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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。 

Oscar Jesus Aguilar Rivas

Apodaca
,
,
Mexico
合計会員回数：
5
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Oscar Jesus Aguilar Rivas, a financial advisor with more than 15 years of experience in the insurance industry and the CEO of the firm Hombre Clave, is also a successful speaker and author of financial planning books. Throughout his professional career, Aguilar Rivas has earned his place in his company’s Diamond Club and excelled as a sales champion.

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A planning tool as a sales strategy

Oscar Jesus Aguilar Rivas
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：
2026年6月7日（日）
開始時間:
Aguilar Rivas
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言語：
スペイン語
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Aguilar Rivas presents a practical, innovative tool you can implement in your meetings to help your clients identify their needs.

Denise Allard Serna

Ciudad De Mexico
,
,
Mexico
合計会員回数：
23
コート・オブ・ザ・テーブル：
10
トップ・オブ・ザ・テーブル：
5

Denise Allard Serna is a professional insurance agent at Seguros Monterrey New York Life.

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Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Denise Allard Serna
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：
2026年6月8日（月）
開始時間:
Allard Serna
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言語：
スペイン語
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MDRT members explore how to transform your mindset by breaking limiting beliefs and adopting a posture of responsibility, abundance and purpose as you enter a new stage of your business. Learn how leadership is a process that starts with self-awareness, moves to managing tasks and resources, and ultimately creates the type of inspirational leader who builds high-performance teams, aligns talent with the vision, fosters growth and creates environments of genuine collaboration.

Paola Almontes

Toluca, Mexico
,
,
Mexico
合計会員回数：
3
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Paola Almontes holds a bachelor's degree in international economic relations and is a successful financial and wealth advisor. She is the creator of “The Investor's Map” and the founder of the financial movement “Finance with Purpose.” She has built a digital community of more than two million followers and has delivered lectures and provided mentorship to inspire others to invest with purpose and build wealth.

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From 0 to 2 million followers: Create a brand that sells without selling

Paola Almontes
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：
2026年6月9日（火）
開始時間:
Almontes
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言語：
スペイン語
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In a world where advisors compete with the same content, it is necessary to create an authentic digital presence that builds trust and drives sales without chasing clients. Almontes reveals how to identify the right audience, create relevant content and interpret the metrics that matter most. Discover the difference between empty virality and purposeful virality, and why authenticity is the most powerful advantage for any advisor.

Juan Pablo Araoz Martinez Sr.

San Miguel de Tucuman
,
,
Argentina
合計会員回数：
7
コート・オブ・ザ・テーブル：
5
トップ・オブ・ザ・テーブル：
3

Juan Pablo Araoz Martinez Sr., is a specialist in life, savings and retirement insurance at Swiss Medical Seguros. With more than a decade of experience as a financial planner, Araoz Martinez has helped independent professionals and business owners build financial security by combining traditional methods with innovation and technology. He has earned significant recognition from his company and from LIMRA-Latam for his outstanding performance.

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Multiply your productivity with sales funnels and social media

Juan Pablo Araoz Martinez Sr.
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：
2026年6月7日（日）
開始時間:
Araoz Martinez
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言語：
スペイン語
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In the digital age, productivity is not only measured by hours worked but also by how we use technology to connect with more clients. Araoz Martinez explains how to design sales funnels that convert leads into prospects and prospects into clients, and how to use social media to position yourself in clients' minds. Learn how to integrate these tools with a high-performance team and get a clear road map to take your business to the next level.

María Lorena Arroyo Melchor

Mexico
,
,
Mexico
合計会員回数：
5
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

María Lorena Arroyo Melchor holds a bachelor's degree in business administration from La Salle University. Throughout her 10 years as a professional agent at Seguros Monterrey New York Life, she has specialized in financial planning for entrepreneurs and executives. Among the recognition she has received from her company for her outstanding performance are her membership in the Centurion Legion Club and attendance at international conventions.

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24 hours: Challenges and advantages of unstoppable agents

María Lorena Arroyo Melchor
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：
2026年6月7日（日）
開始時間:
Arroyo Melchor
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言語：
スペイン語
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We all have the same 24 hours. What sets us apart is how we turn them into results. Arroyo Melchor shares how to move from running around all day to producing high-level results — without burning out. Learn to set clear short-term goals, break them into specific tasks and prioritize what truly impacts your productivity while maintaining high energy levels.

Mariana Atencio

Miami
,
Florida
,
USA
合計会員回数：
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Mariana Atencioは2017年に本当の自分らしさについて語ったTEDxトークの「あなたを特別な存在にしているものは何？」が世界中で話題となり、大きな反響を呼びました。トークは現在は2,500万回以上の再生を記録し、13の言語に翻訳されています。彼女のメッセージは「人と異なる存在にしている要素こそが、あなたの強みとなる」というものです。この言葉はリーダーやチームが不確実性、絶え間ない混乱、そして自己不信を乗り越えて繁栄するための青写真となっています。Atencioはジャーナリズムのキャリアをアメリカのスペイン語テレビ・ネットワークのUnivisionで築き、その後NBCニュースで英語で発信するようになりました。取材を重視した報道姿勢が評価され、Peabody賞、Gracie賞、エミー賞ノミネート3回、そしてNAHJ大統領賞を受賞しました。

Mariana Atencio took the world by storm in 2017 with her viral TEDx talk on authenticity, “What makes YOU special?” — now with more than 25 million views and translated into 13 languages. Her message, what makes you different is what makes you powerful, inspires leaders and teams to embrace a blueprint to thrive through uncertainty, constant disruption and their own self-doubt. Atencio built her journalism career first at Univision in Spanish, then crossed over to English at NBC News, where her boots-on-the-ground reporting earned her a Peabody Award, a Gracie Award, three Emmy nominations and the NAHJ Presidential Award.

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信頼の優位性： 目的意識の確認、パフォーマンス向上、そして次のレベルへ

The trust advantage: Reigniting purpose, performance and next-level results

Mariana Atencio
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:
Atencio
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言語：
英語
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これまで築いてきた成功を存分に味わい、次の段階へと進むためにはどうすれば良いでしょう？Atencioはお客さまの視点から見た皆さん信用される要素を明らかにし、そのための三本柱である信頼、誠実さ、確実性を強化する方法を提案します。さらにアドバイザー、チームメイト、リーダーとして新たな高みへ到達できるようにシンプルで再現性のあるフレームワークを示します。

How can you fully enjoy the success you’ve built and unlock what’s next? Atencio helps uncover what makes you uniquely credible in your clients’ eyes, how to strengthen the three pillars of trust — credibility, integrity and reliability — and walk away with a simple, repeatable framework so you can reach new heights as an advisor, teammate and leader.

Nelly Attar

Riyadh
,
Riyadh
,
Saudi Arabia
合計会員回数：
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Nelly Attar is an adventurer and entrepreneur, recognized globally for breaking barriers as an Arab athlete, pushing human limits and guiding others to rise to their own challenges. She made history as the first Arab to summit K2 and the first Lebanese to climb the five highest peaks in the world. As the founder of MOVE, the first dance studio in Saudi Arabia, Attar sparked a movement that inspired communities across the Middle East to embrace fitness, resilience and exploration. Whether leading teams through unforgiving Himalayan climbs or advising organizations on resilience and vision, she embodies the message that, step by step, the impossible becomes possible.

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Climbing your Everest

Nelly Attar
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：
2026年6月9日（火）
開始時間:
Attar
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Persona Íntegra
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言語：
英語
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Despite coming from Saudia Arabia, a country once considered the least active, Attar made history on regional and global stages by summiting K2 and conquering the five highest mountains. Learn powerful tools and resources to help you find your Everest and start climbing today.

Saad Anthony Baksh, BSc

Marabella
,
,
Trinidad and Tobago
合計会員回数：
17
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Saad Anthony Baksh, BSc, is a branch manager for Maritime Financial Group. He leads 30 advisors in a multiline environment and has helped them win numerous Maritime Financial awards. He is an active MDRT and MDRT Center for Field Leadership member, currently serving on the MDRT Academy Committee-Global Member Relations, and as a member of the Brand Champion Task Force for the MDRT Center. Baksh has spoken at conferences in the United States, Barbados, Jamaica and Belize, and earned his degree from the University of London.

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

Saad Anthony Baksh, BSc
セッションの種類：
ConneXion Zone
講演の言語：
英語
セッション日：
2026年6月7日（日）
開始時間:
Baksh
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言語：
英語
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Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Maribe Carolina Barbona

Cordoba
,
,
Argentina
合計会員回数：
2
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：
1

Maribe Carolina Barbona has an outstanding professional career of more than two decades as an insurance agent. She is the creator and host of “Let's Talk Insurance with No Prior Knowledge,” a financial education program on YouTube. She is also the founder of Vidas Seguras, an organization focused on social inclusion and insurance education, and the author of the book “Life Insurance Goes to School.” Barbona is also a renowned international speaker and a professional coach. One of her most notable awards is the LIMRA International Platinum Quality Award.

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From prospect to client in less than 20 minutes

Maribe Carolina Barbona
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：
2026年6月7日（日）
開始時間:
Barbona
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言語：
スペイン語
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Barbona shares how to turn a prospect into a client in just 20 minutes by applying her SRI method (Save energy, Reduce fear and Increase pleasure). Drawing on real experiences, emotional communication strategies and neurosales techniques, she explains how to create an immediate connection, build trust and add value from the very first contact, ensuring you sell with purpose, simplicity and humanity while enjoying the process and positively impacting your clients' lives.

Jorge Antonio Barraza

San Pedro Garza Garcia
,
,
Mexico
合計会員回数：
4
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Jorge Antonio Barraza has more than 20 years of experience in the financial industry as a personal lines insurance advisor. Eager to gain new knowledge, Barraza continually seeks professional development through courses and updates. He currently serves as a moderator at the Instituto Mexicano Educativo de Seguros y Fianzas, as well as a mentor and agent developer at MetLife. He is also a prominent speaker at MDRT events.

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The human side of business: Practical advice on behavioral finance

Jorge Antonio Barraza
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：
2026年6月7日（日）
開始時間:
Barraza
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言語：
スペイン語
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Behavioral finance biases can affect you and your clients, while habits like discipline and integrity are the keys to longevity. Barraza offers practical examples and simple strategies to improve your performance as a professional advisor as you seek to protect and strengthen your clients' finances. Learn how understanding your clients’ mindsets is crucial to safeguarding and strengthening your business.

Juan Bendaña

Miami
,
Florida
,
USA
合計会員回数：
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Juan Bendaña は講師として高い評価を得ている起業家でありコーチです。トップクラスのCEO、オリンピック選手、グラミー賞を受賞したアーティスト、俳優、フォーチュン100企業のリーダーと仕事をしてきました。10年以上前に設立した最初のリーダーシップ開発会社はDisney, Fidelity, Lindt, American Express, Nationwide, Sony PicturesそしてZillowといった企業向けにプログラムをカスタマイズしました。オックスフォード大学、ペンシルベニア州立大学、トロント大学などによる25万人以上のリーダーを対象とした研究に基づき、科学的に裏付けられたメソッドでリーダーが自信をもってマインドセットを活性化し、大胆に指導し、変化の中で繁栄し、非凡な成長を促すことを支援しています。

Juan Bendaña is a highly sought-after speaker, entrepreneur and coach who has worked with top CEOs, Olympians, Grammy Award-winning artists, actors and Fortune 100 leaders. He started his first leadership development company more than a decade ago constructing personalized programming for companies such as Disney, Fidelity, Lindt, American Express, Nationwide, Sony Pictures and Zillow. Based on his research of more than 250,000 leaders at institutions such as the University of Oxford, the Pennsylvania State University and the University of Toronto, his science-backed framework helps leaders activate the confidence mindset to lead boldly, thrive through change and ignite extraordinary growth.

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自信は競争優位性： 成果をレベルアップさせるハイパフォーマンス思考

Make confidence your competitive advantage: High-performance mindset for next-level results

Juan Bendaña
セッションの種類：
講演の言語：
英語
セッション日：
2026年6月7日（日）
開始時間:
Bendaña
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言語：
英語
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期待が高まる一方で意欲が低下する現代、多くのリーダーは目標への関与に苦労しています。Bendañaは次のレベルのパフォーマンスを引き出すには野心だけでは足りず、より良い決断を下し、挑戦を受け入れ、最高の実力を発揮するための鍵となる自信が不可欠であると述べます。

In a world where expectations are rising and motivation is dropping, most leaders struggle to stay engaged with their goals. Bendaña shares why unlocking the next level of performance requires more than just ambition; it demands confidence, which is the key to making better decisions, embracing challenges and showing up as your best.

Magali Bernal

Ciudad De Mexico
,
,
Mexico
合計会員回数：
12
コート・オブ・ザ・テーブル：
5
トップ・オブ・ザ・テーブル：
0

Magali Bernal holds a master's degree in financial services from The American College of Financial Services. In 2007, she established Trasciende Hoy, a company focused on developing and executing wealth management strategies. Bernal helps her clients transcend more effectively and across generations through asset protection.

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Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Magali Bernal
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：
2026年6月9日（火）
開始時間:
Bernal
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言語：
スペイン語
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

David C. Blake

Harrison
,
New York
,
USA
合計会員回数：
26
コート・オブ・ザ・テーブル：
19
トップ・オブ・ザ・テーブル：
17

David C. Blakeは独立系保険会社として、全米の医療機関向けに任意加入型福利厚生プランの設計・提供を専門とするInsMed Insurance Agency Inc.の創業者兼社長です。30年以上前に設立して以来、医療従事者に2万件以上の個人向け所得補償保険を提供してきました。自らの成功は責任に対する誇りと主体性を発揮するだけでなく、同僚やお客さまに対して思いやりと分かち合う姿勢を持つスタッフの存在のおかげだと述べます。今年度MDRT Foundation会長を務めています。

David C. Blake is the founder and president of InsMed Insurance Agency Inc., an independent insurance company that specializes in creating voluntary benefit offerings for health care organizations across the United States. Since it was established more than 30 years ago, Blake has sold more than 20,000 individual disability insurance policies to health care professionals. He credits his success to having staff members who not only exude a sense of pride in and ownership of their responsibilities but also possess a caring and sharing attitude toward their peers and clients. He also currently serves as the MDRT Foundation President.

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MDRT Foundation & Room to Read

MDRT Foundation & Room to Read

David C. Blake
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：
2026年6月8日（月）
開始時間:
Blake
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言語：
英語
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Blake, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

Kavita Bothra

Navi Mumbai
,
,
India
合計会員回数：
5
コート・オブ・ザ・テーブル：
4
トップ・オブ・ザ・テーブル：
4

Kavita Bothra is the founder and partner of the financial firm Primassure LLP. With more than 20 years of experience in the profession, she focuses on life insurance, retirement planning and guiding women and families toward long-term financial security. As a strong advocate for women’s financial empowerment, Bothra has spoken at global forums, mentors advisors and is recognized for her empathetic, practical approach to wealth and legacy planning. She also holds a science degree and personal finance professional certification.

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Working with female clients: Building trust, influence and legacy

Kavita Bothra
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：
2026年6月9日（火）
開始時間:
Bothra
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Asesoría a Clientes
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言語：
英語
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Women today are shaping and controlling unprecedented levels of wealth, yet many advisors unintentionally sideline their voices. Bothra explains the behavioral nuances of working with female clients — how trust is built differently, why context matters more than numbers and how inclusive conversations transform relationships.

Delia Brimmer

Waltham
,
MA
,
United States
合計会員回数：
5
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：
0

Delia BrimmerはNew York Lifeでファイナンシャル・アドバイザーとして成功しています。2013年にキャリアをスタートさせて以来、人間関係の構築に重点を置いてきたこともあり、ビジネスを複数の州で展開するまでに成長させました。2022年に初めてMDRTの大会に出席し、現在もボランティアとして積極的に活動しています。

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 2022 and is an active MDRT member volunteer.

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パネル・ディスカッション：私を成長させてくれた最高のMDRTブッククラブ

Panel discussion: The best MDRT book club that grew my practice

Delia Brimmer
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：
2026年6月9日（火）
開始時間:
Brimmer
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Gestión de Negocios
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言語：
英語
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MDRT会員4名が、「史上最高のブッククラブ」での経験をシェアします。気軽な会話が画期的な飛躍のきっかけとなった経緯を語ります。次の成功への鍵は新たな戦略ではなく、深い思考、強固なつながり、そして飛躍的な成長のきっかけとなるグループでの対話ではないでしょうか。

Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Carla Brown, FPFS, CFP

Cuddington
,
,
United Kingdom
合計会員回数：
9
コート・オブ・ザ・テーブル：
9
トップ・オブ・ザ・テーブル：
9

To come

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Focus Session Power Hour

Carla Brown, FPFS, CFP
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：
2026年6月10日（水曜）
開始時間:
Brown
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Asesoría a Clientes
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言語：
英語
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Andrew Busch

Charlotte
,
North Carolina
,
USA
合計会員回数：
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Andrew Buschは米国政府の元初代市場情報担当最高責任者であり経済未来学者です。商品先物取引委員会のために経済および市場に関するニュース、情報、データを収集し、簡潔で理解しやすい調査報告書にまとめ、政府および一般市民に伝達する役割を担っていました。コンサルタントであり、基調講演者として化学、金融サービス、エネルギー、不動産、製造業、建設業、農業など幅広い分野のクライアントを担当しています。また著書に“World Event Trading”があります。

Andrew Busch is the former first chief market intelligence officer for the U.S. government and an economic futurist. For the Commodity Futures Trading Commission, he was charged with gathering all the news, information and data on the economy and markets and filtering it into condensed, easily understood research, then communicating it to the government and public. He is a consultant and keynote speaker with a wide range of clients in a variety of fields, including chemicals, financial services, energy, real estate, manufacturing, construction and agriculture, and is author of the book “World Event Trading.”

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未来の経済：大変革時代における成長の好機

Future economy: Growth opportunities in a period of profound change

Andrew Busch
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:
Busch
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言語：
英語
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人工知能の導入、金利の変動、そして数多くの国際紛争の中、世界は今後5年間で過去100年間に起こったより大きな経済的変化を経験することになるでしょう。Buschは経済、そして皆さんのビジネスに変革をもたらす要因を理解するために必要な背景を説明し、市場に影響を与える事象が発生しても、成功に向けて自らを位置付ける方法を解説します。

Between AI adoption, interest rate volatility and numerous international conflicts, the world is going to see more economic change in the next five years than we have seen in the last 100 years. Busch explains the context needed to understand what is creating momentum for change in the economy and your business, and how to align yourself for success no matter what market-impacting events may occur.

John Ross Cachia

Keilor East
,
,
Australia
合計会員回数：
2
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：
2

To come

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Focus Session Power Hour

John Ross Cachia
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：
2026年6月10日（水曜）
開始時間:
Cachia
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Gestión de Negocios
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言語：
英語
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Dayra Irene Chavez

Cuidad de Panama
,
,
Panama
合計会員回数：
14
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：
0

Dayra Irene Chávez served as Country Chair for MDRT’s MCC Zone 11, Panama, from 2016 to 2018. She has a remarkable 17-year career as an insurance agent and is the founder and CEO of D.C. Asesores de Seguros S.A., a brokerage specializing in personal and general insurance as well as surety bonds. Chávez served as president of the National Association of Insurance Producers of Panama from 2021 to 2023 and is currently a member of the advisory board of the National Association of Insurance Professionals of Panama. She is also the host of her successful podcast @dayraasegura.

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Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Dayra Irene Chavez
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：
2026年6月9日（火）
開始時間:
Chavez
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言語：
スペイン語
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

Aprilyn Chavez Geissler, LACP, CCP

Albuquerque
,
NM
,
United States
合計会員回数：
8
コート・オブ・ザ・テーブル：
4
トップ・オブ・ザ・テーブル：
2

Aprilyn Chavez Geissler, LACP, CCP, began working in the financial services profession while in college. She has served as a NAIFA national trustee and is currently the national treasurer at WIFS, where she specializes in wealth management, employee benefits, fixed insurance and multiline insurance. She is the first executive vice president for Gateway Insurance and Financial Services and runs her own practice, which focuses on empowering women. She was the recipient of the 2019 NAIFA National Diversity Champion Award and was recognized by Investment News in 2020 as one of the top women to watch in the country.

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Empowering women

Aprilyn Chavez Geissler, LACP, CCP
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：
2026年6月10日（水曜）
開始時間:
Chavez Geissler
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Marketing
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言語：
英語
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Women face distinct challenges, and recognizing these challenges allows financial professionals to better connect, build trust and provide relevant, empowering services to meet women’s priorities, values and long-term goals. Chavez Geissler explores how to impactfully share your knowledge in ways women will understand and can relate to.

Yung-Han Cheng, AFP

Taipei
,
,
Taiwan Area
合計会員回数：
9
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：

Yung-Han Cheng, AFP, serves at Nan Shan Life Insurance and has 13 years of industry experience, specializing in tax planning and family legacy strategies. He graduated from National Taiwan University and began his career at Deloitte before transitioning to the insurance sector.

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Small acts, big impact

Yung-Han Cheng, AFP
セッションの種類：
ConneXion Zone
講演の言語：
中国語
セッション日：
2026年6月8日（月）
開始時間:
Cheng
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言語：
中国語
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Drawing on extensive charitable service experience, Cheng explores how to guide clients in sustaining philanthropic contributions through strategic insurance planning and how to master techniques for blending insurance with social good while implementing a Whole Person client service approach.

Eunjoo Chin

SEOUL
,
,
Republic of Korea
合計会員回数：
4
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Eunjoo Chin is a star wealth manager and financial professional at KB Life Partners with six years of experience. Chin specializes in death benefits, retirement planning and life planning. She has received the KB Life Partners Annual Award every year and achieved Rookie Champion status. Previously, Chin worked in overseas business marketing.

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Sales process completed with one page

Eunjoo Chin
セッションの種類：
ConneXion Zone
講演の言語：
韓国語
セッション日：
2026年6月7日（日）
開始時間:
Chin
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言語：
韓国語
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Faithfully following the sales process allows you to become a client's exclusive partner without competition. Chin explains how to use a one-page life planning tool to manage everything from consultation to referrals while stimulating the client’s needs by focusing on their life rather than products.

Tim Daniel Clairmont, MSFS, LACP

,
,
United States
合計会員回数：
16
コート・オブ・ザ・テーブル：
16
トップ・オブ・ザ・テーブル：
15

Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.

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Panel discussion: A guide for communicating MDRT value to clients and peers

Tim Daniel Clairmont, MSFS, LACP
セッションの種類：
ConneXion Zone
講演の言語：
英語
セッション日：
2026年6月7日（日）
開始時間:
Clairmont
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言語：
英語
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Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

Curtis V. Cloke, LUTCF, RICP

Burlington
,
IA
,
United States
合計会員回数：
27
コート・オブ・ザ・テーブル：
21
トップ・オブ・ザ・テーブル：
19

To come

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Focus Session Power Hour

Curtis V. Cloke, LUTCF, RICP
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：
2026年6月10日（水曜）
開始時間:
Cloke
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Asesoría a Clientes
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言語：
英語
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In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Robyn Crane, CFP

PALM HARBOR
,
FL
,
United States
合計会員回数：
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

Robyn Crane, CFPは基調講演講師、ベストセラー作家、ポッドキャスター、金融専門家向けコーチ、そしてCrane Financial Inc.のCEOです。ファイナンシャル・アドバイザーとして10年のキャリアを積んだ後、ブランディング、マーケティング、お客さま獲得を通じて、アドバイザーが繁栄する事業を築く活動を10年近く続けています。彼女はOprah Magazine, Fortune そしてThe Wall Street Journalに取り上げられ、数多くの金融サービス機関の大会で講演を行っています。

Robyn Crane, CFP, is a nationally recognized business coach who has impacted more than 31,000 financial advisors. Her proven marketing, sales and client-acquisition systems help advisors consistently grow thriving practices. Organizations like FPA, WIFS, Guardian Life and Prudential rely on her practical strategies and high-energy delivery. Crane’s insights have appeared in Oprah Magazine, Fortune and The Wall Street Journal. Her colorful style, candid approach and track record of results make her a standout voice in the financial industry.

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紹介をシンプルに： 確実な成長を実現する実績あるシステム

Referrals made simple: A proven system for predictable growth

Robyn Crane, CFP
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：
2026年6月8日（月）
開始時間:
Crane
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Marketing
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言語：
英語
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紹介は依然としてビジネスを拡大する最も効果的な方法ではありますが、多くのアドバイザーは紹介をお願いすることに気まずさや遠慮を感じています。Craneは心理学的に気まずい「お願い」を自然な会話へと変える手法と、お客さまからの紹介を待つ姿勢から、自信と信頼と一貫性のある紹介の連鎖を創り出す方法を紹介します。

While referrals remain one of the most powerful ways to grow a practice, many advisors feel awkward or ineffective asking for them. Crane shares a psychology-based framework for turning uncomfortable “asks” into natural conversations and how to shift from hoping clients bring referrals to creating steady introductions with confidence, credibility and consistency.

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