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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. 

The referrals born from sharing my life’s story

Manabu Satou
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Monday, June 8, 2026
Start Time:
Satou
Language:
Japanese
No items found.
Content Track:

It is important to communicate the risks of not investing and the risk of asset depletion due to longevity. Satao discusses how awareness and empathy result in natural referrals and recommendations because clients want to share the good experiences they had with their loved ones and friends. Referrals are not something you ask for, but something that spreads from the heartfelt desire to protect those you care about.

The family legacy: Being memorable

Nicolás Scalerandi
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 9, 2026
Start Time:
Scalerandi
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.

Focus Session Power Hour

Paresh B. Shah, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Shah
Language:
English
Korean
Spanish
No items found.
Content Track:
Whole Person

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.

Climbing to the top: Proven strategies to grow, lead and future-proof your practice

Howard E. Sharfman
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Sharfman
Language:
English
Mandarin
Thai
No items found.
Content Track:
Practice management

Sharfman explains how to leverage AI and social media, craft effective succession plans, recruit the next generation of advisors, drive consistent referrals and host impactful events. Your takeaway: a step-by-step action plan for predictable growth, stronger relationships and a lasting legacy.

Retirement planning through past, present and future

Ung Hee Shin
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Shin
Language:
Korean
No items found.
Content Track:
Marketing

Shin examines the evolution of pension systems from the Bismarck era and explores retirement planning consultation methods that reflect current economic and financial situations and changes in the AI era. He also uncovers effective storytelling techniques that leverage historical context and future outlook.

Panel discussion: Study group your way to success

Gail Singh, FCCA, FSCP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Singh
Language:
English
No items found.
Content Track:
Practice management

Why is it important to create or join study groups among MDRT members? Several members with study group experience share how they have gained knowledge and experience from their MDRT colleagues, as well as the experience of their international peer group and how they collaborated to write and publish a book.

Reaching HNW clients via referrals and engagement

Voraseth Sinsophonphong
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Sinsophonphong
Language:
Thai
No items found.
Content Track:
Marketing

The transition to HNW clients does not come from chasing connections, Sinsophonphong says, but from taking exceptional care of existing small clients. Growth begins with the foundation already in place and continues steadily through meaningful referrals and engagement built on strong, lasting client relationships. He explains how genuine and consistent service creates trust, and how that trust becomes the key that opens the door to the HNW market.

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
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.

From 0 to 50 people within 5 years

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

How can you develop the new generation of financial advisors and create passive income opportunities? Skvarenina shares seven key principles to successfully build your team: knowledge, image, activities, regularity, competitiveness, passion and influencing your environment.

How to improve the client experience when selling life insurance

Aneta Sobol
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
Sobol
Language:
English
No items found.
Content Track:

In the Michelin restaurant standard, every detail matters, and the guest leaves feeling valued. Sobol shows how, through in-person meetings, personalized solutions, post-sale service and more, you can create relationships that make clients feel special, respected and secure about their future.

Panel discussion: Building advisors and business owners for the future

Thanapat Soikampada, FChFP
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Soikampada
Language:
Thai
No items found.
Content Track:

How can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

Juggling it all: Career, clients and life — real talk from women advisors

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

Four female MDRT members unite for an honest conversation about managing successful practices while navigating life beyond the office. They share practical strategies for staying motivated, setting boundaries and prioritizing what matters most while balancing multiple roles.

Panel discussion: Top strategies to attract future MDRT advisors

Joseph Sparacio
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Sparacio
Language:
English
No items found.
Content Track:

Every great agency is built on people, but how do you attract them by creating an environment they want to be part of? Financial services leaders share their strategies for enticing and recruiting MDRT-quality advisors.

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

Jason C. Staas, MS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
Staas
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.

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
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?

Managing online customers to become sustainable, long-term clients

Natt Supanatkullanan FChFP ChLP
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Supanatkullanan FChFP ChLP
Language:
Thai
No items found.
Content Track:
Advising Clients

Supanatkullanan shares her strategies for attracting clients through online channels and providing them with fast, precise and professional chat responses to build long-term relationships, ultimately leading to strong brand loyalty.

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
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.

Online marketing strategies: From everyday content to six-figure cases

Kanjana Surapraphant
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 9, 2026
Start Time:
Surapraphant
Language:
Thai
No items found.
Content Track:

Surapraphant explores how online marketing can evolve from serving entry-level buyers to closing six-figure cases. The focus is on building personal credibility through content, crafting posts that attract higher-purchasing segments and shifting the sales mindset toward larger cases. Learn practical approaches to expanding your client base through social media and applying these strategies to grow business results from tens of thousands to hundreds of thousands sustainably.

MDRT Center Speaks: Developing new advisors

Agnieszka Surowik
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Surowik
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.

Digital marketing journey to MDRT achievement

Pitchuda Suwannasarn
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 7, 2026
Start Time:
Suwannasarn
Language:
Thai
No items found.
Content Track:

Suwannasarn shares her journey of being a former corporate employee who built a stable, fully online career and achieved MDRT within nine months during a time of widespread uncertainty. She highlights how digital marketing enabled consistent client acquisition, supporting more than 90 new clients annually, and how resilience, online strategy and a service mindset can transform challenges into sustainable MDRT success.

The power of recommendations: How to grow your clientele with credibility and strategy

Dimosthenis Sykovaris, ACS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
Sykovaris
Language:
English
No items found.
Content Track:

Qualified referrals don’t happen by accident, Sykovaris says. Using his four-pillar system, learn how to first change your mindset and then build trust into your client relationships, leading to more and better referrals.

Dare to fail

Mongkol Tangmannaikit
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Monday, June 8, 2026
Start Time:
3:00 pm
Tangmannaikit
Language:
Thai
No items found.
Content Track:
Whole Person

Many sources focus on what people should do, yet humans often fear loss and worry about what they might miss if they fail to act. Tangmannaikit presents both perspectives through insights drawn from more than 20 years of experience, filtered from real mistakes and shared through immersive storytelling.

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
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.

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
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: Building advisors and business owners for the future

Kotthanapat Thinbang
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Thinbang
Language:
Thai
No items found.
Content Track:

How can you communicate value through authentic storytelling, connect with clients through shared language and life-goal alignment, and cultivate a mindset focused on guidance rather than closing? Discover how to build your business while transforming clients into long-term partners, developing systems that support sustainable growth, and building a unique culture and identity within the profession.

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