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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. 

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

David Blake, Kyriakos Chatzistefanou, DMS, CMI, Christopher Lynn Stark, FICP, CLTC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
11:00 am
Blake, Chatzistefanou, Stark
Language:
English
No items found.
Content Track:
Practice management

In case you missed it, the MDRT family has grown. Discover how the MDRT Academy (designed to help advisors advance to the level of MDRT qualification) and the MDRT Center for Field Leadership (providing resources for field and home office leaders) can help you and other advisors learn and grow at every career stage.

Attaining and maintaining Top of the Table production

Jennifer A. Borislow, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Borislow
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 2025 Top of the Table Divisional Vice President of Member Engagement, Juli Y. McNeely, CFP, CLU.

Launch to Excellence

Jennifer A. Borislow, CLU
Session Type:
Launch to Excellence
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
3:00 pm
Borislow
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome. You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.?? Don’t miss this invaluable MDRT Annual Meeting offering! Specially intended for members in their first five years of membership and those new to MDRT meetings, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Miami Beach, Florida, USA.

Attaining and maintaining Top of the Table production

Jennifer A. Borislow, CLU, Ian Green, DipPFS, Juli Y. McNeely, CFP, CLU, William J. Rossi, CFP, ChFC
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Borislow, Green, McNeely, Rossi
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 2025 Top of the Table Divisional Vice President of Member Engagement, Juli Y. McNeely, CFP, CLU.

Launch to Excellence

Jennifer A. Borislow, CLU, Thomas R. McCoy, CLTC, Ross Vanderwolf, CFP
Session Type:
Launch to Excellence
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
3:00 pm
Borislow, McCoy, Vanderwolf
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Whether you are a new MDRT member or attending the MDRT Annual Meeting for the first time, welcome. You are invited to connect with fellow members from across the globe at this engaging kickoff session designed to help you maximize your MDRT membership and meeting experience. You’ll hear from seasoned MDRT members who will share insights and advice as they pass along their secrets of success.   Don’t miss this invaluable MDRT Annual Meeting offering! Specially intended for members in their first five years of membership and those new to MDRT meetings, this session is open to all meeting attendees. The inspiration, guidance and camaraderie you discover will last well beyond your time in Miami Beach, Florida, USA.

One word

D. Scott Brennan
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Brennan
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Marketing

There is a shortage of kindness today, Brennan says, that we can fix when we go home from the Annual Meeting. He explains why kindness is the word that describes his approach to life, and how a change of heart and mind can help you foster more optimism and generosity for yourself and those around you.

The power of service beyond expectations

Kittipong Buranachalermpong
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 22, 2025
Start Time:
12:00 pm
Buranachalermpong
Language:
Thai
No items found.
Content Track:
Marketing

Starting from scratch with no established market, Buranachalermpong focused on building a solid foundation. By treating clients with professionalism and consistently exceeding their expectations, he earned their trust. Learn how he skillfully managed insurance claims and provided valuable advice, which helped grow his clientele, maintain a steady stream of referrals and create a continuous cycle of new clients.

Activating the prey drive

Coach Micheal Burt
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Burt
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Prey drive, prevalent in animals, is the desire to see something optically with the eyes or in the imagination and to have the persistence and intensity to pursue it. Burt shares the five activators of this drive, how to find and utilize your primary activator, and how activating this drive over a long period of time can place you in the top 1% of your profession.

If you want a better team, be a better leader

Theresa Callahan
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Callahan
Language:
English
No items found.
Content Track:

Improve your leadership effectiveness by implementing six critical building blocks that will help you have a bigger impact on your business and with your team. Through live coaching, Callahan empowers you to put strategies in place to build a high-performing team of players who are engaged, committed and aligned so that your business can easily achieve the results you desire.

The transformative power of daily habits

Maria Fernanda Calva Villalon
Session Type:
Main Platform
Presentation Language:
Spanish
Date of Session:
Start Time:
Calva Villalon
Language:
Spanish
English
Japanese
Korean
Spanish
Thai
No items found.
Content Track:
Whole Person

How can you create a powerful routine and reflect on your actions to move you closer to your goals? Calva Villalon reveals how daily habits can transform your professional life. She shares her methodology for success, which includes a blend of continuous training, networking and gratitude that helps maximize potential.

The secrets behind Top of the Table

Guillermo Casillas Covarrubias
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:00 pm
Casillas Covarrubias
Language:
Spanish
No items found.
Content Track:
Practice management

What do Top of the Table members do differently to achieve such high production levels? What strategies set them apart from other advisors? Join Casillas Covarrubias as he reveals these secrets and more, giving you insights into what it takes to be part of this elite group.

Protecting vulnerable clients: Safeguarding financial futures

Amanda Cassar, MFP, AFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Cassar
Language:
English
No items found.
Content Track:
Advising Clients

In an ever-changing financial landscape, protecting vulnerable clients — such as the elderly, those with disabilities or those experiencing financial abuse — is more important than ever. Cassar provides proactive strategies for identifying signs of vulnerability, understanding legal protections and implementing best practices to safeguard clients' financial well-being to ensure those clients most at risk are protected, secured and empowered.

Utilizing AI and automation to reduce stress and improve productivity

Gareth James Chalk, Dip PFS
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
11:00 am
Chalk
Language:
English
Japanese
Korean
No items found.
Content Track:

Would you like to achieve better efficiency, enhanced client engagement and even a four-day workweek? Chalk shares approaches — such as improving accuracy with AI-powered meeting notes, streamlining workflows with the automation tool Calendly and increasing personalization with custom GPT avatars — that have transformed his practice and led to an elevated client experience.

Utilizing AI and automation to reduce stress and improve productivity

Gareth James Chalk, Dip PFS
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Chalk
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Advising Clients

Would you like to achieve better efficiency, enhanced client engagement and even a four-day workweek? Chalk shares approaches — such as improving accuracy with AI-powered meeting notes, streamlining workflows with the automation tool Calendly and increasing personalization with custom GPT avatars — that have transformed his practice and led to an elevated client experience.

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

Kyriakos Chatzistefanou, DMS, CMI
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
11:00 am
Chatzistefanou
Language:
English
No items found.
Content Track:
Whole Person

In case you missed it, the MDRT family has grown. Discover how the MDRT Academy (designed to help advisors advance to the level of MDRT qualification) and the MDRT Center for Field Leadership (providing resources for field and home office leaders) can help you and other advisors learn and grow at every career stage.

Panel discussion: The first MDRT book club in Europe

Kyriakos Chatzistefanou, DMS, CMI
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
11:30 am
Chatzistefanou
Language:
English
No items found.
Content Track:
Whole Person

Learn the process of launching the first European book club from scratch, including the first steps taken and how the first year was navigated. Members of the club share the seven principles of belonging to a book club while detailing the MDRT Europe book club’s achievements, challenges, opportunities and obstacles overcome.

How to build a high-performing team whose strengths complement yours

Asvin Chauhan, MIFP, Dip FA
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Chauhan
Language:
English
Mandarin
Spanish
No items found.
Content Track:

With the right team in place, advisors can focus on their core strengths, help clients make confident decisions and achieve their financial goals. Chauhan shares actionable strategies to recruit, develop and manage staff whose individual talents drive overall success, allowing advisors to better serve their clients and grow their practice with ease.

Simple sales, infinite referrals

Ming-hsu Chen
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Monday, June 23, 2025
Start Time:
12:00 pm
Chen
Language:
Mandarin
No items found.
Content Track:
Marketing

Start the sales process stress-free, so that you are no longer “pitching.” Learn Chen’s techniques that encourage clients to share their concerns, making sales effortless and creating continuous business opportunities. He also shares how to make your sales process self-checking.

How to become the brightest star

Wen Chun Chen
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Tuesday, June 24, 2025
Start Time:
12:00 pm
Chen
Language:
Mandarin
No items found.
Content Track:
Practice management

Establish your position in the profession by industry positioning, brand building, social media marketing and extreme client service. Chen shares how to build your reputation through continuous learning and master six topics to become a standout industry leader.

The path to a Whole Person life

Hsin Yu Chen
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 22, 2025
Start Time:
11:00 am
Chen
Language:
Mandarin
No items found.
Content Track:
Whole Person

Work-life balance isn't just a dream. Through quantitative and qualitative planning, Chen explains how you can achieve high performance while enjoying quality time with family or personal moments. Deliberately cultivating certain habits can enhance your professional image and transform how clients perceive insurance consultants.

The golden circle process for critical illness

Xavier Shengyuan Chen, B Bus, ChFC
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Chen
Language:
English
No items found.
Content Track:
Practice management

Explore the why, how and what of coverage for critical illness, which, according to a World Health Organization study, contributes to 61% of total deaths in Singapore. Chen shares his risk-planning model and how it helps him structure clients’ insurance portfolio to ensure sufficient critical illness coverage.

Panel discussion: Managing a unified advisor brand

Wen Chun Chen
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Chen
Language:
Mandarin
No items found.
Content Track:

Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

Panel discussion: Managing a unified advisor brand

Wen Chun Chen, Lee Chi-Hsiang, Holly Xiao Yan Miao Brain, Haiyang Wang
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Wednesday, June 25, 2025
Start Time:
9:30 am
Chen, Lee Chi-Hsiang, Miao Brain, Wang
Language:
Mandarin
No items found.
Content Track:

Through real-life case studies, this panel explores how advisors can establish a professional image from multiple perspectives, master strategies for online and offline brand synergetic development, and create personal brand value.

Build script logic for personal and group operational excellence

Szu Wei Chiu
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Monday, June 23, 2025
Start Time:
2:30 pm
Chiu
Language:
Mandarin
No items found.
Content Track:
Practice management

Chiu explains the three pillars of efficient management: time optimization, relationship building and script logic.

Engage with clients through newsletters

Sunduck Chung
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Sunday, June 22, 2025
Start Time:
11:30 am
Chung
Language:
Korean
No items found.
Content Track:
Marketing

Chung offers a practical guide to sending regular newsletters to clients for continuous client relationship building. Learn how to go beyond simply delivering performance updates and discover techniques for naturally showcasing growth achievements and securing appointment and application schedules.

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