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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。 

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:
9:30 am
Walsh
June 10, 2026 9:30 AM
言語:
英語
韓国語
スペイン語
No items found.

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:
11:30 am
Wang
June 9, 2026 11:30 AM
言語:
中国語
No items found.

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:
11:00 am
Wang
June 10, 2026 11:00 AM
言語:
中国語
No items found.

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:
11:30 am
Wee
June 8, 2026 11:30 AM
言語:
英語
No items found.

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.

The secrets of MDRT members’ success

Brandon J. Wellman, CFP, RICP
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
Wellman
June 8, 2026 1:30 PM
言語:
英語
スペイン語
No items found.

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.

フォーカス・セッション パワーアワー

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:
9:30 am
West
June 10, 2026 9:30 AM
言語:
英語
日本語
中国語
タイ語
No items found.

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。

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:
4:00 pm
White Jr.
June 7, 2026 4:00 PM
言語:
英語
No items found.

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.

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:
1:30 pm
Winata
June 9, 2026 1:30 PM
言語:
英語
No items found.

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:
4:30 pm
Wong Wing Suet Rachael
June 7, 2026 4:30 PM
言語:
英語
No items found.

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:
12:30 pm
Wu
June 7, 2026 12:30 PM
言語:
中国語
No items found.

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.

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:
12:00 pm
Yang
June 9, 2026 12:00 PM
言語:
中国語
No items found.

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.

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:
12:00 pm
Yan Kit Ying Albee
June 7, 2026 12:00 PM
言語:
中国語
No items found.

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.

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:
1:30 pm
Zaarour
June 8, 2026 1:30 PM
言語:
英語
韓国語
スペイン語
No items found.

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.

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