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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。 

How to improve the client experience when selling life insurance

Aneta Sobol
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:
Sobol
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言語:
英語
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In the Michelin restaurant standard, every detail matters, and the guest leaves feeling valued. Sobol shows how, through in-person meetings, personalized solutions, post-sale service and more, you can create relationships that make clients feel special, respected and secure about their future.

Panel discussion: Building advisors and business owners for the future

Thanapat Soikampada, FChFP
セッションの種類:
フォーカス・セッション
講演の言語:
タイ語
セッション日:
2026年6月10日(水曜)
開始時間:
Soikampada
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言語:
タイ語
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How can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Juggling it all: Career, clients and life — real talk from women advisors

Jarmila Somolányiová, MA
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:
Somolányiová
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言語:
英語
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Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

Panel discussion: Top strategies to attract future MDRT advisors

Joseph Sparacio
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:
Sparacio
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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.

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

Jason C. Staas, MS
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:
Staas
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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.

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

Irene Stolte, ChFC
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:
Stolte
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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?

Managing online customers to become sustainable, long-term clients

Natt Supanatkullanan FChFP ChLP
セッションの種類:
フォーカス・セッション
講演の言語:
タイ語
セッション日:
2026年6月8日(月)
開始時間:
Supanatkullanan FChFP ChLP
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Asesoría a Clientes
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言語:
タイ語
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Supanatkullanan shares her strategies for attracting clients through online channels and providing them with fast, precise and professional chat responses to build long-term relationships, ultimately leading to strong brand loyalty.

Planned vs. unplanned legacy: Choosing your family’s future

Naransan Suracharoenchaikul, FChFP
セッションの種類:
ConneXion Zone
講演の言語:
タイ語
セッション日:
2026年6月9日(火)
開始時間:
Suracharoenchaikul
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言語:
タイ語
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Suracharoenchaikul examines why delaying estate planning can lead to legal delays, family conflict, tax burdens and business disruption. Through two real-world comparisons, he explains the contrast between unplanned outcomes and structured planning to demonstrate how proactive estate planning enables smooth wealth transfer, reduces unexpected costs and preserves family relationships while supporting long-term continuity of assets and businesses.

Online marketing strategies: From everyday content to six-figure cases

Kanjana Surapraphant
セッションの種類:
ConneXion Zone
講演の言語:
タイ語
セッション日:
2026年6月9日(火)
開始時間:
Surapraphant
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言語:
タイ語
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Surapraphant explores how online marketing can evolve from serving entry-level buyers to closing six-figure cases. The focus is on building personal credibility through content, crafting posts that attract higher-purchasing segments and shifting the sales mindset toward larger cases. Learn practical approaches to expanding your client base through social media and applying these strategies to grow business results from tens of thousands to hundreds of thousands sustainably.

MDRT Center Speaks: Developing new advisors

Agnieszka Surowik
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:
Surowik
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言語:
英語
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Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

Digital marketing journey to MDRT achievement

Pitchuda Suwannasarn
セッションの種類:
ConneXion Zone
講演の言語:
タイ語
セッション日:
2026年6月7日(日)
開始時間:
Suwannasarn
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言語:
タイ語
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Suwannasarn shares her journey of being a former corporate employee who built a stable, fully online career and achieved MDRT within nine months during a time of widespread uncertainty. She highlights how digital marketing enabled consistent client acquisition, supporting more than 90 new clients annually, and how resilience, online strategy and a service mindset can transform challenges into sustainable MDRT success.

The power of recommendations: How to grow your clientele with credibility and strategy

Dimosthenis Sykovaris, ACS
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:
Sykovaris
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言語:
英語
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Qualified referrals don’t happen by accident, Sykovaris says. Using his four-pillar system, learn how to first change your mindset and then build trust into your client relationships, leading to more and better referrals.

Dare to fail

Mongkol Tangmannaikit
セッションの種類:
フォーカス・セッション
講演の言語:
タイ語
セッション日:
2026年6月8日(月)
開始時間:
Tangmannaikit
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Persona Íntegra
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言語:
タイ語
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Many sources focus on what people should do, yet humans often fear loss and worry about what they might miss if they fail to act. Tangmannaikit presents both perspectives through insights drawn from more than 20 years of experience, filtered from real mistakes and shared through immersive storytelling.

非凡なアドバイザーと平凡なアドバイザー:どう差別化するか

Extraordinary versus ordinary advisors: How to stand out

Eszylfie Taylor
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:
Taylor
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Persona Íntegra
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言語:
英語
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数千人のアドバイザーを指導し、自身も数千回もの失敗を重ねた経験から、Taylorは長期的に成功を収めるアドバイザーは常に「一歩踏み込んだ」何かをするべきだという確信に至りました。お客さまの目に非凡な存在であると映るような差別化要因となる行動や考え方をどう見極め、実践するかを学んでください。

After coaching thousands of advisors and failing thousands of times himself, Taylor has seen that advisors who thrive in the long term must do something a little “extra.” Learn how to identify and implement those differentiating behaviors and mindsets that define yourself as extraordinary in the eyes of clients and prospects.

6 steps to retirement planning

Natnicha Thapthong
セッションの種類:
フォーカス・セッション
講演の言語:
タイ語
セッション日:
2026年6月9日(火)
開始時間:
Thapthong
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Asesoría a Clientes
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言語:
タイ語
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Do you want to help clients clearly understand the numbers and realities of their post-retirement goals? Thapthong incorporates sound principles and perspectives to support confident financial decision-making.

Panel discussion: Building advisors and business owners for the future

Kotthanapat Thinbang
セッションの種類:
フォーカス・セッション
講演の言語:
タイ語
セッション日:
2026年6月10日(水曜)
開始時間:
Thinbang
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言語:
タイ語
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How can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Finding your niche: How focus ignited 24x growth

Phil Thompson
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:
Thompson
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Gestión de Negocios
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言語:
英語
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Most advisors think more services mean more growth, but often it just means more stress. Thompson shares how narrowing his focus to one niche (insurance-only advice) turned a struggling business into one that grew 24x in six years.

より大きな案件の継承計画: 業務から安心へ

Succession planning for bigger cases: From paperwork to peace

Sanjay Tolani, Ph.D., MBA
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:
Tolani
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Asesoría a Clientes
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言語:
英語
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非常に成功しているご家族でさえ、適切な計画がなければ全てを失う可能性があります。Tolaniは富裕層のお客さまのご家族が結束し、繁栄し続けることを保証する、資産形成・リーダーシップ継承・所得分配のためのロードマップ作成方法を説明します。

Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous.

Let your centers of influence continue your story

Woei Sean Tong
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8日(月)
開始時間:
Tong
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Marketing
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言語:
中国語
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True centers of influence do more than generate client referrals — they extend your professional reputation and legacy. Tong explains how to build enduring partnerships through authentic relationships, active listening and consistent care to create a continuous flow of business and trust.

Strong Branding: 確定拠出年金から金融資産全体をコンサルティングする

Strong branding: Consulting on overall financial assets from defined contribution pension plans

Takako Tsuruta
セッションの種類:
ConneXion Zone
講演の言語:
日本語
セッション日:
2026年6月9日(火)
開始時間:
Tsuruta
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言語:
日本語
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企業型確定拠出年金は制度的にも複雑です。加入者はもちろん、金融機関に従事する人にとっても難易度が高いものですが、制度を熟知したうえでお客さまのお話をお聴きし、資産全体のポートフォリオをプランニングをすることが重要です。お客さまとの会話から目的や目指すゴールを一緒に設定し、長きに渡りお客さまに寄り添うコンサルティング手法を紹介します。

The corporate defined contribution (DC) pension plan is institutionally complex. DC is complicated enough for us in the financial business, but more so for our clients. Therefore, it is crucial to listen to our clients' needs, fully understand the program, and plan their overall asset portfolio as if it is for you. Tsuruta will introduce a consulting approach that collaboratively sets goals and desired outcomes through conversation with the client, providing long-term support.

悲劇の錬金術: トラウマを勝利へと変える

The alchemy of tragedy: Turning trauma into triumph

Roy Tuscany
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:
Tuscany
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Persona Íntegra
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言語:
英語
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大けがにより脊髄損傷を経験した二人の生還者がどのようにして壊滅的な事故を成長と目的意識、奉仕への力強い原動力へと変えたかを語ります。個人の悲劇を善の力へと変えた思考の転換、レジリエンス戦略、そしてコミュニティ構築の実践を紹介します。

Two survivors of life-changing spinal cord injuries share how they turned devastating accidents into powerful catalysts for growth, purpose and service. Discover the mindset shifts, resilience strategies and community-building practices that transformed personal tragedy into a force for good.

自信に満ちたコミュニケーションの新たなルール

The new rules of confident communication

Giselle Ugarte
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:
Ugarte
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言語:
英語
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テクノロジー主導の世界で個性を活かし、信頼を築き、長期的な関係を強化し、聡明さと誠実さを際立たせる方法をご存知ですか。 Gain Ugarteが即時実践可能な自信を高めるテクニックを紹介しますので存在感を高め、より深い繋がりと成果を実現してください。

Do you know how to harness your personal touch in a technology-driven world to build trust, strengthen long-term relationships and stand out with clarity and authenticity? Gain Ugarte’s actionable, confidence-boosting techniques you can apply immediately to enhance your presence, deepen connection and drive greater retention and results.

Panel discussion: Top strategies to attract future MDRT advisors

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:
Ungureanu
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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.

思考の構築 保障をお届けするために

Building the framework and delivering protection

Takumi Uno
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:
Uno
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Persona Íntegra
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言語:
日本語
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お客様に適切な保障をお届けするために、どのように考えて行動しているのかを 自分自身の経験や人生観を通じてお話します。

Uno shares his philosophy and how he derived to the insight, which led him to think and approach his business and life.

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

Catalina Vega
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:
Vega
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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.

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