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. 

How to turn your personal brand into a magnet for clients: The power of social media in the financial world

Pablo Vázquez Moya
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 7, 2026
Start Time:
1:00 pm
Vázquez Moya
Language:
Spanish
No items found.
Content Track:

Pablo Vázquez shares how he went from being a financial advisor with a traditional portfolio to becoming a reference on social networks and positioning his personal brand, reaching thousands of people in different countries and getting prospects to arrive by themselves in an organic way. Through his personal experience, he will show how the combination of clear specialization, a targeted message and the strategic use of social media can transform the way advisors attract clients and build trust in the digital environment. Discover practical principles to develop an authentic personal brand, create content that connects with your ideal customer and turn your visibility into real business opportunities.

The AI-powered decade: The future favors the bold

Mike Walsh
Session Type:
Court of the Table/Top of the Table
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
12:30 pm
Walsh
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Over the next decade, the most successful professionals will not be those who simply adopt new tools but those who reposition their role, their value and the scale of impact they can achieve. Walsh explores the road to 2036 and the rise of an AI-powered decade, where automation, algorithms and digital labor fuel a fifth Industrial Revolution — and where caution is not rewarded but favors those bold enough to rethink how value is created, how work gets done and what leadership really means in a world of abundant intelligence.

The referral advantage: Referrals, networking and centers of influence

Brendan Clune Walsh
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
Walsh
Language:
English
Korean
Spanish
No items found.
Content Track:
Marketing

The most valuable growth doesn’t come from cold outreach, but from relationships — referrals, introductions and centers of influence. Walsh shares a simple, relationship-first model for building business through warm introductions and authentic connections, offering a no-pressure system to ask for referrals, develop high-quality centers of influence and leverage LinkedIn to spark meaningful connections.

HNW client strategy masterclass

Ya-Hui Wang
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 9, 2026
Start Time:
Wang
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.

High-efficiency closing, achieving MDRT and living a Whole Person life

Wei Wang, CFP, RFA
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Wednesday, June 10, 2026
Start Time:
11:00 am
Wang
Language:
Mandarin
No items found.
Content Track:
Marketing

Wang shares how to achieve high-efficiency closing, use professional planning to ensure clients have adequate protection and efficiently accomplish your MDRT goals.He reveals the Closing Formula, the Annual Income Formula, the Medical Pyramid Technique and the Fivefold Medical Protection Formula — techniques that help clients recognize the value and purchase sufficient coverage. Quality service brings referrals, and the Whole Person concept provides lasting motivation.

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

Cynthia Siew Leng Wee
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
11:30 am
Wee
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.

Focus Session Power Hour

Helen Jayne West, APFS
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 10, 2026
Start Time:
9:30 am
West
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.

Living on the edge of your next commission

Donald F. White Jr., CLU, ChFC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
4:00 pm
White Jr.
Language:
English
No items found.
Content Track:

Unless you create a strategy to the contrary, your level of expenses will always rise to your level of income, White says. He identifies the five fundamentals of wealth creation to help ensure your success brings prosperity and gratitude rather than a never-ending cycle of accumulation and cost.

Creative leadership: The courage to lead differently

Paige Williams
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
3:00 pm
Williams
Language:
English
No items found.
Content Track:

Do you want to inspire your teams, navigate change with confidence and develop MDRT-ready advisors — without burning out? Discover a transformational framework for developing courageous, purpose-driven leaders and uncovering your own unique leadership superpowers and growth edges.

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
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.

Systematic approach to coach your teammates to build an MDRT agency

Wong Wing Suet Rachael, CFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 7, 2026
Start Time:
4:30 pm
Wong Wing Suet Rachael
Language:
English
No items found.
Content Track:

Many leaders are very good at their own production but struggle when it comes to coaching their teammates toward MDRT qualification. Wong Wing Suet Rachael explains how she has applied her experience as an elite athlete to formulate a coaching system that creates replicable success for her team.

4 Court of the Table qualifications in 6 years

Yu Hsuan Wu
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 7, 2026
Start Time:
12:30 pm
Wu
Language:
Mandarin
No items found.
Content Track:

Wu reveals how strategic prospecting, referral cultivation and five core dialogue principles — action, accountability, learning, courage and integrity — enabled her to achieve four Court of the Table qualifications in six years. Learn her practical approaches for building unshakeable client trust and creating sustainable practice growth.

Personal branding mastery in the social media era

Yan Kit Ying Albee
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 7, 2026
Start Time:
12:00 pm
Yan Kit Ying Albee
Language:
Mandarin
No items found.
Content Track:

Learn how to transform your professional expertise into compelling social media influence that attracts premium clients organically. Yan Kit Ying Albee explains how to master strategic personal brand positioning and value-driven content creation techniques while building authentic trust pathways that convert engagement into meaningful client conversations.

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
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.

Consulting mastery

Abraham F. Zaarour
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 8, 2026
Start Time:
1:30 pm
Zaarour
Language:
English
Korean
Spanish
No items found.
Content Track:
Advising Clients

How can you conduct a perfect, client-centered financial consultancy session? Zaarour shares the three essential pillars of his system: LIKE, focusing on building rapport and creating a comfortable environment; TRUST, involving demonstrating credibility, transparency and integrity through the "9-Door Corridor," ensuring clients feel confident in the guidance provided; and VALUE, emphasizing delivering tailored insights, actionable strategies and measurable outcomes.

How to sustain MDRT success each year via social media marketing

France Zaguirre
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 9, 2026
Start Time:
2:00 pm
Zaguirre
Language:
English
No items found.
Content Track:

Can you consistently add value to existing clients without regular in-person meetings? France uncovers social media best practices and strategies to generate new business without hard selling, ensuring your calendar for next week is full without making appointment calls.

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