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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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