English is the official language of the 2026 MDRT Top of the Table Annual Meeting.
Ian Green, Dip PFS, was the 2021 MDRT President and 2017 Top of the Table Global Council Member and Advisory Board Chair. He runs a family-owned financial planning firm and, as an advocate of the Whole Person concept, attributes much of his success to what he learns from MDRT.
How can advisors enter and thrive with this in-demand clientele? A group of MDRT members shares best practices for working with UHNW clients, including the role of AI, the relevance of philanthropy and family values, and how to prospect and protect legacy, feelings and fortunes into the future.
Brandon J. Wellman, CFP, RICP, has always been eager to reach out to others and learn from their success. He has been active in his community as an ambassador for the Greater Springfield Chamber of Commerce and as a member of the Springfield Young Philanthropists.
What tools have MDRT members utilized to drive their business in ways that some others might not? Ng explains how embracing social media has helped her build an organic community that fosters trust and converts prospects into clients, and Wellman shares how strategic, well-timed memes can deepen client engagement, spark referrals and attract next-generation prospects.
Jaslyn Ng is a financial services director with more than eight years of experience. She specializes in leadership, productivity and high-net-worth advisory. Formerly a senior HR leader with multinational firms including DHL, Coca-Cola, DuPont and Infineon, she is the 2024 Asia Insurance Agent of the Year and Elite Woman of the Year 2023. Ng has delivered more than 104 presentations worldwide and is the co-author of “Big Deals.” Passionate about giving back, she has raised over USD 50,000 for charity and, as a single mother of two, embodies excellence, balance and purpose beyond Top of the Table.
R.J. Kelly, AEP, MSFS, is the founder and chief visionary officer of Wealth Legacy Group. With clients in 23 states, his firm specializes in tending to the diverse needs of successful entrepreneurs, professionals and their families. Known for his creativity, communication skills and unique approach to planning, Kelly’s strengths and talents lie in his ability to grasp complicated and delicate situations quickly, communicate complex ideas in easy-to-understand ways, and find integrated solutions for clients through holistic and multidisciplinary methods. Often, those solutions are ones that other advisors overlook, dismiss, or, more often, simply are not aware they exist.
Many clients approach retirement planning overwhelmed, uncertain and focused almost exclusively on numbers rather than the life they truly want to create. Kelly explains how five questions can help clients define and plan their ideal retirement — and how his system can make the financial planning process simple for your clients.
Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.
How can you deliver consistent, efficient recommendations that are personalized and immediate for each client yet scalable and profitable for your practice? Heckert shares his step-by-step process for simplifying client data and discussions so that all parts of clients' financial lives are as integrated as possible, and engagement is optimized from initial prospect meetings to annual reviews.
Eric David Brotman, CFP, AEP, started his financial planning career in 1994. He serves as chairman of the board and chief growth officer of BFG Financial Advisors and managing principal of Brotman Consulting Group LLC. In addition to multiple financial certifications, he holds a B.A. from the University of Pennsylvania and a Master of Science in financial services. He is a bestselling author, host of the podcast “Don’t Retire … Graduate!” and has served on numerous professional and nonprofit boards.
Strategic acquisitions offer a powerful way for newer advisors to scale and seasoned advisors to plan a successful exit — if you know how to do it right. Brotman shares a practical road map for sourcing, evaluating and integrating firms and advisors, so you can spot the right opportunities, assess businesses beyond revenue, prioritize culture and client fit, and think like a future seller while buying today.
Cecilia Tsang, CFP, B Com, is a financial advisor and portfolio manager at RGF Integrated Wealth Management with 27 years of experience helping clients achieve their financial goals. Known for her thoughtful, strategic and relationship?centered approach, she specializes in comprehensive financial planning that aligns clients’ aspirations with long?term success. Tsang’s dedication to personalized guidance has earned her the trust of generations of families throughout her career.
Tsang shares how advisors can strengthen loyalty and elevate the client experience through simple, intentional relationship?building practices. Learn how to listen for meaningful personal details, create thoughtful and well?timed touchpoints, and build a scalable system to personalize interactions throughout the year.
Izumi Osada is an executive financial advisor at Life Plaza Partners Co. Ltd. He has 25 years of financial industry experience providing seminars and consulting for investment education to the general public as well as officer security and welfare systems for small- and medium-sized enterprises.
There are limits to what one person can do. As the African proverb implies, if you want to go fast, go alone; if you want to go far, go together. Osada explains the importance of consensus building — ensuring everyone on your team is moving in the same direction — and reveals the secret to utilizing a map (purpose, activity, policy and vision) and a compass (team goals and history) to achieve great results as a team.
