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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.

Engage clients effectively and expand your case size

Ying Qi Carrie Chee
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Chee
Language:
English
No items found.
Content Track:

It is hard, Chee says, to grow your case sizes if clients aren’t listening to you or buying into what you do. Discover how you can adjust your communication techniques to drive understanding and minimize objections.

How to effectively discuss and establish health-related insurance coverage

Yu-Chun Chen
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 9, 2024
Start Time:
2:30 pm
Chen
Language:
Mandarin
No items found.
Content Track:

Many clients may not want to think about preparing for unexpected challenges like diseases, injuries or otherwise. Chen shares how you can use real-life cases to communicate the importance of coverage that protects a clients’ family and finances in the event of a variety of medical needs throughout many different life stages.

Cutting-edge communication techniques with clients and breaking through performance limits

Nikki Peilin Chen
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Chen
Language:
Mandarin
No items found.
Content Track:

Discover how to combine technology and humanity to serve clients in new, modern ways that can energize your practice. Sales is not only about selling products but also personalities. Utilizing AI and other approaches, Chen explains how you can create stable income in an unstable market.

Helping clients understand the living benefits of insurance

Sky Chen Wei
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 9, 2024
Start Time:
3:00 pm
Chen Wei
Language:
Mandarin
No items found.
Content Track:

People never reject insurance, Chen Wei says; they only reject paying the premium. Learn how you can make sure clients perceive the premium as a savings vehicle that also provides coverage for the unexpected.

A different kind of leadership

Chin Ti Chien
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Monday, June 10, 2024
Start Time:
2:00 pm
Chien
Language:
Mandarin
No items found.
Content Track:

What is your biggest challenge when it comes to developing your staff? How do you overcome it? Join MDRT members as they delve into these questions and more to help you create and retain a solid team.

Achieve your dream with the power of teamwork, and qualify for MDRT

Pei Mei Chiu
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 9, 2024
Start Time:
3:30 pm
Chiu
Language:
Mandarin
No items found.
Content Track:

What practices can set you and your staff on course to achieving MDRT-level performance? Chiu shares three keywords and strategies to create a sustainable culture of success.

Guiding pre-retirees toward retirement success

Jung Ryul Choi
Session Type:
Focus Session
Presentation Language:
Korean
Date of Session:
Wednesday, June 12, 2024
Start Time:
9:30 am
Choi
Language:
Korean
No items found.
Content Track:

Retirees in Korea face a vague and uncertain future, Choi says. Discover how he has developed his process for retirement planning to lecture for and consult with clients from large corporations.

The power of the check-in call

Joon Sik Choi
Session Type:
ConneXion Zone
Presentation Language:
Korean
Date of Session:
Monday, June 10, 2024
Start Time:
2:30 pm
Choi
Language:
Korean
No items found.
Content Track:

Small things can make a huge change in your practice, Choi says. He explains how periodic, personal phone calls to clients can deepen your relationships and help your business.

Panel discussion: The art and science of creating trusting relationships

Warika Chotiwit
Session Type:
Focus Session
Presentation Language:
Thai
Date of Session:
Wednesday, June 12, 2024
Start Time:
11:00 am
Chotiwit
Language:
Thai
No items found.
Content Track:

How do you ensure your client relationships are built on essential foundations of trust? Learn how two MDRT members have developed distinct approaches to establishing connections with clients that grow and deepen over time.

The sailboat concept

Wave Chow Wing Kai
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
8:00 am
Chow
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

Chow shares a short and powerful concept for selling to the middle class.

The key to unlocking everyone’s unique abilities in a firm

Timothy Daniel Clairmont, CFP, MSFS
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, June 12, 2024
Start Time:
1:00 pm
Clairemont
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

Discover how a year of weekly sessions helped create newfound understanding about how each leader in a business could drive its evolution. Clairmont explains how extended introspection and sharing with his partners led to individual growth and new opportunities for the business to make a global impact.

Digital avatars: Revolutionizing financial advisory services

Timothy Daniel Clairmont, MSFS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Clairmont
Language:
English
No items found.
Content Track:

Highlighting avatars’ capacity for 24/7 support and engagement, Clairmont explains how this technology can be crucial in enhancing client-advisor interactions. Learn how avatars can help both attract and retain clients while providing a modern and technologically driven personal touch.

Building a leadership brand to achieve agency goals

Imported item 7
Session Type:
Presentation Language:
Date of Session:
Tuesday, June 11, 2024
Start Time:
Clements
Language:
No items found.
Content Track:

Field leader branding is all about creating an image of yourself at your best, then delivering on that image to obtain results. Clements highlights the importance of identifying the drivers of your personal brand as a field leader and explores the powerful impact your brand has on telling your story, attracting recruits to your agency and fostering success for your team.

Building a leadership brand to achieve agency goals

Susan Clements
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Clements
Language:
English
No items found.
Content Track:

Field leader branding is all about creating an image of yourself at your best, then delivering on that image to obtain results. Clements highlights the importance of identifying the drivers of your personal brand as a field leader and explores the powerful impact your brand has on telling your story, attracting recruits to your agency and fostering success for your team.

Key strategies: The secrets of the greatest Latin American experts

Vanina Paola Cruz
Session Type:
Focus Session
Presentation Language:
Spanish
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Cruz
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.

Use behavioral insights to attract clients from different generations

Jagannath Das, MBA, MCom (IS)
Session Type:
Focus Session
Presentation Language:
Hindi
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:00 pm
Das
Language:
Hindi
No items found.
Content Track:

As different generations have distinct characteristics, values and communication preferences, tailoring your marketing and branding strategies according to the target generation is essential to attracting these clients. Das shares how you can research and understand the unique attributes of multiple generations and align your approach with the people you aim to serve.

Communication hacks every financial advisor should know

Richard Dobson Jr., CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
1:30 pm
Dobson Jr.
Language:
English
Brazilian Portuguese
Hindi
Spanish
No items found.
Content Track:

With your clients not expected to understand the jargon of the financial services profession, advisors can make simplicity their superpower. Dobson explains how you can describe complex topics in a quick, unforgettable way that will reduce client panic and improve outcomes for you and the people you help every day.

Forging lasting bonds: Why advisors should volunteer with service organizations

Neha Prasad Doiphode, MBA
Session Type:
Focus Session
Presentation Language:
Hindi
Date of Session:
Monday, June 10, 2024
Start Time:
1:30 pm
Doiphode
Language:
Hindi
No items found.
Content Track:

Success in financial services, Doiphode says, is about building genuine connections, which advisors can foster through volunteerism. While building a network of influential contacts, making connections with like-minded professionals, gaining the trust of community leaders and demonstrating ethical conduct, advisors can establish themselves as a trusted source people will be eager to work with and refer.

Identifying buying signals

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

Discover the obvious — and not-so-obvious — clues, cues and body language indications that tell you a prospect is ready to follow your recommendations and become a client. With this information and these observational techniques, Duncombe says, you can better understand the person’s perspective and efficiently move forward together.

Make your story perfect

Karen Eber
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
8:00 am
Eber
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

Do you know how to use the science of storytelling to inform, influence and inspire others? Eber explains that the way you tell a story makes an enormous difference for the listener — and how you can deliver a story that connects with the hearts and minds of your clients.

10 feet tall: Your difference is your superpower

Brandon Farbstein
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
8:00 am
Farbstein
Language:
English
Brazilian Portuguese
Japanese
Korean
Mandarin
Spanish
Thai
Content Track:

Born with an extremely rare form of dwarfism, Farbstein had to learn to transform how he saw being different. Sharing his unforgettable perspective shift, he demonstrates tactical ways to amplify and leverage the uniqueness that lies within.

Q&A with Main Platform speaker Brandon Farbstein

Brandon Farbstein
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Tuesday, June 11, 2024
Start Time:
3:30 pm
Farbstein
Language:
English
No items found.
Content Track:

Join Farbstein, a Main Platform speaker, for a Q&A in the ConneXion Zone.

Refining your brand for a rapidly changing world

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

Fitts takes you deep into the transformative impact of digitalEQ, where emotional intelligence drives financial success. Learn how your brand is not just an identity but a key factor in influencing client choices.

How to get multiple referrals from every client

Alessandro M. Forte, FCII, CFP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 9, 2024
Start Time:
3:30 pm
Forte
Language:
English
No items found.
Content Track:

Many advisors struggle to grow their business through referrals. With answers that will surprise you, Forte busts the myths around when and how to ask, and what to do with the four to six names you will receive from every new client meeting.

Secrets revealed: Learn practical takeaways from the best

Alessandro M. Forte, FCII, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, June 10, 2024
Start Time:
3:00 pm
Forte
Language:
English
Hindi
Mandarin
No items found.
Content Track:

How do top producers across different industries build stronger relationships and generate new client opportunities to expand their businesses? Forte and Bernstein share implementable techniques to not only replicate their keys to success but to learn from their best clients as well.

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