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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。 

Working with high-net-worth markets without neglecting the youth market

Adrián Fabricio Villareal Alfaro, FSCP, CLI
セッションの種類:
ConneXion Zone
講演の言語:
スペイン語
セッション日:
2026年6月7日(日)
開始時間:
Villarreal Alfaro
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言語:
スペイン語
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Villarreal Alfaro provides a simple, quick and practical overview of his strategies for attracting high-net-worth clients. He discusses how he has developed this market, handled common objections and successfully closed deals, all while also serving and adapting to another important market: young people. Gain valuable insights that you can implement immediately to grow your business.

How to turn your personal brand into a magnet for clients: The power of social media in the financial world

Pablo Vázquez Moya
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:
Vázquez Moya
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言語:
スペイン語
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Vázquez Moya shares how he transitioned from being a financial advisor with a traditional portfolio to becoming a social media influencer and positioning his personal brand, reaching thousands of people across countries and attracting clients organically. Discover the strategies he used on social media to build an authentic, recognized brand that inspires confidence and attracts clients naturally.

AIが牽引するこの10年: 未来は大胆な者に有利

The AI-powered decade: The future favors the bold

Mike Walsh
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:
Walsh
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言語:
英語
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Over the next decade, the most successful professionals will not be those who simply adopt new tools but those who reposition their role, their value and the scale of impact they can achieve. Walsh explores the road to 2036 and the rise of an AI-powered decade, where automation, algorithms and digital labor fuel a fifth Industrial Revolution — and where caution is not rewarded but favors those bold enough to rethink how value is created, how work gets done and what leadership really means in a world of abundant intelligence.

The referral advantage: Referrals, networking and centers of influence

Brendan Clune Walsh
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:
Walsh
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Marketing
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言語:
英語
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The most valuable growth doesn’t come from cold outreach, but from relationships — referrals, introductions and centers of influence. Walsh shares a simple, relationship-first model for building business through warm introductions and authentic connections, offering a no-pressure system to ask for referrals, develop high-quality centers of influence and leverage LinkedIn to spark meaningful connections.

HNW client strategy masterclass

Ya-Hui Wang
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9日(火)
開始時間:
Wang
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言語:
中国語
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Discover proven tactics for scaling a professional community from 10 to 5,000 members in a decade. Wang’s four KASH principles for cultivating high-net-worth clientele will provide solutions for overcoming common obstacles, enabling you to become an influential industry leader.

High-efficiency closing, achieving MDRT and living a Whole Person life

Wei Wang, CFP, RFA
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10日(水曜)
開始時間:
Wang
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Marketing
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言語:
中国語
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Wang shares how to achieve high-efficiency closing, use professional planning to ensure clients have adequate protection and efficiently accomplish your MDRT goals.He reveals the Closing Formula, the Annual Income Formula, the Medical Pyramid Technique and the Fivefold Medical Protection Formula — techniques that help clients recognize the value and purchase sufficient coverage. Quality service brings referrals, and the Whole Person concept provides lasting motivation.

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

Cynthia Siew Leng Wee
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:
Wee
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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.

Focus Session Power Hour

Helen Jayne West, APFS
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:
West
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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.

Living on the edge of your next commission

Donald F. White Jr., 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:
White Jr.
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言語:
英語
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Unless you create a strategy to the contrary, your level of expenses will always rise to your level of income, White says. He identifies the five fundamentals of wealth creation to help ensure your success brings prosperity and gratitude rather than a never-ending cycle of accumulation and cost.

Creative leadership: The courage to lead differently

Paige Williams
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:
Williams
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言語:
英語
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Do you want to inspire your teams, navigate change with confidence and develop MDRT-ready advisors — without burning out? Discover a transformational framework for developing courageous, purpose-driven leaders and uncovering your own unique leadership superpowers and growth edges.

Why do they buy from me? Turning friends into clients through social media

Glen Alexander Winata
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:
Winata
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Marketing
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言語:
英語
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After Winata consistently showed up on Instagram with fun, educational and authentic content, people started reaching out to him, and many were old friends and acquaintances he hadn’t spoken to in years. Learn how he built a personal brand without going viral and how to shift from chasing to attracting, create trust-building content, stay consistent and turn social media into your long-term, silent salesman.

Systematic approach to coach your teammates to build an MDRT agency

Wong Wing Suet Rachael, 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7日(日)
開始時間:
Wong Wing Suet Rachael
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言語:
英語
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Many leaders are very good at their own production but struggle when it comes to coaching their teammates toward MDRT qualification. Wong Wing Suet Rachael explains how she has applied her experience as an elite athlete to formulate a coaching system that creates replicable success for her team.

4 Court of the Table qualifications in 6 years

Yu Hsuan Wu
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:
Wu
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言語:
中国語
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Wu reveals how strategic prospecting, referral cultivation and five core dialogue principles — action, accountability, learning, courage and integrity — enabled her to achieve four Court of the Table qualifications in six years. Learn her practical approaches for building unshakeable client trust and creating sustainable practice growth.

Personal branding mastery in the social media era

Yan Kit Ying Albee
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:
Yan Kit Ying Albee
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言語:
中国語
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Learn how to transform your professional expertise into compelling social media influence that attracts premium clients organically. Yan Kit Ying Albee explains how to master strategic personal brand positioning and value-driven content creation techniques while building authentic trust pathways that convert engagement into meaningful client conversations.

3 children, 3 lawyers, 1 funeral

Hui Wen Yang, AAMS
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9日(火)
開始時間:
Yang
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言語:
中国語
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Through the compelling true story of three feuding heirs and three lawyers outside a funeral home, Yang examines the critical professional value of comprehensive legacy planning. Explore how thoughtful succession design transforms potential family conflict into harmonious wealth transition that honors lasting love.

Consulting mastery

Abraham F. Zaarour
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:
Zaarour
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Asesoría a Clientes
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言語:
英語
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How can you conduct a perfect, client-centered financial consultancy session? Zaarour shares the three essential pillars of his system: LIKE, focusing on building rapport and creating a comfortable environment; TRUST, involving demonstrating credibility, transparency and integrity through the "9-Door Corridor," ensuring clients feel confident in the guidance provided; and VALUE, emphasizing delivering tailored insights, actionable strategies and measurable outcomes.

How to sustain MDRT success each year via social media marketing

France Zaguirre
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:
Zaguirre
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言語:
英語
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Can you consistently add value to existing clients without regular in-person meetings? France uncovers social media best practices and strategies to generate new business without hard selling, ensuring your calendar for next week is full without making appointment calls.

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