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English is the official language of the 2025 MDRT Annual Meeting, MDRT will provide simultaneous interpretation for Main Platform presentations, select Focus Sessions, and Special Sessions in a language other than English when at least 50 registered members request a common language, with a maximum of 12 languages available. Requests for simultaneous interpretation must be made at the time of registration. The deadline to request interpretation is April 27, 2025. 

Sales process completed with one page

Eunjoo Chin
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Sunday, June 7, 2026
Start Time:
Chin
Language:
Korean
No items found.
Content Track:

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.

Leveraging wealth management frameworks to achieve MDRT

Weicheng Chung
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Chung
Language:
Mandarin
No items found.
Content Track:
Advising Clients

This session equips individual advisors with practicalwealth management frameworks that streamline prospecting, marketing, and salesthrough a client-led approach. Learn how to align conversations with clientgoals, clarify your value, and create a repeatable process that builds trustand drives growth. Walk away with actionable strategies to work moreefficiently, attract the right clients, and consistently perform at a higherlevel.

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

Tim Daniel Clairmont, MSFS, LACP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
Clairmont
Language:
English
No items found.
Content Track:

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.

Focus Session Power Hour

Curtis V. Cloke, LUTCF, RICP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Cloke
Language:
English
Korean
Spanish
No items found.
Content Track:
Advising Clients

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.

Referrals made simple: A proven system for predictable growth

Robyn Crane, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
Crane
Language:
English
No items found.
Content Track:
Marketing

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.

Referral growth system

Thomas Cunningham III, QFA, RFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
Cunningham III
Language:
English
No items found.
Content Track:

Referrals are a reward for trust, Cunningham says, and trust requires not just listening to the clients but really hearing them. He shares a five-step process that has helped him build a business of more than 1,000 referral-driving clients.

The myths advisors believe about social media, branding and reviews — and the realities that win trust

Domenick D'Andrea, AIF, CRC
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
D'Andrea
Language:
English
No items found.
Content Track:
Marketing

Showing up online with authenticity matters far more than being polished, D’Andrea says. Discover how social media, digital branding and reputation management have transformed his business and altered him personally as well as why reviews and digital presence are not just marketing tools — they’re reflections of who you are and the value you deliver.

From apprentice to leader: 5 strategies to become a benchmark in the industry

Susana Itzel Delgadillo Pineda
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
Delgadillo Pineda
Language:
Spanish
No items found.
Content Track:

Delgadillo Pineda discusses practical sales strategies and techniques to boost your professional growth, improve your results and stand out in an increasingly competitive market. Learn to create valuable content, leverage social media and build trust to attract quality prospects while gaining insight into how to effectively ask for referrals and ensure that every prospect becomes a client.

Reinvent for greatness

Rick Denley
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
Denley
Language:
English
No items found.
Content Track:
Whole Person

Do you know how to navigate through life's challenges with resilience and positivity? Denley shares examples of his own adversity while empowering you to delight in his positive outcomes and envision your own success.

Focus Session Power Hour

Derek Wong Tuck Kong
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Derek Wong Tuck Kong
Language:
English
Japanese
Mandarin
Thai
No items found.
Content Track:
Practice management

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.

Locked in: Be bold, the future is bright

Damon Dunn
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Dunn
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Dunn’s unique journey gives him a rare vantage point on how people reclaim their sovereignty, break through plateaus and intentionally engineer their future. He shares the hard-earned lessons he experienced in the arenas of competition, strategy and leadership, providing a blueprint for relentless excellence, system-driven execution, strategic decision-making and resilience under pressure.

From "Never Eat Alone" to "Never Lead Alone": 20 years of wisdom

Keith Ferrazzi
Session Type:
Special Session Luncheon
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
12:00 pm
Ferrazzi
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

What has Ferrazzi learned in the 20 years between his books “Never Eat Alone” and “Never Lead Alone”? He shares the highlights of this journey and how relationships and teams lead to success.  

Focus Session Power Hour

Fiona Foo Yuet Ling, ChFC/S
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Foo Yuet Ling
Language:
English
Japanese
Mandarin
Thai
No items found.
Content Track:
Marketing

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.

Grit, goals and greatness: Breaking excuses and building vision

John P. Foppe
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Foppe
Language:
English
Mandarin
Spanish
No items found.
Content Track:
Whole Person

Success is not the absence of obstacles, but the presence of grit, determination and the discipline to focus on what truly matters. Foppe, who was born without arms, challenges members to recognize their “emergency excuses” and dismantle the myths that hold them back.

Start fast, retain for years: A people-led, AI-reinforced onboarding program

Devin Gaffney, FSCP, LUTCF
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Gaffney
Language:
English
No items found.
Content Track:

AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Start fast, retain for years: A people-led, AI-reinforced onboarding program

Devin Gaffney, FSCP, LUTCF; Avraam Pekris, BSc, MBA
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Gaffney; Pekris
Language:
English
No items found.
Content Track:

AI is more than using ChatGPT for interview questions. Two leaders who have successfully integrated AI into their recruiting and training strategies share a blueprint for identifying and using tools to refine and streamline processes in agency management.

Time mastery: Thriving in multiple roles without losing balance

Eric Gabriel Gamilla
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
Gamilla
Language:
English
No items found.
Content Track:

Many advisors struggle to balance multiple roles — professional, personal and family — without feeling overwhelmed. Gamilla shares his five principles (including defining and prioritizing roles, structuring your week around nonnegotiables and more) of time mastery that have helped him thrive while wearing many hats.

Ask 25 purpose-driven questions for financial consultants

Vincent Gan, ChFC, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
Gan
Language:
English
No items found.
Content Track:
Advising Clients

Clients aren’t just looking for numbers; they’re seeking meaning, direction and someone who truly understands what matters to them. Gan distills more than two decades of professional insight into 25 purpose-driven questions designed to spark trust, uncover deep motivations and guide transformative conversations.

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

Alexandra de Jesus Garcia Yanez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Garcia Yanez
Language:
Spanish
No items found.
Content Track:

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.

Incoming Presidential Address

Clay Gillespie, CFP, CLU
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Gillespie
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Get to know 2027 MDRT President Clay Gillespie, CFP, CLU

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

Yertizell Gonzalez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Gonzalez
Language:
Spanish
No items found.
Content Track:

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.

Focus Session Power Hour

Nathan Graff, BFA, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Graff
Language:
English
Japanese
Mandarin
Thai
No items found.
Content Track:
Advising Clients

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.

Pursuing dreams across the Gobi

Ho Hsiu Ling
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 7, 2026
Start Time:
HO HSIU LING
Language:
Mandarin
No items found.
Content Track:

Ho Hsiu Ling shares insights from leading a 1,000-person Gobi Desert expedition, demonstrating how to build resilience against rejection. Learn how to channel the persistence required for achieving dreams into powerful professional service and marketing strategies that establish lasting client trust.

How to build, develop and maintain strategic centers of influence

Travis Hamilton
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
Hamilton
Language:
English
No items found.
Content Track:

Real growth doesn’t happen in isolation — it happens through collaboration. Hamilton explains how he has built an advisory practice by developing powerful centers of influence who refer hundreds of clients each year and how you can apply his framework to make referring easy for your COIs.

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

Brian D. Heckert, CLU, ChFC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
Heckert
Language:
English
No items found.
Content Track:

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.

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