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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.

MDRT Book Club: Q&A with “The Resilient Life” author Dr. Susan Biali Haas

Dr. Susan Biali Haas, Delia Brimmer, Vanessa Y. Bucklin, MBA, CLU, Mark D. Olson, CFP, MSFS, and Ted Rusinoff
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 9, 2024
Start Time:
2:30 pm
Biali Haas
Language:
English
No items found.
Content Track:

One of the many great things about book clubs is their ability to foster meaningful connections and thoughtful discussions. Whether you are part of an existing book club or interested in learning more about joining a book club, you won’t want to miss this conversation with Biali Haas, who will answer questions about preventing burnout, managing stress, improving mental health and much more.

Accessing the champion in all of us

Roger Black
Session Type:
Court of the Table/Top of the Table
Presentation Language:
English
Date of Session:
Sunday, June 9, 2024
Start Time:
12:30 pm
Black
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

How can you replicate the mindset and performance necessary for Olympic athletes to compete and succeed? Learn how to transform both your personal and professional life with insights that can make you and your team effective in new, highly impactful ways.

Being a Boss

David C. Blake
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:00 pm
Blake
Language:
English
No items found.
Content Track:

Dive into the management side of business, including how to scout talent, hire, onboard, compensate and get the very best from your employees. Discover what’s being overlooked as you strive to create the strongest team while keeping them productive and happy.

Networking alchemy: Creating reciprocal value with centers of influence

Kavita Bothra
Session Type:
Focus Session
Presentation Language:
Hindi
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Bothra
Language:
Hindi
No items found.
Content Track:

Centers of influence (COIs) can significantly grow your business, but how do you identify and connect with these influential people in the community? Bothra shares how to establish relationships with COIs, who can serve as an essential connection pipeline and driver of sustainable growth.

Gen Z — From recruiting to retaining

Tim Boyle
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Boyle
Language:
English
No items found.
Content Track:

How should you present a financial services career differently to Gen Z recruits? In this panel discussion, learn why onboarding should be a radical change from what it was a generation ago and how to create a development plan that keeps Gen Z advisors with your agency.

Change your words, change your life

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

Everyone has untapped potential, says Boyé, and unlocking that success often starts with perspective. Through humor and unbridled energy, he explains how some minor adjustments can supercharge your self-belief and ability to reach new heights.

Leveraging media opportunities to establish expertise and enhance your business

David Braithwaite, Dip PFS
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Braithwaite
Language:
English
Brazilian Portuguese
Mandarin
Thai
No items found.
Content Track:

Can appearing on the radio, on TV or in print help you find great clients? Braithwaite explains how he has worked with the media to market himself, generate amazing PR and expand his practice as a result.

Go fast alone or far together

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

If you make the most out of your MDRT Annual Meeting experience by connecting with other members and getting involved with things like PGA or the MDRT Foundation — or even just introducing yourself to someone new — you will likely go much farther than you could go by yourself. Brimmer explains why these connections with other members have been key to her development as an advisor.

Practical tips for using social media and AI for branding success

Carla Brown, FPFS, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Brown
Language:
English
Hindi
Thai
No items found.
Content Track:

Learn how to harness the power of social media as a tool for brand promotion, engagement and audience growth, while also discovering how AI can help you elevate your online presence. Brown helps you uncover the secrets of creating a brand narrative, effectively connecting with your target audience and ultimately driving business success.

Practical tips for using social media and AI for branding success

Carla Brown, FPFS, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Brown
Language:
English
No items found.
Content Track:

Learn how to harness the power of social media as a tool for brand promotion, engagement and audience growth, while also discovering how AI can help you elevate your online presence. Brown helps you uncover the secrets of creating a brand narrative, effectively connecting with your target audience and ultimately driving business success.

Overlooked opportunities within your existing clients

Mark P. Brunelle
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
3:30 pm
Brunelle
Language:
English
No items found.
Content Track:

What if you could continue to build your practice without prospecting for new clients? Brunelle shares creative ways to engage with your clients to both advance their protections and deepen your relationships.

MDRT Book Club: Q&A with “The Resilient Life” author Dr. Susan Biali-Haas

Vanessa Y. Bucklin, MBA, CLU
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 9, 2024
Start Time:
2:30 pm
Bucklin
Language:
English
No items found.
Content Track:

One of the many great things about book clubs is their ability to foster meaningful connections and thoughtful discussions. Whether you are part of an existing book club or interested in learning more about joining a book club, you won’t want to miss this conversation with Biali-Haas, who will answer questions about preventing burnout, managing stress, improving mental health and much more.

Building efficiency and sustainability in your business

Aree Burapapunjakul
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Monday, June 10, 2024
Start Time:
2:00 pm
Burapapunjakul
Language:
Thai
No items found.
Content Track:

Time management and consistency are foundations to a financial services practice that has strong, effective processes. Burapapunjakul shares how to elevate your work in these areas to enhance client service and overall performance.

9 steps to increase your sales with the same customer base

Christian Thomas Carpizo Vazquez Sr.
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 10, 2024
Start Time:
1:00 pm
Carpizo Vazquez Sr.
Language:
Spanish
No items found.
Content Track:

How can you create a steady stream of new clients whether you are connecting with small, medium or large businesses? Carpizo Vazquez Sr. shares tips to simplify your system for generating and serving an increasing roster of clients.

From family chaos to becoming my full and structured self

Lizzette Castillo Martell
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 9, 2024
Start Time:
12:00 pm
Castillo Martell
Language:
Spanish
No items found.
Content Track:

When your personal life occupies much of your time and attention, how can you organize your schedule for maximum efficiency and simplicity? Castillo Martell shares apps, WhatsApp tips and more techniques for color-coded, smartly structured planning.

Building and growing your target market

Chulaporn Chaimontree
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 9, 2024
Start Time:
1:00 pm
Chaimontree
Language:
Thai
No items found.
Content Track:

How can you establish your business and find a client base that provides stability today and growth opportunity in the future? Chaimontree explains how you can create this foundation and expand into larger clients with larger policies and premiums.

Key strategies: The secrets of the greatest Latin American experts

Samir Chaman Sabag, CLI, FPC
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Chaman Sabag
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.

Gen Z — From recruiting to retaining

Joyce Chan
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Chan
Language:
English
No items found.
Content Track:

How should you present a financial services career differently to Gen Z recruits? In this panel discussion, learn why onboarding should be a radical change from what it was a generation ago and how to create a development plan that keeps Gen Z advisors with your agency.

Gen Z — From recruiting to retaining

Fabian Weng Tuck Chan, ChFC®/S, B.ENG
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Chan
Language:
English
No items found.
Content Track:

How should you present a financial services career differently to Gen Z recruits? In this panel discussion, learn why onboarding should be a radical change from what it was a generation ago and how to create a development plan that keeps Gen Z advisors with your agency.

Begin with the end in mind and become your client’s only trusted full-service advisor

Li-Ping Chang
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 9, 2024
Start Time:
12:00 pm
Chang
Language:
Mandarin
No items found.
Content Track:

How can you help beneficiaries properly plan their death benefits to create cash flow and make the policy self-sufficient? Chang shares an impactful case and how to build the kind of trust that creates peace of mind for clients even in their hardest times.

Unleash leadership potential through generational psychology

Sammi Chang
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Chang
Language:
Mandarin
No items found.
Content Track:

Mastering the hearts and minds of people is the most important task and the biggest challenge for leaders. Chang shares how incorporating different generations — each bearing distinct characteristics — into your organization is crucial to sustaining the team’s legacy.

Dear stranger: Fostering connection and support by writing to strangers

Diana Chao
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
8:00 am
Chao
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

Learn trauma-informed strategies for maintaining mental wellbeing for yourself and others in a presentation blending science, art, poetry and grassroots experience. Chao details numerous difficulties in her upbringing as well as the power that even the smallest acts of kindness have had on her life.

Leveraging insights from the CFP model in unexpected ways

Peetitorn Chapradit
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Tuesday, June 11, 2024
Start Time:
4:00 pm
Chapradit
Language:
Thai
No items found.
Content Track:

Beyond the planning benefits for clients, did you know that financial planning also can be used to streamline your success? Two MDRT members share numerous benefits you can utilize, including coordinating seminars to enhance financial knowledge, entering an untapped market through financial questionnaires and much more.

Achieving MDRT Life membership

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

Why should you consider becoming a Life member of MDRT, and how can you embark on this journey? Three MDRT members share their unique insights, including what inspired them and how they maintained focus to achieve enough MDRT qualifications for Life membership.

Niche marketing 101

Asvin Chauhan, MIFP, Dip FA
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
2:00 pm
Chauhan
Language:
English
No items found.
Content Track:

Learn how to develop and use highly targeted forms of advertising to attract new prospects. Discover what techniques will catch people’s attention and how to turn those leads into clients.

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