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同時通訳の言語はまだ確定ではありません。2023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50名以上が会議登録の際に同一言語の通訳を希望する場合、メイン・プラットフォームと一部のフォーカス・セッションに同時通訳を提供します。最終的にどの言語に通訳をつけるかは5月8日以降に決定します。

Maintaining your mission and life balance amid adversity and change

David C. Blake
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
開始時間:
Blake
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言語:
英語
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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.

Your client is getting a divorce — Now what?

Janice Virginia Berner, CPA
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
開始時間:
Berner
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言語:
英語
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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.

3 approaches to enabling continuous referrals

Yuen Shiu Lun
セッションの種類:
ConneXion Zone
講演の言語:
広東語
セッション日:
開始時間:
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言語:
広東語
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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.

Closing a sale by client DIY

Lim Meow Lih
セッションの種類:
ConneXion Zone
講演の言語:
中国語
セッション日:
2023年6月25日(日)
開始時間:
11:00 am
Sunday, June 25, 2023
Lim Meow Lih
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言語:
中国語
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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.

Performance management during the pandemic without fear

Chan Wing Sze
セッションの種類:
ConneXion Zone
講演の言語:
広東語
セッション日:
2023年6月25日(日)
開始時間:
11:00 am
Sunday, June 25, 2023
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言語:
広東語
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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.

The foundation to building strong relationships with clients

Jorge Antonio Barraza Avila
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:
2023年6月25日(日)
開始時間:
11:00 am
Sunday, June 25, 2023
Avila
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言語:
スペイン語
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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.

Understanding how to engage with younger generations

Attaphorn Eiamaorn
セッションの種類:
ConneXion Zone
講演の言語:
タイ語
セッション日:
2023年6月25日(日)
開始時間:
11:30 am
Sunday, June 25, 2023
Eiamaorn
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言語:
タイ語
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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.

Secrets to developing your next-generation associate

Amy Howard, CHS
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2023年6月25日(日)
開始時間:
11:30 am
Sunday, June 25, 2023
Howard
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言語:
英語
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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.

Make X a leading role

Tang Man Ching Mi
セッションの種類:
ConneXion Zone
講演の言語:
広東語
セッション日:
2023年6月25日(日)
開始時間:
11:30 am
Sunday, June 25, 2023
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言語:
広東語
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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.

Secrets to developing your next-generation associate

Adrian George, CFP, TEP
セッションの種類:
ConneXion Zone
講演の言語:
英語
セッション日:
2023年6月25日(日)
開始時間:
11:30 am
Sunday, June 25, 2023
George
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This is some text inside of a div block.
言語:
英語
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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.

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