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나열된 강연별 통역 언어는 변경될 수 있습니다. 2023 MDRT 연차총회의 공식 언어는 영어입니다. MDRT는 주강연과 일부 개별강연에 대해 50명 이상의 회원이 통역을 요청하는 경우 동시통역 서비스를 제공합니다. 강연의 통역 제공 여부는 5월 8일 이후에 최종 결정됩니다.

Building a community — The heart of client loyalty

June Rong Rong Koh
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Koh
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Offering rewards and marketing strategies are no longer enough to stand out and establish client loyalty in this digital world. Building a distinct brand community attracts emotionally invested clients, passive referrals and walk-in prospects from anywhere. Koh shares the ABCs of discovering and establishing your own community.

Behind an outstanding outcome is a highly effective work team

Denise Allard Serna
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스페인어
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Allard Serna
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“Today, I’m more knowledgeable than I was yesterday.” Each morning represents a new opportunity to build the world we want. Being ourselves every day means pursuing our dreams, working to find success and being on a continuous search for the best possible version of ourselves. Allard Serna shares the key pillars that will help us build the best possible version of ourselves every day to achieve extraordinary results.

Driving success in your organization by understanding givers and takers

Lim Yee Von
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Lim
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Before advisors can achieve growth, they first must understand the role necessary to create success for themselves and their team. Learn the importance of being both a giver and a taker, and how these two personality types can create a healthy, motivated and productive environment for your team. By moving toward change and embracing help from others, a generous mindset can reap great rewards.

Journey to Top of the Table starts from PGA

Makoto Mitsui
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일본어
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Mitsui
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Have you registered for PGA at an MDRT event? Mitsui discusses how many legendary members work as PGA, and explains how you can learn from them while working as PGA and having fun together.

Introduce yourself as an MDRT advisor at the first appointment

Augusto Quijano Farjat, LUTCF, CLI
강연 유형:
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Quijano Farjat
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Did you know that the first impression you make on people will influence their purchase decision? And did you know that 30 seconds are enough to make that first impression?  Quijano Farjat reviews the elements necessary to introduce yourself as an MDRT advisor from the very first encounter with prospects.

How to attract high-quality clients

Yi-Pei Lin, MBA
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북경어
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Lin
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Every advisor wants to work with the best clients they can; defining and attracting them, however, can be easier said than done. Lin shares how you can not only determine who are the right clients for your practice but motivate them to come to you.

Adding value as the family's trusted advisor using 3 simple tools

Mathew Thomas Fogarty, CFP, DIP FP
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Fogarty showcases three tools to help you provide extra value to your clients while positioning yourself as the family’s trusted advisor.

How to use the MDRT Benchmarking Survey

Peter Hill, ChFC
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Hill
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What do you want to know about your practice, and what does the data tell you? Hill discovered the tremendous benefits of reviewing the MDRT Benchmarking Survey to compare his business with other ensemble firms and encourages you to take note of what the data can teach you about yours.

Maintaining your mission and life balance amid adversity and change

David C. Blake
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Blake
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When faced with events and circumstances that will inevitably surface throughout your financial services career, Blake identifies ways to stay focused on your mission and adjust the tactics needed to protect your well-being while effectively serving your clients.

Elevating prospects to becoming valuable staff resources

Alvin Albert Jones, CFP, CLU
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Jones
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Have you wondered how to get your prospects more engaged in your practice? Jones suggests leveraging the advocacy of your existing clients by seeking out their insight in a client advisory board to discover new ways to elevate the client experience, leading to increased productivity.

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