Speaker Information

Showing 0 results
of 0 items.
highlight
Reset All

Session Type

Clear

Language:

Clear

Date of Session

Clear

Start Time

Clear

Content Track

Clear

Livestreaming

Clear

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. 

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:
3:00 pm
Crane
June 8, 2026 3:00 PM
Language:
English
Japanese
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.

Delivering magnetic virtual workshops

Felippe Nardi
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Nardi
June 8, 2026 3:00 PM
Language:
English
Korean
Thai
No items found.
Content Track:
Marketing

Most virtual workshops look the same: a speaker boxed into the corner while slides dominate the screen for an hour, with a result that is predictable and forgettable. Nardi shares a practical framework to deliver content in more ways than slides, keeping audiences engaged from start to finish and running sessions that are more impactful than many in-person events.

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

Catalina Vega
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Vega
June 8, 2026 3:00 PM
Language:
Spanish
No items found.
Content Track:

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.

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

Denise Allard Serna; Catalina Vega
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Allard Serna; Vega
June 8, 2026 3:00 PM
Language:
Spanish
No items found.
Content Track:

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.

MDRT Center Speaks: Developing new advisors

Jocelyn Kau; Diana Ng, B Bus, ChFC; Agnieszka Surowik
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Kau; Ng; Surowik
June 8, 2026 3:00 PM
Language:
English
No items found.
Content Track:

Three agency leaders share techniques for building a team that evolves with you and stays long term as well as a 90-day onboarding plan that sets new advisors up for success. You'll also learn how to adapt your leadership style to young advisors and create a values-based culture.

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
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

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

Unlocking your secret superpower: Creating a client advisory board

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

Because real-time feedback from clients isn’t always the easiest to obtain, McNeely’s firm gathered some of its best clients to provide input on new ideas and strategies. McNeely explains what she shares with this group and the ways they have helped identify how clients will receive her practice’s newest offerings.

Extraordinary versus ordinary advisors: How to stand out

Eszylfie Taylor
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Taylor
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Whole Person

After coaching thousands of advisors and failing thousands of times himself, Taylor has seen that advisors who thrive in the long term must do something a little “extra.” Learn how to identify and implement those differentiating behaviors and mindsets that define yourself as extraordinary in the eyes of clients and prospects.

No, I can't do that

Guy Mankey
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Mankey
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Advising Clients

When a client decides to cancel insurance, Mankey says, your answer should always start with, “No, I can't do that.” He explains the importance of those words, the business retained, the claims paid and the lives saved because he said, “No.”

Succession planning for bigger cases: From paperwork to peace

Sanjay Tolani, Ph.D., MBA
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Tolani
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Advising Clients

Even the most successful families can lose everything without the proper planning. Tolani shares how to create a road map for wealth, leadership succession and income distribution that guarantees high-net-worth clients remain united and prosperous.

Main Platform Conversations

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

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

Main Platform Conversations

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

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

Locked in: Be bold, the future is bright

Damon Dunn
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Dunn
June 9, 2026 8:00 AM
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.

A vow in darkness forged my vision for Top of the Table

Ming Hung Lai, RFC
Session Type:
Main Platform
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Lai
June 9, 2026 8:00 AM
Language:
Mandarin
English
Japanese
Korean
Spanish
Thai
No items found.
Content Track:
Whole Person

In 2018, Lai’s life-altering motorcycle accident resulted in a near-fatal brain injury and permanent blindness in his left eye. Hear how a rediscovered photo from the 2013 MDRT Annual Meeting sparked a powerful reminder of a long-forgotten goal and drove him to overcome despair and embrace challenges anew.

Billionaire’s locksmith: The secret key lies in the heart

Surawut Pattanabandit
Session Type:
Main Platform
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Pattanabandit
June 9, 2026 8:00 AM
Language:
Thai
English
Japanese
Korean
Mandarin
Spanish
No items found.
Content Track:
Practice management

Building sustainable success requires more than sales alone. Pattanabandit presents the concept of the “Palace of Success” through three key principles: discipline that drives steady growth; understanding the heart of clients, especially high-net-worth individuals, to expand business opportunities; and trust, which is more valuable than short-term results. Discover how to shift from being a salesperson to becoming an advisor who truly earns clients’ trust.

Building loyalty-driven marketing

Yuichiro Nakamura
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Nakamura
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Marketing

How can you use loyalty to segment your clients and direct your efforts toward expansion? Nakamura explains why he believes marketing is the most important aspect of advisors’ work and how loyalty-focused marketing can build lasting relationships and broaden clientele.

3 referrals from every meeting

Paweł F. Skotnicki
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Skotnicki
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Marketing

What if every policy delivery included a group of trusted people who clients encouraged you to contact? Skotnicki shares how his comprehensive binder, and the service contract within, creates client trust and understanding that help strengthen relationships and expand his practice.

Main Platform Conversations

Kevin Miller; Marc Randolph
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
8:00 am
Miller; Randolph
June 9, 2026 8:00 AM
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Do you want to be an innovator who makes real, impactful change in the world and in your community? In this intimate "fireside chat" session as part of Main Platform Conversations, Marc Randolph, the co-founder and first CEO of Netflix, sits down with Kevin Miller, a veteran researcher of human potential, to discuss Randolph's numerous successful innovations and how to turn revolutionary ideas into meaningful action.

Succession planning with a twist

Robert E. Nixon, B Com, DipAll
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
11:30 am
Nixon
June 9, 2026 11:30 AM
Language:
English
No items found.
Content Track:

Nixon plans to sell about 25% of his business to key staff and advisors with funding from a friendly source, while retaining 15% and selling around 50% to a compatible financial services firm. Learn how he will execute this strategy — with help from an ESOP plan he set up two years ago — that turns his staff into an asset, not a risk, to the stability of the transition.

HNW client strategy masterclass

Ya-Hui Wang
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 9, 2026
Start Time:
11:30 am
Wang
June 9, 2026 11:30 AM
Language:
Mandarin
No items found.
Content Track:

Discover proven tactics for scaling a professional community from 10 to 5,000 members in a decade. Wang’s four KASH principles for cultivating high-net-worth clientele will provide solutions for overcoming common obstacles, enabling you to become an influential industry leader.

Beyond sales: What we need to change

Jung Hwan Kim
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Tuesday, June 9, 2026
Start Time:
11:30 am
Kim
June 9, 2026 11:30 AM
Language:
Korean
No items found.
Content Track:

In this session, Kim examines the limitations of product-focused sales commonly seen in client meetings and introduces a shift in mindset and approach to move beyond them. It explores the differences between sales and business, product explanations and structural design, and how to transition from a return-focused conversation to one centered on tax efficiency and decision-making frameworks, supported by practical examples.

The 1% advantage: What Formula 1 taught me about financial advising

Mathew Page
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:00 pm
Page
June 9, 2026 12:00 PM
Language:
English
No items found.
Content Track:

A longtime fan of F1, Page has realized that the way teams chase tiny improvements — the 1%ers — is exactly how advisors perform better as well. He shares how he uses that approach in his business, with his team and in how he plans and stays accountable each week to keep improving.

3 children, 3 lawyers, 1 funeral

Hui Wen Yang, AAMS
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:00 pm
Yang
June 9, 2026 12:00 PM
Language:
Mandarin
No items found.
Content Track:

Through the compelling true story of three feuding heirs and three lawyers outside a funeral home, Yang examines the critical professional value of comprehensive legacy planning. Explore how thoughtful succession design transforms potential family conflict into harmonious wealth transition that honors lasting love.

Beyond risk management: Becoming a lifelong partner

DaiHui Kim
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:00 pm
Kim
June 9, 2026 12:00 PM
Language:
Korean
No items found.
Content Track:

Kim explores the journey of transitioning from general to life insurance and growing into a financial expert. Discover how to evolve from a risk-centered approach to a partnership that designs a client’s entire life while effectively communicating the essential value of life insurance.

The psychology of money: How to change your clients’ lives and become their financial hero

Morgan Housel
Session Type:
Special Session Luncheon
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:00 pm
Housel
June 9, 2026 12:00 PM
Language:
English
No items found.
Content Track:

Most people don’t make financial decisions on a spreadsheet; they make them at the dinner table or in a meeting room, where personal history and each person’s unique view of the world, ego, pride, marketing and odd incentives are scrambled together. Housel shares four stories that have nothing to do with investing but highlight behavior — and how to use those insights to make better decisions with money. Please note: This presentation includes topics that some may find disturbing or upsetting, including suicide.

No results found.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now