundation. He is managing director with RGF Integrated Wealth Management in Vancouver, British Columbia, Canada, where he specializes in retirement income planning. In 2019, Gillespie served as Global Council Member and Advisory Board Chair of the Top of the Table Division. He is currently serving as Global Council Member of the Finance Division. Other leadership positions include service as Captain of the 2015 Annual Meeting Focus Session Committee and Chair of several committees within the Top of the Table Division. In addition to his MDRT leadership, Gillespie has been active in numerous professional associations, including the Conference for Advanced Life Underwriting (CALU), where he served as Chair in 2017.
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Clay Gillespie, CFP, CLU, formally accepts the nomination to become the newest member of the Executive Committee.
Keller Rinaudo is a robotics and health care innovator who co-founded Zipline, an American medical product delivery company that designs, builds and operates drone aircraft to deliver life-saving medical supplies to hospitals and health centers on demand. As a graduate of Harvard University, Rinaudo built computers out of RNA and DNA that operate in human cells as molecular doctors and published this research in Nature Biotechnology, becoming one of the youngest first authors in that publication’s history.
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The same visionary capability that allowed Rinaudo to envision the effects of drones on health care in remote parts of Africa allows him to foresee where else drones — and other types of advanced technology — could significantly impact health care and other major industries. He offers a deep look at the technological revolution (including robots, automation and artificial intelligence) and likely future breakthroughs, as well as possibilities for how new industrialization will alter health care as we know it.
Randy L. Scritchfield, CFP, LUTCF, is the Immediate Past Present and a 38-year MDRT member with three Court of the Table and 21 Top of the Table qualifications. An MDRT Foundation Excalibur Knight, Scritchfield is also a member of its Inner Circle Society and has served on its Board of Trustees. He is founder and president of Montgomery Financial Group, a retirement planning firm in Damascus. His extensive MDRT volunteer history includes serving on MDRT’s Management Council six times and as a Committee Chair nine times. Among his leadership roles, Scritchfield has served as Top of the Table Divisional Vice President and Advisory Board Chair and Divisional Vice President of Annual Meeting Program Development. Scritchfield has also spoken at numerous MDRT Annual Meetings and Top of the Table Annual Meetings, as well as internationally on behalf of MDRT.
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Recognition of Immediate Past President Randy L. Scritchfield, CFP, LUTCF
Alex Sheen is the founder of "because I said I would," a social movement and nonprofit dedicated to bettering humanity through promises made and kept. Sparked by the loss of his father, Sheen and his organization send promise cards to anyone anywhere in the world at no cost. In just two years, "because I said I would" has sent more than 12.3 million promise cards to more than 153 different countries. Sheen is a five-time TEDx speaker, and his charitable work has been featured on ABC World News, CNN, The Today Show, NPR, The Los Angeles Times and many other programs.
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When people commit to keeping their promises, it both enhances their own character and creates a positive ripple effect that contributes to the betterment of humanity. Alex Sheen explains why promises made and kept continues to fuel his mission to improve the lives of others.
On the largest stage at the Annual Meeting, the Main Platform offers engaging and inspirational content from featured member speakers, industry leaders, the MDRT Foundation and your Executive Committee.
Main Platform: Thought leaders and renowned speakers share inspirational stories and industry content covering topics relevant to financial services, sales strategies, business practices and work-life balance.
MDRT Speaks: A highlight of the meeting, this fast-paced Tuesday morning session features MDRT members sharing innovative and creative business concepts delivered in a variety of presentation formats. Come away with ideas to improve your productivity, client engagement strategies and business practices.
Executive Committee Addresses: Hear from your MDRT Executive Committee, including the 2023 Presidential Address.
MDRT Foundation: Learn about the 2023 charity partner and the continued impact our MDRT Foundation is making across the globe.
Main Platform Conversations: An in-depth conversation between an MDRT leader and a featured speaker.
These sessions provide special and exclusive content, as add-ons to the Annual Meeting.
Special Session Luncheons*: Join industry experts for a deeper exploration of relevant topics. Lunch provided. (These sessions are presented in English; no interpretation will be offered.)
First-Time Attendee Session: Connect with fellow first-time attendees at this valuable session and learn how to best navigate the meeting. Don’t miss out on this special experience with your peers that will celebrate your success, provide inspiration and offer camaraderie that will last well beyond the four days in Nashville. This session is geared for first-time attendees, but all are welcome.
Court of the Table/Top of the Table Program**: Enhance your meeting experience by joining fellow Court of the Table and Top of the Table members at this exclusive session. (This event is open to 2023 Court of the Table and 2023 Top of the Table members only.)
Court of the Table and Top of the Table Open Forum**: Court of the Table and Top of the Table members will have an opportunity to connect and engage in conversations about subjects that matter to them during this 90-minute session on Wednesday morning. Informal roundtable discussions will be grouped by language and facilitated by Top of the Table members. (This event is open to 2023 Court of the Table and 2023 Top of the Table members only.)
MDRT Global Services Sessions**: For MDRT Global Services members only, these four special sessions are targeted specifically for team leaders in the financial services profession. Packed with team management strategies and inspiration, these sessions will help you accelerate your leadership journey and connect with fellow Global Services members. (These sessions are presented in English; no interpretation will be offered.)
Designed to spark new ideas and provide solutions to today’s challenges, Focus Sessions do not disappoint! Join member and nonmember industry experts as they share knowledge covering a variety of subject matter, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.
With an innovative array of offerings, the ConneXion Zone features quick-hit presentations as well as a variety of additional opportunities to connect with fellow members. This fun and lively space is open throughout the meeting. Connect with colleagues, meet new friends, get your photo taken, participate in Q&A sessions with speakers and watch engaging sessions. The ConneXion Zone offers over 50 quick-hit sessions presented in up to seven different languages. Gain immediate takeaways and learn cutting-edge ideas to implement in your daily practice.
Those eligible to register are 2023 MDRT members, 2023 MDRT Global Services members, 2023 MDRT Agency Manager Program members, 2023 MDRT Academy members and 2023 MDRT Mentoring Program mentees. Spouses, children, relatives, friends or business associates are not permitted to register or attend any official functions or events.
Become an MDRT member nowLearn more about MDRT Global Services.
Learn more about the MDRT Agency Manager Program.
Learn more about the MDRT Academy and MDRT Mentoring Program meeting eligibility.
Learn more about all the MDRT meetings and events you can attend!
