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The interpreted language session assignments listed are tentative.  English is the official language of the 2023 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.

David C. Blake

Harrison
,
NY
,
US
Total Membership Years:
23
Court of the Table Honors:
16
Top of Table Honors:
14

David C. Blake is the founder of an independent insurance organization that has created insurance offerings for tens of thousands of highly compensated professionals across the U.S. During his career, Blake has developed marketing and client support systems that allowed his organization to create a repeatable client experience and capitalize on business opportunities created by market disruptions.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Maintaining your mission and life balance amid adversity and change

David C. Blake
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Start Time:
Blake
Language:
English
No items found.
Content Track:

When faced with events and circumstances that will inevitably surface throughout your financial services career, Blake identifies ways to stay focused on your mission and adjust the tactics needed to protect your well-being while effectively serving your clients.

Janice Virginia Berner, CPA

Wakefield
,
MA
,
US
Total Membership Years:
3
Court of the Table Honors:
2
Top of Table Honors:
0

Janice Virginia Berner, CPA, has been in the financial services profession for 30 years. With a prior background in psychology and finance/accounting working for large international organizations, Berner found her calling 11 years ago, combining her financial and emotional intelligence as a financial advisor to clients going through life milestones.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Your client is getting a divorce — Now what?

Janice Virginia Berner, CPA
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Start Time:
Berner
Language:
English
No items found.
Content Track:

Berner discusses why she chose divorce as a sub-specialty and how you can use this specific knowledge of handling divorce cases to grow your practice, including keeping or transitioning these clients once the financial plan is done.

Yuen Shiu Lun

Hong Kong
,
,
Hong Kong
Total Membership Years:
6
Court of the Table Honors:
1
Top of Table Honors:
0

Yuen Shiu Lun joined the financial services profession at 21 and has continually qualified for MDRT. She has received certification by LIMAR and the Life Underwriters Association of Hong Kong and currently serves more than 200 clients, 80% of whom are from referrals.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

3 approaches to enabling continuous referrals

Yuen Shiu Lun
Session Type:
ConneXion Zone
Presentation Language:
Cantonese
Date of Session:
Start Time:
Language:
Cantonese
No items found.
Content Track:

Yuen Shiu Lun values referrals because, if she has to spend more time looking for new clients, it could affect the quality of her service to her existing clients. In this session, she explains how to find new business and how to serve each of your clients personally.

Lim Meow Lih

Penang
,
,
Malaysia
Total Membership Years:
10
Court of the Table Honors:
6
Top of Table Honors:
2

Lim Meow Lih has been in the financial services profession for 29 years and strives for total leadership and excellence in personal sales and organizational development. She was nominated as a finalist for the Asia Trusted Life Agents and Advisors Award for 2022, is the co-author of the book “Big Deal” and has received various awards for training new leaders as well as for her personal sales performance.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Closing a sale by client DIY

Lim Meow Lih
Session Type:
ConneXion Zone
Presentation Language:
Mandarin
Date of Session:
Sunday, June 25, 2023
Start Time:
11:00 am
Lim Meow Lih
Language:
Mandarin
No items found.
Content Track:

Have you ever changed roles with your client, empowering them to feel like the expert? Lim Meow Lih shares the four steps of this process, which include allowing clients to realize their own needs, answer their own objections and close the sale themselves.

Chan Wing Sze

Hong Kong
,
,
Hong Kong
Total Membership Years:
7
Court of the Table Honors:
0
Top of Table Honors:
0

Chan Wing Sze specializes in providing wealth management planning for families as well as sharing with them her strong belief in the Whole Person concept. She is an active MDRT member and has spoken at industry workshops attended by more than 60 managers from various insurance companies on the topics of activity volume, performance management and good working habits.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Performance management during the pandemic without fear

Chan Wing Sze
Session Type:
ConneXion Zone
Presentation Language:
Cantonese
Date of Session:
Sunday, June 25, 2023
Start Time:
11:00 am
Language:
Cantonese
No items found.
Content Track:

Chan Wing Sze explains the steps for successful sales and referrals, from recording the turnaround time of the next successful interview after meeting new people, to reviewing your notes every 90 days, to allocating your time properly (80% to fact-finding, 20% to opening cases) to educating loyal clients and more.

Jorge Antonio Barraza Avila

Mexico City
,
,
Mexico
Total Membership Years:
3
Court of the Table Honors:
3
Top of Table Honors:
0

Jorge Antonio Barraza Avila is managing partner at BADI Seguros and has more than 30 years of experience in building and developing human talent in the business sector. He has established long-term relationships with his clients by first creating a strong foundation.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

The foundation to building strong relationships with clients

Jorge Antonio Barraza Avila
Session Type:
ConneXion Zone
Presentation Language:
Spanish
Date of Session:
Sunday, June 25, 2023
Start Time:
11:00 am
Avila
Language:
Spanish
No items found.
Content Track:

Barraza Avila discusses the five keys to a successful fact-finding process, the foundation for closing a sale and how to build strong and long-lasting relationships with your clients.

Attaphorn Eiamaorn

Bangkok
,
,
Thailand
Total Membership Years:
2
Court of the Table Honors:
1
Top of Table Honors:
0

Attaphorn Eiamaorn is an assistant unit manager who has grown his holistic business by interacting more with the younger generation and enjoys sharing what he has learned with his fellow advisors.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Understanding how to engage with younger generations

Attaphorn Eiamaorn
Session Type:
ConneXion Zone
Presentation Language:
Thai
Date of Session:
Sunday, June 25, 2023
Start Time:
11:30 am
Eiamaorn
Language:
Thai
No items found.
Content Track:

There is no such thing as “one size fits all” when it comes to the work of an advisor. Fittingly, the way you engage with younger generations won’t necessarily be the same as how you engage with older ones. Eiamaorn explains how to understand younger clients’ behaviors, beliefs and expressions to establish connections and grow your business through this important clientele.

Amy Howard, CHS

,
,
Total Membership Years:
2
Court of the Table Honors:
0
Top of Table Honors:
0

Amy Howard is from the U.K. and currently works in Canada. She started her financial services career six years ago and, as a lifetime creative, is thrilled to combine her passions for financial planning and performance through industry speaking engagements.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Secrets to developing your next-generation associate

Amy Howard, CHS
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 25, 2023
Start Time:
11:30 am
Howard
Language:
English
No items found.
Content Track:

Does being too busy to stop and train an associate sound familiar? Many advisors fear the time it takes to develop their staff will hurt their production. George and Howard explain how they developed a plan for George to maintain his Top of the Table production while Howard set her sights on achieving MDRT-level production.

Tang Man Ching Mi

Hong Kong
,
,
Hong Kong
Total Membership Years:
3
Court of the Table Honors:
0
Top of Table Honors:
0

Tang Man Ching Mi is a financial advisor who prides herself in establishing interpersonal networks and increasing her experience.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Make X a leading role

Tang Man Ching Mi
Session Type:
ConneXion Zone
Presentation Language:
Cantonese
Date of Session:
Sunday, June 25, 2023
Start Time:
11:30 am
Language:
Cantonese
No items found.
Content Track:

What will you fill in "X" in "making X a leading role"? Tang Man Ching Mi describes how to be severe with yourself and lenient with others to create power and possibilities with no limits.

Adrian George, CFP, TEP

,
,
Total Membership Years:
13
Court of the Table Honors:
8
Top of Table Honors:
5

Adrian George, CFP, TEP, is a successful financial services advisor who established an internal business process that allowed him to maintain his Top of the Table status while also developing the next generation of MDRT members.

Alternate Sessions

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

CLOSE

Secrets to developing your next-generation associate

Adrian George, CFP, TEP
Session Type:
ConneXion Zone
Presentation Language:
English
Date of Session:
Sunday, June 25, 2023
Start Time:
11:30 am
George
Language:
English
No items found.
Content Track:

Does being too busy to stop and train an associate sound familiar? Many advisors fear the time it takes to develop their staff will hurt their production. George and Howard explain how they developed a plan for George to maintain his Top of the Table production while Howard set her sights on achieving MDRT-level production.

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