2015
Annual Meeting
Your meeting has evolved.
Your meeting has evolved.
Tune in for the next few days and learn how fellow MDRT members benefit from connecting with one another at the Annual Meeting and how you too can grow with MDRT throughout the year.
Listen to new podcasts recorded at this year's 2015 Annual Meeting in New Orleans.
New this year, all Annual Meeting recordings will be available free to all members in the MDRT Resource Zone. Find them in September, but in the meantime, check out ideas captured there from past meetings. Search by topic, format or keyword to find techniques to help you in your practice, meet clients’ objections or build strategic alliances with other professionals.
“Every year, you get something that really gives you a jolt. All the years I didn’t come, I lost out.”
Mokadi Matsimela, BSc, CFP Pretoria, South Africa 10-year MDRT member, 9 Annual Meetings
Laura Stack, MBA, CSP
Attack of the Productivity Suckers
Alessandro M. Forte, Dip PFS
More Meetings, More Sales, More Referrals
Wong Wai Kwong
Beng Suan Lim LUTCF
Withoon Lertpanomwan
Wong So Ping FChFP, MBA
Successfully Managing People and Production
Katy Goshtasbi, J.D.
Attract, Don’t Hunt, the Perfect Clients
Carleton Hollister
Establish a Strong Niche Market Presence in Four Easy Steps
Dan Allison
The Five Myths You Tell Yourself about Getting Referrals — and the Real Truth
John E. Coyne III
Alex Potts
Moderator: Craig L. Israelsen, Ph.D.
Active or Passive? - They Are Both Irrelevant If They Fail the Investor
Lauren Farasati
MASH! Your Mobile Advisor Staffing Hospital Comes to New Orleans
Spread Sheet: Capacity Analysis Template, Support Position
Spread Sheet: Do You Need a Mini You
Spread Sheet: Performance Process
Spread Sheet: Segmentation Template
Al W. King, III, J.D., LL.M.
Unique and Creative Uses of Modern Trusts Involving Investments and Insurance
David T. Lyons, J.D., CPA
Key Concepts of Business Ownership Agreements
John F. Nichols
The Ability of Disability Insurance: Have The Conversation!
Debra C. Newman, CLU, ChFC
What Are You Missing With Long Term Care Planning?
Devang Patel, CFP, CLU
Blue Ocean Secrets for Practice Management
Maria Cecilia Zanoni
Leveraging Sales with the Enneagram
Duncan MacPherson
Cracking the Code – The Lost Art of Articulating Your Value
Dan Allison
The Five Myths You Tell Yourself about Getting Referrals — and the Real Truth
Joy Baldridge, CPC, CSP
Secret Weapon Selling Model: 25 Innovative and Tangible Ways to Increase Your Sales
Carole and Paddy Ducklow
The Illusion of Power: How to identify and break through dramatic triangles
Matthew T. Hoesly, CFP, ChFC
Jedediah Harrison Levene, CFP, CLU
Simon D. Lister, Dip PFS
Anthony Tomasula
Moderator: Jennifer P. Mann, MBA, CFP
Fast Track to a Successful Study Group
Craig L. Israelsen, Ph.D.
Diversified to the CORE: A Better Starting Point
Dan Richards, MBA
New Research – Communicating in a Sound Bite World (and how to get your emails opened)
Bob Davies
Excellence Starts With Your Health
Richard John Cawthorne, Jr.
How to Develop and Manage a 401(k) Practice and Use Your Position to Acquire High Net Worth Clients
Terence Chan Mou Hon
The Three Pillars of Business Growth
Barbara Fowler, CLU, ChFC
Using Digital Marketing and Social Media to Build Your Business
Thomas F. Love
What Do You Do for a Living? Does The Answer Matter?
Anwar Visram, CISSP
What is Your Smartphone Leaking?
Reynold Angeles Gan
The Power of Napkin Presentations
Bryce M. Sanders
The Elephant in the Room – What Does Gen X Worry About?
David Szeremet, J.D., CLU
Advanced Life 2015 – Ideas that Thrive
Advantage Media Group
Advisors Assistant/Client Marketing Systems
The American College
AFG Brokerage
AIG
APPS/Portamedic Paramedical Services
Ash Brokerage
Assurity Life
CallFire, Inc
Citrix ShareFile
Columbus Life
Consultus
Continental Insurance Brokers
CopyTalk, LLC
eFileCabinet
ExamOne
First Heartland Capital, Inc.
GAMA International
Leading Advisor, Inc.
Life Happens
MetLife
NAIFA
National Christian Foundation
Ohio National Financial Services
Pareto Systems
Pellegrini Team Consulting
The Ron Blue Institute and DeVoe School of Business at Indiana Wesleyan University
South Dakota Trust Company LLC
Strategic Coach
Transpacific Financial Inc
Woodbury Financial
Women in Insurance and Financial Services (WIFS)