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The interpreted language session assignments listed are tentative.  English is the official language of the 2024 Global Conference. 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 July 11.

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

Meniti jalan menuju Court of the Table: branding pribadi dan media sosial berdaya AI

Daniel Heng, AEPP, IBFQ
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
13:30
Heng
Bahasa:
Inggris
No items found.
Content Track:
Marketing

Heng explains key principles of personal branding in the digital era, including documenting everyday life, leveraging social proof and incorporating AI into your branding strategy. Discover how these approaches can be integrated into your daily routine without consuming significant time, allowing you to maintain a focus on client meetings and team coaching.

Heng akan menjelaskan prinsip-prinsip utama branding pribadi di era digital, seperti dokumentasi kehidupan sehari-hari, pemanfaatan social proof, dan penyertaan AI ke dalam strategi branding Anda. Pelajari cara memadukan semua pendekatan ini ke dalam rutinitas harian tanpa menyita waktu, sehingga Anda bisa menjaga fokus pada rapat nasabah dan pendampingan tim.

Systematic framework to increase your closing appointment success

Tahapan sistematis untuk tingkatkan keberhasilan janji temu closing

James Jiahao Yang, AEPP, CFP
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Senin, 25 Agustus 2025
Start Time:
16:30
Yang
Bahasa:
Inggris
No items found.
Content Track:
Practice management

Advisors might have an appointment, but have they fully identified and fulfilled the client's needs enough for them to move forward? Yang explains how to maintain control of these appointments and create a system for more motivated clients and a higher closing rate.

Janji temu boleh jadi ada, tapi apakah Anda sudah cukup mengenali dan memenuhi kebutuhan nasabah sehingga mereka tergerak untuk maju? Yang akan menjelaskan cara menjaga kendali atas janji temu dan membuat sistem untuk tingkatkan antusiasme nasabah dan rasio closing.

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

Meraih Top of the Table tiap tahun dengan sistem berjejaring

Tristan Hartey, Dip FA, BA (Hons)
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
13:30
Hartey
Bahasa:
Inggris
No items found.
Content Track:
Marketing

By utilizing a networking system with a scorecard, Hartey consistently achieves Top of the Table production every year. He explains how the scorecard allows him to track and measure key activities, promoting accountability and helping him prioritize meaningful connections.

Mendayagunakan sistem berjejaring dengan kartu skor, Hartey konsisten mencetak produksi Top of the Table setiap tahun. Ia akan menjelaskan andil kartu skor itu dalam melacak dan mengukur aktivitas utama, mendorong akuntabilitas, dan membantunya menjalin relasi bermakna.

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

Berhenti menjual, mulai bertutur: cara menangkan hati nasabah dengan tutur cerita

Johan Fanggara, CFP
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Senin, 25 Agustus 2025
Start Time:
16:30
Fanggara
Bahasa:
Inggris
No items found.
Content Track:
Marketing

Tired of complex jargon and failed connections with clients? Fanggara shares how to win hearts and minds by weaving engaging narratives with practical strategies to identify client needs, crafting compelling stories and leveraging the emotional impact of storytelling to drive meaningful financial decisions.

Jengah dengan jargon rumit yang membelit pemahaman nasabah? Fanggara akan berbagi cara memenangkan hati dan pikiran dengan menyulamkan narasi memikat ke dalam strategi praktis untuk menemukenali kebutuhan nasabah, menggubah cerita yang meyakinkan, dan mendayagunakan dampak emotif tutur cerita dalam mendorong keputusan finansial yang bermakna.

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

Cara menggugah loyalitas nasabah dengan strategi hotel mewah

Rumman Amanda
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Senin, 25 Agustus 2025
Start Time:
16:30
Amanda
Bahasa:
Inggris
No items found.
Content Track:
Whole Person

Do you know how to deliver personalized, memorable experiences that create lasting client loyalty? Amanda shares practical tools and examples that you can implement immediately to enhance client connections.

Anda tahu cara menyuguhkan pengalaman istimewa dan berkesan yang tumbuhkan loyalitas teguh nasabah? Amanda akan menyajikan aneka alat dan contoh praktis yang bisa langsung diterapkan untuk meningkatkan mutu relasi dengan nasabah.

Future trends of the insurance industry

Tren-tren masa depan industri asuransi

Radhakrishna K. Shetty, LL.B, MBA
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Senin, 25 Agustus 2025
Start Time:
16:30
Shetty
Bahasa:
Inggris
No items found.
Content Track:
Advising Clients

Want a glimpse into the future of the financial services profession? Shetty breaks down six elements: insurance penetration; changes in products; changes in distribution methods for insurance products; digital as the primary driver of growth; understanding the risks of AI; and uncertainties on the continuity of clients' business.

Ingin menilik masa depan profesi jasa keuangan? Shetty akan menguraikan enam elemennya: penetrasi asuransi; perubahan produk; perubahan metode distribusi produk asuransi; perkembangan berbasis digital; memahami risiko AI; dan ketidakpastian akan keberlangsungan bisnis nasabah.

Warm tech sales strategy

Strategi penjualan dengan teknologi manusiawi

Clarice Guillermin
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Kantonis
Date of Session:
Senin, 25 Agustus 2025
Start Time:
16:30
Guillermin
Bahasa:
Kantonis
No items found.
Content Track:
Practice management

In this age of technological advancement, face-to-face interactions are diminishing as processes become increasingly digital. Guillermin explains why the key to standing out and building client trust lies in blending digital tools with personalized, human-centric sales approaches.

Di era kemajuan teknologi, interaksi tatap muka kian tergerus seiring makin banyaknya proses yang mengalami digitalisasi. Guillermin akan menjelaskan mengapa kombinasi sarana digital dan strategi penjualan yang manusiawi adalah fondasi untuk tampil istimewa dan dipercaya.

Marketing and branding to attract right-fit clients

Pemasaran dan branding untuk memikat nasabah ideal

David Braithwaite, DipPFS
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Senin, 25 Agustus 2025
Start Time:
15:00
Braithwaite
Bahasa:
Inggris
No items found.
Content Track:
Marketing

Advisors have two roles, Braithwaite says: the advisor when we're with clients and also as our own brand ambassadors. What does your target market see and how do they feel about you when you aren’t there? Discover actionable strategies for emotional branding, differentiated marketing, and comprehensive social media to help you expand your reach and client engagement while growing and having fun with it along the way.

Bagi Braithwaite, penasihat punya dua peran: konsultan saat bersama nasabah dan brand ambassador diri sendiri. Apa pandangan nasabah ideal dan apa isi hati mereka saat sedang tidak bersama Anda? Pelajari aneka strategi praktis untuk branding emosional, pemasaran diferensiasi, dan media sosial komprehensif untuk membantu Anda meluaskan jangkauan dan melibatkan nasabah sembari berkembang dan menikmati prosesnya.

Panel discussion: Inheritance and innovation in insurance

Diskusi panel: warisan dan inovasi di bidang asuransi

Hong Chun Po Bo Bo
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Mandarin
Date of Session:
Senin, 25 Agustus 2025
Start Time:
15:00
Hong Chun Po Bo Bo
Bahasa:
Mandarin
No items found.
Content Track:
Practice management

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

Ingin tahu cara praktisi asuransi kawakan dan muda menjanjikan dalam mengangkat standar layanan nasabah mereka? Tiga orang anggota MDRT akan beragih strategi untuk memadukan nilai-nilai tradisional dengan teknologi mutakhir dan metode canggih guna merawat relasi dengan nasabah high-net-worth.

Panel discussion: Inheritance and innovation in insurance

Diskusi panel: warisan dan inovasi di bidang asuransi

Chiu Sze Yuet Jessie
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Mandarin
Date of Session:
Senin, 25 Agustus 2025
Start Time:
15:00
Chiu Sze Yuet Jessie
Bahasa:
Mandarin
No items found.
Content Track:
Practice management

Want to know how both seasoned and emerging insurance professionals are elevating client service standards? Three MDRT members provide strategies for blending traditional values with cutting-edge technology and sophisticated approaches for cultivating high-net-worth client relationships.

Ingin tahu cara praktisi asuransi kawakan dan muda menjanjikan dalam mengangkat standar layanan nasabah mereka? Tiga orang anggota MDRT akan beragih strategi untuk memadukan nilai-nilai tradisional dengan teknologi mutakhir dan metode canggih guna merawat relasi dengan nasabah high-net-worth.

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