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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.

Panel discussion: Techniques for achieving and enjoying more with the MDRT Whole Person concept

Izumi Osada
Session Type:
Main Platform
Presentation Language:
Japanese
Date of Session:
Start Time:
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Language:
Japanese
Bahasa Indonesia
Cantonese
English
Hindi
Mandarin
Thai
Content Track:
Whole Person

How have MDRT members embraced this essential approach to finding balance and fulfillment across their personal and professional lives? Learn impactful stories as well as tips to drive growth for both short- and long-term success and satisfaction.

Pocket concept retirement planning

France Zaguirre
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, August 28, 2024
Start Time:
9:00 am
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Language:
English
Bahasa Indonesia
Cantonese
Hindi
Japanese
Mandarin
Thai
Content Track:
Advising Clients

Zaguirre explains how a simple diagram can help clients and prospects understand what they need to do to prepare for retirement. Learn how you can utilize this approach to simplify your communication and guide clients toward a strategic plan for their retirement.

Panel discussion: Minor adjustments that lead to big results

Paresh B. Shah, CFP
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Start Time:
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Language:
English
Bahasa Indonesia
Cantonese
Hindi
Japanese
Mandarin
Thai
Content Track:
Practice management

MDRT members share strategies that have utilized small-yet-deliberate changes to evolve their service and turn weakness into opportunity. Find out how you can replicate this success while overcoming challenges and developing additional techniques to reach greater heights in your business.

A.B.C.D.E. your way to referrals

Zinc Goh
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Friday, August 30, 2024
Start Time:
9:00 am
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Language:
English
Bahasa Indonesia
Cantonese
Hindi
Japanese
Mandarin
Thai
Content Track:
Marketing

Avoid the fear and reluctance of asking for referrals with this five-step technique that you can apply with each client. Learn how Zinc Goh Zhi Yin continually gains five new people to meet with and creates a sustainable pipeline of prospects.

Developing personalized, repeatable systems for continued success

Shuk Ping Joyce Wu, BA (Hons), FChFP
Session Type:
Main Platform
Presentation Language:
Mandarin
Date of Session:
Thursday, August 29, 2024
Start Time:
9:00 am
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Language:
Mandarin
Bahasa Indonesia
Cantonese
English
Hindi
Japanese
Thai
Content Track:
Practice management

Do you want to sign four new insurance policies every month? Wu shares how a well-established system of operations not only stabilizes your time management but protects your productivity in the face of economic fluctuations and unexpected adversity like during the pandemic.

Client-driven referrals: How social media makes them chase you

Glen Alexander Winata
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Thursday, August 29, 2024
Start Time:
9:00 am
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Language:
English
Bahasa Indonesia
Cantonese
Hindi
Japanese
Mandarin
Thai
Content Track:
Marketing

It's not just about asking for referrals; it's about equipping your clients with the tools they need to shout your name from the digital rooftops! Winata explains how social media can help you do just that by using engaging video content, fun polls and compelling daily stories to create a buzz.

Power questions in objection handling

Mariana Sofia CFP, MCom (IS)
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Friday, August 30, 2024
Start Time:
9:00 am
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Language:
English
Bahasa Indonesia
Cantonese
Hindi
Japanese
Mandarin
Thai
Content Track:
Advising Clients

Advisors tend to take a defensive stance when dealing with objections, Sofia says. She explains how to welcome objections and lead dialogues with clients to open their minds and see things from your perspective by asking the right questions.

Achieve multiple MDRTs annually with these 4 E’s

Bharat Vadilal Parekh
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Wednesday, August 28, 2024
Start Time:
9:00 am
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Language:
English
Bahasa Indonesia
Cantonese
Hindi
Japanese
Mandarin
Thai
Content Track:
Marketing

Expand, empower, evaluate and engage. Parekh explains how these key factors have driven immense success throughout his 38 years in the financial services profession, and how you can replicate his experience in your own practice.

Driving reputation and referrals: Personal branding in a digital world

Crystal Washington
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Thursday, August 29, 2024
Start Time:
9:00 am
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Language:
English
Bahasa Indonesia
Cantonese
Hindi
Japanese
Mandarin
Thai
Content Track:

With an influx of competitors and content on social media, financial services professionals need to rise above the clamor to reach prospects and stay connected to clients. Washington explores innovative tactics that will help you generate more referrals, identify powerful tools for guarding your reputation against misinformation online, and uncover the biggest gift your clients and prospects want that no one is discussing.

Let clients design their own policy

Lim Meow Lih
Session Type:
Main Platform
Presentation Language:
English
Date of Session:
Friday, August 30, 2024
Start Time:
9:00 am
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Language:
English
Bahasa Indonesia
Cantonese
Hindi
Japanese
Mandarin
Thai
Content Track:
Advising Clients

What if there was a way for clients to directly match their coverage to their needs, therefore ensuring satisfaction and avoiding objections? Discover Lim Meow Lih’s strategy for establishing this design-your-own-policy approach for clients and how it can help you enhance your efficiency and flexibility with new markets.

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