Program - Jpn

スケジュール

6月6日（土）

11 a.m. – 6 p.m.

レジストレーション

11 a.m. – 4 p.m.

MDRT Foundationブース

View Sessions

11 a.m. – 5 p.m.

ConneXion Zone, MDRT会員ベネフィット・ハブとMDRT Store

4:30 – 5:30 p.m.

PGAボランティア・キックオフとタスクフォース別ブレイクアウト

6月7日（日）

9 a.m. - 6:30 p.m.

レジストレーション

9 a.m. – 5 p.m.

MDRT Foundationブース

9 a.m. – 5 p.m.

ConneXion Zone, MDRT会員ベネフィット・ハブとMDRT Store

Danielle J. Genier, CLU, CFP

Mentoring hard and fast: A proven approach for building resilient teams

Language:

Marcela Berdugo

The power of authenticity: Connecting beyond the screens

Language:

Hsin Yu Chen

The path to a Whole Person life

Language:

Robert Cullen, FSCP, MBA

Panel discussion: How to talk about MDRT with your clients

Language:

Marcelo H. De Rada

5 key principles to achieve Top of the Table

Language:

Julianne Hertel, CLU, CHFC

Panel discussion: How to talk about MDRT with your clients

Language:

Sunduck Chung

Engage with clients through newsletters

Language:

Seana Fardy, CFP, CLU

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Language:

Hsin-hua Hsu

From holistic life to holistic retirement

Language:

Luis Arturo Juárez Morales

How to grow your business by 10

Language:

Aaron Kane, B Bus, AFA

5 traits of a profitable advisory firm

Language:

Dana Mitchell, CFP, CLU

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Language:

Kittipong Buranachalermpong

The power of service beyond expectations

Language:

Tim Daniel Clairmont, MSFS, LACP

MDRT Academy session: Break through to the next level

Language:

Hyunju Lee

Utilizing MDRT

Language:

Alfredo Roberto Martínez Cantu

From prospect to client: The art of effective follow-up

Language:

Ee Boon Ong, CLU®/S, ChFC®/S

3 Ps of sales that can lead to qualifying for MDRT year after year

Language:

Fuyuki Igarashi

Communicate the needs for inheritance planning

Language:

Sofía Alethia Ledesma Rodriguez

The power of the mind: Visualization and projection

Language:

Bryan Phang, BBA, AEPP

Building an MDRT culture of excellence with the MDRT Family of Brands

Language:

Kwanchanok Sikiwat

The power of asking the right questions

Language:

Yu-Han Wang

Influence life by life

Language:

Naotake Bessho, MBA, AFP

Fostering high-quality mentees

Language:

David Blake

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Language:

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Language:

Josele Alejandro Romo Barajas

How to attract prospects daily on social media

Language:

Ryan Salonia

From burnout to breakthrough: The power of a positive mindset

Language:

Chris Stark, FICP, CLTC

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Language:

Xia Wu

Failure is not the end, but the beginning of sales

Language:

Jane Lim

Turning adversity into advantage: Mastering resilience in work and life

Language:

Zhenrong Jeremy Tian, CLU®/S ChFC®/S

Embracing the new age of financial planning

Language:

Min-Hong Tsai

How Gen Z insurance professionals can master cross-generational management for post-war baby boom generation

Language:

Nuttawut Chutipong

7 Steps for addressing your customer's growing needs

Language:

Takayuki Iwao

The hidden potential of life insurance learned from cancer

Language:

Mariant Carolina Navarro Protzel

Financial thermostat: How to make Court of the Table your new normal

Language:

Wong Hui Delia

5 steps to develop a value-driven sales process

Language:

Fred Fouad Belman, FLMI, ACS

Living a balanced life no matter what

Language:

Alfredo Cortés

Balancing financial advisors: Key strategies for sustainable growth without burnout

Language:

Derek Wong Tuck Kong

Serve and retain clients through high-quality staff management

Language:

Cheng-Kan Huang

Changes and constants in the AI era

Language:

Nana Inatomi

How I protect my clients

Language:

Thanan Sukreepirom, FChFP, AChFP

Attracting new prospects remotely and achieving a 100% deal closure rate

Language:

Winston S. Williams, CLU, ChFC

Applying the local context to your retirement plan

Language:

12:30 – 2 p.m.

MDRT Center for Field Leadershipネットワーキング・ランチ

12:30 – 3 p.m.

COTとTOTプログラムとレセプション

3 – 4 p.m.

Launch to Excellence 高みを目指そう

Jennifer A. Borislow, CLU, Thomas R. McCoy, CLTC, Ross Vanderwolf, CFP

Launch to Excellence

Language:

5 – 6:30 p.m.

ウェルカム・レセプション

Matthew Dicks

Homework for life

Language:

Inky Johnson

Mental agility: Harnessing adversity to unlock opportunities

Language:

Steven A. Plewes, CLU, ChFC

MDRT ACTS: A community of caring

Language:

6月8日（月）

7 a.m. - 4 p.m.

レジストレーション

8 - 11 a.m.

メイン・プラットフォーム

Gareth James Chalk, Dip PFS

Utilizing AI and automation to reduce stress and improve productivity

Language:

Molly Fletcher

Secrets of a champion mindset

Language:

Justin Forsett

Greatness grows best in the shadows: A playbook for building resilient teams

Language:

Alessandro M. Forte, CFP, FCII

MDRT Foundation

Language:

Tristan Hartey, Dip FA, BA (Hons)

How to create a team of superheroes to help you achieve Top of the Table

Language:

Carol Kheng, ChFC

Presidential Address

Language:

Kate Moynihan

Darkness to light: A journey of sight and transformation

Language:

Nicholas Thompson

The future of being human

Language:

Fuji Yeo, AEPP, AFC

Perseverance in crisis: Protecting lives, leaving legacies

Language:

11 a.m. - 5 p.m.

MDRT Foundationブース

Toshihiro Aoki

How to help your prospects truly understand the need for life insurance

Language:

Alessandro M. Forte, CFP, FCII

Questions you wished you had known to ask

Language:

Tony Gordon

Questions you wished you had known to ask

Language:

Jean Guan

Steps and staging for successful retirement planning

Language:

Lin Bin

Improve file management for efficient sales closure

Language:

Maria Teresa López Alcala, LUTCF, FSS

Promises fulfilled, lifelong clients

Language:

Ming-hsu Chen

Simple sales, infinite referrals

Language:

Bradford L. Elman, CLU, ChSNC

Business insurance planning: 7 sales in one

Language:

Seokwon Hong

How much is your day worth?

Language:

Ryosuke Kitaguchi

Heighten our human skills

Language:

Richard Dobson, CFP

Turning failure into feedback to survive and thrive

Language:

Kyu Sang Hwang

Do your parents have life insurance?

Language:

Weeradet Khongcharoensuk

From 500 per month to 5 million per year

Language:

Takashi Muto

How to maintain consistent performance in the worksite market for many years

Language:

Rodrigo Rivera Barba, LUTCF

Guaranteed sales: How to close 8 out of 10 deals

Language:

Wade A. Baldwin, CFP

From divorce to Top of the Table

Language:

Pakpoom Kaewtrakanwong, FChFP

Tips for mastering the art of persuasion

Language:

Chia-Cheng Kuo

Explain insurance through visual storytelling

Language:

Sergio Fernando Puente Calzada, FSCP, CLI

Business shielding

Language:

Hui Hoon Yeoh

Unlock 250x growth with client mapping

Language:

Douglas John Bennett, Dip PFS

Resilience, reinvention and rewards: Rising from life’s setbacks

Language:

Gustavo Alberto Nava Reynoso

Master the art of connecting

Language:

Erik Olivares Rodriguez, MBA

Working 24/7: When does your advisory business expire?

Language:

Elijah Tan

Referral psychology: Create endless referrals like turning on your tap

Language:

Tristan Hartey, Dip FA, BA (Hons)

Main Platform deeper dive: How to create a team of superheroes to help you achieve Top of the Table

Language:

Laszlo Ivanizs

A 3-step action plan to recruit and onboard Gen Z

Language:

Paul Milbourne

Critical illness insurance: Basics and best practices

Language:

Aleyda Nelly Sánchez Garcia

The colors of transformation

Language:

Chee Kok Teh

Grasp online and offline opportunities

Language:

Szu Wei Chiu

Build script logic for personal and group operational excellence

Language:

Herman Colin, LUTCF, CLI

Beyond numbers: Whole Person

Language:

Dana Mitchell, CFP, CLU

The MDRT Academy and you: How to partner with the Academy for training success

Language:

Eszylfie Taylor

Objection-free sales process: 6 steps to increased productivity and retention

Language:

Dechathon Yanan

Unknown online customer service and care: Building on MDRT qualification to Court of the Table

Language:

Mathew Thomas Fogarty, CFP, ADFP

Harnessing the power of accountability: Building trust and momentum while overcoming challenges together

Language:

Jonathan González Salgado

The emotional bank account: A tool for getting better referrals

Language:

Alphil J. Guilaran, CFBA, CFWA

The 3 pillars of retirement readiness

Language:

Sarah Hogan, FPFS

20 sales ideas in 20 minutes

Language:

Zuhua Wu

Steady progress to reach new heights in insurance

Language:

11 a.m. - 5 p.m.

ConneXion Zone, MDRT会員ベネフィット・ハブとMDRT Store

11:30 a.m. - 1 p.m.

スペシャル・セッション昼食会

Sylvie di Giusto

The power of choice

1:30 - 2:30 p.m.

フォーカス・セッション

Seok Hoon An

Doctor markets, I can do it too

Language:

Tamsin Astor, Ph.D.

Manage your mindset to communicate in a digital world

Language:

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU

Attaining and maintaining Top of the Table production

Language:

Asvin Chauhan, MIFP, Dip FA

How to build a high-performing team whose strengths complement yours

Language:

Janet Huaracha Magana

How to turn your referrals into your ambassadors

Language:

Ryosuke Kambara

Continue to excel as a life insurance specialist

Language:

Paritosh Pathak

Unlock your next level of growth with strategic networking

Language:

Surawut Pattanabandit

Overcoming obstacles to attain success

Language:

Augustine Seah, BSc

30% growth every year: A tried and tested methodology for lifetime MDRT qualification

Language:

Zeng Shao Hua

The logic of selling whole life insurance

Language:

1:30 - 2:30 p.m.

MDRT Center for Field Leadershipセッション

Carlyle Fletcher, CLU

Improve your hiring and supersize your results

3 – 4 p.m.

フォーカス・セッション

Esther Althaus, FChFP, Baz Gardner, Ross G. Hultgren, CFP, DFP, Aaron Kane, B Bus, AFA

Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Language:

Marcela Berdugo, Codesh Shekinah De Jesus Hernandez, Lizette Kominik Sterling, Isela Quinones Arreola, Sr.

Panel discussion: Boosting your business: Women entrepreneurs transforming the insurance industry

Language:

Robert Gignac

The importance of understanding clients’ perspectives on advisor value

Language:

Katherine Hunt, Ph.D., Jeffrey Scott, CFP, Ph.D.

“Would you do this to your mother?”: The ethics of advice

Language:

Panida Krueawiwattanakul, Panupon Vungvilai, AFP

Panel discussion: Enhance your financial approach to distinguish yourself with our exceptional financial planning services

Language:

Joo Hwan Lee

Successful organization management and sales know-how for long-term success

Language:

Mio Umezawa

How to achieve remarkable results and develop the habit of reflection

Language:

Shane E. Westhoelter, AEP, CLU

How to build a business that generates USD 30 million income annually

Language:

Xuan Yang

Embracing AI is the choice of the times

Language:

3 – 4 p.m.

MDRT Center for Field Leadershipセッション

Kelli J. McCauley

Purpose, people and profit: How top leaders inspire excellence

4 – 5:30 p.m.

MDRT Center for Field Leadershipレセプションと表彰式

5 - 6 p.m.

クオーター・センチュリー・クラブ

5:30 - 6:30 p.m.

TOT レセプション

6月9日（火）

7:30 a.m. - 4 p.m.

レジストレーション

8 - 11 a.m.

メイン・プラットフォーム

Regina Bedoya, CLU, ChFC. Yossi Ghinsberg

Main Platform Conversations

Language:

D. Scott Brennan

One word

Language:

Maria Fernanda Calva Villalon

The transformative power of daily habits

Language:

Sharon Gai

Growth through efficiency: Harness the power of technology to skyrocket your business

Language:

Diana Kander

Unlock the innovator within

Language:

John F. Nichols, MSM, CLU

Incoming Presidential Address

Language:

Candice Ong

The light in the darkness: Lessons from heartfelt connections

Language:

11 a.m. - 5 p.m.

MDRT Foundationブース

11 a.m. - 5 p.m.

ConneXion Zone, MDRT会員ベネフィット・ハブとMDRT Store

Rima Antonios, BCA

Panel discussion: The first MDRT book club in Europe

Language:

Kyriakos Chatzistefanou, DMS, CMI

Panel discussion: The first MDRT book club in Europe

Language:

Sarah Hogan, FPFS

Panel discussion: The first MDRT book club in Europe

Language:

Supawich Jedeetha, CFP

Market development strategies through comprehensive financial planning

Language:

Hye Ok Kim

Cultivating gratitude in pioneering new markets

Language:

Avraam Pekris

Panel discussion: The first MDRT book club in Europe

Language:

Svetlana Plitin-Tamaviciene

Panel discussion: The first MDRT book club in Europe

Language:

Pawel F. Skotnicki

Panel discussion: The first MDRT book club in Europe

Language:

Haiyang Wang

Leverage social media for minimalist sales

Language:

Tomonori Yoshida

Which track will you take for lasting success?

Language:

Wen Chun Chen

How to become the brightest star

Language:

Eunice Díaz Ledezma

Staying motivated in challenging times

Language:

Laura Patricia Rodríguez Cardenas

Build trust and grow your leads

Language:

Jung Yoojin

Targeting the MZ generation through coverage analysis

Language:

Rickson Joel D'Souza

12x Top of the Table with 4 new clients each year

Language:

Karolos Vasiliou Markouizos Sr., RPS, EBC

7 simple, game-changing actions for your relationships with clients

Language:

Montserrat Mureddu Gonzalez

Success and balance: How to be a Court of the Table member, a dedicated mom and work part time

Language:

Issaree Tunwilaikul

Strategies for planning pension taxation

Language:

Atsushi Zeniya

MDRT’s Whole Person concept

Language:

Maria Fernanda Alpuche

Filtering prospects on social media

Language:

Guillermo Casillas Covarrubias

The secrets behind Top of the Table

Language:

Ayumu Nakajima

How to win the hearts of customers with P&C insurance stories

Language:

Colin L.J. Ong, CLU, ChFC

Overcoming adversity and aspiring toward a Whole Person life

Language:

Sarutikorn Thansakun, Ph.D., FChFP

Engaging clients through compelling storytelling strategies

Language:

Amanda Cassar, MFP, AFP

Protecting vulnerable clients: Safeguarding financial futures

Language:

Sharon Gai

Main Platform deeper dive: Growth through efficiency: Harness the power of technology to skyrocket your business

Language:

Janet Huaracha Magana

How to turn your referrals into your ambassadors

Language:

Anthony J. Longley, LUTCF, IFA

The power of mentoring for both mentors and mentees

Language:

Isela Quiñones Arreola

Challenging conventions: An inspirational mother and leader in the insurance profession

Language:

Kevin J. Garza, FICF, MCom (IS)

Putting the personal in personal branding

Language:

Douglas Enrique Gómez, AFP, LUTCF

Winning strategies: How to optimize annual reviews

Language:

Juan Roberto Job

Certainty in an uncertain world: How top advisors deliver stability, yield and cross-border confidence

Language:

Diana Kander

Main Platform deeper dive: Unlock the innovator within

Language:

Fang Yu Lo

Leverage the 3S system for enhanced performance

Language:

Ryan J. Pinney, LACP

Certainty in an uncertain world: How top advisors deliver stability, yield and cross-border confidence

Language:

Simran Dhillon, ADFS, B Comm

How to get your clients engaged and buying, then how to keep them engaged and paying

Language:

Matthew Dicks

Main Platform deeper dive: Homework for life

Language:

Lee Chi-Hsiang, CFP, MSF

Build your insurance life circle

Language:

Xavier Shengyuan Chen, B Bus, ChFC

The golden circle process for critical illness

Language:

Márta Borbála Király

A 3-step magic formula for successful webinars

Language:

11:30 a.m. - 1 p.m.

スペシャル・セッション昼食会

Erik Qualman

Digital leadership and AI: Leveraging co-intelligence to artificial relevance

1:30 - 2:30 p.m.

フォーカス・セッション

Dorice Horenstein

Train your brain to improve your mental fitness

Language:

Hyeon Ho Kang

How are you preparing for your retirement income solutions?

Language:

Varisa Maneetavat, Kallaya Puangkingkaew

Establishing an eco-friendly digital marketplace for the emerging generation

Language:

Jun Mikawa

A repeatable and adoptable prospecting method

Language:

Gustavo Alberto Nava Reynoso

Powerful questions will take you to the next level

Language:

Craig Palfrey, CFP

10 strategies to maximize client engagement and business growth

Language:

Wang Jinghuan

Achieving 11 consecutive years of Court of the Table through retirement planning

Language:

1:30 - 2:30 p.m.

MDRT Center for Field Leadershipセッション

Kelli J. McCauley, Godofredo III Batas Peteza, Yolen Sada, Gwendolyn Tan, BSc (Hons) ChFC®/S

Panel discussion: Inspire, lead and grow your agency team

Mei Yun Gwendolyn Tan, BSc (Hons), ChFC®/S

Panel discussion: Inspire, lead and grow your agency team

3 - 4 p.m.

フォーカス・セッション

Assawapat Assawaboonyawat, CFP, FChFP

3 fundamental steps in financial planning for professional market categories

Language:

Regina Bedoya, CLU, ChFC, Fernando A. Gomez

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Language:

Tim Daniel Clairmont, MSFS, LACP

Trust, goals and passionate ambivalence: Mastering the art of authentic advising

Language:

Joseph Jordan

Purpose-driven retirement planning

Language:

Daisuke Kabata, Akiko Kawagoe

Panel discussion: How to turn the threat of AI into opportunities and build strong relationships with your clients

Language:

June Rong Rong Koh

Lighthouse branding: Elevating your practice through your tribe

Language:

Lin Bin

Upgraded file management for efficient closing

Language:

Hee Geun Park

Corporate collaboration consulting to grow from Court of the Table to Top of the Table

Language:

3 - 4 p.m.

MDRT Center for Field Leadershipセッション

Ana Daniela Morosanu

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

Ana Daniela Morosanu, Augustine Seah, BSc, Chris Stark, FICF, CLTC

MDRT Center Speaks: Converting your advisors to MDRT using data and empathy

5 - 6 p.m.

クオーター・センチュリー・クラブ

6月10日（水曜）

8:30 a.m. – 2 p.m.

レジストレーション

7:30 – 9 a.m.

COT&TOTオープン・フォーラム

9 – 10 a.m.

クオーター・センチュリー・クラブ

9:30 a.m. – 2 p.m.

MDRT Foundationブース

9:30 – 10:30 a.m.

フォーカス・セッション

Theresa Callahan

If you want a better team, be a better leader

Language:

Wen Chun Chen, Lee Chi-Hsiang, Holly Xiao Yan Miao Brain, Haiyang Wang

Panel discussion: Managing a unified advisor brand

Language:

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Language:

Insuk Han

The shortest course to Top of the Table

Language:

Gordon Hoo

From success to fulfillment — the sustaining power for high achievers

Language:

Rodrigo Ibanez Barquet

Your life plan is like a flight plan

Language:

Theerawat Korkietanon

Strategies to grow and diversify the clientele of high-net-worth individuals and prominent figures

Language:

Toshihiro Mishima

To be chosen naturally by clients

Language:

Bobby James Ning, CFP, BA

Know them today or lose them tomorrow: Strategies for keeping your clients' next generation in your practice

Language:

Bipin Savla

Mindset matters: Redefining perspectives on retirement planning

Language:

11 a.m. – 12 p.m.

フォーカス・セッション

Gareth James Chalk, Dip PFS

Utilizing AI and automation to reduce stress and improve productivity

Language:

Rickson Joel D'Souza

12x Top of the Table with a 46-day summer vacation

Language:

Salzina Cruzinha Fernandes

Dividing your target market into approachable groups

Language:

Carlos Fernandez

Undertaking a business metamorphosis: Transform your leadership and open yourself to innovation

Language:

Amy Florian

Improve your skills with clients experiencing grief, loss and transition

Language:

Bernard Lim

The estate planning revolution: Where human wisdom meets artificial intelligence

Language:

Shizuko Ozaki

Referrals arise from either emotions, trust or advocacy

Language:

Jidapa Srimuang, CFP, LUTCF

The transformation from a Thai national gymnast to a nationally accredited professional financial planner

Language:

Junghun Suh

Mind Control

Language:

Jiawei Zhang, Ph.D.

Corporate inheritance and innovation drive a new insurance sales model

Language:

9:30 a.m. – 2 p.m.

ConneXion Zone, MDRT会員ベネフィット・ハブとMDRT Store

1 – 4 p.m.

メイン・プラットフォーム

Coach Micheal Burt

Activating the prey drive

Language:

Derek Wong Tuck Kong

Scaling success: From 100 to 5,000 clients by building a team of specialists

Language:

Gregory B. Gagne, ChFC

Recognition of Immediate Past President Gregory B. Gagne, ChFC

Language:

Felipe Gomez

Virtuoso

Language:

Márta Borbála Király

AI helped me save a life

Language:

Simon D. Lister, Dip PFS

Nominee Acceptance Speech

Language:

Jaslyn Ng, CLU, ChFC/S

Unlock the secret formula to lifelong referrals: Never run out of clients again

Language:

Dr. Robert Waldinger

What actually makes us happy? Lessons from the longest study of human life

Language:

スケジュールは変更になる可能性があります。

セッション

MDRTアニュアル・ミーティングでは以下のフォーマットのプログラムをお届けします。

メイン・プラットフォーム

MDRTアニュアル・ミーティングのメインステージであるメイン・プラットフォームでは営業戦略やビジネス戦略、ワークライフ・バランスなど金融サービスの専門家に関連するオピニオン・リーダーや著名な講師による魅力的で刺激的なコンテンツを提供します。

またメイン・プラットフォームでは会員講師がMDRT Speaksで生産性、顧客エンゲージメント戦略、事業戦略などのトピックについて、革新的で創造的なビジネス・コンセプトや刺激的なアイディアを共有します。

フォーカス・セッション

会員講師とエキスパートである外部講師が保障性商品、ウエルス・マネジメント、リタイアメント戦略、マーケティング、見込客さがし、ビジネス管理、スタッフ、テクノロジー、フィー・ビジネス、ワークライフ・バランスを含めて多様な課題の知識やアイディアをシェアします。

ConneXion Zone®

楽しく賑やかなエリアで、直ちに役立つプレゼンテーションや、会員や同僚とつながるさまざまな機会を提供するConneXion Zoneは大会中活動の中心になります。生涯の友人を作り、仲間とネットワークを広げ、写真を撮ってソーシャル・メディアで共有し、講師とディスカッションできます。ConneXion Zoneでは75以上のセッションが行われ、すぐにビジネスに導入できるソリューションや最先端のアイディアを提供します。

スペシャル・セッション

MDRTアニュアル・ミーティングで提供する特別なプログラムや限定メンバー向けセッション。
*参加条件があり、事前登録をお願いします。