Program

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.

Schedule

Monday, August 26

11 a.m. – 5 p.m.
Registration and ConneXion Zone Open

Registration, MDRT Foundation Booth, Networking and Entertainment

2 – 3:30 p.m.
PGA Volunteer Kickoff and Breakout Sessions
Note:  Schedule is subject to change.

TUESDAY, AUGUST 27

11 a.m. – 5 p.m.
Registration and ConneXion Zone Open

Registration, MDRT Foundation Booth, Networking and Entertainment

3:30 – 4:30 p.m.
First-Time Attendee Session
6 – 7:30 p.m.
Main Platform

Andrew B. Mortenson, FICS, ChFC, Izumi Osada, XiangJing Zhu

Panel discussion: Techniques for achieving and enjoying more with the MDRT Whole Person concept

Freddie Ravel

Life in tune: Passion, purpose and prosperity through the music you love

Morris Morrison

Dubai magic carpet ride: Your journey to becoming the global gold standard

Note:  Schedule is subject to change.

WEDNESDAY, AUGUST 28

8 a.m. – 5 p.m.
Registration Open
9 – 11 a.m.
Main Platform

Yuk Wing Ng, Paresh B. Shah, CFP

Panel discussion: Minor adjustments that lead to big results

Andrew C. Lord, CLU, ChFC

MDRT Foundation

Gregory B. Gagne, ChFC

Presidential Address

France Zaguirre

Pocket concept retirement planning

Bharat Vadilal Parekh

Achieve multiple MDRTs annually with these 4 E’s

Tina Varughese

The power of authenticity: How to build trust and create connection

Sebastian Terry

Unlock limitless possibility: How a holistic bucket list maximizes human performance

11 a.m. – 5 p.m.
ConneXion Zone Open

MDRT Foundation Booth, Networking and Entertainment

11:15 a.m. – 1 p.m.
Court of the Table and Top of the Table Program and Lunch

(Ticketed event at time of registration. Exclusively for 2024 Court of the Table and 2024 Top of the Table members.)

1:30 – 2:30 p.m.
Focus Sessions

Shirley Lim-Yam ChFC, CLU

Mastering emotional intelligence while communicating with HNW clients

Kavita Bothra

Turning rough roads into smooth sailing while prospecting

Dorice Horenstein CPQC, ICF

Train your brain to improve your mental fitness

Wong Wing Suet Rachael, CFP

How to achieve a 90% closing ratio

Mariana Sofia CFP, MCom (IS)

Power questions in objection handling

1:30 – 2:30 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only; no interpretation will be offered.)

Augustine Seah Boon Kheong, BSc; Jaslyn Ng, CLU, ChFC/S; Candice Ong; Jaden Wang

Use social media to attract new advisors

Jaden Wang

Use social media to attract new advisors

Candice Ong

Use social media to attract new advisors

Jaslyn Ng CLU, ChFC/S

Use social media to attract new advisors

Augustine Seah Boon Kheong, BSc

Use social media to attract new advisors

3 – 4 p.m.
Focus Sessions

I-Chen Lee, CFP

How to become the Shohei Ohtani of advisors

Trent Ng Ek Siong

Achieve consistent MDRT milestones today and into the future

Lam Pui Ka

Creating an impactful conversation with prospects through the R.A.I.S.E. concept

Cheng On Tik Anita

Use the repetition effect to increase referrals and production

Kennedy Sumarlie, CFP

Turning cold leads into hot prospects

3 – 4 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only; no interpretation will be offered.)

Jason C. Staas, MS

Gamifying agency dynamics to bridge generational gaps and drive business growth

4 – 5 p.m.
Focus Sessions

Rui Yan

Key behaviors to improve both yourself and your staff

Lam Wing Sze

Differentiating yourself as you build your clientele and professional network

Po Shin Tsai

Start with an inner desire to create value

Glen Alexander Winata

Mindful branding through social media

Joy Agatha, CIEM

Practical methods to foster confidence and success

4 – 5:30 p.m.
MDRT Center for Field Leadership Reception and Awards Ceremony

(Exclusively for MDRT Center for Field Leadership members.)

Note:  Schedule is subject to change.

THURSDAY, AUGUST 29

8 a.m. – 5 p.m.
Registration Open
9 – 11 a.m.
Main Platform

Carol Kheng, ChFC

Incoming Presidential Address

Shuk Ping Joyce Wu, BA (Hons), FChFP

Developing personalized, repeatable systems for continued success

Glen Alexander Winata

Client-driven referrals: How social media makes them chase you

Crystal Washington

Driving reputation and referrals: Personal branding in a digital world

Jensen Siaw

Coaching clients through their objections

Leon Logothetis

The power of human connection

Gilbert Enoka

3 ways to perform powerfully in high-pressure situations

11 a.m. - 5 p.m.
ConneXion Zone Open

MDRT Foundation Booth, Networking and Entertainment

1:30 – 2:30 p.m.
Focus Sessions

Chun Ling Tung

Rising from rock bottom to achieve 10x growth

Lim Meow Lih

The 5 key steps to selling high-value insurance policies

Chun Yueh Nadia Chen, RFC

Preserve and pass on family wealth

Garima Katiyar

It’s time to improve your time management

Hong Tsz Ni

Going from sour to sweet during the move from artist to advisor

1:30 – 2:30 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only; no interpretation will be offered.)

Chia Po Alvin Lau, BCom (Hons)

Mastering situational leadership for all circumstances

3 – 4 p.m.
Focus Sessions

Andrew B. Mortenson, FICS, ChFC

Top of the Table results using the generous retirement process

ChenYu Chen

Mastering the steps to motivate clients toward referrals

Chin Soon Gan

Putting the wow into retirement planning

Wong Chi Sum

Structure your language to effectively enhance your clients' buying potential

Wong Tung Lui Dony

From rejection to transaction

3– 4 p.m.
MDRT Center for Field Leadership Session

(Exclusively for MDRT Center for Field Leadership members. Session presented in English only; no interpretation will be offered.)

Jonash Chua Go, MBA

The multiplier effect in agency building

4:30 – 5 :30p.m.
Focus Sessions

JianHua Liu, CIAM

Time management strategies to make it simple

Feng Lu

Questions that can motivate clients to plan for long-term needs with insurance

Jaslyn Ng CLU, ChFC/S

Stay top of mind for clients while online and offline

Henry Sei Yan Wong, RFC

The 4ME concept for connecting with clients and motivating them to take action

Ka In Lei

How to accumulate and serve 1,000 clients

Note:  Schedule is subject to change.

FRIDAY, AUGUST 30

7:30 – 8:30 a.m.
Court of the Table and Top of the Table Open Forum

(Ticketed event at time of registration. Exclusively for 2024 Court of the Table and 2024 Top of the Table members.)

8 a.m. – 10 a.m.
Registration Open
9 – 11 a.m.
Main Platform

Aurora L. Tancock, CFP, FLMI

Nominee Acceptance Speech

Zinc Goh

A.B.C.D.E. your way to referrals

Mariana Sofia CFP, MCom (IS)

Power questions in objection handling

Lim Meow Lih

Let clients design their own policy

Heidi Dening

Future-proof your career: The role of professional resilience in shaping success

Clint Pulver

How great leaders create organizations their people never want to leave

Shawn Kanungo

How advisors can be superhuman in the AI era

Tiffani Bova

Growing through excellence: The future of your business and your relationships

Note:  Schedule is subject to change.
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