PROGRAMA

SESIONES

La Reunión Anual de MDRT ofrece a los asistentes una programación en los siguientes formatos de sesiones:

SESIÓN PLENARIA

En el escenario más grande de la Reunión Anual de MDRT, la Sesión Plenaria ofrece contenidos atractivos e inspiradores de líderes de opinión y oradores de gran renombre relacionados con la profesión de servicios financieros que abordan temas sobre estrategias de ventas y de negocio, así como equilibrio entre la vida laboral y personal.

La Sesión Plenaria también presentará MDRT Speaks —segmentosbreves en los que los miembros compartirán conceptos de negocio innovadores ycreativos sobre temas como productividad, estrategias de interacción con losclientes y prácticas de negocios—.

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, these fast-paced sessions feature 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 2024 Presidential Address.

MDRT Foundation: Learn about the 2024 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.

SESIONES DE ENFOQUE

Únete a expertos del sector —miembros y no miembros— que compartirán conocimientos sobre diversos temas, como productos de protección, administración patrimonial, estrategias de jubilación, marketing, prospección, procesos de negocio, dotación de personal, tecnología y equilibrio entre la vida personal y laboral.

ConneXion Zone®

Un área divertida y estimulante con presentaciones rápidas y grandes oportunidades para conectar con miembros y compañeros, la Zona ConneXion es el centro de la actividad en la reunión. Haz amigos para toda la vida, conecta con tus compañeros, saca fotos para compartirlas en las redes sociales y participa en debates con los oradores. La Zona ConneXion ofrece más de 75 sesiones y te proporcionará soluciones e ideas vanguardistas que podrás implementar de inmediato en tu negocio.

SESIONES ESPECIALES

Regístrate para recibir contenido especial y exclusivo como complementos de la Reunión Anual de MDRT.
*Aplican requisitos de calificación; se recomienda registrarse previamente.

Agenda

SÁBADO, 6 DE JUNIO

11:00 a. m. – 6:00 p. m.
Registro
11:00 a. m. – 4:00 p. m.
Stand de la Fundación MDRT
View Sessions
11:00 a. m. – 5:00 p. m.
Zona ConneXion, Centro de beneficios para los miembros de MDRT y MDRT Store
4:30 – 5:30 p. m.
Arranque de los voluntarios del PGA y reuniones de trabajo de los grupos especiales

DOMINGO, 7 DE JUNIO

9:00 a. m. – 6:30 p. m.
Registro
9:00 a. m. – 5:00 p. m.
Stand de la Fundación MDRT
9:00 a. m. – 5:00 p. m.
Zona ConneXion, Centro de beneficios para los miembros de MDRT y MDRT Store
12:30 – 2:00 p. m.
Almuerzo de networking de MDRT Center for Field Leadership
12:30 – 3:00 p. m.
Programa y recepción de Court of the Table y Top of the Table

Mike Walsh

The AI-powered decade: The future favors the bold

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
3:30 – 4:30 p. m.
Evento de los Caballeros de la Fundación MDRT
4:00 – 5:00 p. m.
Lanzamiento a la excelencia

Juan Bendaña; John F. Nichols, MSM, CLU

Launch to Excellence

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
5:00 – 6:30 p. m.
Recepción de bienvenida

LUNES, 8 DE JUNIO

7:00 a. m. – 4:00 p. m.
Registro
8:00 – 11:00 a. m.
Sesión Plenaria

David C. Blake

MDRT Foundation & Room to Read

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Dr. Geetha Murali

Making the impossible possible

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

John F. Nichols, MSM, CLU

Presidential Address

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
11:00 a. m. – 5:00 p. m.
Stand de la Fundación MDRT
11:00 a. m. – 5:00 p. m.
Zona ConneXion, Centro de beneficios para los miembros de MDRT y MDRT Store
11:30 a. m. – 1:00 p. m.
Sesión Especial con almuerzo

Yung-Han Cheng, AFP

Small acts, big impact

Language:
Mandarin

Susana Itzel Delgadillo Pineda

From apprentice to leader: 5 strategies to become a benchmark in the industry

Language:
Spanish

Travis Hamilton

How to build, develop and maintain strategic centers of influence

Language:
English

Hoo See Yean Joyce

The unprepared generation: Closing the gap in long-term care planning for modern advisors

Language:
English

Victor Idoko, CFA, CFP

From solo advisor to legacy enterprise: How to build a team that can 10x revenue without compromising purpose

Language:
English

Natchanath Limpichai, BA

3 stages of the sales process

Language:
Thai

Hidenori Miki

How AI-boosted marketing improves productivity

Language:
Japanese

Carlos Edgar Morales Sanchez

From agent to consultant: How to attract high-net-worth clients

Language:
Spanish

Mitsuhiro Okazaki

Ignite a spark in the business owner’s heart

Language:
Japanese

Sydney Janett Ornelas, AAMS

Your personal brand + your agenda = The formula for effectiveness

Language:
Spanish

Papassorn Paisan

Million-dollar sales through advertising

Language:
Thai

Craig Palfrey, CFP

30 ideas in 20 minutes: Sharper communication, stronger practice

Language:
English

Aileen Mari Albarado Palmes

Juggling it all: Career, clients and life — real talk from women advisors

Language:
English

Phasit Pasukulpun

The 5-page financial plan

Language:
Thai

Katarzyna Pilczuk

Juggling it all: Career, clients and life — real talk from women advisors

Language:
English

Manabu Satou

The referrals born from sharing my life’s story

Language:
Japanese

Tomas Skvarenina

From 0 to 50 people within 5 years

Language:
English

Jarmila Somolányiová, MA

Juggling it all: Career, clients and life — real talk from women advisors

Language:
English

Cynthia Siew Leng Wee

Juggling it all: Career, clients and life — real talk from women advisors

Language:
English
11:30 a. m. – 1:00 p. m.
Almuerzo de MDRT Academy
(Exclusivo para los miembros de MDRT Academy).
1:30 - 2:30 p.m.
Sesiones de Enfoque

Weicheng Chung

Leveraging wealth management frameworks to achieve MDRT

Language:
Mandarin

Domenick D'Andrea, AIF, CRC

The myths advisors believe about social media, branding and reviews — and the realities that win trust

Language:
English

Akio Iida

Realize your ideal vision through marketing strategy and high aspirations

Language:
Japanese

Alana Nichols; Roy Tuscany

The alchemy of tragedy: Turning trauma into triumph

Language:
English
Japanese

Alejandro German Pisano

Applying neuroscience to life insurance sales

Language:
Spanish

Howard E. Sharfman

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Language:
English
Mandarin
Thai

Ung Hee Shin

Retirement planning through past, present and future

Language:
Korean

Natt Supanatkullanan FChFP ChLP

Managing online customers to become sustainable, long-term clients

Language:
Thai

Abraham F. Zaarour

Consulting mastery

Language:
English
Korean
Spanish
1:30 - 2:30 p.m.
Sesión de MDRT Academy
(Exclusiva para los miembros de MDRT Academy. La sesión se presentará en inglés y contará con interpretación a español).

Weicheng Chung

Leveraging wealth management frameworks to achieve MDRT

Language:
Mandarin

Domenick D'Andrea, AIF, CRC

The myths advisors believe about social media, branding and reviews — and the realities that win trust

Language:
English

Akio Iida

Realize your ideal vision through marketing strategy and high aspirations

Language:
Japanese

Alana Nichols; Roy Tuscany

The alchemy of tragedy: Turning trauma into triumph

Language:
English
Japanese

Alejandro German Pisano

Applying neuroscience to life insurance sales

Language:
Spanish

Howard E. Sharfman

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Language:
English
Mandarin
Thai

Ung Hee Shin

Retirement planning through past, present and future

Language:
Korean

Natt Supanatkullanan FChFP ChLP

Managing online customers to become sustainable, long-term clients

Language:
Thai

Abraham F. Zaarour

Consulting mastery

Language:
English
Korean
Spanish
1:30 - 2:30 p.m.
Sesiones de MDRT Center for Field Leadership

Allen Jackson, FSCP; Angela Daniela Malagón Beaven, FSCP, CLI; Joseph Sparacio; Remus Ungureanu

Panel discussion: Top strategies to attract future MDRT advisors

3:00 – 4:00 p. m.
Sesiones de Enfoque

Minoru Kanai

The power of purpose transforms the quality of life: Building relationships and shaping vision using choice theory

Language:
Japanese

Michael Morrow, CFP

The rules of money (60 ideas in 60 minutes)

Language:
English
Mandarin
Spanish

Felippe Nardi

Making virtual workshops a signature part of your brand

Language:
English
Korean
Thai

Hyun Suk Oh

The 6 elements of a balanced life

Language:
Korean

Mongkol Tangmannaikit

Dare to fail

Language:
Thai

Woei Sean Tong

Let your centers of influence continue your story

Language:
Mandarin
3:00 – 4:00 p. m.
Sesiones de MDRT Center for Field Leadership

Jocelyn Kau; Diana Ng, B Bus, ChFC; Agnieszka Surowik

MDRT Center Speaks: Developing new advisors

4:00 – 5:30 p. m.
Recepción y ceremonia de premiación de MDRT Center for Field Leadership
5:00 – 6:00 p. m.
Quarter Century Club
5:30 – 6:30 p. m.
Recepción de Top of the Table

MARTES, 9 DE JUNIO

7:30 a. m. – 4:00 p. m.
Registro
8:00 – 11:00 a. m.
Sesión Plenaria

Clay Gillespie, CFP, CLU

Incoming Presidential Address

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Ming Hung Lai, RFC

A vow in darkness forged my vision for Top of the Table

Language:
Mandarin
English
Japanese
Korean
Spanish
Thai

Guy Mankey

No, I can't do that

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Juli Y. McNeely, CFP, CLU

Unlocking your secret superpower: Creating a client advisory board

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Kevin Miller; Marc Randolph

Main Platform Conversations

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Yuichiro Nakamura

Building loyalty-driven marketing

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Surawut Pattanabandit

Billionaire’s locksmith: The secret key lies in the heart

Language:
Thai
English
Japanese
Korean
Mandarin
Spanish

Paweł F. Skotnicki

3 referrals from every meeting

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Eszylfie Taylor

Extraordinary versus ordinary advisors: How to stand out

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Sanjay Tolani, Ph.D., MBA

Succession planning for bigger cases: From paperwork to peace

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
11:00 a. m. – 5:00 p. m.
Stand de la Fundación MDRT
11:00 a. m. – 5:00 p. m.
Zona ConneXion, Centro de beneficios para los miembros de MDRT y MDRT Store
11:30 a. m. – 1:00 p. m.
Sesión Especial con almuerzo

Delia Brimmer; Mark D. Olson, CFP, MSFS; Ted Rusinoff; Irene Stolte, ChFC

Panel discussion: The best MDRT book club that grew my practice

Language:
English
Japanese
Korean

Dayra Irene Chavez

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Language:
Spanish

John P. Foppe

Grit, goals and greatness: Breaking excuses and building vision

Language:
English
Mandarin
Spanish

H. Adam Holt, ChFC, CFP

Investing in the original AI: Advisor intelligence

Language:
English
Thai

Cheng-Kan Huang, RFC, CPCS

Human wisdom × AI power

Language:
Mandarin

Ayumu Okabe

Let's hold a family meeting to discuss nursing care and inheritance planning

Language:
Japanese

Mark D. Olson, CFP, MSFS

Panel discussion: The best MDRT book club that grew my practice

Language:
English
Japanese
Korean

Irene Stolte, ChFC

Panel discussion: The best MDRT book club that grew my practice

Language:
English
Japanese
Korean

Natnicha Thapthong

6 steps to retirement planning

Language:
Thai

Glen Alexander Winata

Why do they buy from me? Turning friends into clients through social media

Language:
English
1:30 – 2:30 p. m.
Sesiones de Enfoque

Delia Brimmer; Mark D. Olson, CFP, MSFS; Ted Rusinoff; Irene Stolte, ChFC

Panel discussion: The best MDRT book club that grew my practice

Language:
English
Japanese
Korean

Dayra Irene Chavez

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Language:
Spanish

John P. Foppe

Grit, goals and greatness: Breaking excuses and building vision

Language:
English
Mandarin
Spanish

H. Adam Holt, ChFC, CFP

Investing in the original AI: Advisor intelligence

Language:
English
Thai

Cheng-Kan Huang, RFC, CPCS

Human wisdom × AI power

Language:
Mandarin

Ayumu Okabe

Let's hold a family meeting to discuss nursing care and inheritance planning

Language:
Japanese

Mark D. Olson, CFP, MSFS

Panel discussion: The best MDRT book club that grew my practice

Language:
English
Japanese
Korean

Irene Stolte, ChFC

Panel discussion: The best MDRT book club that grew my practice

Language:
English
Japanese
Korean

Natnicha Thapthong

6 steps to retirement planning

Language:
Thai

Glen Alexander Winata

Why do they buy from me? Turning friends into clients through social media

Language:
English
1:30 – 2:30 p. m.
Sesión de MDRT Academy
(Exclusiva para los miembros de MDRT Academy. La sesión solo se presenta en español).

Delia Brimmer; Mark D. Olson, CFP, MSFS; Ted Rusinoff; Irene Stolte, ChFC

Panel discussion: The best MDRT book club that grew my practice

Language:
English
Japanese
Korean

Dayra Irene Chavez

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Language:
Spanish

John P. Foppe

Grit, goals and greatness: Breaking excuses and building vision

Language:
English
Mandarin
Spanish

H. Adam Holt, ChFC, CFP

Investing in the original AI: Advisor intelligence

Language:
English
Thai

Cheng-Kan Huang, RFC, CPCS

Human wisdom × AI power

Language:
Mandarin

Ayumu Okabe

Let's hold a family meeting to discuss nursing care and inheritance planning

Language:
Japanese

Mark D. Olson, CFP, MSFS

Panel discussion: The best MDRT book club that grew my practice

Language:
English
Japanese
Korean

Irene Stolte, ChFC

Panel discussion: The best MDRT book club that grew my practice

Language:
English
Japanese
Korean

Natnicha Thapthong

6 steps to retirement planning

Language:
Thai

Glen Alexander Winata

Why do they buy from me? Turning friends into clients through social media

Language:
English
1:30 – 2:30 p. m.
Sesiones de MDRT Center for Field Leadership
3:00 – 4:00 p. m.
Sesiones de Enfoque

Kavita Bothra

Working with female clients: Building trust, influence and legacy

Language:
English

Ming-Fong Huang, CFP

Time management: Effectively organize your week

Language:
Mandarin

Luis Arturo Juarez Morales

Sell higher premiums to achieve a more balanced life

Language:
Spanish

Chul Kang

All about online consulting for doctors

Language:
Korean

Edit Martonosi

Serve your industry, research niche markets, strengthen your business brand and become an insurance communicator

Language:
English
Japanese

Voraseth Sinsophonphong

Reaching HNW clients via referrals and engagement

Language:
Thai
3:00 – 4:00 p. m.
Sesión de MDRT Academy
(Exclusiva para los miembros de MDRT Academy. La sesión solo se presenta en inglés).

Kavita Bothra

Working with female clients: Building trust, influence and legacy

Language:
English

Ming-Fong Huang, CFP

Time management: Effectively organize your week

Language:
Mandarin

Luis Arturo Juarez Morales

Sell higher premiums to achieve a more balanced life

Language:
Spanish

Chul Kang

All about online consulting for doctors

Language:
Korean

Edit Martonosi

Serve your industry, research niche markets, strengthen your business brand and become an insurance communicator

Language:
English
Japanese

Voraseth Sinsophonphong

Reaching HNW clients via referrals and engagement

Language:
Thai
3:00 – 4:00 p. m.
Sesiones de MDRT Center for Field Leadership

Kavita Bothra

Working with female clients: Building trust, influence and legacy

Language:
English

Ming-Fong Huang, CFP

Time management: Effectively organize your week

Language:
Mandarin

Luis Arturo Juarez Morales

Sell higher premiums to achieve a more balanced life

Language:
Spanish

Chul Kang

All about online consulting for doctors

Language:
Korean

Edit Martonosi

Serve your industry, research niche markets, strengthen your business brand and become an insurance communicator

Language:
English
Japanese

Voraseth Sinsophonphong

Reaching HNW clients via referrals and engagement

Language:
Thai
5:00 – 6:00 p. m.
Quarter Century Club

MIÉRCOLES, 10 DE JUNIO

8:30 a. m. – 2:00 p. m.
Registro
7:30 – 9:00 a. m.
Foro abierto de Court of the Table y Top of the Table
9:00 – 10:00 a. m.
Quarter Century Club
9:30 a. m. – 2:00 p. m.
Stand de la Fundación MDRT
9:30 a. m. – 2:00 p. m.
Zona ConneXion, Centro de beneficios para los miembros de MDRT y MDRT Store
9:30 – 10:30 a. m.
Sesiones de Enfoque

Carla Brown, FPFS, CFP; Derek Wong Tuck Kong; Fiona Foo Yuet Ling, ChFC/S; Nathan Graff, BFA, CFP; Ross G. Hultgren, CFP, DFP; R.J. Kelly, AEP, MSFS; Danny O'Connell, MBA; Helen Jayne West, APFS

Focus Session Power Hour

Language:
English
Japanese
Mandarin
Thai

Aprilyn Chavez Geissler, LACP, CCP

Empowering women

Language:
English

Kosuke Ishihara

Continuing high performance with individual insurance

Language:
Japanese

Montserrat Mureddu Gonzalez, FSCP

The psychology of money: A 6-meeting process to build trust with advanced markets

Language:
Spanish

Jae Sung Park

Life insurance consulting through reverse thinking

Language:
Korean

Kotthanapat Thinbang

Panel discussion: Building advisors and business owners for the future

Language:
Thai

Phil Thompson

Finding your niche: How focus ignited 24x growth

Language:
English

Brendan Clune Walsh

The referral advantage: Referrals, networking and centers of influence

Language:
English
Korean
Spanish
11:00 a. m. – 12:00 p.m.
Sesiones de Enfoque

John Ross Cachia; Curtis V. Cloke, LUTCF, RICP; Sarah Helen Hogan, ACII; Panos Leledakis, LUTCF; Jane Lim; Edward Franklin Marshall, APFS; Svetlana Plitin-Tamaviciene; Paresh B. Shah, CFP

Focus Session Power Hour

Language:
English
Korean
Spanish

Anthony Matthews Jones, BSc (Hons), QFA

Panel discussion: Study group your way to success

Language:
English

Alejandro Marquez Espinosa, LCIC

Mindset: Motivation and resilience

Language:
Spanish

Gail Singh, FCCA, FSCP

Panel discussion: Study group your way to success

Language:
English
1:00 – 4:00 p. m.
Sesión Plenaria

Carol Kheng, ChFC

Recognition of Immediate Past President Carol Kheng, ChFC

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai

Brad J. Myers, ChFC

Nominee Acceptance Speech

Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
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