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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. 

Planned vs. unplanned legacy: Choosing your family’s future

Narangsan Suracharoenchaikul, FChFP
강연 유형:
커넥션존
발표 언어:
태국어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
13:00
Tuesday, June 9, 2026
Suracharoenchaikul
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언어:
태국어
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Suracharoenchaikul examines why delaying estate planning can lead to legal delays, family conflict, tax burdens and business disruption. Through two real-world comparisons, he explains the contrast between unplanned outcomes and structured planning to demonstrate how proactive estate planning enables smooth wealth transfer, reduces unexpected costs and preserves family relationships while supporting long-term continuity of assets and businesses.

Online marketing strategies: From everyday content to six-figure cases

Kanjana Surapraphant
강연 유형:
커넥션존
발표 언어:
태국어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
13:00
Tuesday, June 9, 2026
Surapraphant
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언어:
태국어
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Surapraphant explores how online marketing can evolve from serving entry-level buyers to closing six-figure cases. The focus is on building personal credibility through content, crafting posts that attract higher-purchasing segments and shifting the sales mindset toward larger cases. Learn practical approaches to expanding your client base through social media and applying these strategies to grow business results from tens of thousands to hundreds of thousands sustainably.

MDRT Center Speaks: Developing new advisors

Agnieszka Surowik
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
15:00
Monday, June 8, 2026
Surowik
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언어:
영어
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Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

Digital marketing journey to MDRT achievement

Pitchuda Suwannasarn
강연 유형:
커넥션존
발표 언어:
태국어
강연 날짜:
2026년 6월 7일 일요일
시작 시간:
11:30
Sunday, June 7, 2026
Suwannasarn
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언어:
태국어
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Suwannasarn shares her journey of being a former corporate employee who built a stable, fully online career and achieved MDRT within nine months during a time of widespread uncertainty. She highlights how digital marketing enabled consistent client acquisition, supporting more than 90 new clients annually, and how resilience, online strategy and a service mindset can transform challenges into sustainable MDRT success.

The power of recommendations: How to grow your clientele with credibility and strategy

Dimosthenis Sykovaris, ACS
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2026년 6월 7일 일요일
시작 시간:
14:00
Sunday, June 7, 2026
Sykovaris
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언어:
영어
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Qualified referrals don’t happen by accident, Sykovaris says. Using his four-pillar system, learn how to first change your mindset and then build trust into your client relationships, leading to more and better referrals.

Dare to fail

Mongkol Tangmannaikit
강연 유형:
개별강연
발표 언어:
태국어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
15:00
Monday, June 8, 2026
Tangmannaikit
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Persona Íntegra
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언어:
태국어
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Many sources focus on what people should do, yet humans often fear loss and worry about what they might miss if they fail to act. Tangmannaikit presents both perspectives through insights drawn from more than 20 years of experience, filtered from real mistakes and shared through immersive storytelling.

탁월한 상담사 대 평범한 상담사: 차별화하는 방법

Extraordinary versus ordinary advisors: How to stand out

Eszylfie Taylor
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
8:00
Tuesday, June 9, 2026
Taylor
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Persona Íntegra
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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After coaching thousands of advisors and failing thousands of times himself, Taylor has seen that advisors who thrive in the long term must do something a little “extra.” Learn how to identify and implement those differentiating behaviors and mindsets that define yourself as extraordinary in the eyes of clients and prospects.

수천 명의 상담사를 코칭하고 스스로도 수천 번의 실패를 겪은 후, 테일러는 장기적으로 성공하는 상담사는 뭔가 조금 "특별한" 것을 한다는 점을 깨달았습니다. 고객과 잠재고객의 눈에 여러분을 탁월한 존재로 정의하게 만드는 차별화된 행동과 마인드셋을 식별하고 실행하는 방법을 배워보세요.

6 steps to retirement planning

Natnicha Thapthong
강연 유형:
개별강연
발표 언어:
태국어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
13:30
Tuesday, June 9, 2026
Thapthong
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Asesoría a Clientes
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언어:
태국어
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Do you want to help clients clearly understand the numbers and realities of their post-retirement goals? Thapthong incorporates sound principles and perspectives to support confident financial decision-making.

Panel discussion: Building advisors and business owners for the future

Kotthanapat Thinbang
강연 유형:
개별강연
발표 언어:
태국어
강연 날짜:
2026년 6월 10일 수요일
시작 시간:
9:30
Wednesday, June 10, 2026
Thinbang
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언어:
태국어
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How can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Finding your niche: How focus ignited 24x growth

Phil Thompson
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 10일 수요일
시작 시간:
9:30
Wednesday, June 10, 2026
Thompson
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Gestión de Negocios
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영어
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Most advisors think more services mean more growth, but often it just means more stress. Thompson shares how narrowing his focus to one niche (insurance-only advice) turned a struggling business into one that grew 24x in six years.

더 큰 계약을 위한 승계설계: 서류 작업에서 평안으로

Succession planning for bigger cases: From paperwork to peace

Sanjay Tolani, Ph.D., MBA
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
8:00
Tuesday, June 9, 2026
Tolani
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Asesoría a Clientes
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous.

가장 성공한 가문조차 적절한 계획 없이는 모든 것을 잃을 수 있습니다. 톨라니는 고액 자산가 고객이 단결하고 번영을 유지할 수 있도록 보장하는 재산, 리더십 승계 및 소득 분배를 위한 로드맵 작성법을 공유합니다.

Let your centers of influence continue your story

Woei Sean Tong
강연 유형:
개별강연
발표 언어:
북경어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
15:00
Monday, June 8, 2026
Tong
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Marketing
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언어:
북경어
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True centers of influence do more than generate client referrals — they extend your professional reputation and legacy. Tong explains how to build enduring partnerships through authentic relationships, active listening and consistent care to create a continuous flow of business and trust.

Recognition and case size: Aqua marketing to let go of busyness

Mizuki Torii
강연 유형:
커넥션존
발표 언어:
일본어
강연 날짜:
2026년 6월 7일 일요일
시작 시간:
15:30
Sunday, June 7, 2026
Torii
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언어:
일본어
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Ohishi will introduce a system to generate larger case size and consistent results not relying on activity volume—methods you too can implement. While with Nippon Life, she qualified for MDRT through “10 meetings per day × 3 days per week” while also serving as a cheerleader 3 days/week. After becoming independent, she evolved this further to “Results = Activity × Opportunity” and “A chosen marketing approach earning 10 DMs/day.”

Strong branding: Consulting on overall financial assets from defined contribution pension plans

Takako Tsuruta
강연 유형:
커넥션존
발표 언어:
일본어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
12:30
Tuesday, June 9, 2026
Tsuruta
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언어:
일본어
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The corporate defined contribution (DC) pension plan is institutionally complex. DC is complicated enough for us in the financial business, but more so for our clients. Therefore, it is crucial to listen to our clients' needs, fully understand the program, and plan their overall asset portfolio as if it is for you. Tsuruta will introduce a consulting approach that collaboratively sets goals and desired outcomes through conversation with the client, providing long-term support.

The alchemy of tragedy: Turning trauma into triumph

Roy Tuscany
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
13:30
Monday, June 8, 2026
Tuscany
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Persona Íntegra
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언어:
영어
일본어
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Two survivors of life-changing spinal cord injuries share how they turned devastating accidents into powerful catalysts for growth, purpose and service. Discover the mindset shifts, resilience strategies and community-building practices that transformed personal tragedy into a force for good.

자신감 있는 커뮤니케이션의 새로운 법칙

The new rules of confident communication

Giselle Ugarte
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
시작 시간:
Ugarte
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영어
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한국어
북경어
스페인어
태국어
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Do you know how to harness your personal touch in a technology-driven world to build trust, strengthen long-term relationships and stand out with clarity and authenticity? Gain Ugarte’s actionable, confidence-boosting techniques you can apply immediately to enhance your presence, deepen connection and drive greater retention and results.

기술이 지배하는 세상에서, 당신은 개인적인 매력을 활용하여 신뢰를 구축하고, 장기적인 관계를 강화하며, 분명하고 진정성 있는 방식으로 두각을 나타내는 방법을 알고 계십니까? 우가르테(Ugarte)의 실용적이고 자신감을 높여주는 기법을 배워보세요. 이 기법들을 즉시 적용하면 영향력을 강화하고, 관계를 심화시키며, 고객 유지율과 성과를 향상시킬 수 있습니다.

Panel discussion: Top strategies to attract future MDRT advisors

Remus Ungureanu
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
13:30
Monday, June 8, 2026
Ungureanu
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언어:
영어
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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.

Building the framework and delivering protection

Takumi Uno
강연 유형:
개별강연
발표 언어:
일본어
강연 날짜:
2026년 6월 10일 수요일
시작 시간:
11:39
Wednesday, June 10, 2026
Uno
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Persona Íntegra
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언어:
일본어
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Uno shares his philosophy and how he derived to the insight, which led him to think and approach his business and life.

Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Catalina Vega
강연 유형:
개별강연
발표 언어:
스페인어
강연 날짜:
2026년 6월 8일 월요일
시작 시간:
15:00
Monday, June 8, 2026
Vega
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언어:
스페인어
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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
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2026년 6월 7일 일요일
시작 시간:
15:30
Saturday, June 7, 2025
Villarreal Alfaro
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스페인어
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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
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2026년 6월 7일 일요일
시작 시간:
13:00
Sunday, June 7, 2026
Vázquez Moya
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언어:
스페인어
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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.

AI가 지배하는 10년: 용감한 자들이 앞선다

The AI-powered decade: The future favors the bold

Mike Walsh
강연 유형:
COT/TOT
발표 언어:
영어
강연 날짜:
2026년 6월 7일 일요일
시작 시간:
12:30
Sunday, June 7, 2026
Walsh
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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.

향후 10년 동안 가장 성공적인 전문가는 단순히 새로운 도구를 도입하는 사람이 아니라 자신의 역할, 가치관, 그리고 영향력의 규모를 재정의하는 사람이 될 것입니다. 월시(Walsh)는 2036년으로 향하는 길과 AI가 주도하는 10년의 도래를 탐구합니다. 자동화, 알고리즘, 그리고 디지털 인력이 제5차 산업혁명을 이끌어가는 이 시대에는 신중함보다는 가치 창출 방식, 업무 수행 방식, 그리고 지능적으로 풍요로운 세상에서 진정한 리더십의 의미를 재고하는 과감한 시도를 하는 사람들이 성공할 것입니다.

소개의 이점: 소개, 네트워킹, 그리고 영향력 있는 인물

The referral advantage: Referrals, networking and centers of influence

Brendan Clune Walsh
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2026년 6월 10일 수요일
시작 시간:
9:30
Wednesday, June 10, 2026
Walsh
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Marketing
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언어:
영어
한국어
스페인어
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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.

가장 가치 있는 성장은 콜드 콜이 아니라 관계, 즉 소개, 추천, 그리고 영향력 있는 인물에서 나옵니다. 월시(Walsh)는 따뜻한 추천과 진정성 있는 연결을 통해 비즈니스를 구축하는 간단한 '관계 우선 모델'을 공유합니다. 부담 없이 소개를 요청하는 시스템, 고품질의 영향력 있는 인물 개발 방법, 그리고 링크드인을 활용해 유의미한 연결을 만드는 방법을 제안합니다.

HNW client strategy masterclass

Ya-Hui Wang
강연 유형:
커넥션존
발표 언어:
북경어
강연 날짜:
2026년 6월 9일 화요일
시작 시간:
Wang
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북경어
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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
강연 유형:
개별강연
발표 언어:
북경어
강연 날짜:
2026년 6월 10일 수요일
시작 시간:
11:00
Wednesday, June 10, 2026
Wang
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Marketing
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언어:
북경어
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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.

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