IMPORTANT: Read the Health & Safety Protocols

Speaker and Session Information

Showing 0 results
of 0 items.
highlight
Reset All

Session Type

Clear

Language:

Clear

Date of Session

Clear

Start Time

Clear

Content Track

Clear

Livestreaming

Clear
Filtering by:
Tag
Sort by

The interpreted language session assignments listed are tentative.  English is the official language of the 2023 MDRT Annual Meeting. MDRT will provide simultaneous interpretation for Main Platform presentations and selected Focus Sessions when at least 50 registered members request a common language. Final determination of interpreted session options will be determined after May 8.

June Rong Rong Koh

Singapore
,
,
Singapore
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

June Rong Rong Koh is a pharmacist by training and became a financial advisor at Prudential Assurance Singapore in 2019. In 2020, she qualified as one of Prudential’s top rookie financial consultants in her first full year. She has presented at numerous international speaking engagements, specifically on topics about running high activities, social media and branding. Currently an associate financial services manager, Koh is dedicated to mentoring and multiplying her impact through raising future generations of financial professionals.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Building a community — The heart of client loyalty

June Rong Rong Koh
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Start Time:
Koh
Language:
English
No items found.
Content Track:

Offering rewards and marketing strategies are no longer enough to stand out and establish client loyalty in this digital world. Building a distinct brand community attracts emotionally invested clients, passive referrals and walk-in prospects from anywhere. Koh shares the ABCs of discovering and establishing your own community.

Kenji Kinoshita, CFP

,
,
Total Membership Years:
15
Court of the Table Honors:
0
Top of Table Honors:
0

Kenji Kinoshita, CFP, holds a master’s degree in engineering and has experience as a technical engineer at a leading textile manufacturing company in Japan. He joined the financial services profession in 2003 and joined his mentor’s independent agency in 2013 before establishing his own life and casualty insurance agency in 2014. He offers securities, inheritance/estate planning and business succession services to his clients and earned his license of real estate transaction in 2021.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Key points when advising asset management

Kenji Kinoshita, CFP
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Start Time:
Kinoshita
Language:
Japanese
No items found.
Content Track:

When recommending a reserve investment plan, Kinoshita always shows a client what will happen to their money if the market goes way down, way up, and up and down in 10 years. By showing various projections up front, clients are not worried even when the market is down.

Denise Allard Serna

Mexico City
,
,
Mexico
Total Membership Years:
21
Court of the Table Honors:
7
Top of Table Honors:
2

Denise Allard Serna started her financial services career in early 2022 and has already received accolades for her accomplishments. She has earned the trust of many families and companies, positioning herself as an ethical and professional leader who participates in continuing education whenever possible. Allard Serna is a member of the Big Diamond Club at New York Life, a member of the Atlantis Group and author of the book “Finanzas con Propósito.”

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Behind an outstanding outcome is a highly effective work team

Denise Allard Serna
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Start Time:
Allard Serna
Language:
Spanish
No items found.
Content Track:

“Today, I’m more knowledgeable than I was yesterday.” Each morning represents a new opportunity to build the world we want. Being ourselves every day means pursuing our dreams, working to find success and being on a continuous search for the best possible version of ourselves. Allard Serna shares the key pillars that will help us build the best possible version of ourselves every day to achieve extraordinary results.

Lim Yee Von

Selangor
,
,
Malaysia
Total Membership Years:
8
Court of the Table Honors:
2
Top of Table Honors:

Lim Yee Von is a Generation Y financial advisor from Malaysia who has received numerous awards for her personal sales portfolio accomplishments. She has spoken at various MDRT events and other conferences around the world and initiated the first webinar-based sharing platform in Malaysia on topics related to finance, mental health and well-being.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Driving success in your organization by understanding givers and takers

Lim Yee Von
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Start Time:
Lim
Language:
English
No items found.
Content Track:

Before advisors can achieve growth, they first must understand the role necessary to create success for themselves and their team. Learn the importance of being both a giver and a taker, and how these two personality types can create a healthy, motivated and productive environment for your team. By moving toward change and embracing help from others, a generous mindset can reap great rewards.

Makoto Mitsui

,
,
Total Membership Years:
10
Court of the Table Honors:
9
Top of Table Honors:
7

Makoto Mitsui started his financial services career in 2012 and credits much of his success over the years to his MDRT committee involvement, learning and growing alongside some of MDRT greatest members.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Journey to Top of the Table starts from PGA

Makoto Mitsui
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Start Time:
Mitsui
Language:
Japanese
No items found.
Content Track:

Have you registered for PGA at an MDRT event? Mitsui discusses how many legendary members work as PGA, and explains how you can learn from them while working as PGA and having fun together.

Augusto Quijano Farjat, LUTCF, CLI

Yucatan
,
,
Mexico
Total Membership Years:
21
Court of the Table Honors:
10
Top of Table Honors:
1

Augusto Antonio Quijano Farjat, LUTCF, CLI, is a financial advisor who is passionate about learning and strives to make each first impression he has with clients one they will never forget.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Introduce yourself as an MDRT advisor at the first appointment

Augusto Quijano Farjat, LUTCF, CLI
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Start Time:
Quijano Farjat
Language:
Spanish
No items found.
Content Track:

Did you know that the first impression you make on people will influence their purchase decision? And did you know that 30 seconds are enough to make that first impression?  Quijano Farjat reviews the elements necessary to introduce yourself as an MDRT advisor from the very first encounter with prospects.

Mathew Thomas Fogarty, CFP, DIP FP

,
,
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Mathew Thomas Fogarty, CFP, Dip FP, applies the same principles he learned in nursing school to the financial services profession he joined more than 33 years ago. He is committed to achieving great outcomes for his clients and mentoring the next generation of financial professionals.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Adding value as the family's trusted advisor using 3 simple tools

Mathew Thomas Fogarty, CFP, DIP FP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Start Time:
Fogarty
Language:
English
No items found.
Content Track:

Fogarty showcases three tools to help you provide extra value to your clients while positioning yourself as the family’s trusted advisor.

Peter Hill, ChFC

,
,
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Peter Hill, ChFC, started his career in 1993 after graduating from Wartburg College in Waverly, Iowa, USA. He grew up on a farm in Hamilton County, 55 miles north of Des Moines, and has used this background in his financial planning career, helping individuals, small businesses and families through their estate planning and retirement goals. In addition, Hill has developed a niche in the public-sector marketplace working with city, county and state employees. Clients appreciate him for being a good listener, a problem solver and someone who can explain financial concepts in a way they can understand.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

How to use the MDRT Benchmarking Survey

Peter Hill, ChFC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Start Time:
Hill
Language:
English
No items found.
Content Track:

What do you want to know about your practice, and what does the data tell you? Hill discovered the tremendous benefits of reviewing the MDRT Benchmarking Survey to compare his business with other ensemble firms and encourages you to take note of what the data can teach you about yours.

David C. Blake

Harrison
,
NY
,
US
Total Membership Years:
23
Court of the Table Honors:
16
Top of Table Honors:
14

David C. Blake is the founder of an independent insurance organization that has created insurance offerings for tens of thousands of highly compensated professionals across the U.S. During his career, Blake has developed marketing and client support systems that allowed his organization to create a repeatable client experience and capitalize on business opportunities created by market disruptions.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Maintaining your mission and life balance amid adversity and change

David C. Blake
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Start Time:
Blake
Language:
English
No items found.
Content Track:

When faced with events and circumstances that will inevitably surface throughout your financial services career, Blake identifies ways to stay focused on your mission and adjust the tactics needed to protect your well-being while effectively serving your clients.

Alvin Albert Jones, CFP, CLU

London
,
,
UK
Total Membership Years:
12
Court of the Table Honors:
1
Top of Table Honors:
0

Alvin Albert Jones, CFP, CLU, is president of A. Jones Wealth and Estate Planning. Passionate about serving his community, he has a longtime affiliation with Advocis, having served as chair of its board and its chapter leadership council, and is past chair of The Institute for Advanced Financial Education.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Elevating prospects to becoming valuable staff resources

Alvin Albert Jones, CFP, CLU
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Start Time:
Jones
Language:
English
No items found.
Content Track:

Have you wondered how to get your prospects more engaged in your practice? Jones suggests leveraging the advocacy of your existing clients by seeking out their insight in a client advisory board to discover new ways to elevate the client experience, leading to increased productivity.

No results found.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
#MDRTAnnualMeeting

Need Information

Copyright © 2022 - Million Dollar Round Table. All rights reserved.
Register Now