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The interpreted language session assignments listed are tentative.  English is the official language of the 2023 MDRT Annual Meeting. MDRT will provide simultaneous interpretation for Main Platform presentations and selected Focus Sessions when at least 50 registered members request a common language. Final determination of interpreted session options will be determined after May 8.

Uncovering hidden stains: A journey to consistent Top of the Table production

Nobuyuki Fukumoto
Session Type:
ConneXion Zone
Presentation Language:
Japonês
Date of Session:
Sunday, June 9, 2024
Start Time:
11:00 am
Fukumoto
Language:
Japonês
No items found.
Content Track:

People aren’t motivated to purchase financial products unless they are faced with uncertainty or discomfort in life, concerns that are cropping up in the aging society of Japan. Using a shirt stain as an analogy, Fukumoto explains how he presents potential challenges prospects may encounter as they age as well as the solutions for overcoming them.

Presidential Address

Discurso Presidencial

Gregory B. Gagne, ChFC
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
8:00 am
Gagne
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Gregory B. Gagne, ChFC, faz seu discurso presidencial de 2024.

Gregory B. Gagne, ChFC, makes his 2024 Presidential Address.

Social media as a vehicle for prospecting and branding

Victor Hugo Garcia Gutierrez
Session Type:
Sessões de Foco
Presentation Language:
Espanhou
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Garcia Gutierrez
Language:
Espanhou
No items found.
Content Track:

Can digitally defining your brand provide a path to connect with new clients? Discover how two advisors have embraced the age of social media to differentiate themselves and grow their businesses.

How to sell 100 policies and then travel for six months each year

Alexandra de Jesus Garcia Yanez
Session Type:
ConneXion Zone
Presentation Language:
Espanhou
Date of Session:
Sunday, June 9, 2024
Start Time:
12:30 pm
Garcia Yanez
Language:
Espanhou
No items found.
Content Track:

Through focus, discipline and goal setting, Garcia Yanez says, you can balance your personal and professional life in a way that achieves high productivity as well as significant time to explore the world. She shares why travel is so important and how she achieves this enviable schedule.

Niche power: Elevating your marketing strategy

Chris George, CFP, TEP
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
George
Language:
Inglês
Japonês
Espanhou
No items found.
Content Track:

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

Niche marketing 101

Adrian George, CFP, TEP
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
2:00 pm
George
Language:
Inglês
No items found.
Content Track:

Learn how to develop and use highly targeted forms of advertising to attract new prospects. Discover what techniques will catch people’s attention and how to turn those leads into clients.

60 sales ideas that really work — in just 60 minutes

60 ideias de vendas que realmente funcionam — em apenas 60 minutos

Simon John Gibson, Dip PFS
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Gibson
Language:
Inglês
Português Brasileiro
Koreano
Mandarim
No items found.
Content Track:

Batchelor e Gibson, que há muito tempo se qualificam para o Top of the Table, compartilham uma série de ideias que podem ser implementadas por consultores de qualquer nível de experiência. Esta sessão de ritmo acelerado aumentará sua compreensão sobre a psicologia de ponta e como ela pode ajudá-lo a orientar os clientes a seguirem suas recomendações.

Longtime Top of the Table qualifiers Batchelor and Gibson share a batch of ideas that can be implemented by advisors of any experience level. This fast-paced session will advance your understanding of cutting-edge psychology and how that can help you guide clients to follow your recommendations.

Triple-R strategy: Revitalize, reinvent and reimagine your rebranding

Eile Goh
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Goh
Language:
Inglês
No items found.
Content Track:

A successful rebrand means refreshing your identity, redefining your market presence and reconsidering your customer engagement. Whether you’re considering a total makeover or a subtle refresh, Goh uses real-world examples and actionable insights to take you through the essential steps of effective rebranding.

Launch to Excellence

Lançamento à Excelência

Tony Gordon
Session Type:
Abertura para a Excelência
Presentation Language:
Inglês
Date of Session:
Sunday, June 9, 2024
Start Time:
3:00 pm
Gordon
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Se você é um novo membro da MDRT ou está participando da Reunião Anual da MDRT pela primeira vez, seja bem-vindo! Convidamos você a se juntar a membros de todo o mundo nesta incrível sessão de abertura, organizada para ajudar você a aproveitar ao máximo sua associação à MDRT e a experiência da reunião. Você ouvirá membros experientes da MDRT que compartilharão percepções e conselhos enquanto transmitem seus segredos de sucesso.Não perca essa valiosa sessão da Reunião Anual da MDRT! Destinada especialmente aos membros em seus primeiros cinco anos de associação e àqueles que são novos nas reuniões da MDRT, esta sessão é aberta a todos os participantes da reunião. A inspiração, as orientações e a camaradagem que você irá descobrir vão durar muito mais do que a sua estadia em Vancouver.

Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome! You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.   Don’t miss this invaluable MDRT Annual Meeting offering! Specially intended for members in their first five years of membership and those new to MDRT meetings, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Vancouver.

How to maximize your success by collaborating with a paraplanner

Catherine Gough, FPFS
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Wednesday, June 12, 2024
Start Time:
11:00 am
Gough
Language:
Inglês
Japonês
No items found.
Content Track:

Can hiring a paraplanner benefit both you and your clients? Gough explains a paraplanner’s responsibilities, how to effectively work with paraplanners and the advantages they can bring, including the potential for succession planning.

Tips from the top

Catherine Gough, FPFS
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Gough
Language:
Inglês
No items found.
Content Track:

Top of the Table members share how to create long-term strategies for business and how to qualify for MDRT, Court of the Table and Top of the Table. These insights will help you avoid roadblocks on the way toward high performance for today and into the future.

Add, multiply, subtract

Adição, multiplicação, subtração

Ian Green, Dip PFS
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Sunday, June 9, 2024
Start Time:
5:30 pm
Green
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

O que você deve adicionar — e subtrair — para expandir seus negócios? Green, como Presidente Anterior da MDRT explica técnicas para ajudar a multiplicar suas vendas e garantir a máxima eficácia diária em sua prática.

What should you add — and subtract — to grow your business? Green, an MDRT Past President, explains techniques to help multiply your sales and ensure maximum daily effectiveness in your practice.

Main Platform Conversations

Conversas da Plataforma Principal

Ian Green, Dip PFS
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
8:00 am
Green
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Você prefere ser bom ou inabalável? Nesta sessão intimista de "bate-papo à beira da lareira" como parte das Conversas da Plataforma Principal, o autor de best-sellers e especialista em ambição implacável Tim Grover se senta com o ex-presidente da MDRT, Ian Green, Dip PFS, para identificar a força mental e a determinação que podem levar sua empresa a novos patamares.

Would you rather be good or unstoppable? In this intimate “fireside chat” session as part of Main Platform Conversations, bestselling author and relentless ambition expert Tim Grover sits down with MDRT Past President Ian Green, Dip PFS, to identify the mental strength and determination that can bring your business to new heights.

Main Platform Conversations

Conversas da Plataforma Principal

Tim Grover
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
8:00 am
Grover
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Você prefere ser bom ou inabalável? Nesta sessão intimista de "bate-papo à beira da lareira" como parte das Conversas da Plataforma Principal, o autor de best-sellers e especialista em ambição implacável Tim Grover se senta com o ex-presidente da MDRT, Ian Green, Dip PFS, para identificar a força mental e a determinação que podem levar sua empresa a novos patamares.

Would you rather be good or unstoppable? In this intimate “fireside chat” session as part of Main Platform Conversations, bestselling author and relentless ambition expert Tim Grover sits down with MDRT Past President Ian Green, Dip PFS, to identify the mental strength and determination that can bring your business to new heights.

Key strategies: The secrets of the greatest Latin American experts

Caio Henrique Guidugli Cunha
Session Type:
Sessões de Foco
Presentation Language:
Espanhou
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Guidugli Cunha
Language:
Espanhou
No items found.
Content Track:

Representatives from Mexico, Colombia, Brazil and Argentina share how they seek to better protect their clients and enhance their practices. Discover areas where all of these advisors overlap and some where they differ as well.

From resistance to action: Working with clients who don't implement your advice

Derek Hagen, CFP, CFA
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Hagen
Language:
Inglês
Japonês
Espanhou
No items found.
Content Track:

You might think you need to fire clients who never seem to follow your advice and recommendations. Hagan explains why some clients act like this and how you can help motivate them to change their response to stressful situations.

Niche power: Elevating your marketing strategy

Natalie Sarah Hales
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Hales
Language:
Inglês
Japonês
Espanhou
No items found.
Content Track:

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

5 techniques to win more business with a podcast

Matt K. Halloran
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Halloran
Language:
Inglês
No items found.
Content Track:

Can you create compelling podcast content that transforms casual listeners into adoring fans who fuel business growth? Drawing from his experience conducting thousands of interviews across 25 years, Halloran shares five interviewing strategies that anyone can master in minutes and will position you to help more clients.

Niche power: Elevating your marketing strategy

Matt K. Halloran
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Halloran
Language:
Inglês
Japonês
Espanhou
No items found.
Content Track:

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

A little insight and context of life insurance in the U.S.

Hozumi Hanada, LUTCF
Session Type:
ConneXion Zone
Presentation Language:
Japonês
Date of Session:
Sunday, June 9, 2024
Start Time:
11:30 am
Hanada
Language:
Japonês
No items found.
Content Track:

Do you know the history of insurance in the U.S., including the development of products and regulation? Hanada provides important information to enhance the conversation that MDRT members can have with members from the U.S.

Niche power: Elevating your marketing strategy

Brian Joseph Haney, CFS, CLTC
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Haney
Language:
Inglês
Japonês
Espanhou
No items found.
Content Track:

In this panel session, Halloran, a communications expert, moderates a conversation between MDRT members and Hales, a brand strategist, to discuss a step-by-step guide for how to build your niche and develop a marketing plan that will elevate your practice, drive referrals, and align your business goals and strengths with your ideal clientele.

Attaining and maintaining Top of the Table production

Mark J. Hanna CLU, ChFC
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Hanna
Language:
Inglês
Japonês
Koreano
No items found.
Content Track:

Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session will be moderated by 2024 Top of the Table Divisional Vice President D. Kyle Atkins, CLU, CFP.

Reframe your marketing to build relationships

Sunil Nandlal Hassija
Session Type:
Sessões de Foco
Presentation Language:
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Hassija
Language:
No items found.
Content Track:

Though social media, advertising and publicity play a major role in marketing, the essence of this work lies in the relationships that result. Hassija explains how your marketing efforts can create lasting connections with clients and lead to consistent word-of-mouth referrals.

Building bridges of communication and understanding with Generation Z

I Chia He
Session Type:
Sessões de Foco
Presentation Language:
Mandarim
Date of Session:
Wednesday, June 12, 2024
Start Time:
11:00 am
He
Language:
Mandarim
No items found.
Content Track:

How do you communicate the value of insurance to the next generation of clients or advisors? He explains that, while understanding and empathizing with them may help gain their trust to become clients, cultivating their social experience yields even more outstanding results: You help them become successful financial advisors, and they teach you how to use social media and other innovative services to win the hearts of more clients.

Increased production and client satisfaction through goal-centric financial planning

Brandon Heckert, CFP, AAMS
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
4:00 pm
Heckert
Language:
Inglês
No items found.
Content Track:

Advisors who focus on quick sales risk misunderstanding client needs and missing out on long-term relationships, not to mention revenue streams. Heckert explains a process for focusing first on clients’ financial goals and how that approach generates trust, satisfaction and referrals.

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