Program

Schedule

SATURDAY, AUGUST 23

11 a.m. – 6 p.m.

Registration ConneXion Zone

4 – 5:30 p.m.

PGA Volunteer Kickoff and Breakout Sessions

SUNDAY, AUGUST 24

9 a.m. – 7 p.m.

Registration

9 a.m. – 5:30 p.m.

ConneXion Zone

12:30 – 3 p.m.

Court of the Table and Top of the Table Program and Reception

3:30 – 4:30 p.m.

First-Time Attendee Session

6 – 7:30 p.m.

Main Platform

More Information to come

MONDAY, AUGUST 25

8 a.m. – 5 p.m.

Registration Open

9 – 11 a.m.

Main Platform

More Information to come

11 a.m. – 5 p.m.

ConneXion Zone

1:30 – 2:30 p.m.

Focus Sessions

Chen Gifford

The risks of wealth inheritance for high-net-worth clients and how to deal with them

Language:

Aaron Kane, B Bus, AFA

Mastering TikTok marketing, AI and automation to streamline client onboarding and drive growth

Language:

Paresh B. Shah, CFP

The phone does ring: Getting introductions from centers of influence

Language:

Chie Yazawa

Tips to help you feel the reality of retirement as your own issue

Language:

Jun Zuo

Thriving with AI

Language:

1:30 – 2:30 p.m.

MDRT Center for Field Leadership Session

Kim Pong Lim, Shuk Ping Joyce Wu, Steven Yam, CIAM, ChFC, Cheng Huann Yeoh, ChFC, CIAM

Panel discussion: Every advisor can be MDRT

Language:

3 – 4 p.m.

Focus Sessions

Chan Ching Laam Natalie, Chiu Sze Yuet Jessie, Hong Chun Po Bo Bo

Panel discussion: Inheritance and innovation in insurance

Language:

David Braithwaite, DipPFS

Marketing and branding to attract right-fit clients

Language:

Rickson Joel D'Souza

Whole Person growth: How to 10x your health, wealth and happiness

Language:

Ng Ka Wai Carrie

How to be seen: A step-by-step guide to running social media

Language:

Paritosh Pathak

The next orbit

Language:

3 – 4 p.m.

MDRT Center for Field Leadership Session

Kim Pong Lim

Everything is conversation

Language:

4 – 5:30 p.m.

MDRT Center for Field Leadership Reception and Awards Ceremony

4:30 – 5:30 p.m.

Focus Sessions

Rumman Amanda

How to elevate client relationships in financial services using luxury hospitality strategies

Language:

Johan Fanggara, CFP

Stop selling, start telling: How to win clients over with storytelling

Language:

Clarice Guillermin

Warm tech sales strategy

Language:

Radhakrishna K. Shetty, LL.B, MBA

Future trends of the insurance industry

Language:

James Jiahao Yang, AEPP, CFP

Systematic framework to increase your closing appointment success

Language:

5:30 – 6:30 p.m.

Top of the Table Reception

TUESDAY, AUGUST 26

8 a.m. – 4 p.m.

Registration

9 – 11 a.m.

Main Platform

More Information to come

11 a.m. - 4 p.m.

ConneXion Zone

1:30 – 2:30 p.m.

Focus Sessions

Shahana Alibhai, MD, CCFP

Think and feel better — How to train your brain

Language:

Tristan Hartey, Dip FA, BA (Hons)

How networking with a system can take you to Top of the Table every year

Language:

Daniel Heng, AEPP, IBFQ

Charting the course to Court of the Table success: AI-powered personal and social media branding

Language:

Yismin Lim

Initiating bigger premiums through thorough fact-finding

Language:

Hidenori Miki, TLC

What I missed taught me the most

Language:

1:30 – 2:30 p.m.

MDRT Center for Field Leadership Session

Andrew Ang, ChFC, CIAM, Japheth Chong, Joie Lim, ChFC, AEP, Subhas Nathan

MDRT Center Speaks: Agency building from Gen Z to an MDRT culture

Language:

3 – 4 p.m.

Focus Sessions

Leung Yu Ying, Tai Wing Keung

Introverts and extroverts become well-rounded MDRT

Language:

Ben Brinkerhoff

Do you own a firm I’d want to work for?

Language:

Anthony Matthews Jones, BSc (Hons), QFA

F.A.C.E. up to objections and communicate more effectively

Language:

Márta Borbála Király

Change your mind and qualify for Top of the Table

Language:

Dedy Setio, S.kom, CFP

Sales stages to reach Top of the Table

Language:

3– 4 p.m.

MDRT Center for Field Leadership Session

Matthew Collier

Future skills and agency transformation

Language:

4:30 – 5 :30p.m.

Focus Sessions

Gregory B. Gagne, ChFC, Thian Lung Jong, John F. Nichols, MSM, CLU, Cheng Huann Yeoh, ChFC, CLU

How the MDRT Family of Brands can be a resource in each phase of your professional journey

Language:

Donnapa Jitsopananont

Establishing your identity and accessing the high-net-worth market

Language:

Priti Ajit Kucheria, LUTCF, CFP

4 E’s to empower you to lead an enriched life every day

Language:

Hiromitsu Okumura, AFP

Enjoy life and continue to grow with 3 types of contributions

Language:

Soon See Chi

The key to achieving your goals

Language:

WEDNESDAY, AUGUST 27

7:30 – 8:30 a.m.

Court of the Table and Top of the Table Open Forum

7 a.m. – 10 a.m.

Registration

9 – 11 a.m.

Main Platform

More Information to come

Note: Schedule is subject to change.

View all Speaker information

Sessions

The MDRT Global Conference offers attendees programming in the following session formats:

MAIN PLATFORM

On the largest stage at the MDRT Global Conference, Main Platform offers engaging and inspirational content from featured member speakers, industry leaders, the MDRT Foundation and your Executive Committee.

FOCUS SESSIONS

Designed to spark new ideas and provide solutions to today's challenges, Focus Sessions do not disappoint. Join member and nonmember industry experts as they share knowledge covering a variety of subject matters, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology and work-life balance.

SPECIAL SESSIONS

These sessions provide special and exclusive content as add-ons to the MDRT Global Conference.
*Membership qualifications apply; pre-registration recommended

First-Time Attendee Session: Connect with fellow first-time attendees at this valuable session and learn how to best navigate the meeting. Don't miss out on this special experience with your peers that will celebrate your success, provide inspiration and offer camaraderie that will last well beyond the four days in Macau. Though designed for members in their first five years of membership and those new to attending MDRT meetings, this session is open to all meeting attendees.

Court of the Table and Top of the Table Program*: Enhance your Global Conference experience by joining fellow Court of the Table and Top of the Table members at this exclusive session.

Court of the Table and Top of the Table Open Forum*: Court of the Table and Top of the Table members will have an opportunity to connect and engage in conversations about subjects that matter to them during this 60-minute session. Informal roundtable discussions will be grouped by language.

MDRT Center for Field Leadership sessions: For MDRT Center for Field Leadership members only, these four special sessions are targeted specifically for field and home office leaders in financial services. Packed with team management strategies and aligned with the MDRT Culture of Excellence Award criteria, these sessions will help you accelerate your leadership journey and connect with fellow MDRT Center members.

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