Main Speaks Session
TUESDAY, JUNE 11
Just Say No to No
Every time you are tempted to respond with a quick no, be slow to say no, and see how much more value you can deliver your clients.
Brad Elman, CLU, ChSNC, is a 27-year MDRT member with 16 Court of the Table qualifications and one Top of the Table honor. Elman writes regularly for industry trade journals and his practice was featured in Kiplinger magazine and Morningstar Advisor. Additionally, he has made numerous television appearances on the NBC Bay Area News as a consumer finance guest. Elman has served as an MDRT Divisional Vice President three times and chaired eight MDRT committees.
Making Your Client Relationship “Foodielicious”
Lim Ren En shares a practical way to build stronger client relationships through the art of giving food.
Lim Ren En, RFP, is a 10-year MDRT member with two Court of the Table qualifications from Petaling Jaya, Malaysia. He is second vice president of the alumni board of College of De La Salle in Thessaloniki, Greece. MetLife awarded him the Morality Prize in 2007, and he joined the Gallery of Stars in 2012.”
Heckert explains how implementing technology into your practice will increase your production.
Brandon Heckert, AAMS, is a two-year MDRT member from Nashville, Illinois, who started his career in finance at the age of 18. After graduating college, he began working full time at the Country Financial headquarters as a financial advice specialist, advising representatives on advanced financial planning strategies in areas of investing, retirement planning, education funding and insurance planning. A few years later, he became an advisor with FSM Wealth.
Building a Bridge to High-End Clients
Chang discusses how the more you give to others, the bigger the return.
Liru Chang, EA, MBA, is a 10-year MDRT member with one Court of the Table and eight Top of the Table qualifications. Chang is the cofounder of Elite Tax & Accounting, the vice president of Elite Wealth Group and a board director for Gracious Life Foundation. She has won numerous awards, including the prestigious International Finance and Insurance Platinum Award in Malaysia, Australia, Dubai and Korea. She hosts a wealth-building radio talk show and appears frequently on television in California.
Do You Control Your Day or Does Your Day Control You?
Myers details how to end the game of phone tag and give your client the best possible service.
Brad J. Myers is a 17-year MDRT member with seven Court of the Table qualifications and one Top of the Table honor. He is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. He is a co-owner and founder of Granite Canyon Wealth, a firm that specializes in retirement income planning and employee benefits. Myers has held numerous volunteer positions within MDRT and is currently serving as a Trustee for the MDRT Foundation.
Beyond Hope, Beyond Expectation
Graham shares why he lives by the motto of "Get up, dress up, show up and never give up."
Peter D. Graham is a 28-year MDRT member who has experienced many aspects of the insurance and financial planning industry in Australia over his 50-year career. He has been a general insurance broker, an insurance sales manager, a licensed securities dealer, a specialist in retirement and an educator of pre-and post-retirees. Prior to focusing on workshops and retirement conferences, Graham was a regular speaker in Australia and six other countries.
There's a magical word that is the secret and at the same time the power of the Greek people. It cannot be translated nor does it appear in international dictionaries, but Chatzistefanou sheds some light on it in this session.
Kyriakos Chatzistefanou is a 12-year MDRT member from Thessaloniki, Greece, who began his career in MetLife in 1992. He has degree in junior accounting, a diploma in management from Kingston University and a diploma from Chartered Management Institute CMI. He is a life member of the Greek Circle of Successful Agents of MetLife and has been distinguished five times.
Doing Good For The Community
Repairing the world is what Ostrove lives for. He shares how to be truly dedicated to the cause.
Mitchell Wm. Ostrove, CLU, ChFC, is a 51-year MDRT member with one Court of the Table and 20 Top of the Table qualifications. His extensive involvement with MDRT includes roles on the Top of the Table board and several Annual Meeting committees. He was also President of the MDRT Foundation in 2003. He is the founder of the Westchester County Chapter of CLU & ChFC, and past president the Westchester Life Underwriters' Association. He is a member of The Forum 400 and the Society of Financial Professionals.
One More Try
Takaku encourages everyone to gather up their courage and approach someone to learn and earn, the one little secret to going beyond.
Kou Takaku is a 14-year MDRT member with five Court of the Table and two Top of the Table qualifications from Tokyo, Japan.
Never underestimate the difference we can have on another human being. Whether we are the mentor or the mentee, we all make a difference.
John F. Nichols, MSM, CLU, is a 19-year MDRT member with two Court of the Table and 12 Top of the Table qualifications. He serves as president of Disability Resource Group Inc., a national insurance and consulting agency that he founded in 1999. He is a frequent speaker at an array of national and international meetings, including conferences for MDRT, NAIFA and more than 500 state and local programs.
Jason Hewlett delivers incredible talks that combine authenticity, humor, music and impersonations with practical business principles applicable for leadership, entrepreneurship and cultural impact. One of the youngest ever to be inducted into the prestigious Council of Peers Award for Excellence Speaker Hall of Fame, he has delivered frontline motivation and management presentations for some of the largest corporate events in the world.