重要提示：閱讀衛生安全協議

演講者與演講資訊

顯示 0 個項目的 0 個結果。
highlight
全部重設

會議類型

清除

演講語言

清除

會議日期

清除

開始時間

清除

內容追蹤

清除

直播

清除
篩選條件：
Tag
排序方式

英文是 2025 年百萬圓桌年會的官方語言。百萬圓桌提供主場會議演講的同聲傳譯，並為指定非英文焦點會議及特別會議提供最多 12 種語言的傳譯服務，前提是有至少 50 名註冊會員要求用同一種語言進行傳譯。您必須在註冊時提出同聲傳譯的要求。提交同聲傳譯申請的截止日期是 2025 年 4 月 27 日。 

Oscar Jesus Aguilar Rivas

Apodaca
,
,
Mexico
入會總年份：
5
內閣會員榮譽：
1
頂尖會員榮譽：

Oscar Jesus Aguilar Rivas, a financial advisor with more than 15 years of experience in the insurance industry and the CEO of the firm Hombre Clave, is also a successful speaker and author of financial planning books. Throughout his professional career, Aguilar Rivas has earned his place in his company’s Diamond Club and excelled as a sales champion.

CLOSE

A planning tool as a sales strategy

Oscar Jesus Aguilar Rivas
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Aguilar Rivas
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

Aguilar Rivas presents a practical, innovative tool you can implement in your meetings to help your clients identify their needs.

Denise Allard Serna

Ciudad De Mexico
,
,
Mexico
入會總年份：
23
內閣會員榮譽：
10
頂尖會員榮譽：
5

Denise Allard Serna is a professional insurance agent at Seguros Monterrey New York Life.

CLOSE

Panel discussion: From salesperson to leader: Transitioning to an entrepreneurial mindset

Denise Allard Serna
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
Allard Serna
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

MDRT members explore how to transform your mindset by breaking limiting beliefs and adopting a posture of responsibility, abundance and purpose as you enter a new stage of your business. Learn how leadership is a process that starts with self-awareness, moves to managing tasks and resources, and ultimately creates the type of inspirational leader who builds high-performance teams, aligns talent with the vision, fosters growth and creates environments of genuine collaboration.

Paola Almontes

Toluca, Mexico
,
,
Mexico
入會總年份：
3
內閣會員榮譽：
1
頂尖會員榮譽：

Paola Almontes holds a bachelor's degree in international economic relations and is a successful financial and wealth advisor. She is the creator of “The Investor's Map” and the founder of the financial movement “Finance with Purpose.” She has built a digital community of more than two million followers and has delivered lectures and provided mentorship to inspire others to invest with purpose and build wealth.

CLOSE

From 0 to 2 million followers: Create a brand that sells without selling

Paola Almontes
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
Almontes
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

In a world where advisors compete with the same content, it is necessary to create an authentic digital presence that builds trust and drives sales without chasing clients. Almontes reveals how to identify the right audience, create relevant content and interpret the metrics that matter most. Discover the difference between empty virality and purposeful virality, and why authenticity is the most powerful advantage for any advisor.

Juan Pablo Araoz Martinez Sr.

San Miguel de Tucuman
,
,
Argentina
入會總年份：
7
內閣會員榮譽：
5
頂尖會員榮譽：
3

Juan Pablo Araoz Martinez Sr., is a specialist in life, savings and retirement insurance at Swiss Medical Seguros. With more than a decade of experience as a financial planner, Araoz Martinez has helped independent professionals and business owners build financial security by combining traditional methods with innovation and technology. He has earned significant recognition from his company and from LIMRA-Latam for his outstanding performance.

CLOSE

Multiply your productivity with sales funnels and social media

Juan Pablo Araoz Martinez Sr.
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Araoz Martinez
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

In the digital age, productivity is not only measured by hours worked but also by how we use technology to connect with more clients. Araoz Martinez explains how to design sales funnels that convert leads into prospects and prospects into clients, and how to use social media to position yourself in clients' minds. Learn how to integrate these tools with a high-performance team and get a clear road map to take your business to the next level.

María Lorena Arroyo Melchor

Mexico
,
,
Mexico
入會總年份：
5
內閣會員榮譽：
頂尖會員榮譽：

María Lorena Arroyo Melchor holds a bachelor's degree in business administration from La Salle University. Throughout her 10 years as a professional agent at Seguros Monterrey New York Life, she has specialized in financial planning for entrepreneurs and executives. Among the recognition she has received from her company for her outstanding performance are her membership in the Centurion Legion Club and attendance at international conventions.

CLOSE

24 hours: Challenges and advantages of unstoppable agents

María Lorena Arroyo Melchor
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Arroyo Melchor
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

We all have the same 24 hours. What sets us apart is how we turn them into results. Arroyo Melchor shares how to move from running around all day to producing high-level results — without burning out. Learn to set clear short-term goals, break them into specific tasks and prioritize what truly impacts your productivity while maintaining high energy levels.

Mariana Atencio

Miami
,
Florida
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Mariana Atencio took the world by storm in 2017 with her viral TEDx talk on authenticity, “What makes YOU special?” — now with more than 25 million views and translated into 13 languages. Her message, what makes you different is what makes you powerful, inspires leaders and teams to embrace a blueprint to thrive through uncertainty, constant disruption and their own self-doubt. Atencio built her journalism career first at Univision in Spanish, then crossed over to English at NBC News, where her boots-on-the-ground reporting earned her a Peabody Award, a Gracie Award, three Emmy nominations and the NAHJ Presidential Award.

CLOSE

《信任優勢：重燃使命、表現與更高層次的成果》

The trust advantage: Reigniting purpose, performance and next-level results

Mariana Atencio
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
Atencio
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
No items found.

How can you fully enjoy the success you’ve built and unlock what’s next? Atencio helps uncover what makes you uniquely credible in your clients’ eyes, how to strengthen the three pillars of trust — credibility, integrity and reliability — and walk away with a simple, repeatable framework so you can reach new heights as an advisor, teammate and leader.

如何全然享受已建立的成就，並更上一層樓？Atencio 將協助發掘您在客戶眼中獨有的信譽基礎，找出如何強化信譽度、誠信與可靠度這信任三大支柱，並讓您帶走一個可複製的簡單框架，讓您在顧問、團隊成員與領袖這幾個角色上皆臻新高度。

Nelly Attar

Riyadh
,
Riyadh
,
Saudi Arabia
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Nelly Attar is an adventurer and entrepreneur, recognized globally for breaking barriers as an Arab athlete, pushing human limits and guiding others to rise to their own challenges. She made history as the first Arab to summit K2 and the first Lebanese to climb the five highest peaks in the world. As the founder of MOVE, the first dance studio in Saudi Arabia, Attar sparked a movement that inspired communities across the Middle East to embrace fitness, resilience and exploration. Whether leading teams through unforgiving Himalayan climbs or advising organizations on resilience and vision, she embodies the message that, step by step, the impossible becomes possible.

CLOSE

Climbing your Everest

Nelly Attar
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
Attar
This is some text inside of a div block.
Persona Íntegra
This is some text inside of a div block.
語言：
英文
No items found.

Despite coming from Saudia Arabia, a country once considered the least active, Attar made history on regional and global stages by summiting K2 and conquering the five highest mountains. Learn powerful tools and resources to help you find your Everest and start climbing today.

Saad Anthony Baksh, BSc

Marabella
,
,
Trinidad and Tobago
入會總年份：
17
內閣會員榮譽：
1
頂尖會員榮譽：

Saad Anthony Baksh, BSc, is a branch manager for Maritime Financial Group. He leads 30 advisors in a multiline environment and has helped them win numerous Maritime Financial awards. He is an active MDRT and MDRT Center for Field Leadership member, currently serving on the MDRT Academy Committee-Global Member Relations, and as a member of the Brand Champion Task Force for the MDRT Center. Baksh has spoken at conferences in the United States, Barbados, Jamaica and Belize, and earned his degree from the University of London.

CLOSE

Panel discussion: How the MDRT Family of Brands can be a resource in each phase of your professional journey

Saad Anthony Baksh, BSc
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Baksh
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy helps advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders.

Maribe Carolina Barbona

Cordoba
,
,
Argentina
入會總年份：
2
內閣會員榮譽：
2
頂尖會員榮譽：
1

Maribe Carolina Barbona has an outstanding professional career of more than two decades as an insurance agent. She is the creator and host of “Let's Talk Insurance with No Prior Knowledge,” a financial education program on YouTube. She is also the founder of Vidas Seguras, an organization focused on social inclusion and insurance education, and the author of the book “Life Insurance Goes to School.” Barbona is also a renowned international speaker and a professional coach. One of her most notable awards is the LIMRA International Platinum Quality Award.

CLOSE

From prospect to client in less than 20 minutes

Maribe Carolina Barbona
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Barbona
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

Barbona shares how to turn a prospect into a client in just 20 minutes by applying her SRI method (Save energy, Reduce fear and Increase pleasure). Drawing on real experiences, emotional communication strategies and neurosales techniques, she explains how to create an immediate connection, build trust and add value from the very first contact, ensuring you sell with purpose, simplicity and humanity while enjoying the process and positively impacting your clients' lives.

Jorge Antonio Barraza

San Pedro Garza Garcia
,
,
Mexico
入會總年份：
4
內閣會員榮譽：
頂尖會員榮譽：

Jorge Antonio Barraza has more than 20 years of experience in the financial industry as a personal lines insurance advisor. Eager to gain new knowledge, Barraza continually seeks professional development through courses and updates. He currently serves as a moderator at the Instituto Mexicano Educativo de Seguros y Fianzas, as well as a mentor and agent developer at MetLife. He is also a prominent speaker at MDRT events.

CLOSE

The human side of business: Practical advice on behavioral finance

Jorge Antonio Barraza
會議類型：
交流區
演講語言：
西班牙文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Barraza
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

Behavioral finance biases can affect you and your clients, while habits like discipline and integrity are the keys to longevity. Barraza offers practical examples and simple strategies to improve your performance as a professional advisor as you seek to protect and strengthen your clients' finances. Learn how understanding your clients’ mindsets is crucial to safeguarding and strengthening your business.

Juan Bendaña

Miami
,
Florida
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Juan Bendaña is a highly sought-after speaker, entrepreneur and coach who has worked with top CEOs, Olympians, Grammy Award-winning artists, actors and Fortune 100 leaders. He started his first leadership development company more than a decade ago constructing personalized programming for companies such as Disney, Fidelity, Lindt, American Express, Nationwide, Sony Pictures and Zillow. Based on his research of more than 250,000 leaders at institutions such as the University of Oxford, the Pennsylvania State University and the University of Toronto, his science-backed framework helps leaders activate the confidence mindset to lead boldly, thrive through change and ignite extraordinary growth.

CLOSE

讓自信成為您的競爭優勢：採納高表現思維模式，使成績更上一層樓

Make confidence your competitive advantage: High-performance mindset for next-level results

Juan Bendaña
會議類型：
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Bendaña
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
No items found.

In a world where expectations are rising and motivation is dropping, most leaders struggle to stay engaged with their goals. Bendaña shares why unlocking the next level of performance requires more than just ambition; it demands confidence, which is the key to making better decisions, embracing challenges and showing up as your best.

在這個期望日升、動力反跌的世界裡，大部分領袖都難以持續投入於自身目標。Bendaña 將分享為何要解鎖更高境界的表現，光有野心並不足夠——還需要有自信——而自信正是作出更佳決策、迎接挑戰，以及展現最佳自我的關鍵。

Magali Bernal

Ciudad De Mexico
,
,
Mexico
入會總年份：
12
內閣會員榮譽：
5
頂尖會員榮譽：
0

Magali Bernal holds a master's degree in financial services from The American College of Financial Services. In 2007, she established Trasciende Hoy, a company focused on developing and executing wealth management strategies. Bernal helps her clients transcend more effectively and across generations through asset protection.

CLOSE

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Magali Bernal
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
Bernal
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

David C. Blake

Harrison
,
New York
,
USA
入會總年份：
26
內閣會員榮譽：
19
頂尖會員榮譽：
17

David C. Blake is the founder and president of InsMed Insurance Agency Inc., an independent insurance company that specializes in creating voluntary benefit offerings for health care organizations across the United States. Since it was established more than 30 years ago, Blake has sold more than 20,000 individual disability insurance policies to health care professionals. He credits his success to having staff members who not only exude a sense of pride in and ownership of their responsibilities but also possess a caring and sharing attitude toward their peers and clients. He also currently serves as the MDRT Foundation President.

CLOSE

百萬圓桌基金會和 Room to Read

MDRT Foundation & Room to Read

David C. Blake
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
Blake
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
No items found.

Blake, 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.

Kavita Bothra

Navi Mumbai
,
,
India
入會總年份：
5
內閣會員榮譽：
4
頂尖會員榮譽：
4

Kavita Bothra is the founder and partner of the financial firm Primassure LLP. With more than 20 years of experience in the profession, she focuses on life insurance, retirement planning and guiding women and families toward long-term financial security. As a strong advocate for women’s financial empowerment, Bothra has spoken at global forums, mentors advisors and is recognized for her empathetic, practical approach to wealth and legacy planning. She also holds a science degree and personal finance professional certification.

CLOSE

Working with female clients: Building trust, influence and legacy

Kavita Bothra
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
Bothra
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
語言：
英文
No items found.

Women today are shaping and controlling unprecedented levels of wealth, yet many advisors unintentionally sideline their voices. Bothra explains the behavioral nuances of working with female clients — how trust is built differently, why context matters more than numbers and how inclusive conversations transform relationships.

Delia Brimmer

Waltham
,
MA
,
United States
入會總年份：
5
內閣會員榮譽：
1
頂尖會員榮譽：
0

Delia Brimmer is a successful financial advisor with New York Life. Since beginning her career in 2013, Brimmer has grown her business into a multistate practice, in large part because of her focus on building relationships. She attended her first MDRT meeting in 2022 and is an active MDRT member volunteer.

CLOSE

Panel discussion: The best MDRT book club that grew my practice

Delia Brimmer
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
Brimmer
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
語言：
英文
No items found.

Four MDRT members share how their experiences in “The Best Book Club Ever” turned casual discussions into game-changing breakthroughs. What if the key to your next level of success wasn’t a new strategy — but a group conversation that becomes a catalyst for deeper thinking, stronger connections and exponential growth?

Carla Brown, FPFS, CFP

Cuddington
,
,
United Kingdom
入會總年份：
9
內閣會員榮譽：
9
頂尖會員榮譽：
9

To come

CLOSE

Focus Session Power Hour

Carla Brown, FPFS, CFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
Brown
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
語言：
英文
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Andrew Busch

Charlotte
,
North Carolina
,
USA
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Andrew Busch is the former first chief market intelligence officer for the U.S. government and an economic futurist. For the Commodity Futures Trading Commission, he was charged with gathering all the news, information and data on the economy and markets and filtering it into condensed, easily understood research, then communicating it to the government and public. He is a consultant and keynote speaker with a wide range of clients in a variety of fields, including chemicals, financial services, energy, real estate, manufacturing, construction and agriculture, and is author of the book “World Event Trading.”

CLOSE

《未來經濟：深刻變革期的成長機遇》

Future economy: Growth opportunities in a period of profound change

Andrew Busch
會議類型：
主場會議
演講語言：
英文
會議日期：
開始時間：
Busch
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
No items found.

Between AI adoption, interest rate volatility and numerous international conflicts, the world is going to see more economic change in the next five years than we have seen in the last 100 years. Busch explains the context needed to understand what is creating momentum for change in the economy and your business, and how to align yourself for success no matter what market-impacting events may occur.

在人工智能普及、利率波動與多重國際衝突交織之下，世界將在未來五年經歷比過去百載更劇烈的經濟變化。Busch 將闡釋理解經濟與企業變革動能所需的背景，以及如何在任何市場衝擊事件中調整自身以取得成功。

John Ross Cachia

Keilor East
,
,
Australia
入會總年份：
2
內閣會員榮譽：
2
頂尖會員榮譽：
2

To come

CLOSE

Focus Session Power Hour

John Ross Cachia
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
Cachia
This is some text inside of a div block.
Gestión de Negocios
This is some text inside of a div block.
語言：
英文
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Dayra Irene Chavez

Cuidad de Panama
,
,
Panama
入會總年份：
14
內閣會員榮譽：
2
頂尖會員榮譽：
0

Dayra Irene Chávez served as Country Chair for MDRT’s MCC Zone 11, Panama, from 2016 to 2018. She has a remarkable 17-year career as an insurance agent and is the founder and CEO of D.C. Asesores de Seguros S.A., a brokerage specializing in personal and general insurance as well as surety bonds. Chávez served as president of the National Association of Insurance Producers of Panama from 2021 to 2023 and is currently a member of the advisory board of the National Association of Insurance Professionals of Panama. She is also the host of her successful podcast @dayraasegura.

CLOSE

Panel discussion: The advisor's endless cycle: The key to prospecting, connecting and multiplying

Dayra Irene Chavez
會議類型：
焦點會議
演講語言：
西班牙文
會議日期：
2026 年 6 月 9 日，星期二
開始時間：
Chavez
This is some text inside of a div block.
This is some text inside of a div block.
語言：
西班牙文
No items found.

Advisors know that success isn't built on a single action but on an ongoing cycle that begins with prospecting, is strengthened by connection and expands as clients become advocates for our work. Four leading advisors share their experiences and perspectives about how they have navigated this endless cycle.

Aprilyn Chavez Geissler, LACP, CCP

Albuquerque
,
NM
,
United States
入會總年份：
8
內閣會員榮譽：
4
頂尖會員榮譽：
2

Aprilyn Chavez Geissler, LACP, CCP, began working in the financial services profession while in college. She has served as a NAIFA national trustee and is currently the national treasurer at WIFS, where she specializes in wealth management, employee benefits, fixed insurance and multiline insurance. She is the first executive vice president for Gateway Insurance and Financial Services and runs her own practice, which focuses on empowering women. She was the recipient of the 2019 NAIFA National Diversity Champion Award and was recognized by Investment News in 2020 as one of the top women to watch in the country.

CLOSE

Empowering women

Aprilyn Chavez Geissler, LACP, CCP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
Chavez Geissler
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
語言：
英文
No items found.

Women face distinct challenges, and recognizing these challenges allows financial professionals to better connect, build trust and provide relevant, empowering services to meet women’s priorities, values and long-term goals. Chavez Geissler explores how to impactfully share your knowledge in ways women will understand and can relate to.

Yung-Han Cheng, AFP

Taipei
,
,
Taiwan Area
入會總年份：
9
內閣會員榮譽：
2
頂尖會員榮譽：

Yung-Han Cheng, AFP, serves at Nan Shan Life Insurance and has 13 years of industry experience, specializing in tax planning and family legacy strategies. He graduated from National Taiwan University and began his career at Deloitte before transitioning to the insurance sector.

CLOSE

小善舉 大循環

Small acts, big impact

Yung-Han Cheng, AFP
會議類型：
交流區
演講語言：
普通話
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
Cheng
This is some text inside of a div block.
This is some text inside of a div block.
語言：
普通話
No items found.

Drawing on extensive charitable service experience, Cheng explores how to guide clients in sustaining philanthropic contributions through strategic insurance planning and how to master techniques for blending insurance with social good while implementing a Whole Person client service approach.

結合公益服務經驗，帶領客戶透過保險規劃持續投入公益。與會者將掌握保險與公益結合的方法、實現全人理念的客戶服務模式。

Eunjoo Chin

SEOUL
,
,
Republic of Korea
入會總年份：
4
內閣會員榮譽：
頂尖會員榮譽：

Eunjoo Chin is a star wealth manager and financial professional at KB Life Partners with six years of experience. Chin specializes in death benefits, retirement planning and life planning. She has received the KB Life Partners Annual Award every year and achieved Rookie Champion status. Previously, Chin worked in overseas business marketing.

CLOSE

Sales process completed with one page

Eunjoo Chin
會議類型：
交流區
演講語言：
韓文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Chin
This is some text inside of a div block.
This is some text inside of a div block.
語言：
韓文
No items found.

Faithfully following the sales process allows you to become a client's exclusive partner without competition. Chin explains how to use a one-page life planning tool to manage everything from consultation to referrals while stimulating the client’s needs by focusing on their life rather than products.

Tim Daniel Clairmont, MSFS, LACP

,
,
United States
入會總年份：
16
內閣會員榮譽：
16
頂尖會員榮譽：
15

Tim Daniel Clairmont, MSFS, LACP, is an entrepreneur in financial services and the founder of Clear Financial Partners, specializing in retirement income planning. He created the ClearFP Clock and ClearFP Income Plan, shared globally through the ClearFP Advisor Program. Clairmont is an author, international public speaker and serves as Secretary of the MDRT Foundation. He was the 2024-2025 Chair of the MDRT Academy Global Task Force and currently is a member of the Academy’s North American Task Force.

CLOSE

Panel discussion: A guide for communicating MDRT value to clients and peers

Tim Daniel Clairmont, MSFS, LACP
會議類型：
交流區
演講語言：
英文
會議日期：
2026 年 6 月 7 日，星期日
開始時間：
Clairmont
This is some text inside of a div block.
This is some text inside of a div block.
語言：
英文
No items found.

Learn how to confidently communicate the value of your MDRT membership to clients and your network. Discover how mastering this conversation can strengthen your reputation, deepen relationships and unlock new business opportunities — making MDRT not just a credential, but a compelling story.

Curtis V. Cloke, LUTCF, RICP

Burlington
,
IA
,
United States
入會總年份：
27
內閣會員榮譽：
21
頂尖會員榮譽：
19

To come

CLOSE

Focus Session Power Hour

Curtis V. Cloke, LUTCF, RICP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 10 日，星期三
開始時間：
Cloke
This is some text inside of a div block.
Asesoría a Clientes
This is some text inside of a div block.
語言：
英文
No items found.

In just 60 minutes, eight speakers deliver sharp, practical ideas you can implement immediately. Don’t miss this high-impact mix of strategies, examples and actionable takeaways that will benefit all attendees.

Robyn Crane, CFP

PALM HARBOR
,
FL
,
United States
入會總年份：
內閣會員榮譽：
頂尖會員榮譽：

Robyn Crane, CFP, is a nationally recognized business coach who has impacted more than 31,000 financial advisors. Her proven marketing, sales and client-acquisition systems help advisors consistently grow thriving practices. Organizations like FPA, WIFS, Guardian Life and Prudential rely on her practical strategies and high-energy delivery. Crane’s insights have appeared in Oprah Magazine, Fortune and The Wall Street Journal. Her colorful style, candid approach and track record of results make her a standout voice in the financial industry.

CLOSE

Referrals made simple: A proven system for predictable growth

Robyn Crane, CFP
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 6 月 8 日，星期一
開始時間：
Crane
This is some text inside of a div block.
Marketing
This is some text inside of a div block.
語言：
英文
No items found.

While referrals remain one of the most powerful ways to grow a practice, many advisors feel awkward or ineffective asking for them. Crane shares a psychology-based framework for turning uncomfortable “asks” into natural conversations and how to shift from hoping clients bring referrals to creating steady introductions with confidence, credibility and consistency.

查無結果
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now