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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.

Serving older clients through open-door, face-to-face meetings

Sun-young Kim
Session Type:
ConneXion Zone
Presentation Language:
Koreano
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Kim
Language:
Koreano
No items found.
Content Track:

If financial or non-financial problems arise, can clients come to you and expect that their problems will be solved? Kim explains how her clients feel comfortable coming to her because of her office’s availability for face-to-face consultations.

Master your performance by mastering your attitude

Woong-bae Kim
Session Type:
ConneXion Zone
Presentation Language:
Koreano
Date of Session:
Sunday, June 9, 2024
Start Time:
12:30 pm
Kim
Language:
Koreano
No items found.
Content Track:

Your life and career will always experience change, Kim says. He explains that the way to drive success and stability in the face of the unknown comes from your mindset and ability to prepare, listen and understand.

What determines the quality of life after retirement?

Han Kim
Session Type:
Sessões de Foco
Presentation Language:
Koreano
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Kim
Language:
Koreano
No items found.
Content Track:

Kim explains why cash flow, rather than the size of assets, most significantly impacts clients’ quality of life. Gain insight into how you can help clients plan for retirement and not just be prepared but ensure satisfaction as well.

Existing contract marketing that leads to results

Togo Kimura
Session Type:
ConneXion Zone
Presentation Language:
Japonês
Date of Session:
Monday, June 10, 2024
Start Time:
12:00 pm
Kimura
Language:
Japonês
No items found.
Content Track:

Quality service focuses on clients’ needs through a process of listening and understanding. Kimura shares his system for connecting with his existing market in a manner that drives appointments, implementation of recommendations and referrals.

Present, close and protect in only an hour

Ngaongam Kunphai
Session Type:
ConneXion Zone
Presentation Language:
Tailandês
Date of Session:
Sunday, June 9, 2024
Start Time:
1:30 pm
Kunphai
Language:
Tailandês
No items found.
Content Track:

How long do you need to deliver a presentation that motivates clients to take action toward coverage? Kunphai shares how you can do this most efficiently to increase both client satisfaction and your own results.

Supercharge your brain to learn faster and remember more 

Uma sobrecarga no seu cérebro, para aprender mais rápido e se lembrar mais 

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

Você já sentiu que precisava de uma otimização mental? Junte-se a Kwik enquanto ele compartilha pesquisas, orietnação prática e ferramentas comprovadas para estimular sua produtividade, aguçar seu foco e ajudá-lo a reter informações importantes. 

Do you ever feel like you need a mental upgrade? Join Kwik as he shares research, practical advice and proven tools to fuel your productivity, sharpen your focus and help you retain key information. 

Q&A with Main Platform Speaker Jim Kwik

Jim Kwik
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
1:00 pm
Kwik
Language:
Inglês
No items found.
Content Track:

Join Kwik, a Main Platform speaker, for a Q&A in the ConneXion Zone.

The next generation of young advisors

Pui Ka Lam
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Lam
Language:
Inglês
No items found.
Content Track:

Advisors who have recently entered the financial services profession share success stories and challenges geared for first-time meeting attendees. Learn how to become a second-time attendee by overcoming adversity and staying motivated.

Panel discussion: The power of niche marketing

Atthapong Lao-ananchai
Session Type:
Sessões de Foco
Presentation Language:
Tailandês
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Lao-ananchai
Language:
Tailandês
No items found.
Content Track:

While many advisors know the benefits of specializing, how do you identify and market to your ideal clients? Three advisors share how they find and connect with the niche that drives their practices.

The power of connections: Generate a perpetual network of prospects

Lizbeth Lara Santacruz
Session Type:
ConneXion Zone
Presentation Language:
Espanhou
Date of Session:
Sunday, June 9, 2024
Start Time:
2:00 pm
Lara Santacruz
Language:
Espanhou
No items found.
Content Track:

How do you create a consistent stream of new clients? Lara Santacruz shares strategies to initiate friendships, connections and long-term relationships that turn into new clients and drive the development of your business .

How to develop client trust that leads to retention

Joo-hwan Lee
Session Type:
ConneXion Zone
Presentation Language:
Koreano
Date of Session:
Monday, June 10, 2024
Start Time:
12:00 pm
Lee
Language:
Koreano
No items found.
Content Track:

A crucial part of being an advisor involves establishing relationships with clients who stay with you for the long term. Lee explains how to create these connections, which lead to retention, referrals and continued success in your business.

Build your own niche market

Se-hyuk Lee
Session Type:
ConneXion Zone
Presentation Language:
Koreano
Date of Session:
Tuesday, June 11, 2024
Start Time:
11:30 am
Lee
Language:
Koreano
No items found.
Content Track:

Lee examines numerous professions in different industries to determine how best to approach a range of clients. He shares how you can gain trust by acquiring financial and non-financial information about each role and explain it to potential clients as you create relationships and your broader niche.

How to most concisely communicate the ways you can help

Young II Lee
Session Type:
Sessões de Foco
Presentation Language:
Koreano
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Lee
Language:
Koreano
No items found.
Content Track:

Some clients may not give you much time to explain the need for and impact of insurance and financial planning. Lee explains how you can make sure clients understand the importance of the services you provide in even the shortest meetings.

Skyrocket your production and reputation with AI and advanced technologies

Aumente sua produção e reputação com IA e tecnologias avançadas

Panos Leledakis, LUTCF
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Leledakis
Language:
Inglês
Português Brasileiro
Espanhou
Tailandês
No items found.
Content Track:

Você sabe como proporcionar aos clientes uma experiência digital exclusiva, impulsionada pela inovação? Leledakis compartilha ideias práticas sobre como a tecnologia inteligente e fácil de usar pode impulsionar suas estratégias de prospecção e causar um impacto duradouro em pessoas que ainda nem o conheceram.

Do you know how to give clients a unique digital experience driven by innovation? Leledakis shares practical ideas for how smart, easy-to-use tech can drive your prospecting strategies and leave a lasting impact on people who haven’t even met you yet.

AI for beginners

Panos Leledakis, LUTCF
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
12:00 pm
Leledakis
Language:
Inglês
No items found.
Content Track:

Gain a brief overview of how to utilize the power of artificial intelligence (AI) to advance your practice. Discover the basics necessary to understand AI and learn practical takeaways to put your knowledge into action.

What you can learn and teach through the MDRT Mentoring Program

Yi-Jean Lin, CIAM, FChFP
Session Type:
ConneXion Zone
Presentation Language:
Mandarim
Date of Session:
Monday, June 10, 2024
Start Time:
12:30 pm
Lin
Language:
Mandarim
No items found.
Content Track:

Serving as a mentor for 10 applicants, Lin had 10 incredibly different yet entirely rewarding experiences. She explains the process for joining the MDRT Mentoring Program, including who can participate, how mentees and mentors are matched, and how everyone can get the most out of their involvement.

Discuss insurance using Maslow's demand theory

Ling-Shan Lin
Session Type:
ConneXion Zone
Presentation Language:
Mandarim
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Lin
Language:
Mandarim
No items found.
Content Track:

Need help streamlining the way you communicate about insurance? Lin explains how you can address clients’ questions and needs in a concise manner, helping them quickly understand risk management.

Using the Whole Person concept to help others realize their dreams

We-Cheng Lin
Session Type:
ConneXion Zone
Presentation Language:
Mandarim
Date of Session:
Tuesday, June 11, 2024
Start Time:
2:00 pm
Lin
Language:
Mandarim
No items found.
Content Track:

Lin shares the many struggles he experienced in childhood and adulthood that he had to overcome on his road to success. He explains how the Whole Person concept provided stability for him and guidance in how to encourage young people — and MDRT members — to embrace the same ambitious-yet-grateful perspective.

Encouraging high performance by building a unified staff

Yi Chun Liu
Session Type:
ConneXion Zone
Presentation Language:
Mandarim
Date of Session:
Tuesday, June 11, 2024
Start Time:
2:30 pm
Liu
Language:
Mandarim
No items found.
Content Track:

How your staff performs in the workplace starts with their outlook and their values. Liu explains how combining these factors with a shared commitment to service, communication and goal setting can elevate your practice and satisfaction as a group.

Gaining personally and professionally from the MDRT Whole Person concept

Xiaohu Liu
Session Type:
ConneXion Zone
Presentation Language:
Mandarim
Date of Session:
Monday, June 10, 2024
Start Time:
1:00 pm
Liu
Language:
Mandarim
No items found.
Content Track:

The benefits of the Whole Person concept are many, Liu says. Learn why he sees this approach as such an important driver to building continuous, sustainable personal growth as well as a key factor in delivering value to clients and their families.

MDRT Foundation

Fundação MDRT

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

Lord, Presidente da Fundação MDRT, compartilha como a Fundação causa um impacto no mundo todo ao apoiar instituições de caridade e causas importantes para os membros da MDRT. Saiba como você pode ser voluntário, doar e solicitar uma doação para uma organização especial para você.

Lord, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

The next generation of young advisors

Hunter Lord, CFP
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Lord
Language:
Inglês
No items found.
Content Track:

This session provides a great opportunity for newer advisors and first-time meeting attendees to hear success stories and challenges from MDRT members who recently entered the financial services profession. Network together and learn how to become a second-time attendee by overcoming adversity and staying motivated.

Quality service requires successful claims settlement

Hsiao-Yin Lu
Session Type:
ConneXion Zone
Presentation Language:
Mandarim
Date of Session:
Sunday, June 9, 2024
Start Time:
4:00 pm
Lu
Language:
Mandarim
No items found.
Content Track:

It is essential for advisors to know how to effectively handle claims for their clients. Lu shares why this basic but essential aspect of an advisor’s work can’t be overlooked when evaluating the service being provided.

Principles and practices learned from “The Seven Habits of Highly Effective People”

Hiroshi Maeda
Session Type:
ConneXion Zone
Presentation Language:
Japonês
Date of Session:
Monday, June 10, 2024
Start Time:
12:30 pm
Maeda
Language:
Japonês
No items found.
Content Track:

Without a firm belief and philosophy as an advisor, Maeda says, he only pursued short-term goals, causing inconsistency in his professional performance and ability to qualify for MDRT. He shares the books and lessons that taught him how to grow as a person and capitalize on his potential to achieve more.

Mind-hacker

Hacker mental

Max Major
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Wednesday, June 12, 2024
Start Time:
1:00 pm
Major
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Como ajustar sua mentalidade pode mudar sua realidade? Em uma apresentação com participação expressiva do público e demonstrações de como ele fez as coisas, o Major deslumbra seus olhos ao compartilhar meios para despertar sua mente e transformar sua vida.

How can adjusting your mindset change your reality? In a presentation filled with audience participation and how-did-he-do-that demonstrations, Major dazzles your eyes as he shares how to wake up your mind and transform your life.

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