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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.

Chin Soon Gan

Johor Bahru
,
,
Malaysia
Total Membership Years:
21
Court of the Table Honors:
8
Top of Table Honors:
5

Chin Soon Gan is a CFA Charterholder and founder of LIFA Planners Sdn Bhd, a licensed financial planning firm offering wealth advisory services . Gan has 22 years of experience in financial planning and graduated with first-class honors in electrical engineering from the National University of Singapore.

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Conversations to conversions

Chin Soon Gan
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Marketing
Gan
Language:
English
No items found.

The top closers are advisors who earn their clients' respect and money. Discover Gan’s P-A-S framework to pivot from product selling to sales attraction while learning proven techniques that get your prospect's attention and motivate them to buy.

Miliana Marten, AEPP, AEPP

Jakarta
,
,
Indonesia
Total Membership Years:
17
Court of the Table Honors:
9
Top of Table Honors:
2

Miliana Marten, AEPP, was a university lecturer for eight years before joining the financial services profession in 2004. As a thyroid cancer survivor, Marten has a deep appreciation for the importance of insurance, its life-changing benefits and the positive impact insurance products can have on people's lives. She has presented at numerous international events within the insurance industry, sharing her expertise and insights with others.

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Can you handle your own objection?

Miliana Marten, AEPP, AEPP
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Marketing
Marten
Language:
English
No items found.

When it comes to financial advisors buying more protection for themselves, Marten says, they often sound exactly like their prospects, saying, “Oh, I don’t have the money right now,” or “I’ll buy it next year” or “I think I already have enough.” She shares her personal story of how she handled her own objections when it came to buying insurance, experiencing firsthand the miracle of insurance.

Vincent Gan, ChFC, CLU

Singapore
,
,
Singapore
Total Membership Years:
17
Court of the Table Honors:
1
Top of Table Honors:
0

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in comprehensive financial planning and agency leadership as well as training and development, with a passion for helping both clients and financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums, and received numerous company and industry accolades.

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Conviction before competence: Building confidence through a conviction card

Vincent Gan, ChFC, CLU
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Advising Clients
Gan
Language:
English
No items found.

In a world where financial products grow increasingly complex, Gan shares how conviction — the “why” behind every advisor’s action — can transform confidence and inspire lasting trust. Through his practical tool, the conviction card, he reveals five key areas of financial belief that guide authentic client engagement and purposeful practice.

Corey Williams

Christchurch
,
,
New Zealand
Total Membership Years:
14
Court of the Table Honors:
13
Top of Table Honors:
12

Corey Williams is a partner at SwainWoodham Group, where he specializes in employee benefits and champions the philosophy of prevention over cure. With more than 30 years’ experience across banking, sales and marketing in New Zealand and the United Kingdom, Williams brings a global perspective to his work. A former sports manager, he has worked internationally with Olympic medalists and world champions.

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Engineered for Whole Person excellence: The systems behind sustainable success

Corey Williams
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Whole Person
Williams
Language:
English
No items found.

Business partners Burgess and Williams share the frameworks that helped transform their advisory business from a pressure-driven effort into a stable, high-performance model. Together, they present a practical blueprint for building consistent success — not only in business, but across life — by designing systems that prioritize high-value work and eliminate unnecessary pressure.

Jane Lim

Norwest
,
,
Australia
Total Membership Years:
4
Court of the Table Honors:
0
Top of Table Honors:
0

Jane Lim is the founder and director of Prosper Financial Planning. With more than 20 years of global experience in financial services, she combines technical excellence with a deep commitment to human connection. An award-nominated financial planner, Lim inspires advisors to look beyond the numbers and uncover the “pain beyond the pain” in their clients’ lives. Her authentic storytelling and practical insights empower financial professionals to lead with empathy, purpose and resilience.

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Finding the pain beyond the pain

Jane Lim
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Advising Clients
Lim
Language:
English
No items found.

Financial advisors have the opportunity to create profound and lasting impact, especially when they move beyond surface-level solutions. Lim reveals how identifying the true source of a client’s financial and emotional pain transforms the advisory relationship. Drawing on her personal journey of overcoming adversity alongside her professional experience guiding clients through complexity, Lim demonstrates how to reframe your role from problem solver to root cause identifier. Learn how to uncover what truly drives client behavior, builds deeper trust and delivers clarity that leads to meaningful, sustainable outcomes.

Brian W. Burgess

Christchurch
,
,
New Zealand
Total Membership Years:
13
Court of the Table Honors:
11
Top of Table Honors:
7

Brian W. Burgess has been an advisor since 1996 and is a partner at SwainWoodham Group. He specializes in the personal and business risk market.

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Engineered for Whole Person excellence: The systems behind sustainable success

Brian W. Burgess
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
Whole Person
Burgess
Language:
English
No items found.

Business partners Burgess and Williams share the frameworks that helped transform their advisory business from a pressure-driven effort into a stable, high-performance model. Together, they present a practical blueprint for building consistent success — not only in business, but across life — by designing systems that prioritize high-value work and eliminate unnecessary pressure.

Subhas V. Nathan

Singapore
,
,
Singapore
Total Membership Years:
22
Court of the Table Honors:
0
Top of Table Honors:
0

Subhas V. Nathan is a senior financial services director with Prudential Assurance Company. He leads the Eminence Group, which has more than 200 advisors. Nathan specializes in uniting the organization and motivating each advisor to high levels of performance. He has a Bachelor of Science in physics and has received multiple Million Dollar and Multi-Million Dollar Agency awards.

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

Subhas V. Nathan
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, August 25, 2026
Start Time:
4:30 pm
Whole Person
Nathan
Language:
English
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

Simon D. Lister

Norfolk
,
,
United Kingdom
Total Membership Years:
19
Court of the Table Honors:
19
Top of Table Honors:
16

Simon D. Lister, Dip PFS, is the 2026 Secretary of MDRT. He served as Global Council Member of the 2025 MDRT Annual Meeting Program Development Division. He previously served as Chair of the Main Platform Committee for the 2024 MDRT Annual Meeting, Chair of the Focus Sessions Committee for the 2023 MDRT Annual Meeting, and as Global Council Member and Advisory Board Chair of the Top of the Table Division in 2021. He also is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates.

CLOSE

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

Simon D. Lister
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, August 25, 2026
Start Time:
4:30 pm
Whole Person
Lister
Language:
English
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

Clay Gillespie, CFP, CLU

Vancouver
,
BC
,
Canada
Total Membership Years:
25
Court of the Table Honors:
23
Top of Table Honors:
22

Clay Gillespie, CFP, CLU, is the 2026 First Vice President of MDRT. An Excalibur Knight of the MDRT Foundation, Gillespie served as Global Council Member of MDRT’s Finance Division in 2023 and as Top of the Table Global Council Member and Advisory Board Chair in 2019. He was Captain of the 2015 MDRT Annual Meeting Focus Sessions Committee and has served as Chair of several committees in the Top of the Table Division. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management.

CLOSE

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

Clay Gillespie, CFP, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, August 25, 2026
Start Time:
4:30 pm
Whole Person
Gillespie
Language:
English
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

Vincent Gan, ChFC, CLU

Singapore
,
,
Singapore
Total Membership Years:
17
Court of the Table Honors:
1
Top of Table Honors:
0

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in agency leadership, training and development, with a passion for helping financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums and received numerous company and industry accolades.

CLOSE

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

Vincent Gan, ChFC, CLU
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Tuesday, August 25, 2026
Start Time:
4:30 pm
Whole Person
Gan
Language:
English
No items found.

Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

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