The interpreted language session assignments listed are tentative. English is the official language of the 2022 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 9.
Ryan Avery is one of the most profound keynote speakers on strategic communication and leadership. As an Emmy Award-winning journalist, two-time bestselling author and world record holder, Avery has delivered more than 500+ keynotes in 33 countries around the world.
Today’s world is competitive, innovative and seriously fast-paced. When we focus on growing our business, it is no longer acceptable to just offer a solution; today’s clients want the solution. In this session, Avery delivers game-changing strategies that will allow you to eliminate competition and achieve next-level results. Learn communication techniques top leaders around the world use to persuade, engage and retain clients, no matter the environment.
Stephen Boswell, MBA, is the president of Oechsli, where he leads a team of nearly 50 coaches and digital marketers. He is the author of “Best Practices of Elite Advisors” and a frequent speaker at industry events across the U.S. and Canada. He has an MBA from the University of North Carolina at Greensboro and a bachelor’s degree from Appalachian State University
Relationship-based marketing activities like networking and client events are coming back, although in different forms. At the same time, advisors are seeing more client-acquisition success than ever with digital marketing. In this session, learn how to find natural social prospecting opportunities in your community, leverage social networks for lead generation, and obtain quality referrals from clients and COIs.
Brad J. Myers is co-owner and founder of Granite Canyon Wealth Management, a firm that specializes in retirement income planning and employee benefits. Myers has held numerous volunteer positions within MDRT and is currently serving as Divisional Vice President of the Annual Meeting PGA. He is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society.
Kaplan Mobray has more than 15 years of corporate experience as a successful business executive. He has received awards for his corporate marketing, advertising, brand development and workforce diversity initiatives for Fortune 500 companies. He shares his message to NFL players and fans annually at the Super Bowl and has been featured on CNN and Fox, as well as in Businessweek, The Wall Street Journal and Ad Age.
Is this your first in-person MDRT meeting? Connect with fellow first-time attendees at this exclusive interactive session and learn how to best navigate the meeting. Hear from seasoned MDRT members along with guest speaker Kaplan Mobray, one of the world’s most dynamic and inspirational business speakers and award-winning author of “The 10Ks of Personal Branding.” Don’t miss out on this special experience with your colleagues that will celebrate your success, provide encouragement and last well beyond the meeting.
Cydney Kaplan is a respected magician who performs regularly at the world-famous Magic Castle in Hollywood. In 2021, she was a finalist for the International Brotherhood of Magic Close Up Magician of the Year competition. Passionate about helping others, Kaplan does weekly magic shows for psychiatric patients in the hospital and also volunteers at the local VA hospital doing bedside magic.
Magician Cydney Kaplan dazzles the audience with her slight-of-hand illusions and quick wit.
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.
Angela Duckworth is the founder and CEO of Character Lab, a nonprofit organization that advances scientific insights to help children thrive. A 2013 MacArthur Fellow, Duckworth has advised the World Bank, Fortune 500 CEOs, and NBA and NFL teams. Prior to her career in research, Duckworth founded a summer school for underserved children that was profiled as a Harvard Kennedy School case study. Her TED talk is among the most viewed of all time, and her first book, “Grit: The Power of Passion and Perseverance,” is a New York Times bestseller.
Join MDRT Past President Brian D. Heckert, CLU, ChFC, as he sits down with Angela Duckworth in this intimate “fireside chat” session, Main Platform Conversations — a brand-new program debuting at this year’s Annual Meeting. Through conversation, Heckert will delve deeper into Duckworth’s research and experience to learn more about her thoughts on grit and its marker for success.
Fumiko Miura, AFC, TLC, worked as an administrative staff member at a life insurance company and later as a sales representative before establishing Ajuga Whole Life K.K. as a financial advisor in 2012. Her company specializes in individual life insurance, business succession of medical institutions and enhancing the financial strengths of small- and medium-sized enterprises.
After switching careers from back-off staff to sales representative, Miura initially struggled. In this session, she shares how she learned from those experiences and ultimately qualified for MDRT, Court of the Table and then Top of the Table.
Jae Yong Kim joined MetLife Korea in 2007 and has received recognition for his great achievements over the years. He has been volunteering as a mentor to many mentees at MetLife Korea and is a true leader in the profession.
Jae Yong Kim shares how his family came to understand the importance of insurance when they were faced with a fatal disease.
Nethan Jing Xiang Chew joined the financial services profession at 21 years old and became a branch director at 25. He was the top new advisor of ManuifeFA in 2015 and has been leading the top branch since 2018. He has grown his team from 36 to 150 financial advisors in Singapore and is the top director in both production and manpower.
Chew reveals how he was able to grow his team from 36 to 150 advisors — comprising MDRT, Top of the Table and Court of the Table members — and what he does to effectively attract and manage talent.
Phensuda Methasan is a financial planner and pioneer leader who has earned scholarships from her company to obtain bachelor’s and master’s degrees in the U.S. and Japan. A second generation advisor, she has qualified for annual conventions for 10 consecutive years.
Methasan shares valuable ideas and tips to educate your clients on inheritance planning, which is a service that must be offered to all clients, not just the wealthy ones.
Clorine Teo Yan Chaun has been in the financial services profession for 11 years and is the second generation of financial advisors in her family. Clorine is a frequent speaker at her team’s agency meetings and her “just do it” mindset has not only enabled her to build a successful career but also to establish close client relationships and a fulfilling life.
Clorine explains how properly assessing clients’ financial health can provide them with great insight, establish a trusting relationship and allow you to anticipate their needs even before they are aware of them.
