講師およびセッション情報

表示は 0 件中 0
highlight
全てをリセット

セッションの種類

クリア

言語

クリア

セッション日:

クリア

開始時間

クリア

トラックの種類

クリア

ライブストリーミング

クリア

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。 

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:
1:30 pm
Monday, June 8, 2026
Ungureanu
This is some text inside of a div block.
This is some text inside of a div block.
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.

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:
3:00 pm
Monday, June 8, 2026
Vega
This is some text inside of a div block.
This is some text inside of a div block.
言語:
スペイン語
No items found.

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.

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:
3:30 pm
Saturday, June 7, 2025
Villarreal Alfaro
This is some text inside of a div block.
This is some text inside of a div block.
言語:
スペイン語
No items found.

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:
1:00 pm
Sunday, June 7, 2026
Vázquez Moya
This is some text inside of a div block.
This is some text inside of a div block.
言語:
スペイン語
No items found.

Pablo Vázquez shares how he went from being a financial advisor with a traditional portfolio to becoming a reference on social networks and positioning his personal brand, reaching thousands of people in different countries and getting prospects to arrive by themselves in an organic way. Through his personal experience, he will show how the combination of clear specialization, a targeted message and the strategic use of social media can transform the way advisors attract clients and build trust in the digital environment. Discover practical principles to develop an authentic personal brand, create content that connects with your ideal customer and turn your visibility into real business opportunities.

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:
COT/TOT
講演の言語:
英語
セッション日:
2026年6月7日(日)
開始時間:
12:30 pm
Sunday, June 7, 2026
Walsh
This is some text inside of a div block.
This is some text inside of a div block.
言語:
英語
日本語
韓国語
中国語
スペイン語
タイ語
No items found.

今後10年で最も成功する専門家は単に新しいツールを採用する人ではなく自らの役割や価値、そして達成可能な影響力の規模を再定義できる人でしょう。Walshは2036年への道筋としてAIが牽引する10年を探求します。自動化、アルゴリズム、デジタル労働が第五次産業革命を推進し、慎重さは報われません。むしろ価値の創造、仕事の進め方、そして知性溢れる世界におけるリーダーシップの本質を大胆に再考する者こそが優位に立つと説きます。

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:
9:30 am
Wednesday, June 10, 2026
Walsh
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
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:
Wang
This is some text inside of a div block.
This is some text inside of a div block.
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
Wednesday, June 10, 2026
Wang
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
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
Monday, June 8, 2026
Wee
This is some text inside of a div block.
This is some text inside of a div block.
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
Monday, June 8, 2026
Wellman
This is some text inside of a div block.
This is some text inside of a div block.
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
Wednesday, June 10, 2026
West
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
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
Sunday, June 7, 2026
White Jr.
This is some text inside of a div block.
This is some text inside of a div block.
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.

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:
3:00 pm
Tuesday, June 9, 2026
Williams
This is some text inside of a div block.
This is some text inside of a div block.
言語:
英語
No items found.

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:
1:30 pm
Tuesday, June 9, 2026
Winata
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
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
Sunday, June 7, 2026
Wong Wing Suet Rachael
This is some text inside of a div block.
This is some text inside of a div block.
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
Sunday, June 7, 2026
Wu
This is some text inside of a div block.
This is some text inside of a div block.
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.

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
Sunday, June 7, 2026
Yan Kit Ying Albee
This is some text inside of a div block.
This is some text inside of a div block.
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.

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
Tuesday, June 9, 2026
Yang
This is some text inside of a div block.
This is some text inside of a div block.
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.

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
Monday, June 8, 2026
Zaarour
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
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.

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:
2:00 pm
Tuesday, June 9, 2026
Zaguirre
This is some text inside of a div block.
This is some text inside of a div block.
言語:
英語
No items found.

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.

ありませんでした
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now