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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.

The next orbit

Paritosh Pathak
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 25, 2025
Start Time:
4:30 pm
Pathak
Language:
English
No items found.

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.

Panel discussion: Inheritance and innovation in insurance

Chan Ching Laam Natalie
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, August 25, 2025
Start Time:
3:00 pm
Chan Ching Laam Natalie
Language:
Mandarin
No items found.

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.

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

Ng Ka Wai Carrie
Session Type:
Focus Session
Presentation Language:
Cantonese
Date of Session:
Monday, August 25, 2025
Start Time:
4:30 pm
Ng Ka Wai Carrie
Language:
Cantonese
No items found.

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.

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

Rickson Joel D'Souza
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 25, 2025
Start Time:
3:00 pm
D'Souza
Language:
English
No items found.

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.

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

Chie Yazawa
Session Type:
Focus Session
Presentation Language:
Japanese
Date of Session:
Monday, August 25, 2025
Start Time:
1:30 pm
Yazawa
Language:
Japanese
No items found.

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.

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

Aaron Kane, B Bus, AFA
Session Type:
Focus Session
Presentation Language:
English
Date of Session:
Monday, August 25, 2025
Start Time:
1:30 pm
Kane
Language:
English
No items found.

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.

Thriving with AI

Jun Zuo
Session Type:
Focus Session
Presentation Language:
Mandarin
Date of Session:
Monday, August 25, 2025
Start Time:
1:30 pm
Zuo
Language:
Mandarin
No items found.

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.

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

Chen Gifford
Session Type:
Focus Session
Presentation Language:
Cantonese
Date of Session:
Monday, August 25, 2025
Start Time:
1:30 pm
Chen Gifford
Language:
Cantonese
No items found.

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.

Future skills and agency transformation

Matthew Collier
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, August 26, 2025
Start Time:
3:00 pm
Collier
Language:
English
No items found.

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.

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

Andrew Ang, ChFC, CIAM
Session Type:
MDRT Center for Field Leadership
Presentation Language:
English
Date of Session:
Tuesday, August 26, 2025
Start Time:
1:30 pm
Ang
Language:
English
No items found.

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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