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The interpreted language session assignments listed are tentative.  English is the official language of the 2024 MDRT Annual Meeting. MDRT will provide simultaneous interpretation for Main Platform presentations and selected Focus Sessions when at least 50 registered members request a common language. Final determination of interpreted session options will be determined after May 8.

5 Cs to be a social media video all-star

Jim W. Ruta, BA, RHU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Ruta
Language:
English
Korean
Thai
No items found.
Content Track:

Prospects have shorter attention spans than goldfish, but the right video on social media can get them on the hook. Touching on picking topics, writing scripts and performing effectively, Ruta shares how you can produce engaging videos to attract prospects and build your brand.

Mastering marketing on a small budget

Stephanie Scheller
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 12, 2024
Start Time:
11:00 am
Scheller
Language:
English
Brazilian Portuguese
Korean
Thai
No items found.
Content Track:

Industry advice often suggests the solution to a limited marketing budget is merely, “Just post on social media.” Scheller explains how she doubled the size of her events company with no marketing budget and without creating endless social media content.

Building communication and trust for long-term relationships with clients

César Arturo Sepúlveda Garza, LUTCF, FSCP
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 11, 2024
Start Time:
2:30 pm
Sepúlveda Garza
Language:
Spanish
No items found.
Content Track:

Loyalty between advisors and clients is essential for a long-lasting and fulfilling partnership, but it doesn’t happen automatically. Sepúlveda Garza explains how you can educate and understand your clients to ensure both of you can thrive today and long into the future.

Technology is the best scalability tool

Paresh B. Shah, CFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 9, 2024
Start Time:
11:00 am
Shah
Language:
English
No items found.
Content Track:

Can simple apps create efficiencies that maximize your time and impact? Shah identifies several examples of areas where technology can drive efficiency and balance in your professional and personal life.

Are you working at what you love and are good at? Develop HNW clients by using your strengths!

Masakazu Shigemori
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Monday, June 10, 2024
Start Time:
11:30 am
Shigemori
Language:
Japanese
No items found.
Content Track:

Shigemori explains why he chose to work with dentists and how he builds trusting relationships with these clients. He also shares how he communicates his personality and the importance of balance in his life to foster connections with his target market.

Swimming in the blue ocean: How to maximize your strengths

Jun Shimizu
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Monday, June 10, 2024
Start Time:
4:30 pm
Shimizu
Language:
Japanese
No items found.
Content Track:

With so many options for clients to choose from, advisors must stand out and give clients a reason to work with them. Shimizu shares how he defines his strengths and weaknesses to define his value and develop a focus on less competitive markets.

How to effectively present financial planning buckets

George B. Sigurdson, CLU
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
2:30 pm
Sigurdson
Language:
English
No items found.
Content Track:

Many advisors recognize the importance of using buckets or similar imagery to simplify the financial planning process for clients. Sigurdson shares the presentation he uses to make sure clients see the process as clear and engaging.

Tips to move from first-time member to MDRT Life member

Erika Silva Velasco, CLI, FSCP
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Silva Velasco
Language:
Spanish
No items found.
Content Track:

Reaching your goals year after year must be a priority to motivate you and keep you moving forward, Silva Velasco says. She explains how this consistent growth and clarity of purpose is the difference between brief success and career-long achievement.

How to naturally start a meeting with a client

Pawel F. Skotnicki
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 9, 2024
Start Time:
4:00 pm
Skotnicki
Language:
English
No items found.
Content Track:

Transitioning from casual conversation to discussing insurance with clients requires skill and strategy. Skotnicki shares how explaining complex insurance concepts and tailoring different scenarios to clients’ needs not only builds rapport and trust but also positions you as the financial expert.

Unique and customized policy planning that is anything but artificial

Chiung-Yu Su
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Su
Language:
Mandarin
No items found.
Content Track:

With AI threatening to replace the personalized service advisors offer, it has never been more important for financial services professionals to deliver warmth and empathy to clients. Su explains how advisors can be sure to do just that.

How the MDRT Academy can elevate your practice

Tom E. Sunny, CFP, CLU
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:30 pm
Sunny
Language:
English
No items found.
Content Track:

Since the MDRT Academy is designed for those who do not yet qualify for MDRT, many MDRT members may not realize that the Academy provides distinct benefits for them as well. X, an MDRT and former Academy member, and X, an MDRT member, share how the Academy can accelerate an advisor’s journey to MDRT qualification and, in turn, help you build an MDRT culture within your practice. Blake, an MDRT member, will serve as moderator and field questions from the audience about Academy membership.

5 strategies to get endless referrals without asking for them

José Sánchez Lopez, MBA
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 11, 2024
Start Time:
2:00 pm
Sánchez Lopez
Language:
Spanish
No items found.
Content Track:

Referrals don’t occur without systems in place. Sánchez Lopez identifies the partnerships that will lead you to represent trusted service and receive regular, unsolicited recommendations.

MDRT Center for Field Leadership Reception and Awards Ceremony

Imported item 6
Session Type:
Presentation Language:
Date of Session:
Monday, June 10, 2024
Start Time:
TBD Host
Language:
No items found.
Content Track:

The MDRT Culture of Excellence Awards recognize the best of the best across six specific areas of agency management. The awards honor leadership contributions to the overall success of each team and set a new global standard for achievement in financial services leadership. (Closed Event - MDRT Center for Field Leadership members only)

How to go from MDRT to Court of the Table by delegating

Joseph Tan, ChFC, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Tan
Language:
English
No items found.
Content Track:

Elevating your performance doesn’t have to mean working harder or closing bigger cases. Tan explains how a gentler trajectory, driven by delegating tasks to paraplanners and staff as well as the Whole Person concept, can be just as effective while also prioritizing longevity and balance.

Nominee Acceptance Speech

Aurora L. Tancock, FLMI, CFP
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 12, 2024
Start Time:
1:00 pm
Tancock
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

Aurora L. Tancock, FLMI, CFP, formally accepts the nomination to become the newest member of the Executive Committee.

Building trust by fostering strong client relationships

Aurora L. Tancock, FLMI, CFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
12:30 pm
Tancock
Language:
English
No items found.
Content Track:

The best way to add value, gain clients' trust and set yourself apart, Tancock says, is to become a relationship-based advisor. She explains how she has built long-lasting trust by focusing on clients’ best interests and bringing holistic planning to clients’ financial situations as well as their life goals.

The shortcut to success is hard work

Mongkol Tangmannaikit
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 11, 2024
Start Time:
12:00 pm
Tangmannaikit
Language:
Thai
No items found.
Content Track:

Passion is what makes us start, Tangmannaikit says, but discipline is what makes us keep going. He explains how setting daily goals and maintaining self-belief are essential to foster the work ethic needed to persist and thrive as an advisor.

How hobby-driven referrals led to 800 consecutive weeks of strong results

Shusaku Tezuka
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Monday, June 10, 2024
Start Time:
2:30 pm
Tezuka
Language:
Japanese
No items found.
Content Track:

By enjoying conversations with other enthusiasts of motorbikes, music and gardening, Tezuka has created relationships that lead to potential new clients. He explains how he has developed this approach, which also includes referrals from clients of his wife, an esthetician who helps her clients understand the importance of saving and planning.

Panel discussion: The power of niche marketing

Pimlada Thanusakdumrong
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Thanusakdumrong
Language:
Thai
No items found.
Content Track:

While many advisors know the benefits of specializing, how do you identify and market to your ideal clients? Three advisors share how they find and connect with the niche that drives their practices.

Identifying what makes you unique as an advisor

Yohei Tomita
Session Type:
Main Platform
Presentation Language:
Japanese
Date of Session:
Sunday, June 9, 2024
Start Time:
5:30 pm
Tomita
Language:
Japanese
Brazilian Portuguese
English
Korean
Mandarin
Spanish
Thai
Content Track:

To best serve your clients and establish a successful business, you need to understand what makes you stand out from other advisors. With this knowledge, Tomita says, you create the clarity essential to deliver for others as well as the stability to carry your practice into the future.

Deeper Dive with Main Platform speaker Yohei Tomita

Yohei Tomita
Session Type:
ConneXion Zone
Presentation Language:
Japanese
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Tomita
Language:
Japanese
No items found.
Content Track:

Join Tomita, a Main Platform speaker, for a deeper dive in the ConneXion Zone.

Recognition of Immediate Past President Peggy Tsai, RFP, CCFP

Peggy Tsai, RFP, CCFP
Session Type:
Main Platform
Presentation Language:
Mandarin
Date of Session:
Wednesday, June 12, 2024
Start Time:
1:00 pm
Tsai
Language:
Mandarin
Brazilian Portuguese
English
Japanese
Korean
Spanish
Thai
Content Track:

Attaining and maintaining Top of the Table production

Ross Vanderwolf, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Vanderwolf
Language:
English
Japanese
Korean
No items found.
Content Track:

Hear from Top of the Table members as they share their keys to sustainable success in the financial services profession. Learn the types of clients they pursue, how their practices have grown and evolved, and ways they have implemented MDRT’s Whole Person concept into their lives — all while achieving Top of the Table production every year. The session will be moderated by 2024 Top of the Table Divisional Vice President D. Kyle Atkins, CLU, CFP.

Key strategies: The secrets of the greatest Latin American experts

Jazmin Eliana Vasquez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Vasquez
Language:
Spanish
No items found.
Content Track:

Representatives from Mexico, Colombia, Brazil and Argentina share how they seek to better protect their clients and enhance their practices. Discover areas where all of these advisors overlap and some where they differ as well.

Social media as a vehicle for prospecting and branding

Arturo Viniegra Castellanos
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Viniegra Castellanos
Language:
Spanish
No items found.
Content Track:

Can digitally defining your brand provide a path to connect with new clients? Discover how two advisors have embraced the age of social media to differentiate themselves and grow their businesses.

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