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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。 

Alexandra de Jesus Garcia Yanez

SALTILLO
,
COAH
,
Mexico
合計会員回数：
5
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:
1:30 pm
Tuesday, June 9, 2026
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：
25
コート・オブ・ザ・テーブル：
23
トップ・オブ・ザ・テーブル：
22

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:
8:00 am
Tuesday, June 9, 2026
Gillespie
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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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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

Jonathan Godshall C., MBA, LUTCF

,
,
合計会員回数：
12
コート・オブ・ザ・テーブル：
1
トップ・オブ・ザ・テーブル：

Jonathan Godshall C., MBA, LUTCF, is the director of Godshall Consultores. He began in the financial services profession in 2012 at the age of 25. Since then, he has been a frequent MDRT volunteer, serving on committees, including the Member Communications Committee for Latin America, and as a speaker at the MDRT Annual Meeting. He is the author of the book, “Tu dinero, tu futuro: Guia practica para jóvenes y familias que quieren vivir sin estrés financiero.”

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Transforming the way you build your financial advisory business

Jonathan Godshall C., MBA, LUTCF
セッションの種類：
MDRT Academy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:
1:30 pm
Sunday, August 9, 2026
Godshall
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言語：
スペイン語
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Every moment and interaction offers an opportunity to build trust.  In this exclusive session for MDRT Academy members, Godshall highlights the importance of maintaining a strong professional image, engaging in authentic communication, and delivering a concise, effective presentation that conveys confidence and genuine value. This session will inspire you to listen actively, develop genuine empathy, and see objections as opportunities for dialogue. Godshall also shares techniques for closing sales and strategies to tailor each interaction. He emphasizes the importance of an organized, people-centered business approach focused on building lasting relationships.

Yeritzell Gonzalez

Cuidad de Panama
,
,
Panama
合計会員回数：
7
コート・オブ・ザ・テーブル：
0
トップ・オブ・ザ・テーブル：
0

Yeritzell 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

Yeritzell 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:
1:30 pm
Tuesday, June 9, 2026
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

Nathan Graff, CFP, BFAは2008年以来、お客さまの財務パズルの管理を手伝っています。お客さまの目標を理解し、ご本人とご家族のためのビジョンを実現できるようにカスタマイズされた創造的な解決策を提供しています。GraffはSouthern OregonUniversity, the University of OxfordそしてOregonState Universityで学び、哲学の学士号を取得しました。LPLFinancial社で証券登録資格（シリーズ7および66）を保持し、オレゴン州の医療保険および生命保険のライセンスも取得しています。

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Nathan Graff, CFP, BFA, hasbeen helping clients manage their financial puzzles since 2008. He aims tounderstand his clients’ goals, so he can provide customized and creativesolutions to ensure their visions for themselves and their families become a reality.Graff attended Southern Oregon University, the University of Oxford and OregonState University, where he earned a Bachelor of Science degree in philosophy.He holds Series 7 and 66 Securities Registrations with LPL Financial and anOregon health and life insurance license.

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フォーカス・セッション パワーアワー

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:
9:30 am
Wednesday, June 10, 2026
Graff
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Asesoría a Clientes
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言語：
英語
日本語
中国語
タイ語
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60分間に8名の講師がすぐに実践できる斬新かつ実用的なアイディアをお届けします。すべての参加者に役立つ有益な戦略、事例、実践的な学びが詰まった非常に効果的な内容です。お見逃しなく。

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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

,
,
Taiwan Area
合計会員回数：
8
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:
11:30 am
Sunday, June 7, 2026
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

,
,
合計会員回数：
8
コート・オブ・ザ・テーブル：
5
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:
1:00 pm
Monday, June 8, 2026
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.

Travis Hamilton

,
,
合計会員回数：
8
コート・オブ・ザ・テーブル：
5
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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The secrets of MDRT members’ success

Travis Hamilton
セッションの種類：
MDRT Academy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:
1:30 pm
Monday, June 8, 2026
Hamilton
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言語：
英語
スペイン語
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What are the unique habits of long-term MDRT members that ensure their continued success and MDRT qualification? At this session just for MDRT Academy members, Court of the Table and Top of the Table qualifiers share the routines and processes — including handling rejection, time management, collaboration and more — that have been instrumental to their personal and professional achievement.

Brian D. Heckert, CLU, ChFC

,
,
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:
3:30 pm
Sunday, June 7, 2026
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はカリフォルニア大学評議員であり、航空宇宙工学コンサルティング会社のTierra Luna Engineering LLCの社長兼CEOです。2001-2011年にかけてHernándezは国際宇宙ステーションの建設を完了させたスペースシャトル・ディスカバリー号の最終ミッションの一つ前の飛行でフライト・エンジニアとして活躍するなどNASAのジョンソン宇宙センターにてさまざまな職務に従事しました。それ以前はローレンス・リバモア国立研究所に17年間在籍し、X線レーザープロジェクトの一員として乳がんの早期発見を目的とした世界初のフルフィールド・デジタル・マンモグラフ・システムの共同開発に携わりました。  

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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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新たな高みへ

Reaching new heights

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：
2026年6月10日（水曜）
開始時間:
1:00 pm
Wednesday, June 10, 2026
Hernández
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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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Hernándezはどうやって逆境を乗り越え、貧しい境遇から飛躍し、宇宙飛行士になれたのでしょうか。小さな成功が次々とつながっていった経緯と、そのジャーニーから得た教訓を皆さんのビジネスや個人的な目標に応用する方法を共有します。

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How did Hernández overcome adversity to soar beyond humble beginnings and become an astronaut? He shares how one personal success led to another and how you can apply the lessons of his journey to your business or personal goals.

Atsushi Hirao

,
,
Japan
合計会員回数：
5
コート・オブ・ザ・テーブル：
3
トップ・オブ・ザ・テーブル：
1

(Atsushi Hirao) 平尾篤氏はリスクマネジメント研究所に所属し、全国の会計事務所と緊密に連携しながら、保険、ライフプランニング、事業承継を網羅した統合的なコンサルティングサービスを提供しています。専任アドバイザーとして、クライアントの長期的な経済的安定を支えることに尽力するとともに、個人や事業主の方々が複雑な財務上の意思決定を自信を持って行えるよう、そのナビゲーターとしての役割を果たしています。

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Atsushi Hirao is affiliated with the Risk Management Laboratory, he works closely with accounting firms nationwide to deliver integrated consulting services covering insurance, life planning, and business succession. As a dedicated advisor, he is committed to supporting the long-term financial well-being of clients and helping individuals and business owners navigate complex financial decisions with confidence.

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AIと戦略的連携によるさらなる成果の実現

Achieving Greater Results Through AI and Strategic Collaboration

Atsushi Hirao
セッションの種類：
フォーカス・セッション
講演の言語：
日本語
セッション日：
2026年6月10日（水曜）
開始時間:
11:00 am
Wednesday, June 10, 2026
Hirao
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言語：
日本語
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本セッションでは、営業のプロフェッショナルがいかにしてAIや動画ツールを活用し、業務効率の向上と顧客ニーズへのより深い理解を実現できるかを探求します。また、税務の専門家との連携がいかにして新たな収益機会を生み出し、同時に顧客からの信頼を強固なものにできるかについても焦点を当てます。「感謝」と「奉仕」の精神を基盤とし、登壇者が、顧客との有意義な関係を築き、個人の能力の枠を超えた成果を達成するための実践的な戦略を提示します。

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This session explores how sales professionals can use AI and video tools to improve efficiency and better understand client needs. It also highlights how collaboration with tax professionals can create new revenue opportunities while strengthening client trust. Grounded in the values of gratitude and service, the speaker will present practical strategies for building meaningful client relationships and achieving results that extend beyond individual capabilities.

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Sarah Helen Hogan, ACII

Lancashire
,
,
United Kingdom
合計会員回数：
10
コート・オブ・ザ・テーブル：
10
トップ・オブ・ザ・テーブル：
8

Sarah Helen Hogan, ACII, is the director and owner of KBA,where she leads a team of financial advisors specializing in retirementplanning, business financial planning and succession planning. She has receivedaccolades for her exceptional leadership and client-focused service, such asbeing named Team Leader of the Year and Financial Adviser of the Year in theNorth West at the 2019 Professional Adviser Women in Financial Advice Awards,among many other nominations for her inspiration and mentorship. In addition tobuilding lasting relationships with clients and their families, Hogan alsoactively volunteers at numerous charitable organizations.

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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:
11:00 am
Wednesday, June 10, 2026
Hogan
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Marketing
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言語：
英語
韓国語
スペイン語
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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:
1:30 pm
Tuesday, June 9, 2026
Holt
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Asesoría a Clientes
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言語：
英語
タイ語
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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：
7
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:
12:00 pm
Monday, June 8, 2026
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：
コート・オブ・ザ・テーブル：
トップ・オブ・ザ・テーブル：

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：
スペシャル・セッション昼食会
講演の言語：
英語
セッション日：
2026年6月9日（火）
開始時間:
12:00 pm
Tuesday, June 9, 2026
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. Please note: This presentation includes topics that some may find disturbing or upsetting, including suicide.

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:
3:00 pm
Tuesday, June 9, 2026
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.

Cheng-Kan Huang, RFC, CPCS

Taipei
,
,
Taiwan Area
合計会員回数：
8
コート・オブ・ザ・テーブル：
3
トップ・オブ・ザ・テーブル：
0

Cheng-Kan Huang, RFC, CPCS, currently serves as Area Chair for MDRT’s MCC Zone 7 Chinese Taiwan. He was also a speaker at the 2024 MDRT Day Main Platform in Chinese Taiwan and a ConneXion Zone speaker at the 2025 MDRT Annual Meeting. With 25 years of financial and insurance experience, he is now the chief life insurance advisor at Taishin Life Insurance and has been named Outstanding Industry Representative by the Life Insurance Association three times. He holds a master's degree in advanced management from Tunghai University.

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Human wisdom × AI power

Cheng-Kan Huang, RFC, CPCS
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:
1:30 pm
Tuesday, June 9, 2026
Huang
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Asesoría a Clientes
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言語：
中国語
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Harness AI tools to enhance professional analysis and service efficiency while presenting insurance solutions through compelling storytelling. By combining technology with human empathy, Huang says, advisory services become faster, more precise and more personal.

Ross G. Hultgren, CFP, DFP

GEELONG WEST
,
,
Australia
合計会員回数：
28
コート・オブ・ザ・テーブル：
19
トップ・オブ・ザ・テーブル：
7

Ross G. Hultgren, CFP, DFPはCommunity Chapman Welsh社のシニア・ファイナンシャル・アドバイザーです。金融サービス業に携わって37年の経験があり、現在はリタイア準備中の方およびリタイア直後の方々を担当し、地域社会と顧客への貢献が認められ、生涯功労賞を受賞しました。

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Ross G. Hultgren, CFP, DFP,is a senior financial advisor at Community Chapman Welsh. He has 38 years ofexperience in the financial services profession, currently works withpre-retirees and the recently retired, and has received the Lifetime AchievementAward for his services to the community and his clients.

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フォーカス・セッション パワーアワー

Focus Session Power Hour

Ross G. Hultgren, CFP, DFP
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:
9:30 am
Wednesday, June 10, 2026
Hultgren
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Asesoría a Clientes
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言語：
英語
日本語
中国語
タイ語
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60分間に8名の講師がすぐに実践できる斬新かつ実用的なアイディアをお届けします。すべての参加者に役立つ有益な戦略、事例、実践的な学びが詰まった非常に効果的な内容です。お見逃しなく。

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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.

Victor Idoko, CFA, CFP

,
,
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：

Victor Idoko, CFA, CFP, is the founder and principal advisor of CFV Advisory. He holds a master’s in finance with distinction and has more than 12 years of experience in financial services, including roles at Commonwealth Bank and Suncorp. He leads a growing team focused on legacy-driven wealth strategies, SMSFs and cross-border financial planning. Idoko is the author of “7 Basic Wealth Strategies,” hosts the “Elevate Your Wealth” podcast and recently co-authored a children’s book series called “Bunnies & Monies” to help educate kids on the importance of financial literacy.

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From solo advisor to legacy enterprise: How to build a team that can 10x revenue without compromising purpose

Victor Idoko, CFA, CFP
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:
12:30 pm
Monday, June 8, 2026
Idoko
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言語：
英語
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Idoko shares the systems that helped him scale trust and delivery, how he uses the 16 Personalities framework to build a high-performing team, and why niching has been the key to sustainable, scalable growth. Gain insights that can help you 10x your revenue, reduce dependency on yourself and build a business admired for its purpose and people.

Akio Iida

Tokyo
,
,
Japan
合計会員回数：
13
コート・オブ・ザ・テーブル：
8
トップ・オブ・ザ・テーブル：
4

ソニー生命保険株式会社のエグゼクティブライフプランナー部長。約90％が法人マーケットとなります。 親しみやすさと専門性を兼ね備えているとお客様から評価されています。 前職は、大手警備会社にてシステム開発や政府系金融機関のセキュリティー・コンサルタントを行なっていました。前職での営業経験はなく、保険業界でゼロからマーケット開拓を行ってきました。

Akio Iida is an executive life planner at Sony Life Insurance Company. Approximately 96% of his business comes from the corporate market. He is recognized as approachable yet professional and has expertise in the field. Before joining the business, he developed security systems at a major security company and served as a security consultant for a government-affiliated financial institution. He had no sales background and started from scratch in the insurance industry.

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マーケティング戦略と高い志で新たな付加価値を創造する

Realize your ideal vision through marketing strategy and high aspirations

Akio Iida
セッションの種類：
フォーカス・セッション
講演の言語：
日本語
セッション日：
2026年6月8日（月）
開始時間:
1:30 pm
Monday, June 8, 2026
Iida
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Marketing
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言語：
日本語
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マーケティングは場当たり的な対応ではなく、短期／中期／長期のマーケット戦略を立てることが重要です。戦略の立て方に加えて、高い志を維持するための７つの信念やどのような場面で何を伝えているかの具体的なお話をします。また、明確な目標設定により、達成困難と思える目標の到達可能性を飛躍的に高めた経験談も共有します。

Marketing success requires short-, mid- and long-term strategies rather than ad-hoc responses. Iida shares his seven beliefs for maintaining high aspirations, including specific examples of what to say and how and when to convey these ideas, even when the possibility of achieving them seems like an unattainable target.

Kosuke Ishihara

Tokyo
,
,
Japan
合計会員回数：
22
コート・オブ・ザ・テーブル：
17
トップ・オブ・ザ・テーブル：
6

東京海上日動あんしん生命保険に21年間勤務。個人保険(セミナー営業・ドクターマーケット)をメインに活動しています。前職は大手旅行会社。全ての社内表彰に入賞。個人保険チャンピオン20回。早稲田大学卒業。

Kosuke Ishihara has been with Tokio Marine Nichido Anshin Life for 21 years. He sells individual insurance to practicing physicians and through seminars. He won every company award, including the championship in individual business 20 times. He graduated from Waseda University and worked for a leading travel agency before joining the life insurance business.

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ハイレベルな個人保険を預かり続ける

Continuing high performance with individual insurance

Kosuke Ishihara
セッションの種類：
フォーカス・セッション
講演の言語：
日本語
セッション日：
2026年6月10日（水曜）
開始時間:
9:30 am
Wednesday, June 10, 2026
Ishihara
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Marketing
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言語：
日本語
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新人時代から22年間、今でも毎週連続でご契約を預かりし続けています。ベテランになると事業保険に移行する方が多い中、私は個人保険を大事にしています。セミナー営業や開業医マーケット開拓の極意を含めて個人保険をハイレベルで預かり続ける手法をお伝えします。

Ishihara has been closing at least one case every single week for more than 21 years since his rookie days. While many veterans transition to the business market, he places great importance on individual insurance and shares his secrets to continued high performance through seminar sales and developing the physicians’ market with individual insurance only.

Allen Jackson, FSCP

North Charleston
,
SC
,
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：

Allen Jackson, FSCP, is a managing director with Transamerica Agency Network. With more than 30 years of experience as a financial services leader, Jackson focuses on leadership development, recruiting, selection and developing others. He was a Diamond Club qualifier for 23 years at AAA Life and is a graduate of both Leading from the Front and the Career Sales Institute.

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Panel discussion: Top strategies to attract future MDRT advisors

Allen Jackson, FSCP
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8日（月）
開始時間:
1:30 pm
Monday, June 8, 2026
Jackson
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言語：
英語
No items found.

Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

Allen Jackson, FSCP; Angela Daniela Malagón Beaven, FSCP, CLI; Joseph Sparacio; Remus Ungureanu

,
,
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：

Allen Jackson, FSCP, is a managing director with Transamerica Agency Network. With more than 30 years of experience as a financial services leader, Jackson focuses on leadership development, recruiting, selection and developing others. He was a Diamond Club qualifier for 23 years at AAA Life and is a graduate of both Leading from the Front and the Career Sales Institute.

Angela Daniela Malagón Beaven, FSCP, CLI, co-leads a sales team of 140 advisors and three managers at Patrimonia Seguros, a proud commercial partner of Seguros Monterrey New York Life. She has more than 20 years’ experience in the financial services profession and graduated from ITESM with a degree in Business Administration. She is a 2025 MDRT Center for Field Leadership Gold Agency Award recipient.

Joseph Sparacio has been in financial services leadership for 30 years and is currently a general agent with Texas National Financial Group, proud partner of National Life Group in Addison, Texas.  Prior to this role, he was head of field management at MassMutual. Sparacio is a graduate of Hofstra University, where he established a scholarship for students in speech and communication, and is currently on the NAIFA board of directors.

Remus Ungureanu is an agency manager senior expert for Metropolitan Life Romania, where he has been a leader for 25 years. He currently leads a team of 60 advisors and plays a key role in developing new leaders. He is a 2025 MDRT Center for Field Leadership Diamond Agency Award winner.

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Panel discussion: Top strategies to attract future MDRT advisors

Allen Jackson, FSCP; Angela Daniela Malagón Beaven, FSCP, CLI; Joseph Sparacio; Remus Ungureanu
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8日（月）
開始時間:
1:30 pm
Monday, June 8, 2026
Jackson; Malagon Beaven; Sparacio; Ungureanu
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This is some text inside of a div block.
言語：
英語
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Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

Young Joo Jeon

Seoul
,
,
Republic of Korea
合計会員回数：
17
コート・オブ・ザ・テーブル：
14
トップ・オブ・ザ・テーブル：
5

Young Joo Jeon is a professional with 19 years in the insurance business. Jeon specializes in consulting for inheritance, gifting, whole life and protection insurance, as well as handling claims disputes and basic insurance education. Jeon has achieved 785 consecutive weeks of three wins and co-authored the book, "The Language of Masters." She previously worked in performance planning and holds a bachelor's degree.

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Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Young Joo Jeon
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：
2026年6月9日（火）
開始時間:
1:30 pm
Tuesday, June 9, 2026
Jeon
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Marketing
This is some text inside of a div block.
言語：
韓国語
No items found.

Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

Young Joo Jeon; Jun Young Kim

Seoul
,
,
Republic of Korea
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：

Young Joo Jeon is a professional with 19 years in the insurance business. Jeon specializes in consulting for inheritance, gifting, whole life and protection insurance, as well as handling claims disputes and basic insurance education. Jeon has achieved 785 consecutive weeks of three wins and co-authored the book, "The Language of Masters." She previously worked in performance planning and holds a bachelor's degree.

Jun Young Kim is a financial expert with 15 years of experience, including 10 years in investment and 5 years in insurance. Kim specializes in macroeconomic analysis and investment strategy planning. He previously worked on the financial management team at LG Group.

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CLOSE

Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Young Joo Jeon; Jun Young Kim
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：
2026年6月9日（火）
開始時間:
1:30 pm
Tuesday, June 9, 2026
Jeon; Kim
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
言語：
韓国語
No items found.

Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

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