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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. 

7 Steps for addressing your customer's growing needs

Nuttawut Chutipong
강연 유형:
커넥션존
발표 언어:
태국어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
14:00
Sunday, June 22, 2025
Chutipong
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Asesoría a Clientes
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언어:
태국어
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Strategies for identifying clients’ financial risks include analyzing, diagnosing and proposing solutions based on relevant information. By offering tailored solutions and appropriate products, Chutipong shares how building strong relationships and providing continuous support with clients fosters a collaborative approach to financial planning and ensures clients’ financial needs are met.

MDRT Academy session: Break through to the next level

Tim Daniel Clairmont, MSFS, LACP
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
12:00
Sunday, June 22, 2025
Clairmont
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Gestión de Negocios
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언어:
영어
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How can you break through the barriers to success and achieve this ever-elusive goal? At this session specially designed for MDRT Academy members, Clairmont shares three tried-and-true ideas for achieving the success — including MDRT qualification — that’s on the horizon.

Trust, goals and passionate ambivalence: Mastering the art of authentic advising

Tim Daniel Clairmont, MSFS, LACP
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
15:00
Tuesday, June 24, 2025
Clairmont
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언어:
영어
힌디어
일본어
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Learn Clairmont’s three key concepts — the framework for building and maintaining client relationships through authentic, consistent interactions; a structured way to set and achieve meaningful goals; and a philosophy that balances genuine care with professional detachment — to advance your client relationships while maintaining your integrity and personal well-being:

Beyond numbers: Whole Person

Herman Colin, LUTCF, CLI
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
14:30
Monday, June 23, 2025
Colin
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Persona Íntegra
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언어:
스페인어
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While being an MDRT member is an incredible opportunity to gain new ideas, learn from the best and refine our skills, sometimes we only focus on having good numbers when being part of MDRT goes beyond that. Colin discusses the importance of striving to be better individuals and shares insights on how to focus on becoming the best versions of ourselves, both personally and professionally.

Panel discussion: Foolproof strategies for countless referrals

Melisa Alejandra Corella Gastelum
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
13:30
Sunday, June 22, 2025
Corella Gastelum
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Gestión de Negocios
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언어:
스페인어
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Corella Gastelum and Medrano Torres share some foolproof techniques to increase the raw material of every advisor: referrals.

Balancing financial advisors: Key strategies for sustainable growth without burnout

Alfredo Cortés
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
14:30
Sunday, June 22, 2025
Cortés
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Persona Íntegra
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언어:
스페인어
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Cortés explores practical strategies for managing a large client portfolio while maintaining personal well-being. Discover how to optimize your time, prioritize tasks and stay focused as you expand your business while enjoying a balanced and fulfilling life.

Panel discussion: How to talk about MDRT with your clients

Robert Cullen, FSCP, MBA
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
11:00
Sunday, June 22, 2025
Cullen
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Gestión de Negocios
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언어:
영어
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Do your clients know the value your MDRT membership brings to them? Join this session to learn strategies for talking about MDRT with clients and how this important skill can bolster your reputation and business.

12x Top of the Table with 4 new clients each year

Rickson Joel D'Souza
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
12:30
Tuesday, June 24, 2025
D'Souza
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Persona Íntegra
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언어:
영어
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D’Souza shares how he grew his practice exponentially with fewer clients, offering strategies on niche selection, patient prospecting and applying entrepreneurial principles to create sustainable growth. He also emphasizes achieving balance by building a freedom-generating practice, allowing him 137 travel days last year while exceeding revenue goals.

12x Top of the Table with a 46-day summer vacation

Rickson Joel D'Souza
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
11:00
Wednesday, June 25, 2025
D'Souza
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언어:
영어
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You read that right. By identifying his right-fit clients, developing a time management system and committing to both professional and personal goals, D’Souza has maximized his production without sacrificing balance. Learn how to personalize his tools to create your own unique formula for balance and long-term success.

Panel discussion: Boosting your business: Women entrepreneurs transforming the insurance industry

Codesh Shekinah De Jesus Hernandez
강연 유형:
개별강연
발표 언어:
스페인어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
15:00
Monday, June 23, 2025
De Jesus Hernandez
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언어:
스페인어
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Join four dynamic speakers for this inspiring talk, where they will share their transformative journeys through growth, resilience and success. Discover how to adopt a long-term vision to drive your personal and professional transformation and develop habits that empower and help you build a legacy while also learning how to navigate challenges, overcome adversity with love and determination, and live a balanced life in any situation.

5 key principles to achieve Top of the Table

Marcelo H. De Rada
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
11:00
Sunday, June 22, 2025
De Rada
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Marketing
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언어:
스페인어
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If you are seeking a significant change in your career as an advisor, then it's crucial to evaluate your activity levels. De Rada reveals why your closing percentage is the key variable you need to focus on beyond the number of appointments with prospects and how to improve this essential metric.

Serve and retain clients through high-quality staff management

Derek Wong Tuck Kong
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
14:30
Sunday, June 22, 2025
Derek Wong Tuck Kong
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Gestión de Negocios
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언어:
영어
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How does Derek Wong Tuck Kong service more than 5,000 policies? Learn how he has built a highly engaged, 10-person support staff with well-defined roles that create strong relationships and satisfied clients.

우수한 직원 관리를 통한 고객 서비스와 유지

Scaling success: From 100 to 5,000 clients by building a team of specialists

Derek Wong Tuck Kong
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
13:00
Wednesday, June 25, 2025
Derek Wong Tuck Kong
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Gestión de Negocios
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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How does Derek Wong Tuck Kong service more than 5,000 policies? Learn how he has built a highly engaged, 10-person support staff with well-defined roles that create strong relationships and satisfied clients.

데릭 웡 턱 콩(Derek Wong Tuck Kong)은 어떻게 5,000건 이상의 보험 계약을 관리하는가? 그가 탄탄한 관계와 만족스러운 고객을 만드는 명확하게 정의된 역할을 가진 10명의 지원 직원으로 구성된 고도로 참여적인 팀을 구성한 사례를 알아보세요.

How to get your clients engaged and buying, then how to keep them engaged and paying

Simran Dhillon, ADFS, B Comm
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
14:30
Tuesday, June 24, 2025
Dhillon
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Marketing
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언어:
영어
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Dhillon shares the questions he asks to show the client he cares about what’s important to them and the visuals he uses so clients understand what he is doing for them. Discover how to keep clients engaged in planning and turn them into advocates of what you do.

Homework for life 삶을 위한 과제

Homework for life

Matthew Dicks
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
17:30
Sunday, June 22, 2025
Dicks
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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By committing to a small daily habit, Dicks says, we can uncover hidden stories, sharpen our ability to connect with others, develop a deeper appreciation for our personal experiences and understand ourselves better. He reveals how this practice leads to better storytelling, heightened awareness and lasting personal growth.

딕스(Dicks)는 작은 일상적인 습관에 신경을 쓰는 것만으로도 숨겨진 이야기를 읽어 낼 수 있으며, 다른 사람과 관계를 맺는 능력을 향상시킬 수 있다고 말합니다. 그리고 개인적인 경험에 더 깊이 감사하게 되고, 자신을 더 잘 이해할 수 있게 된다고 이야기합니다. 그는 그가 제안하는 활동이 어떻게 더 나은 스토리 텔링, 더 고양된 인식, 오래 지속될 수 있는 개인적 성장으로 이어지는지 설명합니다.

Turning failure into feedback to survive and thrive

Richard Dobson, CFP
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
12:30
Monday, June 23, 2025
Dobson
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Asesoría a Clientes
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언어:
영어
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While not getting a positive outcome with a client is discouraging, the lessons these situations provide are valuable and often ignored. Dobson explains how to view failure as feedback to "mine" these experiences and come out ahead.

Staying motivated in challenging times

Eunice Díaz Ledezma
강연 유형:
커넥션존
발표 언어:
스페인어
강연 날짜:
2025년 6월 24일 화요일
시작 시간:
12:00
Tuesday, June 24, 2025
Díaz Ledezma
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Persona Íntegra
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언어:
스페인어
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Though challenges are inevitable in both life and business, what makes a difference is the ability to remain focused and motivated. Díaz Ledezma shares tools and strategies to maintain a resilient, focused and optimistic mindset so you can transform obstacles into opportunities for growth and stay motivated when others give up, as perseverance can be the key difference between success and stagnation.

Business insurance planning: 7 sales in one

Bradford L. Elman, CLU, ChSNC
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
12:00
Monday, June 23, 2025
Elman
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Asesoría a Clientes
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언어:
영어
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Business life and disability insurance are a lot easier to sell than personal life insurance, Elman says. Learn why this approach makes it much easier to get referrals, leads to personal insurance and financial planning cases automatically, and creates opportunities for additional coverage, including key person life, key person disability, buy-sell life, buy-sell disability, corporate paid life as an executive benefit, and individual disability to supplement the corporate group plan.

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
9:30
Wednesday, June 25, 2025
Fardy
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언어:
영어
힌디어
북경어
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Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

Panel discussion: Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU
강연 유형:
커넥션존
발표 언어:
영어
강연 날짜:
2025년 6월 22일 일요일
시작 시간:
11:30
Sunday, June 22, 2025
Fardy
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Gestión de Negocios
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언어:
영어
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Discover how you can leverage MDRT mentorship to elevate your practice and create a network of support for years to come. Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful, professional relationship that still impacts both of their lives today through growth, guidance and much more.

Mentorship mastery: Building lasting connections and transforming practices through MDRT

Seana Fardy, CFP, CLU, Dana Mitchell, CFP, CLU
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
9:30
Wednesday, June 25, 2025
Fardy, Mitchell
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This is some text inside of a div block.
언어:
영어
힌디어
북경어
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Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

Dividing your target market into approachable groups

Salzina Cruzinha Fernandes
강연 유형:
개별강연
발표 언어:
영어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
11:00
Wednesday, June 25, 2025
Fernandes
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언어:
영어
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Go deeper into target marketing as Fernandes explains her method of market segmentation to drive professional growth and long-term success. Learn to identify subsets based on values, attitudes, priorities and much more as you refine your concept of right-fit clients and how you can best serve them. This session is part of the Hindi track and will be presented in English.

Undertaking a business metamorphosis: Transform your leadership and open yourself to innovation

Carlos Fernandez
강연 유형:
개별강연
발표 언어:
스페인어
강연 날짜:
2025년 6월 25일 수요일
시작 시간:
11:00
Wednesday, June 25, 2025
Fernandez
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언어:
스페인어
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After more than 200 conversations with global leaders, innovators and visionaries on his podcast, Fernández has learned impactful lessons that have transformed his views on success, leadership and innovation. Learn practical ideas and strategies you can implement on your path to leadership and business success that will challenge your convictions and expand your vision of human and organizational potential.

챔피언 마인드셋의 비결

Secrets of a champion mindset

Molly Fletcher
강연 유형:
주강연
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
8:00
Monday, June 23, 2025
Fletcher
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언어:
영어
일본어
한국어
북경어
스페인어
태국어
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What separates the best from the rest? Fletcher unpacks the mindset shifts that drive continuous growth and lasting success — including how to apply curiosity and connection to fuel deeper relationships and new levels of performance.  

무엇이 최고를 다르게 만드는가? 플레처(Fletcher)는 꾸준한 성장과 지속될 수 있는 성공을 위한 마인드셋의 전환에 대해 설명합니다. 그 일환으로 호기심과 연결을 통해 어떻게 더 깊은 관계를 형성하고 새로운 차원의 성과를 달성하는지도 다뤄질 예정입니다.  

Improve your hiring and supersize your results

Carlyle Fletcher, CLU
강연 유형:
글로벌 서비스
발표 언어:
영어
강연 날짜:
2025년 6월 23일 월요일
시작 시간:
13:30
Monday, June 23, 2025
Fletcher
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언어:
영어
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Are your recruiting strategies leading to the best possible outcomes? Fletcher shares techniques to ensure you're hiring only ideally suited candidates who can help build your team and your business.

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