Speaker Sessions

Harrison

,

NY

,

US

Total en años de membrecía:

23

Años calificado en Court of the Table:

16

Años calificado en Top of the Table:

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.

Maintaining your mission and life balance amid adversity and change

David C. Blake

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Blake

Idioma:

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.

Wakefield

,

MA

,

US

Total en años de membrecía:

3

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

0

Janice Virginia Berner, CPA, has been in the financial services profession for 30 years. With a prior background in psychology and finance/accounting working for large international organizations, Berner found her calling 11 years ago, combining her financial and emotional intelligence as a financial advisor to clients going through life milestones.

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.

Your client is getting a divorce — Now what?

Janice Virginia Berner, CPA

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Hora de inicio:

Berner

Idioma:

Berner discusses why she chose divorce as a sub-specialty and how you can use this specific knowledge of handling divorce cases to grow your practice, including keeping or transitioning these clients once the financial plan is done.

Hong Kong

,

Hong Kong

Total en años de membrecía:

6

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

Yuen Shiu Lun joined the financial services profession at 21 and has continually qualified for MDRT. She has received certification by LIMAR and the Life Underwriters Association of Hong Kong and currently serves more than 200 clients, 80% of whom are from referrals.

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.

3 approaches to enabling continuous referrals

Yuen Shiu Lun

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Cantonés

Fecha de la sesión:

Hora de inicio:

Idioma:

Yuen Shiu Lun values referrals because, if she has to spend more time looking for new clients, it could affect the quality of her service to her existing clients. In this session, she explains how to find new business and how to serve each of your clients personally.

Penang

,

Malaysia

Total en años de membrecía:

10

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

2

Lim Meow Lih has been in the financial services profession for 29 years and strives for total leadership and excellence in personal sales and organizational development. She was nominated as a finalist for the Asia Trusted Life Agents and Advisors Award for 2022, is the co-author of the book “Big Deal” and has received various awards for training new leaders as well as for her personal sales performance.

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.

Closing a sale by client DIY

Lim Meow Lih

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

11:00 am

Lim Meow Lih

Idioma:

Have you ever changed roles with your client, empowering them to feel like the expert? Lim Meow Lih shares the four steps of this process, which include allowing clients to realize their own needs, answer their own objections and close the sale themselves.

Hong Kong

,

Hong Kong

Total en años de membrecía:

7

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Chan Wing Sze specializes in providing wealth management planning for families as well as sharing with them her strong belief in the Whole Person concept. She is an active MDRT member and has spoken at industry workshops attended by more than 60 managers from various insurance companies on the topics of activity volume, performance management and good working habits.

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.

Performance management during the pandemic without fear

Chan Wing Sze

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Cantonés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

11:00 am

Idioma:

Chan Wing Sze explains the steps for successful sales and referrals, from recording the turnaround time of the next successful interview after meeting new people, to reviewing your notes every 90 days, to allocating your time properly (80% to fact-finding, 20% to opening cases) to educating loyal clients and more.

Mexico City

,

Mexico

Total en años de membrecía:

3

Años calificado en Court of the Table:

3

Años calificado en Top of the Table:

0

Jorge Antonio Barraza Ávila es director socio de BADI Seguros y cuenta con más de 30 años de experiencia en la formación y desarrollo de talento humano en el área comercial. Ha establecido relaciones a largo plazo con sus clientes ya que construye, en primer lugar, cimientos sólidos con ellos.

Jorge Antonio Barraza Avila is managing partner at BADI Seguros and has more than 30 years of experience in building and developing human talent in the business sector. He has established long-term relationships with his clients by first creating a strong foundation.

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.

ADN: fundamento de relaciones sólidas con nuestros clientes

The foundation to building strong relationships with clients

Jorge Antonio Barraza Avila

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

11:00 am

Avila

Idioma:

Barraza Ávila explica las cinco claves de un análisis de necesidades exitoso, el fundamento para el cierre de una venta y cómo construir relaciones sólidas y duraderas con tus clientes.

Barraza Avila discusses the five keys to a successful fact-finding process, the foundation for closing a sale and how to build strong and long-lasting relationships with your clients.

Bangkok

,

Thailand

Total en años de membrecía:

2

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

Attaphorn Eiamaorn is an assistant unit manager who has grown his holistic business by interacting more with the younger generation and enjoys sharing what he has learned with his fellow advisors.

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.

Understanding how to engage with younger generations

Attaphorn Eiamaorn

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

11:30 am

Eiamaorn

Idioma:

There is no such thing as “one size fits all” when it comes to the work of an advisor. Fittingly, the way you engage with younger generations won’t necessarily be the same as how you engage with older ones. Eiamaorn explains how to understand younger clients’ behaviors, beliefs and expressions to establish connections and grow your business through this important clientele.

,

Total en años de membrecía:

2

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Amy Howard is from the U.K. and currently works in Canada. She started her financial services career six years ago and, as a lifetime creative, is thrilled to combine her passions for financial planning and performance through industry speaking engagements.

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.

Secrets to developing your next-generation associate

Amy Howard, CHS

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

11:30 am

Howard

Idioma:

Does being too busy to stop and train an associate sound familiar? Many advisors fear the time it takes to develop their staff will hurt their production. George and Howard explain how they developed a plan for George to maintain his Top of the Table production while Howard set her sights on achieving MDRT-level production.

Hong Kong

,

Hong Kong

Total en años de membrecía:

3

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Tang Man Ching Mi is a financial advisor who prides herself in establishing interpersonal networks and increasing her experience.

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.

Make X a leading role

Tang Man Ching Mi

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Cantonés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

11:30 am

Idioma:

What will you fill in "X" in "making X a leading role"? Tang Man Ching Mi describes how to be severe with yourself and lenient with others to create power and possibilities with no limits.

,

Total en años de membrecía:

13

Años calificado en Court of the Table:

8

Años calificado en Top of the Table:

5

Adrian George, CFP, TEP, is a successful financial services advisor who established an internal business process that allowed him to maintain his Top of the Table status while also developing the next generation of MDRT 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.

Secrets to developing your next-generation associate

Adrian George, CFP, TEP

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

11:30 am

George

Idioma:

Does being too busy to stop and train an associate sound familiar? Many advisors fear the time it takes to develop their staff will hurt their production. George and Howard explain how they developed a plan for George to maintain his Top of the Table production while Howard set her sights on achieving MDRT-level production.

Pune

,

India

Total en años de membrecía:

16

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

0

Tatyasaheb Baburao Shewale is a well-known financial services advisor who has been working in the profession for the past 32 years. With 8,000 satisfied clients, Shewale has been recognized with various awards, including one by the governor of India.

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.

Personal branding 101

Tatyasaheb Babaurao Shewale

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Hindi

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

11:30 am

Shewale

Idioma:

Learn how to create your own personal brand in the financial services profession with these tips and tricks. Shewale offers stories and examples — including photos and videos — to provide an interactive discussion about the journey toward advisors defining themselves in a competitive field.

Truro

,

UK

Total en años de membrecía:

12

Años calificado en Court of the Table:

7

Años calificado en Top of the Table:

7

Jeremy Mark Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team’s core values of care, honesty, integrity, quality, collaboration and helping clients balance their lives and their assets.

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.

Secrets to developing your next-generation associate

Jeremy Mark Wellington DipPFS, Dip CII

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

11:30 am

Wellington

Idioma:

Does being too busy to stop and train an associate sound familiar? Many advisors fear the time it takes to develop their staff will hurt their production. George and Howard explain how they developed a plan for George to maintain his Top of the Table production while Howard set her sights on achieving MDRT-level production.

Taipei

,

Taiwan Area

Total en años de membrecía:

6

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Yu Wen Hsieh is committed to helping everyone she encounters reach their fullest potential and achieve long-term happiness.

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.

Essential steps for setting up your clients and staff for succession

Yu Wen Hsieh

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

12:00 pm

Hsieh

Idioma:

Progressing in your career means looking ahead and ensuring that your expertise can continue even after you retire. Hsieh explains the importance of an interview system that can find the right people for your team and follow through on your succession plan to protect your clients in the long term.

Oaxaca

,

Mexico

Total en años de membrecía:

8

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Julieta Álvarez Córdoba lleva 18 años trabajando en la profesión de servicios financieros y ocho como asesora de seguros. Recalca la importancia del concepto de persona íntegra para construir relaciones de confianza con los clientes y convertirse en una asesora referible.

Julieta Alvarez Cordoba has worked in the financial services profession for 18 years and as an insurance advisor for eight years. She emphasizes the Whole Person concept for building trustworthy relationships with clients and becoming and advisor they want to send referrals to.

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.

Mantén la calma, permanece íntegro y obtén el éxito

Keep calm, be a Whole Person and find success

Julieta Alvarez Cordoba

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

12:00 pm

Alvarez Cordoba

Idioma:

La calma está asociada a la escucha, a una negociación consciente y a mostrar empatía hacia las circunstancias de nuestros prospectos para identificar sus verdaderas necesidades. Anteponer las necesidades de nuestros prospectos a las nuestras los hace sentirse escuchados, acompañados, asesorados y en confianza con nosotros. Álvarez Córdoba comparte cómo un acompañamiento oportuno, claro, preciso y sincero da como resultado clientes satisfechos y permite construir relaciones a largo plazo.

Calmness is associated with conscious listening and negotiating as well as with being empathetic toward our prospects’ circumstances to identify their real needs. Prioritizing our prospects’ needs over our own makes them feel they are being listened to, guided, advised and at ease with us. Alvarez Cordoba shares how timely, clear, accurate and honest guidance results in satisfied clients and builds long-term relationships.

Bangkok

,

Thailand

Total en años de membrecía:

4

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

Pradit Prasertdendoung has a degree in mechanical engineering.

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.

How to get new clients

Pradit Prasertdendoung

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

12:30 pm

Prasertdendoung

Idioma:

Prasertdendoung shares his ideas for creating business components for a sustainable ecosystem.

Orlando

,

Florida

,

USA

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

A Kevin Brown, conferencista y autor motivacional, le apasiona ayudar a las personas y a las organizaciones a adoptar una sencilla filosofía que diferencia a las organizaciones de clase mundial y a las personas de alto desempeño del resto. A través de sus presentaciones, Brown entretiene, inspira y reta a la gente a salir al mundo cada día y marcar una diferencia positiva en el trabajo y en la vida.

‍

Motivational speaker and author Kevin Brown is passionate about helping people and organizations embrace a simple philosophy that separates world-class organizations and high-performance people from everybody else. Through his presentations, Brown entertains, inspires and challenges people to show up every day and make a positive difference at work and in life.

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.

Cómo superar cualquier reto, ampliar el impacto que tienes y ser el héroe que el mundo necesita

How to rise above any challenge, expand your impact and be the hero the world needs

Kevin Brown

Tipo de sesión:

Sesión de Court / Top of the Table

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

12:30 pm

Brown

Idioma:

Las personas que redoblan sus esfuerzos y utilizan su talento para marcar una diferencia positiva en los ajetreados momentos de la vida van más allá de lo necesario para lograr lo extraordinario. Brown explora cómo puedes desarrollar, ampliar y compartir tus dones para convertirte en el tipo de líder que inspira a los demás a utilizar sus talentos de forma extraordinaria. Favor de tomar en cuenta que: Esta presentación incluye temas relacionados con el suicidio que algunas personas pueden considerar inquietantes o perturbadores.

‍

People who step up and use their talents to make a positive difference in the hectic moments of life reach beyond what is required to achieve the remarkable. Brown explores how you can develop, expand and share your gifts to become the type of leader who inspires others to use their talents in extraordinary ways. Please note: This presentation includes subject matter related to suicide that some may find disturbing or upsetting.

Mexico City

,

Mexico

Total en años de membrecía:

5

Años calificado en Court of the Table:

3

Años calificado en Top of the Table:

0

Mariant Carolina Navarro Protzel es ingeniera industrial de Venezuela y cursó una maestría en optimización de procesos de fabricación. Le apasiona ayudar a sus clientes a mejorar sus finanzas y asegurar un futuro financiero estable.

Mariant Carolina Navarro Protzel is an industrial engineer from Venezuela with a master's degree in manufacturing processes optimization. She enjoys helping her clients improve their finances and secure a stable financial future.

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.

Deja de buscar empleados perfectos y empieza a tener procesos perfectos

Stop looking for perfect employees and start having perfect processes

Mariant Carolina Navarro Protzel

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

12:30 pm

Navarro Protzel

Idioma:

Navarro Protzel explica cómo dejar de administrar tu negocio como individuo para convertirte en empresario. Esto se logra desarrollando un modelo de negocios basado en la definición y estandarización de procesos operativos, reclutando empleados con un perfil profesional adecuado a sus necesidades y diseñando indicadores clave de desempeño (KPI, por sus siglas en inglés) que permitan medir y desarrollar el desempeño de todos los miembros del equipo y, en consecuencia, del negocio.

Navarro Protzel shares how to stop running your business as an individual and instead become an entrepreneur. This is done by developing a business model based on the definition and standardization of operation processes, recruiting employees with a professional profile suitable for their needs, and developing KPIs that measure and develop the performance of all the members of the team and, therefore, of the business.

Toronto

,

ON

,

Canada

Total en años de membrecía:

8

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Tomas Ohannessian, CFP, has been a financial advisor for 30 years and credits MDRT for changing his life. He has learned the profound value of incorporating clean humor into his daily life, whether with clients or after encountering a difficult situation, and enjoys sharing his techniques with others.

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.

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How to customize formatting for each rich text

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Humor as a binding force

Tomas Ohannessian, CFP

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

12:30 pm

Ohannessian

Idioma:

Humor can be a welcome ingredient in your financial discussions with clients, Ohannessian says, as long as you are willing to practice awareness and observation for how the right approach and a light touch can strengthen connections. He shares examples and explains how you can incorporate them in conversations with clients.

Selangor

,

Malaysia

Total en años de membrecía:

8

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

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.

Driving success in your organization by understanding givers and takers

Lim Yee Von

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:00 pm

Lim

Idioma:

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.

Huhhot

,

China

Total en años de membrecía:

7

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

1

Guojin Li graduated from Zhejiang University, started his financial services career in 2019 and has been a marketing trainer for the Critical Illness Without Critical 3D Training Camp for six consecutive years.

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.

How to explore the pension market

Guojin Li

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:00 pm

Li

Idioma:

Li takes you deep into the pension market to help you not just understand the market itself but how to help clients plan for their pensions. In addition, learn how you can expand your offerings by selling pensions as well.

Waltham

,

MA

,

USA

Total en años de membrecía:

3

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Delia Brimmer is a successful financial advisor with New York Life. Since beginning her career in 2013, Brimmer has grown her business into a multistate practice, in large part because of her focus on building relationships. She attended her first MDRT meeting in June 2022 and is now an MDRT Community Leader.

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.

How three newer advisors made MDRT — and stayed there

Delia Brimmer

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:00 pm

Brimmer

Idioma:

A trio of advisors share the first time they qualified for MDRT and how they have repeated the process. If you are a newer advisor, don’t miss this chance to learn as well as network with other advisors like you.

Butler

,

PA

,

USA

Total en años de membrecía:

3

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Corina Wack, Ph.D., earned a doctorate in biology from Duquesne University and was a tenured biology professor. She has been working as a financial services professional with New York Life since 2019, using her skills as an educator to help simplify the complexities of the financial world for her clients. Wack is also an active MDRT member volunteer, serving as a U.S. Community Leader.

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.

How three newer advisors made MDRT — and stayed there

Corina Wack, PhD

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:00 pm

Wack

Idioma:

A trio of advisors share the first time they qualified for MDRT and how they have repeated the process. If you are a newer advisor, don’t miss this chance to learn as well as network with other advisors like you.

Manchester

,

NH

,

USA

Total en años de membrecía:

2

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Thomas Stephen, CFP, RICP, is the owner of Glenwood Investment Group LLC, where he provides comprehensive financial planning for individuals, families and small businesses.

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.

How three newer advisors made MDRT — and stayed there

Thomas Stephen, CFP, RICP

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:00 pm

Stephen

Idioma:

A trio of advisors share the first time they qualified for MDRT and how they have repeated the process. If you are a newer advisor, don’t miss this chance to learn as well as network with other advisors like you.

Bangkok

,

Thailand

Total en años de membrecía:

2

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

Attaphorn Eiamaorn is an assistant unit manager who has grown his holistic business by interacting more with the younger generation and enjoys sharing what he has learned with his fellow advisors.

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.

Question & Answers with Theerawat Korkiettanon & Atthaphorn Eiamaorn

Attaphorn Eiamaorn

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:00 pm

Eiamaorn

Idioma:

Eaimaorn and Korkietanon are in the Ideas Bar to answer your questions.

Bangkok

,

Thailand

Total en años de membrecía:

6

Años calificado en Court of the Table:

2

Años calificado en Top of the Table:

0

Theerawat Korkietanon is a financial services advisor who believes in the power of a strong mindset, crediting it to establishing and achieving whatever dreams he sets his sights on.

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.

Question & Answers with Theerawat Korkiettanon & Atthapong Eiamaaom

Theerawat Korkietanon

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:00 pm

Korkietanon

Idioma:

Eaimaorn and Korkietanon are in the Ideas Bar to answer your questions.

Singapore

,

Singapore

Total en años de membrecía:

25

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Stuart Shee Yew Kuen, AFC, is the founder of Advisors in-Sync, an agency dedicated to empowering lives. He is an active MDRT member and mentor and has spoken in more than 60 cities across 16 countries on sales and agency leadership topics. Shee Yew Kuen authored the bestselling book “Work of Heart” and donates all his speaking fees and book sale profits to various charities.

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.

Work of heart

Stuart Shee Yew Kuen, AFC, BBA

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:30 pm

Shee Yew Kuen

Idioma:

Would you be willing to use 1% of your salary to ensure 75% of your salary will come in time, with or without the ability to work anymore? Shee explains how this framing of insurance can help clients recognize the value of protecting their income when unexpected events prevent them from being able to work.

Bangkok

,

Thailand

Total en años de membrecía:

2

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Marut Sixsamat owns a financial services office in Thailand and believes in the power of overcoming anything that hinders achieving your life goals.

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.

Power of focus to MDRT forever

Marut Sixsamat

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:30 pm

Sixsamat

Idioma:

Sixsamat discusses how to set and focus on a target for success to win over problems and obstacles.

Miguel Hidalgo

,

DF

,

Mexico

Total en años de membrecía:

10

Años calificado en Court of the Table:

9

Años calificado en Top of the Table:

8

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.

Specializing in insurance for businesspeople

Diego De La Mora Mercado

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:30 pm

De La Mora Mercado

Idioma:

Learn strategies for approaching business professionals and discussing coverage specific to this niche market, including key person insurance. Gain new understanding about the specific needs of these clients and how to design protection for their companies that helps them grow as a business and a leader.

Ciudad De Mexico

,

DF

,

Mexico

Total en años de membrecía:

6

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

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.

Specializing in insurance for businesspeople

Silvia Torres Pulido

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Español

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

1:30 pm

Torres Pulido

Idioma:

Learn strategies for approaching business professionals and discussing coverage specific to this niche market, including key person insurance. Gain new understanding about the specific needs of these clients and how to design protection for their companies that helps them grow as a business and a leader.

Singapore

,

Singapore

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

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.

Building a community — The heart of client loyalty

June Rong Rong Koh

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:00 pm

Koh

Idioma:

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.

Taipei

,

Taiwan Area

Total en años de membrecía:

4

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Yi-Pei Lin, MBA, joined the financial services profession in 2017 and, after adjusting her strategy, became a first-time MDRT member in 2020. She averages 10 cases a year, and most of her clients have come through referrals.

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.

How to attract high-quality clients

Yi-Pei Lin, MBA

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:00 pm

Lin

Idioma:

Every advisor wants to work with the best clients they can; defining and attracting them, however, can be easier said than done. Lin shares how you can not only determine who are the right clients for your practice but motivate them to come to you.

Tokyo

,

Japan

Total en años de membrecía:

7

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Yohei Iwasaki started his financial services career in 2015 and has discovered efficient ways to spend more quality time with clients and family.

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.

Grow your valid life hours by reducing admin work hours

Yohei Iwasaki

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Japonés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:00 pm

Iwasaki

Idioma:

Your smartphone's “user dictionary” function can save time by effectively managing client contact and daily activities. MDRT members are busy; thus, we must create time to spend with our clients and family. Iwasaki shares examples of how he uses and registers information to effectively organize his professional and personal lives.

Spencer

,

Wisconsin

,

USA

Total en años de membrecía:

16

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

3

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently owns and operates McNeely Financial Services, an independent, Wisconsin-based firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”

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.

The Power of Study Groups

Juli Y. McNeely, CFP, CLU

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:00 pm

McNeely

Idioma:

From group accountability to knowledge sharing, study groups can make a massive impact on your practice. Learn about a variety of benefits from these groups, including a boost to your productivity and momentum.

Moorabbin

,

Australia

Total en años de membrecía:

21

Años calificado en Court of the Table:

20

Años calificado en Top of the Table:

2

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.

The power of study groups

Matthew Thomas Fogarty, CFP, Dip FP

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:00 pm

Fogarty

Idioma:

From group accountability to knowledge sharing, study groups can make a massive impact on your practice. Learn about a variety of benefits from these groups, including a boost to your productivity and momentum.

Worcester

,

Massachusetts

,

USA

Total en años de membrecía:

8

Años calificado en Court of the Table:

4

Años calificado en Top of the Table:

2

Julianne Hertel, CLTC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.

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.

The power of study groups

Julianne Hertel, CLTC

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:00 pm

Hertel

Idioma:

From group accountability to knowledge sharing, study groups can make a massive impact on your practice. Learn about a variety of benefits from these groups, including a boost to your productivity and momentum.

Singapore

,

Singapore

Total en años de membrecía:

6

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Shalyn Xiaoqi Lee, BSc, CIAM, is a financial services director who has led multiple million-dollar agencies. She is an advocate of balancing a successful business with leading an enjoyable home life.

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

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The ABCs of becoming a family agent

Shalyn Lee, BSc, CIAM

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:30 pm

Lee

Idioma:

Just because you work with a client doesn’t mean you will automatically be referred to their family members. A referral is intentional, Lee says. She identifies the importance of being your client's family agent and three targeted referrals methods to become exactly that.

Tokyo

,

Japan

Total en años de membrecía:

19

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Chikara Nozawa, CFP, joined ALICO Japan in 1999 and transitioned to sales in 2005 before becoming a financial advisor for MetLife.

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.

How will donation rules change?

Chikara Nozawa, CFP

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Japonés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:30 pm

Nozawa

Idioma:

The donation tax rules may change in the coming year. Nozawa reviews the current rules and expected changes to be able to simulate pros and cons to help you close more life insurance sales.

Worcester

,

Massachusetts

,

USA

Total en años de membrecía:

8

Años calificado en Court of the Table:

4

Años calificado en Top of the Table:

2

Julianne Hertel, CLTC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.

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.

The power of study groups: Post Session Q & A

Julianne Hertel, CLTC

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:30 pm

Hertel

Idioma:

From group accountability to knowledge sharing, study groups can make a massive impact on your practice. Learn about a variety of benefits from these groups, including a boost to your productivity and momentum.

Moorabbin

,

Australia

Total en años de membrecía:

21

Años calificado en Court of the Table:

20

Años calificado en Top of the Table:

2

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.

The power of study groups: Post Session Q & A

Matthew Thomas Fogarty, CFP, Dip FP

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:30 pm

Fogarty

Idioma:

From group accountability to knowledge sharing, study groups can make a massive impact on your practice. Learn about a variety of benefits from these groups, including a boost to your productivity and momentum.

Stow

,

OH

,

USA

Total en años de membrecía:

16

Años calificado en Court of the Table:

12

Años calificado en Top of the Table:

11

Ted Rusinoff is managing partner at Wealth Design Partners LLC, where he helps property and casualty offices uncover opportunities for clients. He was also President of the MDRT Foundation in 2019.

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.

What I learned from my MDRT book club

Ted Rusinoff

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:30 pm

Rusinoff

Idioma:

It’s one thing to discover a great book. It’s another to share it with others. MDRT book club members discuss their favorite reads from the past year and how they benefited from the group experience.

Austin

,

Texas

,

USA

Total en años de membrecía:

24

Años calificado en Court of the Table:

12

Años calificado en Top of the Table:

3

Mark D. Olson, CFP, MSFS, is founder and principal of Horizon Wealth Strategies LLC, where he specializes in providing comprehensive financial and retirement planning for individuals. He is also an advocate of MDRT member-to-member interaction, serving as a key player in the success of the MDRT book club initiative.

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.

What I learned from my MDRT book club

Mark Olson CFP, MSFS

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:30 pm

Olson

Idioma:

It’s one thing to discover a great book. It’s another to share it with others. MDRT book club members discuss their favorite reads from the past year and how they benefited from the group experience.

Detroit

,

Michigan

,

USA

Total en años de membrecía:

12

Años calificado en Court of the Table:

5

Años calificado en Top of the Table:

2

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.

What I learned from my MDRT book club

Brendan Walsh

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:30 pm

Walsh

Idioma:

It’s one thing to discover a great book. It’s another to share it with others. MDRT book club members discuss their favorite reads from the past year and how they benefited from the group experience.

Fairfield

,

New Jersey

,

USA

Total en años de membrecía:

20

Años calificado en Court of the Table:

18

Años calificado en Top of the Table:

17

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.

What I learned from my MDRT book club

Brian Tarpey

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:30 pm

Tarpey

Idioma:

It’s one thing to discover a great book. It’s another to share it with others. MDRT book club members discuss their favorite reads from the past year and how they benefited from the group experience.

Spencer

,

Wisconsin

,

USA

Total en años de membrecía:

16

Años calificado en Court of the Table:

6

Años calificado en Top of the Table:

3

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently owns and operates McNeely Financial Services, an independent, Wisconsin-based firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”

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.

The power of study groups: Post Session Q & A

Juli Y. McNeely, CFP, CLU

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

2:30 pm

McNeely

Idioma:

From group accountability to knowledge sharing, study groups can make a massive impact on your practice. Learn about a variety of benefits from these groups, including a boost to your productivity and momentum.

The Sunshine Coast

,

Queensland

,

Australia

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Marty Wilson lleva toda su vida profesional estudiando la resiliencia, en parte porque es un emprendedor implacable que ha saltado de una carrera plagada de éxitos a otra. Con experiencia como farmacéutico, redactor publicitario y comediante, Wilson es autor de bestsellers, orador y ganador del Premio al comediante australiano del año. Ha dado conferencias a más de 500,000 personas sobre cómo la ligereza de espíritu y el humor pueden provocar cambios de comportamiento en los ámbitos de la salud y la innovación.

‍

Marty Wilson has spent his entire professional life studying resilience, partly because he is a relentless entrepreneur who has leapt from one successful career to another. With experience as a pharmacist, advertising copywriter and stand-up comic, Wilson is a bestselling author, speaker and recipient of the Australian Comic of the Year Award. He has presented to more than 500,000 people on how levity and humor can lead to behavior change in the areas of health and innovation.

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.

Toma la risa en serio

Take funny seriously

Marty Wilson

Tipo de sesión:

Sesión de asistentes primerizos

Idioma de la presentación:

Inglés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

3:00 pm

Wilson

Idioma:

Tras el estrés de los últimos años, algunas personas pueden sentirse tan agotadas que todo les resulta más difícil. Wilson utiliza lo que ha aprendido al entrevistar a más de 1,000 líderes inspiradores para explicar por qué la risa es crucial para reducir el estrés, aumentar la productividad y mantener la paz mental.

‍

After the stress of the last few years, some people may feel so depleted that they find everything more difficult. Wilson utilizes lessons from interviewing more than 1,000 inspirational leaders to explain how embracing laughter is crucial to lowering stress, increasing productivity and maintaining peace of mind.

Taichung City

,

Taiwan Area

Total en años de membrecía:

7

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Hung Ju Liao strives to help fellow advisors understand the necessity of allocating the risks that can’t be calculated with insurance, as insurance proceeds can be estimated but the damage cannot.

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.

Understanding your purpose as an advisor

Hung Ju Liao

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Mandarín

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

3:00 pm

Liao

Idioma:

Advisors understand the enormous difference between someone who is protected for the future and someone who isn’t. Liao explains how to recognize the impact you can have on a client and how to communicate the importance of planning for the unexpected.

Tokyo

,

Japan

Total en años de membrecía:

Años calificado en Court of the Table:

Años calificado en Top of the Table:

Toru Sugawara started his career in financial services at 25 and currently specializes in asset building for potential high-net-worth clients. He is MetLife Company Club chair-elect for 2023 and receives business case leads by tax accountants.

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.

Recommendation of “Osekkai”

Toru Sugawara

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Japonés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

3:00 pm

Sugawara

Idioma:

Sugawara shares his meddling experiences, the outcome and his recommendations for success.

Seoul

,

Republic of South Korea

Total en años de membrecía:

8

Años calificado en Court of the Table:

8

Años calificado en Top of the Table:

0

Jeomsuk Kim has earned recognition as an outstanding certified advisor for 12 consecutive years and won the Golden Feellow Award in 2017 for his achievements.

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.

Financial advisor who is happy to have somewhere to go

Jeom Suk Kim

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Coreano

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

3:00 pm

Idioma:

As the market constantly changes, so must your approach to finding prospects. Kim explains how to go about doing this through consistency and diligence.

Bangkok

,

Thailand

Total en años de membrecía:

4

Años calificado en Court of the Table:

1

Años calificado en Top of the Table:

0

Nuttamol Traiupok believes personal branding and educating the next generation of clients has positively impacted her success as a financial services advisor.

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.

Keys to winning the next-gen

Nuttamol Traiupok

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Tailandés

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

3:30 pm

Traiupok

Idioma:

Winning a client’s heart is difficult, and the younger generation is even more difficult. Traiupok shares how to do it.

Seoul

,

Rep of South Korea

Total en años de membrecía:

5

Años calificado en Court of the Table:

0

Años calificado en Top of the Table:

0

Sung Hwan Kim has found success with financial planning consultation through his broadcasting efforts as well as by providing investment and retirement pension recommendations to clients.

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.

Activity management through self-branding

Sung Hwan Kim

Tipo de sesión:

Zona ConneXion

Idioma de la presentación:

Coreano

Fecha de la sesión:

Domingo, 25 de junio de 2023

Hora de inicio:

3:30 pm

Kim

Idioma:

Kim discusses how to use self-branding to naturally gain trust from clients and shares ways to manage activity volume through quantified business management.

Orador e información de la sesión

Tipo de sesión

Idioma:

Fecha de la sesión:

Hora de inicio

Avenidas temáticas

Transmisión en vivo

David C. Blake

Alternate Sessions

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Maintaining your mission and life balance amid adversity and change

David C. Blake

Janice Virginia Berner, CPA

Alternate Sessions

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Your client is getting a divorce — Now what?

Janice Virginia Berner, CPA

Yuen Shiu Lun

Alternate Sessions

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

3 approaches to enabling continuous referrals

Yuen Shiu Lun

Lim Meow Lih

Alternate Sessions

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Closing a sale by client DIY

Lim Meow Lih

Chan Wing Sze

Alternate Sessions

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Performance management during the pandemic without fear

Chan Wing Sze

Jorge Antonio Barraza Avila

Alternate Sessions

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

ADN: fundamento de relaciones sólidas con nuestros clientes

The foundation to building strong relationships with clients

Jorge Antonio Barraza Avila

Attaphorn Eiamaorn

Alternate Sessions

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Understanding how to engage with younger generations

Attaphorn Eiamaorn

Amy Howard, CHS

Alternate Sessions

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Secrets to developing your next-generation associate

Amy Howard, CHS

Tang Man Ching Mi

Alternate Sessions

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Make X a leading role

Tang Man Ching Mi

Adrian George, CFP, TEP

Alternate Sessions

What’s a Rich Text element?

Static and dynamic content editing

How to customize formatting for each rich text

Secrets to developing your next-generation associate

Adrian George, CFP, TEP

Tatyasaheb Babaurao Shewale

Alternate Sessions