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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。 

Thomas Cunningham III, QFA, RFP

Galway
,
,
Ireland
合計会員回数：
3
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：

Thomas Cunningham, QFA, RFP, is a financial consultant, entrepreneur, and Principal of Cunningham Financial Services Ltd. With over 13 years’ experience in the financial services profession, Thomas brings a commercially astute perspective shaped by building and leading successful businesses. He advises individuals, families, and business owners across life protection, investment strategy, retirement planning, and broader financial structuring, including lending and mortgage solutions where appropriate. His work focuses on creating resilient, long-term financial frameworks that protect capital, manage risk, and support sustainable wealth creation across all stages of life.

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Referral growth system

Thomas Cunningham III, QFA, RFP
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:
Cunningham III
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言語：
英語
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Referrals are a reward for trust, Cunningham says, and trust requires not just listening to the clients but really hearing them. He shares a five-step process that has helped him build a business of more than 1,000 referral-driving clients.

Domenick D'Andrea, AIF, CRC

Westbury
,
NY
,
United States
合計会員回数：
9
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：
0

Domenick D’Andrea, AIF, CRC, has been in the financial services profession for more than 31 years. As co-founder of DanDarah Wealth Management, he helps individuals and families navigate retirement and financial planning with clarity and confidence by pairing proven advisory expertise with a modern focus on digital presence. A frequent conference and webinar speaker, D’Andrea shares insights on social media, digital branding and client reviews — equipping professionals to build trust, strengthen reputations and drive growth in today’s digital-first world.

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The myths advisors believe about social media, branding and reviews — and the realities that win trust

Domenick D'Andrea, AIF, CRC
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:
D'Andrea
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Marketing
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言語：
英語
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Showing up online with authenticity matters far more than being polished, D’Andrea says. Discover how social media, digital branding and reputation management have transformed his business and altered him personally as well as why reviews and digital presence are not just marketing tools — they’re reflections of who you are and the value you deliver.

Susana Itzel Delgadillo Pineda

CDMX
,
,
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：

Susana Itzel Delgadillo Pineda holds a bachelor's degree in international business from Tecnológico de Monterrey. With six years of experience as an insurance agent specializing in life and health insurance, she has built a solid portfolio of more than 600 clients. Currently, she ranks third among the top 10 agents in her company and has been the national champion in her agency for the past three years.

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From apprentice to leader: 5 strategies to become a benchmark in the industry

Susana Itzel Delgadillo Pineda
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8日（月）
開始時間:
Delgadillo Pineda
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言語：
スペイン語
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Delgadillo Pineda discusses practical sales strategies and techniques to boost your professional growth, improve your results and stand out in an increasingly competitive market. Learn to create valuable content, leverage social media and build trust to attract quality prospects while gaining insight into how to effectively ask for referrals and ensure that every prospect becomes a client.

Rick Denley

Toronto
,
Ontario
,
Canada
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：

Rick Denley is a growth and leadership expert. For more than 30 years, he has led multinational corporations and coached executives and professional athletes, empowering them to transform and maximize their influence and impact. An award-winning international coach, consultant and speaker, Denley has inspired thousands worldwide to harness the opportunities in change to reach their peak performance.

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Reinvent for greatness

Rick Denley
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:
Denley
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Persona Íntegra
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言語：
英語
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Do you know how to navigate through life's challenges with resilience and positivity? Denley shares examples of his own adversity while empowering you to delight in his positive outcomes and envision your own success.

Derek Wong Tuck Kong

Petaling Jaya
,
,
Malaysia
合計会員回数：
12
コート・オブ・ザ・テーブル：
6
トップ・オブ・ザ・テーブル：
3

To come

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Focus Session Power Hour

Derek Wong Tuck Kong
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:
Derek Wong Tuck Kong
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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.

Damon Dunn

Seattle
,
Washington
,
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：

Damon Dunnは小さなトレーラーハウスで10人が暮らす環境で育ち、食料は狩猟や漁業に頼っていました。高校時代に州選抜のアメリカンフットボール選手となり、スタンフォード大学から奨学金を授与されました。在学中にEast Palo Alto Stanford Summer Academyの事務局長を務め、恵まれないラテン系およびアフリカ系の学生に学習指導とメンターシップを提供しました。卒業後、NFLのジャクソンビル・ジャガーズ、クリーブランド・ブラウンズ、ニューヨーク・ジェッツ、ダラス・カウボーイズでプレーし、大けがをした子どもたちを支援するため、 Fighting Giants Ministryを設立しました。現在はSagan Sign TalentのCEOを務めています。

Damon Dunn grew up in a three-bedroom trailer with 10 people, relying on hunting and fishing for food. In high school, he was an all-state football player and was awarded a scholarship to Stanford University. While there, Dunn served as executive director of the East Palo Alto Stanford Summer Academy, providing tutoring and mentorship to underprivileged Latino and African American students. Upon graduation, he played in the NFL for the Jacksonville Jaguars, Cleveland Browns, New York Jets and Dallas Cowboys, and founded the Fighting Giants Ministry to support children with life-changing injuries. Today, he is the CEO of Sagan Sign Talent.

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閉じ込められても：未来は明るいから大胆に挑もう

Locked in: Be bold, the future is bright

Damon Dunn
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:
Dunn
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言語：
英語
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Dunnのユニークなジャーニーは自らの主導権を取り戻し、停滞期を突破し、意図的に未来を設計していく過程に必要な視点を与えてくれます。競争、戦略、リーダーシップで苦労して得た経験と教訓を共有し、絶え間ない卓越性、システマチックな実行力、戦略的意思決定、そしてプレッシャー下での回復力を得る道筋を示します。

Dunn’s unique journey gives him a rare vantage point on how people reclaim their sovereignty, break through plateaus and intentionally engineer their future. He shares the hard-earned lessons he experienced in the arenas of competition, strategy and leadership, providing a blueprint for relentless excellence, system-driven execution, strategic decision-making and resilience under pressure.

Keith Ferrazzi

Los Angeles
,
California
,
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：

Keith Ferrazzi is an entrepreneur, philanthropist, award-winning speaker, bestselling author and investor. As founder and chairman of Ferrazzi Greenlight and its applied research institute, Ferrazzi coaches teams in top organizations to achieve transformative outcomes. He is a Fast Company Leadership Hall of Famer and Toastmasters’ 2018 Golden Gavel Award winner who has a passion for challenging people to embrace change and inclusive collaboration.

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Keith Ferrazzi
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8日（月）
開始時間:
Ferrazzi
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言語：
英語
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Fiona Foo Yuet Ling, ChFC/S

Singapore
,
,
Singapore
合計会員回数：
11
コート・オブ・ザ・テーブル：
6
トップ・オブ・ザ・テーブル：
0

To come

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Focus Session Power Hour

Fiona Foo Yuet Ling, ChFC/S
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:
Foo Yuet Ling
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Marketing
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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.

John P. Foppe

Breese
,
IL
,
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：

John P. Foppe is a seasoned international keynote speaker who was trained by Zig Ziglar and has presented in more than 25 countries. Born without arms, Foppe is the founder of Friends of the Forgotten, a mission serving institutionalized children with disabilities in the developing world. He is the author of “What’s Your Excuse?” and was named one of the Ten Outstanding Young Americans by U.S. Junior Chamber of Commerce.

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Grit, goals and greatness: Breaking excuses and building vision

John P. Foppe
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:
Foppe
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Persona Íntegra
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言語：
英語
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Success is not the absence of obstacles, but the presence of grit, determination and the discipline to focus on what truly matters. Foppe, who was born without arms, challenges members to recognize their “emergency excuses” and dismantle the myths that hold them back.

Devin Gaffney, FSCP, LUTCF

London
,
KY
,
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：

Devin Gaffney, FSCP, LUTCF, is the sales training manager and development leader for AAA Life Insurance Company. With almost 30 years’ experience in financial services, Gaffney has spent the last 13 years focused on designing and delivering programs that combine traditional training methods with cutting-edge technology to empower advisors. He graduated from Western Kentucky University with a degree in advertising and marketing.

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Start fast, retain for years: A people-led, AI-reinforced onboarding program

Devin Gaffney, FSCP, LUTCF
セッションの種類：
グローバル・サービス
講演の言語：
英語
セッション日：
2026年6月9日（火）
開始時間:
Gaffney
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言語：
英語
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AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Eric Gabriel Gamilla

SAN PABLO CITY
,
,
Philippines
合計会員回数：
4
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Eric Gabriel Gamilla joined the financial services profession in 2019 and specializes in health protection, wealth management, risk management and financial planning to help individuals and their families safeguard their futures. He is a medical doctor, registered pharmacist and branch head at AXA Philippines who has also served as an MDRT mentor and MDRT Company Chair in the Philippines. He has been recognized with numerous industry honors and, with his unique background in medicine, education and financial services leadership, he brings a holistic approach to advising clients and mentoring advisors, combining professional excellence with a deep sense of purpose.

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Time mastery: Thriving in multiple roles without losing balance

Eric Gabriel Gamilla
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9日（火）
開始時間:
Gamilla
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言語：
英語
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Many advisors struggle to balance multiple roles — professional, personal and family — without feeling overwhelmed. Gamilla shares his five principles (including defining and prioritizing roles, structuring your week around nonnegotiables and more) of time mastery that have helped him thrive while wearing many hats.

Vincent Gan, ChFC, CLU

Singapore
,
,
Singapore
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：
0

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in agency leadership, training and development, with a passion for helping financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums and received numerous company and industry accolades.

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Ask 25 purpose-driven questions for financial consultants

Vincent Gan, ChFC, CLU
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:
Gan
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Asesoría a Clientes
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言語：
英語
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Clients aren’t just looking for numbers; they’re seeking meaning, direction and someone who truly understands what matters to them. Gan distills more than two decades of professional insight into 25 purpose-driven questions designed to spark trust, uncover deep motivations and guide transformative conversations.

Alexandra de Jesus Garcia Yanez

SALTILLO
,
COAH
,
Mexico
合計会員回数：
4
コート・オブ・ザ・テーブル：
0
トップ・オブ・ザ・テーブル：
0

Alexandra de Jesus García Yanez is an insurance agent at Seguros Monterrey New York Life. With more than five years of experience in the financial services profession, she has earned recognition for her focus on financial education for young people, especially women, empowering them to build a strong future with a long-term perspective. García Yanez has gained significant recognition for her performance, including Legión Platino, Club Diamante and Club Atlantis. She has also been both a champion and a runner-up in her company's Northern Zone for three consecutive years in the life insurance category.

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

Alexandra de Jesus Garcia Yanez
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:
Garcia Yanez
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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.

Clay Gillespie, CFP, CLU

Vancouver
,
BC
,
Canada
合計会員回数：
24
コート・オブ・ザ・テーブル：
22
トップ・オブ・ザ・テーブル：
21

Clay Gillespie, CFP, CLUは2026年MDRT副会長。MDRT Foundationのエクスカリバー・ナイトであり、2023年に財務ディビジョン担当グローバル・カウンシル・メンバー、2019年にトップ・オブ・ザ・テーブル担当グローバル・カウンシル・メンバー兼諮問委員会チェアを務めました。2015年MDRTアニュアル・ミーティングではフォーカス・セッション担当のキャプテンを務め、トップ・オブ・ザ・テーブルでいくつもの委員会のチェアを経験しました。GillespieはRGF Integrated Wealth Management社のファイナンシャル・アドバイザー、ポートフォリオ・マネージャーそしてマネージング・ディレクターです。

Clay Gillespie, CFP, CLU, is the 2026 First Vice President of MDRT. An Excalibur Knight of the MDRT Foundation, Gillespie served as Global Council Member of MDRT’s Finance Division in 2023 and as Top of the Table Global Council Member and Advisory Board Chair in 2019. He was Captain of the 2015 MDRT Annual Meeting Focus Sessions Committee and has served as Chair of several committees in the Top of the Table Division. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management.

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会長予定者あいさつ

Incoming Presidential Address

Clay Gillespie, CFP, CLU
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9日（火）
開始時間:
Gillespie
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言語：
英語
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2027年MDRT会長に就任するClay Gillespie, CFP, CLUのあいさつ

Get to know 2027 MDRT President Clay Gillespie, CFP, CLU

Yertizell Gonzalez

Cuidad de Panama
,
,
Panama
合計会員回数：
6
コート・オブ・ザ・テーブル：
0
トップ・オブ・ザ・テーブル：
0

Yertizell González is a successful insurance broker and a founding partner of GYP Seguros Panamá, with 15 years of experience in the insurance industry. The awards she has received for her outstanding professional performance include Top 1 New Agent in 2011, Top 1 Agent in 2014 and Top 5 Agent at ASSA.

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

Yertizell Gonzalez
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:
Gonzalez
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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.

Nathan Graff, BFA, CFP

Corvallis
,
OR
,
United States
合計会員回数：
4
コート・オブ・ザ・テーブル：
4
トップ・オブ・ザ・テーブル：
4

To come

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Focus Session Power Hour

Nathan Graff, BFA, 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:
Graff
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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.

Ho Hsiu Ling

Taipei City
,
,
Taiwan Area
合計会員回数：
7
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Ho Hsiu Ling is a financial planner who leverages 20 years of human resources expertise in her practice while also applying her training and consulting experience to her role.

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Pursuing dreams across the Gobi

Ho Hsiu Ling
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7日（日）
開始時間:
HO HSIU LING
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言語：
中国語
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Ho Hsiu Ling shares insights from leading a 1,000-person Gobi Desert expedition, demonstrating how to build resilience against rejection. Learn how to channel the persistence required for achieving dreams into powerful professional service and marketing strategies that establish lasting client trust.

Travis Hamilton

Christchurch
,
,
New Zealand
合計会員回数：
7
コート・オブ・ザ・テーブル：
4
トップ・オブ・ザ・テーブル：
2

Travis Hamilton is a financial advisor and business owner with 15 years of experience in the profession. As managing director of Plan B Financial Services, he specializes in life and health insurance. Hamilton is MDRT’s MCC Zone 13 Country Chair-Oceania and has served on the MDRT Academy Task Force. He is a Chartered member of the Institute of Directors and holds a Bachelor of Commerce in finance and economics.

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How to build, develop and maintain strategic centers of influence

Travis Hamilton
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8日（月）
開始時間:
Hamilton
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言語：
英語
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Real growth doesn’t happen in isolation — it happens through collaboration. Hamilton explains how he has built an advisory practice by developing powerful centers of influence who refer hundreds of clients each year and how you can apply his framework to make referring easy for your COIs.

Brian D. Heckert, CLU, ChFC

Nashville
,
,
United States
合計会員回数：
38
コート・オブ・ザ・テーブル：
26
トップ・オブ・ザ・テーブル：
19

Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.

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

Brian D. Heckert, CLU, ChFC
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:
Heckert
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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.

Dr. José M. Hernández

Stockton
,
California
,
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：

Dr. José Hernández is a University of California regent and the president and CEO of Tierra Luna Engineering LLC, an aerospace engineering consulting firm. From 2001 to 2011, Hernández worked at NASA's Johnson Space Center in various roles, including as a flight engineer on the Space Shuttle Discovery’s penultimate mission, which completed construction of the International Space Station. Prior to his tenure at NASA, Hernández spent 17 years at Lawrence Livermore National Laboratory, where he contributed to the X-ray laser project and co-developed the first full-field digital mammography system for early breast cancer detection.

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Dr. José M. Hernández
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:
Hernández
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言語：
英語
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Sarah Helen Hogan, ACII

Lancashire
,
,
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：
7

To come

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Focus Session Power Hour

Sarah Helen Hogan, ACII
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:
Hogan
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Marketing
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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.

H. Adam Holt, ChFC, CFP

Philadelphia
,
PA
,
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：

H. Adam Holt, ChFC, CFP, is the managing partner at RubinGoldman and Associates and founder of Asset-Map, a platform used by thousands of advisors to engage more than 2.5 million households worldwide. With 26 years of experience, Holt has built a firm surpassing USD 1 billion AUM and millions in annual premium. A recognized thought leader and podcast host, he speaks globally on advisor intelligence, behavioral finance and the future of client engagement in financial advice.

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Investing in the original AI: Advisor intelligence

H. Adam Holt, ChFC, 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9日（火）
開始時間:
Holt
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Asesoría a Clientes
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言語：
英語
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As clients gain access to increasingly sophisticated digital tools, the traditional approach of presenting multipage financial plans is quickly losing relevance. Holt explains how to deliver more meaningful client experiences and why the true differentiator is not artificial intelligence — it is advisor intelligence: your unique blend of empathy, judgment, real-time insight and trust-building that only an advisor can deliver.

Hoo See Yean Joyce

Subang Jaya
,
,
Malaysia
合計会員回数：
6
コート・オブ・ザ・テーブル：
2
トップ・オブ・ザ・テーブル：

Hoo See Yean Joyce is a premier wealth planner with Prudential Malaysia, bringing 12 years of expertise in family and high-net-worth wealth and risk management. She is also a third-generation professional with more than four decades of family history in the life insurance business. Since starting her career as a fresh graduate, Hoo See Yean Joyce has earned prestigious accolades including the International Dragon Award, AKARD Diamond Award, Asia Pacific Financial Service Award and LIMRA’s PSM. A certified wealth planner with a bachelor’s in international business, she is dedicated to helping clients protect their dignity, preserve wealth and secure lasting legacies.

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The unprepared generation: Closing the gap in long-term care planning for modern advisors

Hoo See Yean Joyce
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8日（月）
開始時間:
Hoo See Yean Joyce
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言語：
英語
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Do you know how to prepare for extended lifespans and the rising costs of aging? Discover Hoo See Yean Joyce’s three-step framework for building sustainable care solutions, along with a metaphor to help you communicate the urgency of this issue to clients and avoid objections.

Morgan Housel

Seattle
,
Washington
,
USA
合計会員回数：
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Morgan Housel is a partner at Collaborative Fund. His book, “The Psychology of Money,” has sold more than 2 million copies and has been translated into 49 languages. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He serves on the board of directors at Markel and has presented at more than 100 conferences in a dozen countries.

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The psychology of money: How to change your clients’ lives and become their financial hero

Morgan Housel
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9日（火）
開始時間:
Housel
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言語：
英語
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Most people don’t make financial decisions on a spreadsheet; they make them at the dinner table or in a meeting room, where personal history and each person’s unique view of the world, ego, pride, marketing and odd incentives are scrambled together. Housel shares four stories that have nothing to do with investing but highlight behavior — and how to use those insights to make better decisions with money.

Ming-Fong Huang, CFP

Taipei
,
,
Taiwan Area
合計会員回数：
14
コート・オブ・ザ・テーブル：
8
トップ・オブ・ザ・テーブル：
5

Ming-Fong Huan, CFP, is an active MDRT member, currently reprising her roles both as MDRT Chinese Taiwan Local Chair and Chair of the Top of the Table Market Engagement Committee, Chinese Taiwan. She received the 2021 Business Weekly Top 100 CEO/Top 100 Consultant Award and published “The Remote Sales Queen's Guide to Winning in 2022.” She has released annual online courses from 2023-2025 and holds a master's degree from National Central University, Institute of Industrial Economics.

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Time management: Effectively organize your week

Ming-Fong Huang, CFP
セッションの種類：
フォーカス・セッション
講演の言語：
中国語
セッション日：
2026年6月9日（火）
開始時間:
Huang
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Gestión de Negocios
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言語：
中国語
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Effective time management empowers advisors to shift from reactive firefighting to proactive client service delivery. Huang shares how to master three core principles of time management — categorizing tasks, setting priorities and creating action plans — to free up time for prospecting.

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