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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. 

Improve your skills with clients experiencing grief, loss and transition

Amy Florian
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
11:00 am
Florian
Language:
English
No items found.
Content Track:

While financial professionals are rarely taught what to do and say (and what not to) when clients go through tough, emotional times in life, this ability is a major component of client retention and acquisition. Florian helps you understand the many triggers of grief your clients experience, how to answer the “bad news” phone call, effective questions to ask and the most life-giving, loyalty-building ways to follow up with grieving clients.

Harnessing the power of accountability: Building trust and momentum while overcoming challenges together

Mathew Thomas Fogarty, CFP, ADFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Fogarty
Language:
English
No items found.
Content Track:
Practice management

Fogarty shares his journey of forming an accountability group with fellow MDRT members during the COVID-19 pandemic. Learn about the framework used — including regular meetings, SMART goals, progress tracking, peer feedback and maintaining momentum — as well as how challenges were overcome through trust and engagement.

Greatness grows best in the shadows: A playbook for building resilient teams

Justin Forsett
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
8:00 am
Forsett
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Do you know how to turn setbacks into steppingstones and hustle your way to success? Forsett provides lessons on resilience, leadership, and creating opportunities that inspire your team to rise above challenges and lead with impact.

Questions you wished you had known to ask

Alessandro M. Forte, CFP, FCII
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
11:30 am
Forte
Language:
English
No items found.
Content Track:
Practice management

Lasting success comes when prospecting ceases to be a problem. Gordon shares how to have more referrals than you will ever need, plus a bonus idea of how to harness the power of the MDRT Foundation to help your business.

MDRT Foundation

Alessandro M. Forte, CFP, FCII
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
8:00 am
Forte
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Forte, the MDRT Foundation President, shares how the Foundation makes an impact around the world by supporting charities and issues that MDRT members care about. Learn how you can volunteer, donate and apply for a grant for an organization close to your heart.

Recognition of Immediate Past President Gregory B. Gagne, ChFC

Gregory B. Gagne, ChFC
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
1:00 pm
Gagne
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Growth through efficiency: Harness the power of technology to skyrocket your business

Sharon Gai
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
8:00 am
Gai
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

In a world where speed, efficiency and innovation reign supreme, leveraging tools like AI and automation is no longer optional — it’s essential. Gai shows you how to use cutting-edge technology to eliminate inefficiencies, free up your time and focus on the activities that drive massive ROI.

Panel discussion: Mastering the psychology of self-worth to drive radical business growth

Baz Gardner
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Gardner
Language:
English
Hindi
Thai
No items found.
Content Track:

How can changes you make in your psychology directly translate into business success? Get to the core of developing and translating value while learning new techniques to drive referrals, revenue and much more.

Putting the personal in personal branding

Kevin J. Garza, FICF, MCom (IS)
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
2:00 pm
Garza
Language:
English
No items found.
Content Track:
Marketing

How do you define your brand through your passions, the identity of your company and effective ways to introduce yourself? Garza shares best practices to showcase your personality while also fostering communication through active listening.

Mentoring hard and fast: A proven approach for building resilient teams

Danielle J. Genier, CLU, CFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
3:00 pm
Genier
Language:
English
No items found.
Content Track:
Practice management

In Genier's practice, everyone contributes to the training of new hires. She explains why her process has been so successful in assessing a new hire's fit for the role and the office overall, and how you can benefit from this method of intensive onboarding, structured training and the development of mental resilience.

Surviving the impossible: From Amazon ordeal to universal inspiration

Yossi Ghinsberg
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
8:00 am
Ghinsberg
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

As the inspiration behind the Hollywood film "Jungle," Ghinsberg shares not just his survival story but how his personal triumph translates into actionable insights for your professional and personal growth. Learn practical strategies to build unshakeable resilience, foster innovative thinking under pressure and develop a mindset for extraordinary achievement.

The importance of understanding clients’ perspectives on advisor value

Robert Gignac
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Gignac
Language:
English
Korean
Mandarin
No items found.
Content Track:

If you are reluctant to engage in emotional conversations, you may be limiting your ability to deliver value to clients who need it most. Gignac explains the difference between value and fluff while discussing pocket change, dominoes, retirement ribbons and why SMART goals can be problematic.

Panel discussion: Between a mentor and a mentee: The success story of a dynamic team

Fernando A. Gomez
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
3:00 pm
Gomez
Language:
Spanish
No items found.
Content Track:

Join this inspiring session and discover how a leader and a mentee have forged their relationship and how they have been able to develop their ethical values in the financial services profession together, thanks to MDRT.

Virtuoso

Felipe Gomez
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 25, 2025
Start Time:
1:00 pm
Gomez
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

What happens when you mix management expertise and a lifelong passion for music? With an on-stage grand piano, Gomez shares his insights while inspiring attendees to consistently aim for excellence, create meaningful and long-lasting connections, and build a culture of innovation.

The emotional bank account: A tool for getting better referrals

Jonathan González Salgado
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
González Salgado
Language:
Spanish
No items found.
Content Track:
Whole Person

The concept of the emotional bank account can explain the value we provide to our clients, which is essential when asking for referrals. Psychologist John Gottman suggests that before making a withdrawal, such as requesting referrals, we should first offer four times the value we currently deliver. With González Salgado's guidance, learn how to enhance your emotional bank account through love, ultimately leading to better referrals.

Questions you wished you had known to ask

Tony Gordon
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
11:30 am
Gordon
Language:
English
No items found.
Content Track:
Practice management

Lasting success comes when prospecting ceases to be a problem. Gordon shares how to have more referrals than you will ever need, plus a bonus idea of how to harness the power of the MDRT Foundation to help your business.

Making retirement a period of life worth having

Peter D. Graham
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
2:00 pm
Graham
Language:
English
No items found.
Content Track:
Advising Clients

Most pre-retirees focus solely on the financial aspects of retirement, but it is really about lifestyle, Graham says. He explains how to help clients understand the importance of being prepared for the key issues central to a great retirement.

Attaining and maintaining Top of the Table production

Ian Green, Dip PFS
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
1:30 pm
Green
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.

Steps and staging for successful retirement planning

Jean Guan
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
11:30 am
Guan
Language:
English
No items found.
Content Track:
Advising Clients

How can you understand clients’ goals, assess their current financial status, and define their vision and timeline to provide personalized retirement ideas, including tax planning and addressing emotional and lifestyle aspects? Guan shares how to ask the right series of questions to identify any gaps or problems before giving the solutions.

Unreasonable Hospitality: How giving people more than they expect can get you to No. 1

Will Guidara
Session Type:
Court of the Table/Top of the Table
Presentation Language:
English
Date of Session:
Sunday, June 22, 2025
Start Time:
12:30 pm
Guidara
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:

Guidara took Eleven Madison Park from a middling brasserie to one of the best restaurants in the world when he encouraged his team to be present with their guests, take what they do seriously without taking themselves too seriously and employ a one-size-fits-one strategy. Learn how an unreasonable approach to the pursuit of human connection can help you win — and give people an experience they’ll remember forever.

The 3 pillars of retirement readiness

Alphil J. Guilaran, CFBA, CFWA
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
3:00 pm
Guilaran
Language:
English
No items found.
Content Track:
Advising Clients

By 2030, 100% of baby boomers worldwide will be over age 65. Guilaran explains how advisors can strengthen their practices and build bridges with prospects and clients by simplifying how they educate them on retirement income basics and how to address any shortfalls.

The great wealth transfer: Preparing inheritors for the challenges and responsibilities of wealth

Alphil J. Guilaran, CFBA, CFWA
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 24, 2025
Start Time:
1:30 pm
Guilaran
Language:
English
Japanese
Thai
No items found.
Content Track:

As we enter the USD 84 trillion great wealth transfer, studies show that 90% of family wealth does not make it past the third generation, and 80% of inheritors will look for a new advisor after inheriting their parents’ wealth. Guilaran shares how to prepare your practice as well as a proven framework to train the next generation and bridge the communication gap between wealth creators and inheritors.

Winning strategies: How to optimize annual reviews

Douglas Enrique Gómez, AFP, LUTCF
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Tuesday, June 24, 2025
Start Time:
2:00 pm
Gómez
Language:
Spanish
No items found.
Content Track:
Marketing

Join Gómez as he shares his four-step strategy for conducting successful annual insurance policy reviews with clients. This approach will help you maintain contact with clients, update their information, generate new sales opportunities and obtain referrals.

The shortest course to Top of the Table

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

Han shares her experience of not being able to overcome the Court of the Table barrier despite more than 10 years of individual sales, and her journey to achieving Top of the Table through estate planning consulting after entering the high-net-worth market through market expansion seven years ago. Learn the know-how to achieve miracles in 60 days through consistent activity, efficient time management and constant motivation, and establish your own success strategy.

How to create a team of superheroes to help you achieve Top of the Table

Tristan Hartey, Dip FA, BA (Hons)
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Monday, June 23, 2025
Start Time:
8:00 am
Hartey
Language:
English
Japanese
Korean
Mandarin
Spanish
Thai
No items found.
Content Track:
Practice management

Going alone only gets you so far; you need a team to constantly achieve great things. Hartey explains three main ways you can create a team of superheroes around you to make sure that you achieve Top of the Table each year.

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