Speaker Sessions

Showing 0 results
of 0 items.
highlight
Reset All

Session Type

Clear

Presentation
Language

Clear

Date of Session

Clear

Start Time

Clear

Content Track

Clear

Livestreaming

Clear

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.

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

Yoshiko Kadono
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Monday, August 24, 2026
Start Time:
3:00 pm
Advising Clients
Kadono
Language:
Japanese
No items found.

When Kadono’s father passed away with debts exceeding 100 million yen (USD 700,000), she truly came to understand the meaning of his legacy. The era of “major business succession” has begun. Insurance is not just numbers; it is a tool of love that connects human bonds to future generations. Kadono shares how she uses this powerful tool to convey business leaders' visions to the next generation.

How a solo advisor builds scale and calm

Christine Zhao
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, August 24, 2026
Start Time:
3:00 pm
Practice management
Zhao
Language:
Mandarin
No items found.

Zhao explores how a solo advisor can build a practice that grows with calm and clarity. Drawing from her experience as a bilingual advisor, she shares three frameworks that simplify client service and workflow: a three-question decision filter, a 90-day learning loop and a weekly service rhythm.

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

Elijah Tan
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 24, 2026
Start Time:
3:00 pm
Advising Clients
Tan
Language:
English
No items found.

How we advance relationships with cold prospects lies in the subtleties of all that we do, Tan says. Learn valuable insights to help prospects grow fond of you faster from a psychology enthusiast who has done 90% of his sales through the cold market and getting referrals.

Prosperity from the inside out

Ellen Rogin, CPA, CFP
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 24, 2026
Start Time:
3:00 pm
Whole Person
Rogin
Language:
English
No items found.

Most people carry unspoken beliefs about money that quietly shape their behavior, business growth and peace of mind. Rogin explains how to listen for intuitive guidance, clear hidden money blocks and cultivate a more empowered, aligned relationship with wealth and well-being.

Delivering value across generations

Chia Fang Hsieh
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, August 24, 2026
Start Time:
1:30 pm
Advising Clients
Hsieh
Language:
Mandarin
No items found.

Hsieh equips members with concrete planning frameworks and actionable strategies for guiding high-net-worth clients through retirement and wealth transfer planning. She also explores how to build meaningful communication and engagement models that significantly increase clients' motivation to take action on their long-term plans.

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

Panos Leledakis
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 24, 2026
Start Time:
1:30 pm
Marketing
Leledakis
Language:
English
No items found.

In the age of AI, clients expect speed, personalization and a “wow” experience. Leledakis shares how to instantly build AI chatbots, create your own voice agent and even design a digital twin that answers clients 24/7 — along with creative uses of AI such as future-self videos and personalized AI songs that deepen emotional connection and boost referrals.

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

Joanne Jiahui Lai, CFP, BS
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 24, 2026
Start Time:
1:30 pm
Advising Clients
Lai
Language:
English
No items found.

Learn how visionary advisors can transform their one-person practice into a high-performing, values-driven enterprise. Lai shares her framework, blending faith-based leadership, AI-enabled systems and scalable team architecture. Learn how to attract talent, delegate effectively and build recurring AUA.

People-first leadership that scales in the AI era

Derek Koh
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, August 25, 2026
Start Time:
1:30 pm
Koh
Language:
English
No items found.

NLP-based communication, motivational coaching and human profiling tools such as the Enneagram and Pythagorean methods can deepen self-awareness, trust and engagement. Koh explains how AI can quietly amplify these efforts, helping leaders move beyond managing output to develop individuals who support one another and contribute positively to society.

How to live your life without limits

Sridhar Krishnamurti
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 24, 2026
Start Time:
1:30 pm
Whole Person
Krishnamurti
Language:
English
No items found.

If we can learn to effectively handle fear and uncertainty, Krishnamurti says, we can break through stuck points and plateaus. Discover how to determine not just what you really want in life but how to take the most direct route to achieving it.

HNW mastery

Steven Yam, ChFC, CIAM
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 24, 2026
Start Time:
1:30 pm
Marketing
Yam
Language:
English
No items found.

Beyond technical knowledge, Yam says, HNW clients look for presence, trustworthiness, emotional intelligence, and the ability to communicate with confidence and clarity. He shares how the “be, do, have” framework helps advisors elevate who they are, not just what they do, so they naturally attract higher-level clients. Learn how to build credibility quickly, ask breakthrough questions and create deeper client connections.

No results found.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Register Now