강연사 및 세션 정보

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2025년 MDRT 연차총회의 공식 언어는 영어입니다. MDRT는 참가 등록 회원 50명 이상이 동일한 언어로 통역을 요청할 경우 최대 12개 언어로 주강연, 선별된 개별강연 및 특별강연에 대한 동시통역을 제공합니다. 동시통역은 반드시 참가 등록 단계에서 요청되어야 합니다. 동시통역 요청 기간은 2025년 4월 27일까지입니다. 

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Dayra Irene Chavez
강연 유형:
개별강연
발표 언어:
스페인어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
13:30
Tuesday, June 9, 2026
Chavez
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언어:
스페인어
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

Empowering women

Aprilyn Chavez Geissler, LACP, CCP
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 10일 수요일
시작 시간:
9:30
Wednesday, June 10, 2026
Chavez Geissler
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Marketing
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영어
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Women face distinct challenges, and recognizing these challenges allows financial professionals to better connect, build trust and provide relevant, empowering services to meet women’s priorities, values and long-term goals. Chavez Geissler explores how to impactfully share your knowledge in ways women will understand and can relate to.

Small acts, big impact

Yung-Han Cheng, AFP
강연 유형:
커넥션존
발표 언어:
북경어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
13:00
Monday, June 8, 2026
Cheng
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언어:
북경어
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Drawing on extensive charitable service experience, Cheng explores how to guide clients in sustaining philanthropic contributions through strategic insurance planning and how to master techniques for blending insurance with social good while implementing a Whole Person client service approach.

한 장으로 끝내는 세일즈 프로세스

Mastering the sales process on a single page

Eunjoo Chin
강연 유형:
커넥션존
발표 언어:
한국어
강연 날짜:
2026년 6월 7일 일요일
시작 시간:
14:00
Sunday, June 7, 2026
Chin
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언어:
한국어
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Faithfully following the sales process allows you to become a client's exclusive partner without competition. Chin explains how to use a one-page life planning tool to manage everything from consultation to referrals while stimulating the client’s needs by focusing on their life rather than products.

세일즈 프로세스를 충실히 따르면 경쟁 없이 고객의 유일한 라이프 파트너가 될 수 있습니다. 이 세션에서는 한 장의 라이프 플래닝 도구로 상담부터 보장 전달, 소개 창출까지 이어지는 프로세스를 배우고, 상품이 아닌 고객의 인생에 집중하여 니즈를 환기시키는 방법을 익힙니다.

Leveraging wealth management frameworks to achieve MDRT

Weicheng Chung
강연 유형:
개별강연
발표 언어:
북경어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
13:30
Monday, June 8, 2026
Chung
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Asesoría a Clientes
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언어:
북경어
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This session equips individual advisors with practicalwealth management frameworks that streamline prospecting, marketing, and salesthrough a client-led approach. Learn how to align conversations with clientgoals, clarify your value, and create a repeatable process that builds trustand drives growth. Walk away with actionable strategies to work moreefficiently, attract the right clients, and consistently perform at a higherlevel.

Panel discussion: A guide for communicating MDRT value to clients and peers

Tim Daniel Clairmont, MSFS, LACP
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2026년 6월 7일 일요일
시작 시간:
11:00
Sunday, June 7, 2026
Clairmont
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언어:
영어
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Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

Panel discussion: A guide for communicating MDRT value to clients and peers

Tim Daniel Clairmont, MSFS, LACP, Juli Y. McNeely, CFP, CLU, Alyssa O'Brien
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
시작 시간:
11:00
Sunday, June 7, 2026
Clairmont, McNeely, O'Brien
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언어:
영어
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Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

개별강연 파워 아워

Focus Session Power Hour

Curtis V. Cloke, LUTCF, RICP
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 10일 수요일
시작 시간:
11:00
Wednesday, June 10, 2026
Cloke
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Asesoría a Clientes
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언어:
영어
한국어
스페인어
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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.

단  60분 만에 8명의 강연자가 여러분이 즉시 실천할 수 있는 통찰력 있고 실용적인 조언을 제공합니다. 전략, 사례, 실질적인 통찰력으로 가득  찬 이 영향력 있는 행사를 놓치지 마세요. 모든 참석자에게 유익한 시간이 될 것입니다.

Referrals made simple: A proven system for predictable growth

Robyn Crane, CFP
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
15:00
Wednesday, June 10, 2026
Crane
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Marketing
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언어:
영어
일본어
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While referrals remain one of the most powerful ways to grow a practice, many advisors feel awkward or ineffective asking for them. Crane shares a psychology-based framework for turning uncomfortable “asks” into natural conversations and how to shift from hoping clients bring referrals to creating steady introductions with confidence, credibility and consistency.

Referral growth system

Tommy Cunningham III, QFA, RFP
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2026년 6월 7일 일요일
시작 시간:
11:30
Sunday, June 7, 2026
Cunningham III
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언어:
영어
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Referrals are a reward for trust, Cunningham says, and trust requires not just listening to the clients but really hearing them. He shares a five-step process that has helped him build a business of more than 1,000 referral-driving clients.

The myths advisors believe about social media, branding and reviews — and the realities that win trust

Domenick D'Andrea, AIF, CRC
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
13:30
Monday, June 8, 2026
D'Andrea
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Marketing
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언어:
영어
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Showing up online with authenticity matters far more than being polished, D’Andrea says. Discover how social media, digital branding and reputation management have transformed his business and altered him personally as well as why reviews and digital presence are not just marketing tools — they’re reflections of who you are and the value you deliver.

From apprentice to leader: 5 strategies to become a benchmark in the industry

Susana Itzel Delgadillo Pineda
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
13:00
Monday, June 8, 2026
Delgadillo Pineda
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언어:
스페인어
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Delgadillo Pineda discusses practical sales strategies and techniques to boost your professional growth, improve your results and stand out in an increasingly competitive market. Learn to create valuable content, leverage social media and build trust to attract quality prospects while gaining insight into how to effectively ask for referrals and ensure that every prospect becomes a client.

Reinvent for greatness

Rick Denley
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
15:00
Monday, June 8, 2026
Denley
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Persona Íntegra
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언어:
영어
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Do you know how to navigate through life's challenges with resilience and positivity? Denley shares examples of his own adversity while empowering you to delight in his positive outcomes and envision your own success.

Focus Session Power Hour

Derek Wong Tuck Kong
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 10일 수요일
시작 시간:
9:30
Wednesday, June 10, 2026
Derek Wong Tuck Kong
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Gestión de Negocios
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언어:
영어
일본어
북경어
태국어
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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.

돌파구: 대담하게, 미래는 밝다

Locked in: Be bold, the future is bright

Damon Dunn
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
시작 시간:
Dunn
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태국어
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Dunn’s unique journey gives him a rare vantage point on how people reclaim their sovereignty, break through plateaus and intentionally engineer their future. He shares the hard-earned lessons he experienced in the arenas of competition, strategy and leadership, providing a blueprint for relentless excellence, system-driven execution, strategic decision-making and resilience under pressure.

던(Dunn)의 독특한 여정은 사람들이 자신의 주권을 되찾고, 정체기를 돌파하며, 의도적으로 미래를 설계하는 방법에 대해 보기 드문 통찰을 제공합니다. 그는 경쟁, 전략, 리더십의 현장에서 얻은 값진 교훈을 공유하며, 끊임없는 탁월함, 시스템 기반 실행, 전략적 의사결정, 그리고 압박 속에서도 잃지 않는 회복탄력성을 위한 청사진을 제시합니다.

From "Never Eat Alone" to "Never Lead Alone": 20 years of wisdom

Keith Ferrazzi
강연 유형:
특별강연 오찬
발표 언어:
영어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
12:00
Monday, June 8, 2026
Ferrazzi
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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What has Ferrazzi learned in the 20 years between his books “Never Eat Alone” and “Never Lead Alone”? He shares the highlights of this journey and how relationships and teams lead to success.  

Focus Session Power Hour

Fiona Foo Yuet Ling, ChFC/S
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 10일 수요일
시작 시간:
9:30
Wednesday, June 10, 2026
Foo Yuet Ling
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Marketing
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언어:
영어
일본어
북경어
태국어
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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.

Grit, goals and greatness: Breaking excuses and building vision

John P. Foppe
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
13:30
Tuesday, June 9, 2026
Foppe
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Persona Íntegra
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언어:
영어
북경어
스페인어
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Success is not the absence of obstacles, but the presence of grit, determination and the discipline to focus on what truly matters. Foppe, who was born without arms, challenges members to recognize their “emergency excuses” and dismantle the myths that hold them back.

Start fast, retain for years: A people-led, AI-reinforced onboarding program

Devin Gaffney, FSCP, LUTCF
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
13:30
Tuesday, June 9, 2026
Gaffney
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언어:
영어
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AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Start fast, retain for years: A people-led, AI-reinforced onboarding program

Devin Gaffney, FSCP, LUTCF; Avraam Pekris, BSc, MBA
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
13:30
Tuesday, June 9, 2026
Gaffney; Pekris
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This is some text inside of a div block.
언어:
영어
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AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Time mastery: Thriving in multiple roles without losing balance

Eric Gabriel Gamilla
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
13:30
Tuesday, June 9, 2026
Gamilla
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언어:
영어
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Many advisors struggle to balance multiple roles — professional, personal and family — without feeling overwhelmed. Gamilla shares his five principles (including defining and prioritizing roles, structuring your week around nonnegotiables and more) of time mastery that have helped him thrive while wearing many hats.

Ask 25 purpose-driven questions for financial consultants

Vincent Gan, ChFC, CLU
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 10일 수요일
시작 시간:
11:00
Wednesday, June 10, 2026
Gan
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Asesoría a Clientes
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언어:
영어
북경어
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Clients aren’t just looking for numbers; they’re seeking meaning, direction and someone who truly understands what matters to them. Gan distills more than two decades of professional insight into 25 purpose-driven questions designed to spark trust, uncover deep motivations and guide transformative conversations.

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Alexandra de Jesus Garcia Yanez
강연 유형:
개별강연
발표 언어:
스페인어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
13:30
Tuesday, June 9, 2026
Garcia Yanez
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언어:
스페인어
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

차기 회장 연설

Incoming Presidential Address

Clay Gillespie, CFP, CLU
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
8:00
Tuesday, June 9, 2026
Gillespie
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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Get to know 2027 MDRT President Clay Gillespie, CFP, CLU

2027 MDRT 회장 클레이 길레스피(Clay Gillespie, CFP, CLU)를 소개합니다.

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Yertizell Gonzalez
강연 유형:
개별강연
발표 언어:
스페인어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
13:30
Tuesday, June 9, 2026
Gonzalez
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This is some text inside of a div block.
언어:
스페인어
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Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

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