スケジュール

8月22日（土）

11 a.m. – 6 p.m.

レジストレーション

11 a.m. – 6 p.m.

ConneXion ZoneとMDRT Foundationブース

4 – 5:30 p.m.

PGAボランティア・キックオフとタスクフォース別ブレイクアウト

8月23日（日）

9 a.m. – 6 p.m.

レジストレーション

9 a.m. – 4:30 p.m.

ConneXion ZoneとMDRT Foundationブース

2:30 – 4 p.m.

コート・オブ・ザ・テーブルとトップ・オブ・ザ・テーブル会員のレセプション

5 – 6:30 p.m.

メイン・プラットフォーム

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:

8月24日（月）

8 a.m. – 5 p.m.

レジストレーション

9 – 11 a.m.

メイン・プラットフォーム

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とMDRT Foundationブース

1:30 – 2:30 p.m.

フォーカス・セッション

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:

Chia Fang Hsieh

Delivering value across generations

Language:

Sridhar Krishnamurti

How to live your life without limits

Language:

Joanne Jiahui Lai, CFP, BS

From solo advisor to scalable enterprise: Model for 10x growth

Language:

Panos Leledakis

AI chatbots: The superpower for customer excellence in the experience and convenience economy

Language:

Steven Yam, ChFC, CIAM

HNW mastery

Language:

1:30 – 2:30 p.m.

MDRT Center for Field Leadershipセッション

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.

フォーカス・セッション

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

Panel discussion: Inheritance and innovation in insurance

Language:

Star Bobatoon, Esq.

Storytelling that sells — influence with impact

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:

Yoshiko Kadono

Insurance enables successful business succession: Lessons from giving up my father’s legacy

Language:

Ellen Rogin, CPA, CFP

Prosperity from the inside out

Language:

Elijah Tan

7-foot man among the 6-foot giants: The psychology of being different

Language:

Christine Zhao

How a solo advisor builds scale and calm

Language:

3 – 4 p.m.

MDRT Center for Field Leadershipセッション

Kim Pong Lim

Everything is conversation

Language:

4 – 5:30 p.m.

MDRT Center for Field Leadershipレセプションと表彰式

4:30 – 5:30 p.m.

フォーカス・セッション

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:

Geng Chen

{Pending}

Language:

Romel Rivera Garganera

From nothing to something: How to build success from the ground up

Language:

Pu Li

{Pending}

Language:

Karunyaporn Thanomsap

The power of clarity: How to make clients say yes faster

Language:

Jiawei Zhang

Precision closing strategies for high-net-worth clients

Language:

8月25日（火）

8 a.m. – 4 p.m.

レジストレーション

9 – 11 a.m.

メイン・プラットフォーム

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とMDRT Foundationブース

1:30 – 2:30 p.m.

フォーカス・セッション

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:

Putri Mahirah Munatul Maknun Ahhmad Mizanudin

Real talk, real results: The art of honest conversations that solve

Language:

Ying Han Ho

AI-powered leadership: Strengthening your team's performance

Language:

Jeevan Prakash Poddar

The advisor's secret weapon: The AI mindset that reclaims 10 hours a month

Language:

Corey Williams

The 3 P's (plan, prepare, process)

Language:

Tsz Ho William Won

Building a warm future for your clients' wealth

Language:

1:30 – 2:30 p.m.

MDRT Center for Field Leadershipセッション

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.

フォーカス・セッション

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:

Amanda Cassar, MFP, AFP

Coaching your way to balance, team harmony and joy

Language:

Yu Ying Chen

From debt to $50 million and becoming a force for others

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:

Aphisada Pattananitsakul

From invisible to unforgettable: 10 personal branding secrets for financial advisors

Language:

Charlie Reading

Time freedom mastery: Automating, delegating and thriving in the age of AI

Language:

Dedy Setio, S.kom, CFP

Sales stages to reach Top of the Table

Language:

Nitin Dnyaneshwar Takalkar

Go digital, build trust, sell smarter

Language:

3– 4 p.m.

MDRT Center for Field Leadershipセッション

Matthew Collier

Future skills and agency transformation

Language:

4:30 – 5 :30p.m.

フォーカス・セッション

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:

Yu-Shiuan Chen

Top producers' referral equation

Language:

Vincent Gan, ChFC, CLU

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

Language:

Clay Gillespie, CFP, CLU

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

Language:

Simon D. Lister

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

Language:

Subhas V. Nathan

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

Language:

Hidehiko Niina

3 powers to turn adversity into hope

Language:

Jason Strongerhead Tan

The blueprint to conquer goliaths from small beginnings

Language:

Rong Yi

The ultimate purpose of client service: Becoming a life guardian

Language:

8月26日（水）

7 a.m. – 10 a.m.

レジストレーション

7:30 – 8:30 a.m.

コート・オブ・ザ・テーブルとトップ・オブ・ザ・テーブル会員のオープン・フォーラム

9 – 11 a.m.

メイン・プラットフォーム

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:

*スケジュールは変更になる可能性があります。

プログラム

スケジュール

8月22日（土）

8月23日（日）

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

8月24日（月）

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

Chia Fang Hsieh

Delivering value across generations

Sridhar Krishnamurti

How to live your life without limits

Joanne Jiahui Lai, CFP, BS

From solo advisor to scalable enterprise: Model for 10x growth

Panos Leledakis

AI chatbots: The superpower for customer excellence in the experience and convenience economy

Steven Yam, ChFC, CIAM

HNW mastery

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

Star Bobatoon, Esq.

Storytelling that sells — influence with impact

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

Yoshiko Kadono

Insurance enables successful business succession: Lessons from giving up my father’s legacy

Ellen Rogin, CPA, CFP

Prosperity from the inside out

Elijah Tan

7-foot man among the 6-foot giants: The psychology of being different

Christine Zhao

How a solo advisor builds scale and calm

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

Geng Chen