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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.

Paritosh Pathak

Gurgaon
,
Haryana
,
India
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Paritosh Pathak is a renowned strategic networking coach recognized for his dedication to helping individuals, businesses and organizations master the art of building impactful networks. Pathak believes the quality of our networks shapes the quality of our lives, and he’s committed to helping his clients transform their connections into powerful drivers of success. Trusted by organizations like Max Life Insurance Company to train their top advisors, Pathak has presented on global stages, such as at the prestigious G20 Summit, where he shared his insights on relationship-building and strategic networking.

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The next orbit

Orbit berikutnya

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

All advisors want to build high-value connections that drive business growth. Pathak shares how to utilize a connection map and a relationship management calendar to build trust and maintain long-term relationships to elevate professional success.

Semua penasihat ingin membina koneksi bernilai tinggi yang mendorong perkembangan bisnis. Pathak akan berbagi cara menggunakan peta koneksi dan kalender manajemen relasi untuk membangun rasa percaya dan merawat relasi jangka panjang guna mendorong kesuksesan profesi.

Chan Ching Laam Natalie

Quarry Bay
,
Hong Kong
,
China
Total Membership Years:
9
Court of the Table Honors:
2
Top of Table Honors:
2

Chan Ching Laam Natalie is a director of wealth management with more than eight years of experience in financial services. She is the recipient of Hong Kong's Silver Award for Best Financial Planner in 2017, multiple Hong Kong QAA Quality Consultant Awards, and the Gold, Silver and Bronze International Dragon Awards. She also served on MDRT’s Membership Communications Committee as Chair for Hong Kong and Macau from 2018 through 2021.

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Panel discussion: Inheritance and innovation in insurance

Diskusi panel: warisan dan inovasi di bidang asuransi

Chan Ching Laam Natalie
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Mandarin
Date of Session:
Senin, 25 Agustus 2025
Start Time:
15:00
Chan Ching Laam Natalie
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.

Ng Ka Wai Carrie

Quarry Bay
,
Hong Kong
,
China
Total Membership Years:
6
Court of the Table Honors:
0
Top of Table Honors:
0

Ng Ka Wai Carrie is a team manager and wealth director with 15 years of experience, specializing in asset growth, wealth management and comprehensive financial planning.

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

Agar dilihat: langkah-langkah menjalankan media sosial

Ng Ka Wai Carrie
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Kantonis
Date of Session:
Senin, 25 Agustus 2025
Start Time:
15:00
Ng Ka Wai Carrie
Bahasa:
Kantonis
No items found.
Content Track:
Marketing

If the digital content pushed to clients is determined by an algorithm, how can you ensure you aren’t missing out on these connections? Ng Ka Wai Carrie shares how to succeed in a world where potential clients may find another advisor if they don’t see you online.

Jika nasabah diasupi konten digital yang didalangi oleh algoritma, bagaimana cara memastikan konten Anda ada di antaranya? Ng Ka Wai Carrie akan berbagi cara untuk sukses saat calon nasabah bisa tergaet penasihat lain jika tidak melihat Anda di dunia maya.

Rickson Joel D'Souza

Dubai
,
,
United Arab Emirates
Total Membership Years:
21
Court of the Table Honors:
18
Top of Table Honors:
17

Rickson Joel D’Souza is a life insurance advisor with expertise in products and solutions for high-net-worth entrepreneurs. With six decades of family experience in the insurance services profession, he provides guidance on financial protection, transferring of wealth between generations and structuring large-value life insurance. He is also founder of the succession-planning firm Successio and has spoken at conferences around the world.

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

Pertumbuhan Manusia Seutuhnya: cara untuk hidup sehat, kaya, dan bahagia berlipat ganda

Rickson Joel D'Souza
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Senin, 25 Agustus 2025
Start Time:
15:00
D'Souza
Bahasa:
Inggris
No items found.
Content Track:
Whole Person

From overcoming burnout and health issues to building wealth while prioritizing family and personal wellness, D’Souza’s story illustrates how multidimensional growth fuels long-term success. Discover his C.O.N.T.R.O.L. framework — clear goals, ownership, knowing your numbers, tactics, right-fit clients, obsession and life — and how to align your health, wealth and happiness to reach new heights and live fully.

Dari mengatasi kelelahan dan masalah kesehatan hingga membangun kekayaan sembari mengutamakan keluarga dan kesejahteraan diri, cerita D’Souza melukiskan peran perkembangan multidimensi dalam mendorong terciptanya sukses yang lestari. Pelajari model kontrol penuh rancangannya – tujuan jelas, tanggung jawab, sadar data, taktik, nasabah ideal, obsesi, dan kehidupan — dan cara menyelaraskan kesehatan, kekayaan, dan kebahagiaan untuk menggapai sukses baru dan hidup dalam sukacita.

Chie Yazawa

Chiba
,
,
Japan
Total Membership Years:
24
Court of the Table Honors:
1
Top of Table Honors:
0

Chie Yazawa has 25 years of experience in the financial services profession. She joined Prudential Life Insurance Co., Japan, in 2002 and specializes in advising career women on retirement, long-term care, wills, legacy planning and guardianship. She graduated from Sophia University and worked for a petroleum distributor for seven years before joining the business.

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

Tips untuk mampu merasakan realitas pensiun sebagai isu kita sendiri

Chie Yazawa
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Jepang
Date of Session:
Senin, 25 Agustus 2025
Start Time:
13:30
Yazawa
Bahasa:
Jepang
No items found.
Content Track:
Advising Clients

Many people say they are worried about their retirement, but only a few understand the reality. Yazawa explains how she helps clients start planning ahead by first recognizing how it feels to live without monthly income.

Banyak nasabah mengaku gelisah soal masa pensiunnya, tapi hanya segelintir penasihat yang paham betul realitasnya. Yazawa menjelaskan caranya membantu nasabah menyusun rencana dengan menunjukkan pemahaman empatis tentang hidup tanpa penghasilan bulanan.

Aaron Kane, B Bus, AFA

Wheelers Hill
,
VIC
,
Australia
Total Membership Years:
11
Court of the Table Honors:
9
Top of Table Honors:
7

Aaron Kane, B Bus, AFA, is a second-generation financial advisor and director of EK Financial Group, a family-owned firm founded by his father. With two decades of experience, Kane began working in the family business when he was 21. He has played a key role in transforming EK Financial Group into a highly efficient, profitable firm, combining cutting-edge strategies with the personal touch his family business is known for. An active MDRT member who is passionate about innovation and growth, Kane enjoys mentoring young advisors aspiring to qualify for MDRT.

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

Menguasai pemasaran TikTok, AI, dan automasi untuk lancarkan proses onboarding nasabah dan pacu pertumbuhan

Aaron Kane, B Bus, AFA
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Inggris
Date of Session:
Senin, 25 Agustus 2025
Start Time:
13:30
Kane
Bahasa:
Inggris
No items found.
Content Track:
Marketing

Learn how to attract high-quality leads through TikTok, screen prospects effectively and automate client data collection, payments and document uploads before the first meeting. In addition to providing steps to enhance your client journey, Kane demonstrates how he uses AI-powered notetaking to drastically reduce compliance time, saving five to eight hours per week.

Pelajar cara menggaet calon prospek bermutu melalui TikTok, menyeleksi prospek dengan efektif, dan automasi proses pengumpulan data nasabah, pembayaran, dan pengunggahan dokumen sebelum temu perdana. Selain menyuguhkan langkah-langkah meningkatkan mutu perjalanan nasabah, Kane juga akan menunjukkan cara menyusun risalah dengan bantuan AI untuk efisiensi proses kepatuhan, sehingga hemat lima sampai delapan jam sepekan.

Jun Zuo

Nanjing
,
,
China
Total Membership Years:
13
Court of the Table Honors:
4
Top of Table Honors:
0

Jun Zuo holds a bachelor’s degree and works at MetLife China, where he specializes in business management.

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Thriving with AI

Berhasil bersama AI

Jun Zuo
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Mandarin
Date of Session:
Senin, 25 Agustus 2025
Start Time:
13:30
Zuo
Bahasa:
Mandarin
No items found.
Content Track:
Practice management

How has AI impacted the financial services profession, and how can you confidently navigate these changes? Zuo shares seven essential competencies that can help you embrace AI and enhance your marketing and client service.

Seperti apa rupa profesi jasa keuangan setelah kemunculan AI, dan bagaimana cara menyusuri perubahan ini dengan percaya diri? Zuo akan beragih tujuh kompetensi wajib untuk merangkul AI dan meningkatkan pemasaran serta layanan nasabah.

Chen Gifford

Hong Kong
,
Hong Kong
,
China
Total Membership Years:
12
Court of the Table Honors:
0
Top of Table Honors:
0

Chen Gifford serves as senior district manager at AIA International Ltd. and is the founder of Libertas Consulting. With more than 16 years of financial planning expertise, he specializes in wealth inheritance strategies for high-net-worth families and shares his insights through published articles and books.

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

Ragam risiko pewarisan harta untuk nasabah kelas atas dan cara menanganinya

Chen Gifford
Jenis Sesi:
Sesi Fokus
Bahasa Presentasi:
Kantonis
Date of Session:
Senin, 25 Agustus 2025
Start Time:
13:30
Chen Gifford
Bahasa:
Kantonis
No items found.
Content Track:
Advising Clients

Wealth inheritance is a once-in-a-lifetime endeavor that allows no room for learning through trial and error, even for high-net-worth clients. Chen Gifford demonstrates how a three-step transfer approach can identify financial needs and position insurance as the optimal solution for wealth inheritance.

Pewarisan harta adalah peristiwa sekali seumur hidup yang tak menyisakan ruang untuk coba-coba, sekalipun untuk nasabah kaya raya. Chen Gifford akan memeragakan metode transfer kekayaan tiga langkah untuk mengenali kebutuhan keuangan dan memosisikan asuransi sebagai solusi optimal pewarisan harta.

Matthew Collier

,
,
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

to come

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Future skills and agency transformation

Matthew Collier
Jenis Sesi:
MDRT Center for Field Leadership
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
15:00
Collier
Bahasa:
Inggris
No items found.
Content Track:

Experts often talk about the future of work in terms of novelty, sophistication and fancy technology. Collier explains that preparing for the future, in fact, has more to do with getting better at the basics of being human and working together, and shares how to prepare for a future that is already here.

Andrew Ang, ChFC, CIAM

,
,
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Andrew Ang, ChFC, CIAM, is a seasoned financial services professional and agency leader with Prudential Assurance Company. He specializes in wealth management, financial planning, estate planning and team leadership. He has received awards for his work and holds an advanced diploma in wealth management.

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

Andrew Ang, ChFC, CIAM
Jenis Sesi:
MDRT Center for Field Leadership
Bahasa Presentasi:
Inggris
Date of Session:
Selasa, 26 Agustus 2025
Start Time:
13:30
Ang
Bahasa:
Inggris
No items found.
Content Track:

Attract Gen Z advisors, build an MDRT culture of learning and master your time management with the strategies shared in this rapid-fire session. Four MDRT Center members, with decades of combined leadership experience, share easy-to-implement strategies for agency and home office leaders.

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