Schedule

SATURDAY, AUGUST 22

11 a.m. – 6 p.m.

Registration

11 a.m. – 6 p.m.

ConneXion Zone and MDRT Foundation Booth

4 – 5:30 p.m.

PGA Volunteer Kickoff and Task Force Breakouts

SUNDAY, AUGUST 23

9 a.m. – 6 p.m.

Registration

9 a.m. – 4:30 p.m.

ConneXion Zone and MDRT Foundation Booth

2:30 – 4 p.m.

Court of the Table and Top of the Table Reception

5 – 6:30 p.m.

Main Platform

Matt Church

Closer, better, bigger: Three bets for the future

Language:

Eric Feng

From invisible to irreplaceable: How personal branding can take you to MDRT and beyond

Language:

Jeremy Poincenot

Together we are limitless

Language:

MONDAY, AUGUST 24

8 a.m. – 5 p.m.

Registration

9 – 11 a.m.

Main Platform

Matthew Emerzian

You matter

Language:

Alessandro M. Forte, CFP, FCII

MDRT Foundation

Language:

Thian Lung Jong

Mastering the breakthrough mindset to take control of your life

Language:

Carol Kheng, CHFC

Presidential Address

Language:

Pearlyn Koh, ChFC

Stepping on stones to success: Objection handling

Language:

Mago Nagasaka

Sustainable capitalism

Language:

Silvia Vasquez-Lavado

A journey of healing, resilience and impossible dreams

Language:

11 a.m. – 5 p.m.

ConneXion Zone and MDRT Foundation Booth

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:

Johan Fanggara, CFP

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

Language:

Clarice Guillermin

Warm tech sales strategy

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:

Ng Ka Wai Carrie

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

Language:

Paritosh Pathak

The next orbit

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:

TUESDAY, AUGUST 25

8 a.m. – 4 p.m.

Registration

9 – 11 a.m.

Main Platform

Sudhakar Gabriel

Increase your sales 4x

Language:

Jie Jiao, CFP

From a freshman to a 38x MDRT member

Language:

Lim Yee Von

Breaking the ice: 5 fresh ways to start a conversation with prospects anytime

Language:

Matthew Luhn

Storytelling for business

Language:

John F. Nichols, MSM, CLU

Incoming Presidential Address

Language:

Jairek Robbins

The relationship advantage: Trust that builds loyalty for life

Language:

Noelle Russell

Scaling responsible AI: From enthusiasm to execution

Language:

11 a.m. - 4 p.m.

ConneXion Zone and MDRT Foundation Booth

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 :30 p.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 26

7 a.m. – 10 a.m.

Registration

7:30 – 8:30 a.m.

Court of the Table and Top of the Table Open Forum

9 – 11 a.m.

Main Platform

Ian Green DipPFS, Randy L. Scritchfield CFP, LUTCF, Peggy Tsai RFP, CCFP

MDRT Past Presidents panel discussion: From early consistency to long-term impact

Language:

Dan Gingiss

Remarkable by design: Turn everyday interactions into memorable client experiences

Language:

Simon D. Lister, DipPFS

Nominee Acceptance Speech

Language:

Josh Sundquist

One more thing, one more time

Language:

Note: Schedule is subject to change.

Program

Schedule

SATURDAY, AUGUST 22

SUNDAY, AUGUST 23

Matt Church

Closer, better, bigger: Three bets for the future

Eric Feng

From invisible to irreplaceable: How personal branding can take you to MDRT and beyond

Jeremy Poincenot

Together we are limitless

MONDAY, AUGUST 24

Matthew Emerzian

You matter

Alessandro M. Forte, CFP, FCII

MDRT Foundation

Thian Lung Jong

Mastering the breakthrough mindset to take control of your life

Carol Kheng, CHFC

Presidential Address

Pearlyn Koh, ChFC

Stepping on stones to success: Objection handling

Mago Nagasaka

Sustainable capitalism

Silvia Vasquez-Lavado

A journey of healing, resilience and impossible dreams

Chen Gifford

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

Aaron Kane, B Bus, AFA

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

Paresh B. Shah, CFP

The phone does ring: Getting introductions from centers of influence

Chie Yazawa

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

Jun Zuo

Thriving with AI

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

Panel discussion: Every advisor can be MDRT

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

Panel discussion: Inheritance and innovation in insurance

David Braithwaite, DipPFS

Marketing and branding to attract right-fit clients

Rickson Joel D'Souza

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

Johan Fanggara, CFP

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

Clarice Guillermin

Warm tech sales strategy

Kim Pong Lim

Everything is conversation

Rumman Amanda

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

Ng Ka Wai Carrie

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

Paritosh Pathak

The next orbit

Radhakrishna K. Shetty, LL.B, MBA

Future trends of the insurance industry

James Jiahao Yang, AEPP, CFP

Systematic framework to increase your closing appointment success

TUESDAY, AUGUST 25

Sudhakar Gabriel

Increase your sales 4x

Jie Jiao, CFP

From a freshman to a 38x MDRT member

Lim Yee Von

Breaking the ice: 5 fresh ways to start a conversation with prospects anytime

Matthew Luhn

Storytelling for business

John F. Nichols, MSM, CLU

Incoming Presidential Address

Jairek Robbins

The relationship advantage: Trust that builds loyalty for life

Noelle Russell

Scaling responsible AI: From enthusiasm to execution

Shahana Alibhai, MD, CCFP

Think and feel better — How to train your brain

Tristan Hartey, Dip FA, BA (Hons)

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

Daniel Heng, AEPP, IBFQ

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