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2025年MDRTアニュアル・ミーティングの公式言語は英語です。MDRTは会議登録の際に50名以上が同一言語の通訳を希望した場合、メイン・プラットフォームと一部のフォーカス・セッションおよびスペシャル・セッションに最大12言語まで同時通訳を提供します。会議登録の際に同時通訳にもお申し込みください。同時通訳をリクエストできるのは2025年4月27日までです。 

Panel discussion: The first MDRT book club in Europe

Rima Antonios, BCA, Kyriakos Chatzistefanou, DMS, CMI, Sarah Hogan, FPFS, Avraam Pekris, Svetlana Plitin-Tamaviciene, Pawel F. Skotnicki
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月24日(火)
開始時間:
11:30 am
Tuesday, June 24, 2025
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Asesoría a Clientes
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言語:
英語
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Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

Questions you wished you had known to ask

Alessandro Forte, CFP, FCII, Tony Gordon
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月23日(月)
開始時間:
11:30 am
Monday, June 23, 2025
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Gestión de Negocios
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言語:
英語
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Lasting success comes when prospecting ceases to be a problem. Gordon shares how to have more referrals than you will ever need, plus a bonus idea of how to harness the power of the MDRT Foundation to help your business.

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

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月22日(日)
開始時間:
11:30 am
Sunday, June 22, 2025
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Gestión de Negocios
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言語:
英語
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Discover how you can leverage MDRT mentorship to elevate your practice and create a network of support for years to come. Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful, professional relationship that still impacts both of their lives today through growth, guidance and much more.

Panel discussion: How to talk about MDRT with your clients

Robert Cullen, FSCP, MBA, Julianne Hertel, CLU, CHFC, Sara Pardys
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月22日(日)
開始時間:
11:00 am
Sunday, June 22, 2025
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Gestión de Negocios
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言語:
英語
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Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.

Panel discussion: Foolproof strategies for countless referrals

Melisa Alejandra Corella Gastelum, Jazmín Veneranda Medrano Torres, APA
セッションの種類:
ConneXion Zone
講演の言語:
スペイン語
セッション日:
2025年6月22日(日)
開始時間:
1:30 pm
Sunday, June 22, 2025
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Gestión de Negocios
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言語:
スペイン語
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Corella Gastelum and Medrano Torres share some foolproof techniques to increase the raw material of every advisor: referrals.

Filtering prospects on social media

Maria Fernanda Alpuche
セッションの種類:
ConneXion Zone
講演の言語:
スペイン語
セッション日:
2025年6月24日(火)
開始時間:
1:00 pm
Tuesday, June 24, 2025
Alpuche
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Marketing
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言語:
スペイン語
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Social media contains a rich source of prospects, but not all of them will become clients. Alpuche explains how to identify those who are most likely to purchase insurance as well as how to maximize your time on each prospect, making your advice more effective.

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

Esther Althaus, FChFP
セッションの種類:
フォーカス・セッション
講演の言語:
英語
セッション日:
2025年6月23日(月)
開始時間:
3:00 pm
Monday, June 23, 2025
Althaus
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言語:
英語
ヒンディ語
タイ語
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How can changes you make in your psychology directly translate into business success? Get to the core of developing and translating value while learning new techniques to drive referrals, revenue and much more.

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

Esther Althaus, FChFP, Baz Gardner, Ross G. Hultgren, CFP, DFP, Aaron Kane, B Bus, AFA
セッションの種類:
フォーカス・セッション
講演の言語:
英語
セッション日:
2025年6月23日(月)
開始時間:
3:00 pm
Monday, June 23, 2025
Althaus
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言語:
英語
ヒンディ語
タイ語
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How can changes you make in your psychology directly translate into business success? Get to the core of developing and translating value while learning new techniques to drive referrals, revenue and much more.

Doctor markets, I can do it too

Seok Hoon An
セッションの種類:
フォーカス・セッション
講演の言語:
韓国語
セッション日:
2025年6月23日(月)
開始時間:
1:30 pm
Monday, June 23, 2025
An
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言語:
韓国語
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This session is for FCs who dream of entering the doctor market but don't know how. Based on real-life examples of successful transitions from the individual market to the professional market, An shares know-how that anyone can use to effectively approach and consult with doctor clients. Learn how to generate consistent results through prospect development and management strategies and become a successful FC in the professional market.

Panel discussion: The first MDRT book club in Europe

Rima Antonios, BCA
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月24日(火)
開始時間:
11:30 am
Tuesday, June 24, 2025
Antonios
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Asesoría a Clientes
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言語:
英語
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Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

生命保険の必要性を感じていただけるには!?

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

Toshihiro Aoki
セッションの種類:
ConneXion Zone
講演の言語:
日本語
セッション日:
2025年6月23日(月)
開始時間:
11:30 am
Monday, June 23, 2025
Aoki
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Asesoría a Clientes
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言語:
日本語
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生命保険の必要性を心から感じていただくには単なる保険提案のためのヒアリングや必要保障額を埋める商品説明では不十分です。適切な問いかけをすることで何のために、誰のために加入するかをお客さまご自身に気付いて頂くことが大切です。また将来に向けてのキャッシュフローを一緒に作成し、改善するアイディアを出し合うことで新しい価値を生み出す必要があります。

Simply explaining the needs and recommending products is insufficient to help your prospects truly understand the importance of life insurance. Asking the right questions will help them identify their needs more clearly. Aoki shares how he assists prospects in projecting cash flow and explores ways to enhance it, thereby creating new value.

3 fundamental steps in financial planning for professional market categories

Assawapat Assawaboonyawat, CFP, FChFP
セッションの種類:
フォーカス・セッション
講演の言語:
タイ語
セッション日:
2025年6月24日(火)
開始時間:
3:00 pm
Tuesday, June 24, 2025
Assawaboonyawat
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言語:
タイ語
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Assawaboonyawat shares a comprehensive strategy for raising financial awareness and planning, structured around three steps that are relevant to all professions.

Manage your mindset to communicate in a digital world

Tamsin Astor, Ph.D.
セッションの種類:
フォーカス・セッション
講演の言語:
英語
セッション日:
2025年6月23日(月)
開始時間:
1:30 pm
Monday, June 23, 2025
Astor
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言語:
英語
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There are three steps, Astor says, that are required to harness your mindset and communicate effectively: Understand your past, practice mindfulness and create alignment with your thoughts, words and actions. Learn the basics of mindset, how to cultivate intentional mindfulness and alignment tools to prepare for every conversation.

From divorce to Top of the Table

Wade A. Baldwin, CFP
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月23日(月)
開始時間:
1:00 pm
Monday, June 23, 2025
Baldwin
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Persona Íntegra
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言語:
英語
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As high performers, Baldwin says, MDRT members often focus on business over personal relationships, leading to a higher-than-normal rate of divorce. He shares his journey about overcoming the adversity of divorce, the impact on his personal and professional relationships, and how he reached new levels of success.

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

Regina Bedoya, CLU, ChFC
セッションの種類:
フォーカス・セッション
講演の言語:
スペイン語
セッション日:
2025年6月24日(火)
開始時間:
3:00 pm
Tuesday, June 24, 2025
Bedoya
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言語:
スペイン語
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Join this inspiring session and discover how a leader and a mentee have forged their relationship and how they have been able to develop their ethical values in the financial services profession together, thanks to MDRT.

メイン・プラットフォーム・カンバセーション

Main Platform Conversations

Regina Bedoya, CLU, ChFC
セッションの種類:
メイン・プラットフォーム
講演の言語:
英語
セッション日:
開始時間:
Bedoya
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言語:
英語
日本語
韓国語
中国語
スペイン語
タイ語
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Regina Bedoya, CLU, ChFCは保険とリタイアメント・プランニングを専門とするコンサルティング会社、RB Financial Servicesの社長です。MDRT元会長であり、MDRT Foundationのエクスカリバー・ナイト、インナー・サークル・ソサエティ会員でもあります。BedoyaはMDRTの多くの委員会でボランティアとして活動し、アニュアル・ミーティングや国際的な業界会議で講演を行っています。Irvin Konter賞とAmerican Free Enterprise Companion Medalを受賞し、Prudential Palm Beachのアドバイザー・オブ・ザ・イヤーを2回受賞しています。

What can you learn from someone else’s story of overcoming unimaginable adversity? In this intimate “fireside chat” session as part of Main Platform Conversations, Yossi Ghinsberg, the inspiration behind the Hollywood film “Jungle,” sits down with MDRT Past President Regina Bedoya, CLU, ChFC, to discuss his remarkable tale of survival and how it can help advisors reimagine their ability to confront challenges and thrive. 

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

Regina Bedoya, CLU, ChFC, Fernando A. Gomez
セッションの種類:
フォーカス・セッション
講演の言語:
スペイン語
セッション日:
2025年6月24日(火)
開始時間:
3:00 pm
Tuesday, June 24, 2025
Bedoya
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言語:
スペイン語
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Join this inspiring session and discover how a leader and a mentee have forged their relationship and how they have been able to develop their ethical values in the financial services profession together, thanks to MDRT.

メイン・プラットフォーム・カンバセーション

Main Platform Conversations

Regina Bedoya, CLU, ChFC. Yossi Ghinsberg
セッションの種類:
メイン・プラットフォーム
講演の言語:
英語
セッション日:
開始時間:
Bedoya, Ghinsberg
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言語:
英語
日本語
韓国語
中国語
スペイン語
タイ語
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想像を絶する逆境を克服した物語から何を学べるか?メイン・プラットフォーム・カンバセーションの一環として、ハリウッド映画「ジャングル」の原案となったYossi GhinsbergとMDRT元会長のRegina Bedoya, CLU, ChFCのインタビューをお届けします。彼の驚くべきサバイバルの体験と、そのマインドを私たちアドバイザーが困難に立ち向かい、成功する能力を発揮する上でどう役立てるかを語っていただきます。

What can you learn from someone else’s story of overcoming unimaginable adversity? In this intimate “fireside chat” session as part of Main Platform Conversations, Yossi Ghinsberg, the inspiration behind the Hollywood film “Jungle,” sits down with MDRT Past President Regina Bedoya, CLU, ChFC, to discuss his remarkable tale of survival and how it can help advisors reimagine their ability to confront challenges and thrive. 

Living a balanced life no matter what

Fred Fouad Belman, FLMI, ACS
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月22日(日)
開始時間:
2:30 pm
Sunday, June 22, 2025
Belman
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Persona Íntegra
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言語:
英語
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Balance is the key, Belman says, to a successful life. He shares tips for achieving this essential harmony in your practice, relationships and beyond.

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

Douglas John Bennett, Dip PFS
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月23日(月)
開始時間:
1:30 pm
Monday, June 23, 2025
Bennett
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Persona Íntegra
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言語:
英語
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From the brink of bankruptcy in 2010 to selling a seven-figure business to overcoming personal struggles, like a motorcycle accident and divorce, Bennett’s story is one of resilience. He shares how he found success through his podcast and how maintaining a positive mindset, setting clear goals and embracing a cheeky outlook can help financial advisors overcome their own challenges and achieve professional and personal success.

The power of authenticity: Connecting beyond the screens

Marcela Berdugo
セッションの種類:
ConneXion Zone
講演の言語:
スペイン語
セッション日:
2025年6月22日(日)
開始時間:
11:00 am
Sunday, June 22, 2025
Berdugo
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Persona Íntegra
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言語:
スペイン語
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In an increasingly digital and superfluous world, Berdugo explains how to connect with clients based on your beliefs. Demonstrating how sharing her stories, achievements, failures and values has helped her build relationships beyond likes, she helps you see social media as a tool for sharing who you are and how that authenticity is the key to establishing deep relationships.

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

Marcela Berdugo
セッションの種類:
フォーカス・セッション
講演の言語:
スペイン語
セッション日:
2025年6月23日(月)
開始時間:
3:00 pm
Monday, June 23, 2025
Berdugo
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言語:
スペイン語
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Join four dynamic speakers for this inspiring talk, where they will share their transformative journeys through growth, resilience and success. Discover how to adopt a long-term vision to drive your personal and professional transformation and develop habits that empower and help you build a legacy while also learning how to navigate challenges, overcome adversity with love and determination, and live a balanced life in any situation.

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

Marcela Berdugo, Codesh Shekinah De Jesus Hernandez, Lizette Kominik Sterling, Isela Quinones Arreola, Sr.
セッションの種類:
フォーカス・セッション
講演の言語:
スペイン語
セッション日:
2025年6月23日(月)
開始時間:
3:00 pm
Monday, June 23, 2025
Berdugo
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This is some text inside of a div block.
言語:
スペイン語
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Join four dynamic speakers for this inspiring talk, where they will share their transformative journeys through growth, resilience and success. Discover how to adopt a long-term vision to drive your personal and professional transformation and develop habits that empower and help you build a legacy while also learning how to navigate challenges, overcome adversity with love and determination, and live a balanced life in any situation.

質の高いメンティーの醸成

Fostering high-quality mentees

Naotake Bessho, MBA, AFP
セッションの種類:
ConneXion Zone
講演の言語:
日本語
セッション日:
2025年6月22日(日)
開始時間:
1:00 pm
Sunday, June 22, 2025
Bessho
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Gestión de Negocios
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言語:
日本語
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別所が質の高いメンティーの醸成にこだわるのは、MDRTの理念を入会前から意識させ、理念を共感、体感することで クオリファイ率が高くなるからです。MDRT会員としてのプレゼンス意識を持った会員を増やし、お客さまの満足度、安心安堵が拡散され、 社会貢献が増えることを目指しています。

Bessho is committed to fostering high-quality mentees to cultivate advisors who embody the MDRT philosophy, even before they qualify. He shares how this will increase the visibility of MDRT members, enhance client satisfaction, provide peace of mind and enable mentees to contribute positively to society.

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

David Blake
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2025年6月22日(日)
開始時間:
11:00 am
Sunday, June 22, 2025
Blake
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Gestión de Negocios
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言語:
英語
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In case you missed it, the MDRT family has grown. Discover how the MDRT Academy (designed to help advisors advance to the level of MDRT qualification) and the MDRT Center for Field Leadership (providing resources for field and home office leaders) can help you and other advisors learn and grow at every career stage.

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