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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.

Gen Z — From recruiting to retaining

Angela Daniela Malagon Beaven
Session Type:
Centro de Liderança de Campo da MDRT
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Malagon Beaven
Language:
Inglês
No items found.
Content Track:

How should you present a financial services career differently to Gen Z recruits? In this panel discussion, learn why onboarding should be a radical change from what it was a generation ago and how to create a development plan that keeps Gen Z advisors with your agency.

Ideas to help get YOU to the Top of the Table

Guy Mankey
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Sunday, June 9, 2024
Start Time:
3:30 pm
Mankey
Language:
Inglês
No items found.
Content Track:

Boost your success with these proven and practical ideas. Mankey shares concepts to help you with a range of topics including prospecting, client reviews and presentations to claims management and much more.

Trust matters: The art of connecting with clients

Jennifer P. Mann, MBA, CFP
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Sunday, June 9, 2024
Start Time:
11:30 am
Mann
Language:
Inglês
No items found.
Content Track:

Discover the mindsets and approaches that foster strong, judgement-free relationships, where clear communication and genuine care are paramount. From showcasing your expertise and passion to explaining complex matters with ease, Mann shares strategies to help you become a trusted advisor who truly connects with clients on a meaningful level.

From chaos to control: Organizing savings for success

Do caos ao controle: Como organizar as economias para o sucesso

Jennifer P. Mann, MBA, CFP
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
8:00 am
Mann
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Revele os segredos para maximizar o potencial de economia dos seus clientes por meio da arte da segmentação de contas. Jennifer explica como uma abordagem estratégica pode criar clareza financeira e capacitar seus clientes a alcançar seus objetivos.

Unveil the secrets to maximizing your clients’ savings potential through the art of account segmentation. Mann explains how a strategic approach can create financial clarity and empower your clients to achieve their goals.

Why not now?

Por que não agora?

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

Às vezes, o maior desafio não é ter uma grande ideia; é colocar essa ideia em ação. Martin compartilha como consultores, proprietários de empresas e outros podem se sentir capacitados para passar da imaginação à execução.

Sometimes the biggest challenge isn’t coming up with a great idea; it’s putting that idea into action. Martin shares how advisors, business owners and more can feel empowered to go from imagination to execution.

How I got 700 referrals in 1 year

Juana Lilia Martinez Ortiz
Session Type:
ConneXion Zone
Presentation Language:
Espanhou
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:00 pm
Martinez Ortiz
Language:
Espanhou
No items found.
Content Track:

How can you ensure that you are earning referrals, and what do you do if you have more than you have time to contact? Martinez Ortiz explains how she not only creates referrals but follows through on them as well.

Spirit, sport, strategy: Applying the marketing from top athletes’ brands to financial services

Edit Martonosi
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Martonosi
Language:
Inglês
No items found.
Content Track:

World-famous athletes don’t just distinguish themselves during competition; many of them stand out by creating a well-defined brand as well. Martonosi explains how she established her own brand as an advisor for athletes by utilizing some of the marketing philosophies embodied by her clients.

Ditch the budget and give your clients the gift of a spending plan

Abandone o orçamento e presenteie seus clientes com um plano de gastos.

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

Ao mudar a terminologia, diz McIntyre, ele conseguiu mudar a mentalidade dos clientes da restrição à capacitação, aumentando o engajamento para 80% em clientes existentes e 100% para novos clientes. Aprenda como a abordagem dele tem fomentado o sucesso e melhorado a harmonia financeira dos casais ao fazê-los preencher juntos a planilha de gastos.

By changing the terminology, McIntyre says, he has shifted clients’ mindsets from restriction to empowerment, increasing engagement to 80% for existing clients and 100% for new ones. Learn how his approach has fostered success as well as improved couples' financial harmony by having them complete the spending worksheet together.

3 gives, 3 thanks

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

By focusing on contributions and gratitude, Mega says, you can have a greater impact on your clients and receive more in return. He explains his processes and how a grateful mentality helps drive him toward success and perspective.

Valuable takeaways from MDRT's Business Performance Analysis

Bryson Milley, CFP, CIM
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:30 pm
Milley
Language:
Inglês
No items found.
Content Track:

Learn how MDRT’s annual survey — gathering data from Court of the Table and Top of the Table members — can be a powerful tool for you to gauge, monitor and chart the growth of your own practice. Milley explains what the survey results indicate about current business trends and what top advisors are doing to drive their continued success.

Driving communication with tax accountants

Yusuke Mizuguchi
Session Type:
ConneXion Zone
Presentation Language:
Japonês
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:00 pm
Mizuguchi
Language:
Japonês
No items found.
Content Track:

Don’t try to give knowledge to these professionals, Mizuguchi says. Instead, start by sharing a typical case to seek their opinion and continue the conversation.

From disruption to opportunity: Embracing the AI revolution

Ethan Mollick
Session Type:
Almoços das Sessões Especiais
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Mollick
Language:
Inglês
No items found.
Content Track:

How can we thoughtfully and consciously embrace AI to propel innovation and shape our future? In this interactive session, Mollick explores what you need to know about the boundless possibilities of this new technological era.

From self-employed to company director

Yaravi Morales Diaz Ordaz, MBA, CLI
Session Type:
Sessões de Foco
Presentation Language:
Espanhou
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Morales Diaz Ordaz
Language:
Espanhou
No items found.
Content Track:

What does it take to build a practice that can service clients and support a staff? Two advisors share the steps necessary to move from an independent practitioner to a manager and business owner.

The 12-week year: How to accomplish more in 12 weeks than most do in 12 months

Brian Moran
Session Type:
Almoços das Sessões Especiais
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
11:30 am
Moran
Language:
Inglês
No items found.
Content Track:

Do you want to unlock new levels of productivity? Moran shares techniques that you can apply to enhance your efficiency and achieve more in much less time than ever before.

Q&A with Lunch Session speaker Brian Moran

Brian Moran
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Moran
Language:
Inglês
No items found.
Content Track:

Join Moran, a Lunch Session speaker for a Q&A in the ConneXion Zone.

Fact-finding to build strong relationships

Yuichiro Nakamura
Session Type:
ConneXion Zone
Presentation Language:
Japonês
Date of Session:
Tuesday, June 11, 2024
Start Time:
12:30 pm
Nakamura
Language:
Japonês
No items found.
Content Track:

When your prospect answers a question, Nakamura says, you must learn to differentiate between a superficial wish or intrinsic desire. Learn how to ask questions that will advance understanding on both sides while giving clients a sense of conviction about working together toward their goals.

Achieving work-life balance and continued MDRT

Ratthanan Nanthapongpokin
Session Type:
ConneXion Zone
Presentation Language:
Tailandês
Date of Session:
Sunday, June 9, 2024
Start Time:
12:30 pm
Nanthapongpokin
Language:
Tailandês
No items found.
Content Track:

Ensuring you have sufficient time in your personal and professional life is always easier said than done. Nanthapongpokin shares key factors to establish a harmonious balance between these areas and the stability and success that can result.

Achieving work-life balance and continued MDRT

Natchanan Nanthapongpokin
Session Type:
ConneXion Zone
Presentation Language:
Tailandês
Date of Session:
Sunday, June 9, 2024
Start Time:
12:30 pm
Nanthapongpokin
Language:
Tailandês
No items found.
Content Track:

Ensuring you have sufficient time in your personal and professional life is always easier said than done. Nanthapongpokin shares key factors to establish a harmonious balance between these areas and the stability and success that can result.

Achieving MDRT Life membership

Eakasak Narksakul
Session Type:
ConneXion Zone
Presentation Language:
Tailandês
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Narksakul
Language:
Tailandês
No items found.
Content Track:

Why should you consider becoming a Life member of MDRT, and how can you embark on this journey? Three MDRT members share their unique insights, including what inspired them and how they maintained focus to achieve enough MDRT qualifications for Life membership.

Key strategies: The secrets of the greatest Latin American experts

Mariant Carolina Navarro Protzel
Session Type:
Sessões de Foco
Presentation Language:
Espanhou
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Navarro Protzel
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.

Lead through inspiration

Jack Newman
Session Type:
Centro de Liderança de Campo da MDRT
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Newman
Language:
Inglês
No items found.
Content Track:

Leadership is the ability to influence and guide, impacting performance, development, careers and lives. Newman guides you to reflect on your favorite and least favorite leaders, shaping your leadership based on those experiences while providing clarity about the foundations essential for high performance.

Understanding and adjusting for inflation

Soo Hyun Oh
Session Type:
Sessões de Foco
Presentation Language:
Koreano
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Oh
Language:
Koreano
No items found.
Content Track:

The income-earning period is shrinking, Oh says, and Korea faces an impending retirement tsunami of 8.6 million people. She explains what advisors should know about what this means and how to ensure clients are prepared and secured in the face of inflation and change.

MDRT Book Club: Q&A with “The Resilient Life” author Dr. Susan Biali-Haas

Mark D. Olson, CFP, MSFS
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Sunday, June 9, 2024
Start Time:
2:30 pm
Olson
Language:
Inglês
No items found.
Content Track:

Providing exceptional service in the digital age

Alfonso Jorge Orozco Hernandez, CLI
Session Type:
ConneXion Zone
Presentation Language:
Espanhou
Date of Session:
Sunday, June 9, 2024
Start Time:
2:30 pm
Orozco Hernandez
Language:
Espanhou
No items found.
Content Track:

With the ubiquity of technology, Orozco Hernandez believes establishing trusting relationships with clients requires personalized service that fosters satisfaction and loyalty. Learn how to utilize technological tools and attend to clients’ changing needs in this highly connected and competitive environment.

Mastering your mindset to overcome your limits

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

Sometimes the key to growth can be unlocked through a change in perspective. Osada shares how embracing your potential to serve others can lead to a greater ability to adapt and thrive.

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