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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。

Building a community — The heart of client loyalty

June Rong Rong Koh
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:
Koh
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言語:
英語
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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.

Behind an outstanding outcome is a highly effective work team

Denise Allard Serna
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:
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Allard Serna
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言語:
スペイン語
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“Today, I’m more knowledgeable than I was yesterday.” Each morning represents a new opportunity to build the world we want. Being ourselves every day means pursuing our dreams, working to find success and being on a continuous search for the best possible version of ourselves. Allard Serna shares the key pillars that will help us build the best possible version of ourselves every day to achieve extraordinary results.

Driving success in your organization by understanding givers and takers

Lim Yee Von
セッションの種類:
ConneXion Zone
講演の言語:
英語
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開始時間:
Lim
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言語:
英語
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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.

PGAから始まるTOTへの道

Journey to Top of the Table starts from PGA

Makoto Mitsui
セッションの種類:
ConneXion Zone
講演の言語:
日本語
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開始時間:
Mitsui
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言語:
日本語
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MDRTのイベントでPGAに登録したことはありますか?PGAメンバーはレジェンドが数多く登録されており、一緒にPGAの仕事をしながら多くの営業ノウハウを学べます。

Have you registered for PGA at an MDRT event? Mitsui discusses how many legendary members work as PGA, and explains how you can learn from them while working as PGA and having fun together.

Introduce yourself as an MDRT advisor at the first appointment

Augusto Quijano Farjat, LUTCF, CLI
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:
開始時間:
Quijano Farjat
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言語:
スペイン語
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Did you know that the first impression you make on people will influence their purchase decision? And did you know that 30 seconds are enough to make that first impression?  Quijano Farjat reviews the elements necessary to introduce yourself as an MDRT advisor from the very first encounter with prospects.

How to attract high-quality clients

Yi-Pei Lin, MBA
セッションの種類:
ConneXion Zone
講演の言語:
中国語
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開始時間:
Lin
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言語:
中国語
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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.

Adding value as the family's trusted advisor using 3 simple tools

Mathew Thomas Fogarty, CFP, DIP FP
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:
Fogarty
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言語:
英語
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Fogarty showcases three tools to help you provide extra value to your clients while positioning yourself as the family’s trusted advisor.

How to use the MDRT Benchmarking Survey

Peter Hill, ChFC
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:
Hill
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言語:
英語
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What do you want to know about your practice, and what does the data tell you? Hill discovered the tremendous benefits of reviewing the MDRT Benchmarking Survey to compare his business with other ensemble firms and encourages you to take note of what the data can teach you about yours.

Maintaining your mission and life balance amid adversity and change

David C. Blake
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.

Elevating prospects to becoming valuable staff resources

Alvin Albert Jones, 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:
開始時間:
Jones
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言語:
英語
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Have you wondered how to get your prospects more engaged in your practice? Jones suggests leveraging the advocacy of your existing clients by seeking out their insight in a client advisory board to discover new ways to elevate the client experience, leading to increased productivity.

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