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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.

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
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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.

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
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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.

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.

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
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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.

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.

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.

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.

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
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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.

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.

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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