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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. 

Client service excellence: Turning satisfaction into loyalty

Elaine Milne, DipPFS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:30 pm
Milne
June 9, 2026 12:30 PM
Language:
English
No items found.
Content Track:

A client gifting strategy, such as sending personalized gifts to clients for special occasions in their life, can help them know they have a bespoke and personal service. Milne shares how you can put careful thought into who your clients are as people and how applying that understanding can lead to meaningful gifts, reactions and relationships.

Million-dollar sales through advertising

Papassorn Paisan
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:30 pm
Paisan
June 9, 2026 12:30 PM
Language:
Thai
No items found.
Content Track:

Paisan explores how, with no existing market during the COVID-19 crisis, she achieved million-dollar sales using a single product and paid advertising. The focus is on clarity over pressure, building understanding instead of hard selling and designing respectful, high-impact messaging. Learn how to structure measurable ad systems and convert every campaign into trust that leads to real sales.

Strong branding: Consulting on overall financial assets from defined contribution pension plans

Takako Tsuruta
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Tuesday, June 9, 2026
Start Time:
12:30 pm
Tsuruta
June 9, 2026 12:30 PM
Language:
Japanese
No items found.
Content Track:

The corporate defined contribution (DC) pension plan is institutionally complex. DC is complicated enough for us in the financial business, but more so for our clients. Therefore, it is crucial to listen to our clients' needs, fully understand the program, and plan their overall asset portfolio as if it is for you. Tsuruta will introduce a consulting approach that collaboratively sets goals and desired outcomes through conversation with the client, providing long-term support.

How to build, develop and maintain strategic centers of influence

Travis Hamilton
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:00 pm
Hamilton
June 9, 2026 1:00 PM
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.

Team and time management as factors for success

Ariadna Salazar Leon
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:00 pm
Salazar Leon
June 9, 2026 1:00 PM
Language:
Spanish
No items found.
Content Track:

Salazar Leon shares how she built a high-performance team — from recruitment to motivation — that allows her to focus on her greatest strength: being in front of the client. She explains how her time management philosophy has helped her achieve her goals, travel and enjoy her career without burning out.

Planned vs. unplanned legacy: Choosing your family’s future

Narangsan Suracharoenchaikul, FChFP
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:00 pm
Suracharoenchaikul
June 9, 2026 1:00 PM
Language:
Thai
No items found.
Content Track:

Suracharoenchaikul examines why delaying estate planning can lead to legal delays, family conflict, tax burdens and business disruption. Through two real-world comparisons, he explains the contrast between unplanned outcomes and structured planning to demonstrate how proactive estate planning enables smooth wealth transfer, reduces unexpected costs and preserves family relationships while supporting long-term continuity of assets and businesses.

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

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
Pekris
June 9, 2026 1:30 PM
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
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Gaffney
June 9, 2026 1:30 PM
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:
1:30 pm
Gamilla
June 9, 2026 1:30 PM
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.

The family legacy: Being memorable

Nicolás Scalerandi
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Scalerandi
June 9, 2026 1:30 PM
Language:
Spanish
No items found.
Content Track:

How can you transform your daily activities into a professional and personal legacy that transcends generations? Scalerandi shares, through his own story, the real impact of policies, the profession's true purpose and how, through memorable client interactions, he has built a community that recommends him across generations.

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

Irene Stolte, ChFC
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Stolte
June 9, 2026 1:30 PM
Language:
English
Japanese
Korean
No items found.
Content Track:
Practice management

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?

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

Mark D. Olson, CFP, MSFS
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Olson
June 9, 2026 1:30 PM
Language:
English
Japanese
Korean
No items found.
Content Track:
Practice management

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?

Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Young Joo Jeon
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Jeon
June 9, 2026 1:30 PM
Language:
Korean
No items found.
Content Track:
Marketing

Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

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

Ted Rusinoff
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Rusinoff
June 9, 2026 1:30 PM
Language:
English
Japanese
Korean
No items found.
Content Track:
Practice management

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?

Investing in the original AI: Advisor intelligence

H. Adam Holt, ChFC, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Holt
June 9, 2026 1:30 PM
Language:
English
Thai
No items found.
Content Track:
Advising Clients

As clients gain access to increasingly sophisticated digital tools, the traditional approach of presenting multipage financial plans is quickly losing relevance. Holt explains how to deliver more meaningful client experiences and why the true differentiator is not artificial intelligence — it is advisor intelligence: your unique blend of empathy, judgment, real-time insight and trust-building that only an advisor can deliver.

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

Yeritzell Gonzalez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Gonzalez
June 9, 2026 1:30 PM
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.

Let's hold a family meeting to discuss nursing care and inheritance planning

Ayumu Okabe
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Okabe
June 9, 2026 1:30 PM
Language:
Japanese
No items found.
Content Track:
Advising Clients

When challenges occur for clients’ families, multigenerational meetings often can be effective ways to create and clarify a plan. Okabe explains how to help clients visualize specific scenarios when nursing care and inheritance issues arise within clients’ families.

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

Dayra Irene Chavez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Chavez
June 9, 2026 1:30 PM
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.

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

Magali Bernal
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Bernal
June 9, 2026 1:30 PM
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.

Why do they buy from me? Turning friends into clients through social media

Glen Alexander Winata
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Winata
June 9, 2026 1:30 PM
Language:
English
No items found.
Content Track:
Marketing

After Winata consistently showed up on Instagram with fun, educational and authentic content, people started reaching out to him, and many were old friends and acquaintances he hadn’t spoken to in years. Learn how he built a personal brand without going viral and how to shift from chasing to attracting, create trust-building content, stay consistent and turn social media into your long-term, silent salesman.

6 steps to retirement planning

Natnicha Thapthong
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Thapthong
June 9, 2026 1:30 PM
Language:
Thai
No items found.
Content Track:
Advising Clients

Do you want to help clients clearly understand the numbers and realities of their post-retirement goals? Thapthong incorporates sound principles and perspectives to support confident financial decision-making.

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

Delia Brimmer
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Brimmer
June 9, 2026 1:30 PM
Language:
English
Japanese
Korean
No items found.
Content Track:
Practice management

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?

Human wisdom × AI power

Cheng-Kan Huang, RFC, CPCS
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Huang
June 9, 2026 1:30 PM
Language:
Mandarin
No items found.
Content Track:
Advising Clients

Harness AI tools to enhance professional analysis and service efficiency while presenting insurance solutions through compelling storytelling. By combining technology with human empathy, Huang says, advisory services become faster, more precise and more personal.

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
June 9, 2026 1:30 PM
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.

Panel discussion: Top of the Table partnership built on listening, empathy and togetherness

Jun Young Kim
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Tuesday, June 9, 2026
Start Time:
1:30 pm
Kim
June 9, 2026 1:30 PM
Language:
Korean
No items found.
Content Track:
Marketing

Evolving technologies, new opportunities and constant distractions continue to reshape our perspectives and practices. MDRT members explore the enduring principles that define the profession and the standards advisors must uphold to preserve its true foundation.

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