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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.

Mastering the use of drawings to simplify complex ideas

Douglas Eugene Owens, LUTCF
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
2:00 pm
Owens
Language:
Inglês
No items found.
Content Track:

Many advisors recognize how visual aids can bridge the gap between client confusion and comprehension far better than numbers and jargon. Owens explains how to utilize drawings to clarify even the most challenging concepts to a wide audience.

Having the balanced life we all dream of

Imelda Xochitl Padilla
Session Type:
ConneXion Zone
Presentation Language:
Espanhou
Date of Session:
Monday, June 10, 2024
Start Time:
2:00 pm
Padilla
Language:
Espanhou
No items found.
Content Track:

What is the price you are paying in your life for experiencing professional success? What are the areas of your life impacted by it? Padilla discusses why you should not wait to be motivated to implement an action. You can find happiness by fulfilling your goals in different areas and working on your inner satisfaction.

Questions that create client satisfaction during retirement planning

Tae-sik Park
Session Type:
ConneXion Zone
Presentation Language:
Koreano
Date of Session:
Sunday, June 9, 2024
Start Time:
1:00 pm
Park
Language:
Koreano
No items found.
Content Track:

Only by discovering and addressing clients’ concerns and goals can advisors successfully help clients plan for retirement, Park says. Learn how he uncovers challenges and provides solutions to ensure clients feel comfortable and prepared to retire.

Mistakes that made me a millionaire

Erros que me tornaram um milionário

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

O sucesso geralmente só vem depois de enfrentar adversidades e descobrir como superar esses fracassos. Perell compartilha seus próprios contratempos e explica como colocar suas lições em prática ao enfrentar os desafios de carreira — e as oportunidades que eles oferecem para o crescimento.

Success often only comes after facing adversity and figuring out how to leverage those failures. Perell shares her own setbacks and how to apply her lessons as you navigate career challenges — and the opportunities they provide for growth.

Professional development through kindness, empathy and trust

Salvador Perez Mendez
Session Type:
ConneXion Zone
Presentation Language:
Espanhou
Date of Session:
Monday, June 10, 2024
Start Time:
4:00 pm
Perez Mendez
Language:
Espanhou
No items found.
Content Track:

Experienced advisors know that relationships are the key to acquiring and serving clients. Perez Mendez explains how a crucial part of that connection comes from your ability to listen and pay attention to clients’ emotions and how to help fulfill their dreams.

Practical steps to achieve an MDRT Culture of Excellence Award

Bryan Phang, BBA, AEPP
Session Type:
Centro de Liderança de Campo da MDRT
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Phang
Language:
Inglês
No items found.
Content Track:

Phang shares the steps and leadership alignment that earned his team the esteemed MDRT Culture of Excellence Diamond Agency Award. Gain practical insights into the power of fostering ownership, continuous learning, and open communication in elevating team dynamics and overall business success.

Fly to success: Go from good person to great salesperson

Siriporn Phuttharak
Session Type:
Sessões de Foco
Presentation Language:
Tailandês
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Phuttharak
Language:
Tailandês
No items found.
Content Track:

To be successful, we must let go of what binds us. Phuttharak shares how to achieve lasting, limitless success in the financial services profession

How to qualify as an MDRT Life member

Krits Pitimana-aree, LUTCF, ChLP
Session Type:
ConneXion Zone
Presentation Language:
Tailandês
Date of Session:
Monday, June 10, 2024
Start Time:
4:30 pm
Pitimana-aree
Language:
Tailandês
No items found.
Content Track:
Thai

How can you develop the mindset and performance that inspires clients and leads to continuous MDRT qualification? Pitimana-aree shares 10 questions that will help you take action and thrive now and into the future.

From zero to hero: Simple steps to achieve success and balance

Svetlana Plitin
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
4:30 pm
Plitin
Language:
Inglês
No items found.
Content Track:

No matter how challenging the market, Plitin says, advisors can thrive with timeless strategies like maintaining the right attitude, high activity, discipline and more. She explains how you can ensure a positive work-life balance while improving your time management in and out of the office.

Create a marketable personal brand to unlock the millionaire in “YOU”

Sudeep Pooyath Balapeethambaran
Session Type:
Sessões de Foco
Presentation Language:
Date of Session:
Wednesday, June 12, 2024
Start Time:
11:08 am
Pooyath Balapeethambaran
Language:
No items found.
Content Track:

Advisors know that people do not buy goods and services but rather respond to relationships, stories and solutions. Pooyath Balapeethambaran shares how your brand can help establish you as a likable, trustworthy resource to whom clients want to remain loyal.

Connecting with millenials: Keys to a successful sale

Alain Pérez Munoz
Session Type:
ConneXion Zone
Presentation Language:
Espanhou
Date of Session:
Tuesday, June 11, 2024
Start Time:
12:00 pm
Pérez Munoz
Language:
Espanhou
No items found.
Content Track:

What should you do to attract and serve this in-demand client segment? Pérez Munoz explains how to develop your approach and give your millennial clients a boost that will improve their current and future financial lives.

Clarify your vision to solidify your future

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

Drawing from 23 years of MDRT membership, Qi shares how understanding your service today is crucial for building your practice tomorrow. She explains how she has utilized decades of experience and insight to gain new understanding for sustaining professional success no matter what changes or challenges may arise.

Create personal financial organizers to manage client relationships

Alain Quennec, CFP, CIM
Session Type:
Sessões de Foco
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Quennec
Language:
Inglês
Koreano
No items found.
Content Track:

In case of death or disability, the next responsible person on Quennec’s team can use a personal financial organizer to easily manage the client's affairs. He explains what these binders include, how they are created and how they make client communication and planning discussions easier.

Annual reviews that lead to loyalty, referrals and sales

Ravi P. Rajpal
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Sunday, June 9, 2024
Start Time:
12:30 pm
Rajpal
Language:
Inglês
No items found.
Content Track:

Learn the art of asking questions during annual reviews that will leave clients impressed by your empathy and focus on solutions. Rajpal explains how your approach during this meeting is a crucial step in creating trust, driving referrals and securing the long-term success of your client relationship.

The next generation of young advisors

Kevin Reidinger
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Reidinger
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.

Create motivation and goal setting to reach Top of the Table

Victor D. Reyes, CLU, ChFC
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Reyes
Language:
Inglês
No items found.
Content Track:

Reyes shares why establishing and sustaining your pursuit of clearly defined goals is an essential part of taking your practice to the next level. Learn practical steps to determine what you need to create and achieve this same success in your own business.

Failures and successes on the road to Top of the Table

Alejandro Rivera Revuelta
Session Type:
Sessões de Foco
Presentation Language:
Espanhou
Date of Session:
Wednesday, June 12, 2024
Start Time:
11:00 am
Rivera Revuelta
Language:
Espanhou
No items found.
Content Track:

Discover how three advisors took very different routes to reach and remain Top of the Table members. They share stories and the unseen secrets to how they overcame their biggest challenges.

Breathe, undertake and sell

Ana Sofia Rodriguez, MBA
Session Type:
Sessões de Foco
Presentation Language:
Espanhou
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Rodriguez
Language:
Espanhou
No items found.
Content Track:

This is a special conversation designed for women looking for key tools to find balance between their career, their family life, and time for themselves. At the end, you will have proven tools to maximize your productivity without sacrificing your quality time.

Special challenges for female leaders

Ana Sofia Rodriguez, MBA
Session Type:
ConneXion Zone
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
3:30 pm
Rodriguez
Language:
Inglês
No items found.
Content Track:

A group of female advisors share insights and experiences from their time in a field historically skewed toward men. The panelists touch on leadership, work-life balance and much more.

What is beyond success? Dare find out

Ericka Stacy Rodriguez
Session Type:
Sessões de Foco
Presentation Language:
Espanhou
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Rodríguez
Language:
Espanhou
No items found.
Content Track:

In this transformative conference, Rodríguez challenges the traditional perception of success. What drives you to explore its meaning in a deeper way, and to discover how we an give one step further to build a life with purpose and transcendence focusing not only on your own success, but also on helping others make itin their own paths. It will help you discover how your aware and collaborative leadership, can inspire others to overcome obstacles and reach new levels, as well as elevating your vision and business potential, making a big difference and leaving a positive trace in the world.

Self-reflection on the path to quality and performance

Gustavo Rojas Ramirez
Session Type:
ConneXion Zone
Presentation Language:
Espanhou
Date of Session:
Tuesday, June 11, 2024
Start Time:
12:30 pm
Rojas Ramirez
Language:
Espanhou
No items found.
Content Track:

Are your clients proud that you are their advisor? What do you do to make a good first impression, and how do you customize your service to each client? Rojas Ramirez shares how advisors can learn and grow through this method of reflection and questioning.

How to create new markets online and offline

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

Many advisors are continually seeking to expand their market through both digital and analog strategies. In this panel discussion, learn how to utilize financial questionnaires, seminars, online sales channels, parties and more to develop rapport with new clients.

How charging for a financial plan grows not just sales but connection to your clients

Elke Rubach, LL.M, CLU
Session Type:
ConneXion Zone
Presentation Language:
Espanhou
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Rubach
Language:
Espanhou
No items found.
Content Track:

What language should you use when presenting a financial plan, and how does charging fees impact client relationships? Rubach explains how to establish understanding with clients that will advance your business and deepen your personal interactions.

Prioritizing human interaction in an increasingly artificial, technologically driven world

Priorizar a interação humana em um mundo cada vez mais artificial e orientado pela tecnologia

Elke Rubach, LL.M., CLU
Session Type:
Plataforma Principal
Presentation Language:
Inglês
Date of Session:
Monday, June 10, 2024
Start Time:
8:00 am
Rubach
Language:
Inglês
Português Brasileiro
Japonês
Koreano
Mandarim
Espanhou
Tailandês
Content Track:

Há uma conversa interminável sobre IA e as vantagens (e ameaças) que ela traz para a profissão de serviços financeiros, diz Rubach. Ela explica por que a interação humana sempre será uma vantagem para os consultores que aprimoram a experiência do cliente por meio da tecnologia, mas mantêm o foco nas conexões pessoais.

There's endless talk about AI and the advantages (and threats) it brings to the financial services profession, Rubach says. She explains why human interaction will always provide an advantage to advisors who enhance the client experience through technology but remain focused on personal connections.

Being a Boss

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

Dive into the management side of business, including how to scout talent, hire, onboard, compensate and get the very best from your employees. Discover what’s being overlooked as you strive to create the strongest team while keeping them productive and happy.

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