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 English is the official language of the 2024 MDRT Top of the Table Annual Meeting.

Adelia C. Chung, CLU, ChFC

Honolulu
,
HI
,
USA
Current Membership Year:
2024
Total Membership Years:
42
Court of the Table Honors:
27
Top of Table Honors:
19

Adelia C. Chung, CLU, ChFC, is the owner of Spectrum Wealth Management LLC, and was the first female MDRT President, serving in 2005. She is an Excalibur Knight of the MDRT Foundation and served as its President in 1999. Chung has extensive history as an MDRT member volunteer and has held many leadership positions throughout her financial services career, regularly speaking to international audiences.

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Tips from the top

Adelia C. Chung, CLU, ChFC
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Thursday, September 26, 2024
Start Time:
2:30 PM
Start Time:
12:00 am
Chung
Afternoon Session
Language:
No items found.
Content Track:

How do top-performing advisors get started, pursue growth after success and continue looking toward the future? Three MDRT Past Presidents share their insights, achievements and lessons to help other members develop for today and tomorrow

Adelia C. Chung, CLU, ChFC, Brian D. Heckert, CLU, ChFC, Randy L. Scritchfield, CFP, LUTCF & Stephen Kagawa, FSS, LUTCF

,
,
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Adelia C. Chung, CLU, ChFC, is the owner of Spectrum Wealth Management LLC, and was the first female MDRT President, serving in 2005. She is an Excalibur Knight of the MDRT Foundation and served as its President in 1999. Chung has extensive history as an MDRT member volunteer and has held many leadership positions throughout her financial services career, regularly speaking to international audiences. 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. Randy L. Scritchfield, CFP, LUTCF, was the 2022 MDRT President. He is also an MDRT Foundation Excalibur Knight, a member of its Inner Circle Society and has served on its Board of Trustees. Scritchfield is founder and president of Montgomery Financial Group, a retirement planning firm in Damascus. His extensive MDRT volunteer history includes serving on MDRT’s Management Council six times and as a Committee Chair nine times. Among his leadership roles, Scritchfield has served as Top of the Table Divisional Vice President and Advisory Board Chair and Divisional Vice President of Annual Meeting Program Development. Scritchfield has also spoken at numerous MDRT Annual Meetings and Top of the Table Annual Meetings, as well as internationally on behalf of MDRT. Stephen Kagawa, FSS, LUTCF, is committed to helping financial advisors love the work they do. Born and raised in Honolulu, Hawaii, USA, Kagawa is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization that is focused on global financial navigation as well as helping ethnic communities from Asia in the U.S. He is the bestselling author of “Aloha Financial Advising,” and regularly speaks on international consultative and wealth management principles around the world.

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Tips from the top

Adelia C. Chung, CLU, ChFC, Brian D. Heckert, CLU, ChFC, Randy L. Scritchfield, CFP, LUTCF & Stephen Kagawa, FSS, LUTCF
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Thursday, September 26, 2024
Start Time:
2:30 PM
Start Time:
12:00 am
Chung, Heckert, Scritchfield, Kagawa
Afternoon Session
Language:
No items found.
Content Track:

How do top-performing advisors get started, pursue growth after success and continue looking toward the future? Three MDRT Past Presidents share their insights, achievements and lessons to help other members develop for today and tomorrow

Adrian George, CFP, TEP

Calgary
,
AB
,
Canada
Current Membership Year:
2024
Total Membership Years:
14
Court of the Table Honors:
9
Top of Table Honors:
6

Adrian George, CFP, TEP, has more than 30 years of experience in the financial services profession. His practice focuses exclusively on the unique challenges and opportunities of incorporated medical professionals. Through careful articulation, George is able to prospect effectively, making it much easier for colleagues of his clients — and their centers of influence — to make prequalified introductions.

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Tell your story to your chosen market

Adrian George, CFP, TEP
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Friday, September 27, 2024
Start Time:
1:15 PM
Start Time:
12:00 am
George
Afternoon Session
Language:
No items found.
Content Track:

What are best practices for writing a book about your chosen niche? George explains how to create a mind map, formulate a timeline and write your story, and ways to actively market the book to your niche and attract even more ideal clients.

Alessandro M. Forte, FCII, CFP

South Yorkshire
,
,
UK
Current Membership Year:
2024
Total Membership Years:
26
Court of the Table Honors:
26
Top of Table Honors:
26

Alessandro M. Forte, FCII, CFP, is one of the world’s top financial advisors — by production, qualification and compliance standards. He has spoken in 92 countries, is the author of the international bestseller ‘Dare to be Different’ (published in eight languages) and has helped raise more than USD 24 million for numerous charities. He is also the current President of the MDRT Foundation.

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How to write mega-cases

Alessandro M. Forte, FCII, CFP
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Friday, September 27, 2024
Start Time:
2:30 PM
Start Time:
12:00 am
Forte
Afternoon Session
Language:
No items found.
Content Track:

Find out how to identify opportunities in the high-net-worth market and communicate effectively with these in-demand clients. Forte shares how his tips can help you get new clients to understand the benefits of — and commit to — mega-premium insurance coverage and single premium investments.

Alphonso B. Franco, RHU, RCIS

Victoria
,
BC
,
CAN
Current Membership Year:
2024
Total Membership Years:
30
Court of the Table Honors:
26
Top of Table Honors:
25

Alphonso B. Franco, RHU, RCIS, is a leading authority on critical illness insurance who has travelled the world with Dr. Marius Barnard, the creator of the product. Franco authored the first manual on critical illness insurance, “Critical Vision System,” which is still used internationally. He also authored the bestselling book “99 Critical Ideas for Sales Professionals” and has received accolades for being a top critical illness insurance advisor in North America.

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Financial oxygen

Alphonso B. Franco, RHU, RCIS
Session Type:
Main Platform
First-Timer Attendee Session
Language:
Session Format:
Top of the Table Speaks
Date of Session:
Thursday, September 26, 2024
Start Time:
8:30 AM
Start Time:
12:00 am
Franco
Top of the Table Speaks
Main Platform
Language:
No items found.
Content Track:

What are the most important factors in ensuring that clients know what is important to them and their financial health? Franco explains how simplifying complex subjects leads to greater client understanding as well as your ability to match their planning to their priorities.

Amanda Cassar, MFP, AFP

Burleigh Town
,
QLD
,
Australia
Current Membership Year:
2024
Total Membership Years:
12
Court of the Table Honors:
9
Top of Table Honors:
4

Amanda Cassar, MFP, AFP, is a business owner, financial advisor and passionate philanthropist who has observed hearts and minds being opened and watched people be empowered to step into their own leadership journeys. She has been in the financial services profession for more than 30 years, with special accreditations in aged care, estate planning and self-managed superannuation funds. An author, speaker, blogger and adventurer, Cassar runs her financial planning firm from the Gold Coast in Australia.

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Changing clients’ lives with the vision, commitment and action plan

Amanda Cassar, MFP, AFP
Session Type:
Main Platform
First-Timer Attendee Session
Language:
Session Format:
Top of the Table Speaks
Date of Session:
Friday, September 27, 2024
Start Time:
8:30 AM
Start Time:
12:00 am
Cassar
Top of the Table Speaks
Main Platform
Language:
No items found.
Content Track:

Cassar shares how applying vision, commitment and action — the education methodology of The Hunger Project — can spark transformation for clients. She shares stories of people she met during her travels to Uganda, Malawi and India and how those experiences relate to this impactful strategy.

Brian D. Heckert, CLU, ChFC

Nashville
,
IL
,
USA
Current Membership Year:
2024
Total Membership Years:
36
Court of the Table Honors:
24
Top of Table Honors:
17

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.

CLOSE

Tips from the top

Brian D. Heckert, CLU, ChFC
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Thursday, September 26, 2024
Start Time:
2:30 PM
Start Time:
12:00 am
Heckert
Afternoon Session
Language:
No items found.
Content Track:

How do top-performing advisors get started, pursue growth after success and continue looking toward the future? Three MDRT Past Presidents share their insights, achievements and lessons to help other members develop for today and tomorrow

Chad Willardson, AWMA, CRPC

Corona
,
CA
,
USA
Current Membership Year:
2024
Total Membership Years:
5
Court of the Table Honors:
5
Top of Table Honors:
5

Chad Willardson, AWMA, CRPC, is the president and founder of Pacific Capital and author of four bestselling books. He believes that providing clients with the right resources helps them organize their financial life, clarify their goals and make decisions that lead them to successful and fulfilling lives. Willardson co-hosts “The Smart Money Parenting Show” podcast and has been featured in various publications, such as The Wall Street Journal, Forbes and U.S. News & World Report.

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Elevate your business and your brand through social media marketing

Chad Willardson, AWMA, CRPC
Session Type:
Main Platform
First-Timer Attendee Session
Language:
Session Format:
Top of the Table Speaks
Date of Session:
Thursday, September 26, 2024
Start Time:
8:30 AM
Start Time:
12:00 am
Willardson
Top of the Table Speaks
Main Platform
Language:
No items found.
Content Track:

Willardson started with zero clicks on social media per year and now generates 8 million clicks annually. Learn how to brand yourself on social media to maximize your impact, turn LinkedIn into a lead generation machine and grow your business exponentially.

Chad Willardson, AWMA, CRPC

Corona
,
CA
,
USA
Current Membership Year:
2024
Total Membership Years:
5
Court of the Table Honors:
5
Top of Table Honors:
5

Chad Willardson, AWMA, CRPC, is the president and founder of Pacific Capital and author of four bestselling books. He believes that providing clients with the right resources helps them organize their financial life, clarify their goals and make decisions that lead them to successful and fulfilling lives. Willardson co-hosts “The Smart Money Parenting Show” podcast and has been featured in various publications, such as The Wall Street Journal, Forbes and U.S. News & World Report.

CLOSE

How to exponentially grow your business while relaxing on the beach

Chad Willardson, AWMA, CRPC
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Thursday, September 26, 2024
Start Time:
1:15 PM
Start Time:
12:00 am
Willardson
Afternoon Session
Language:
No items found.
Content Track:

Willardson spends most of the year travelling with family and friends and yet has grown his personal brand and turned social media into an incredible lead generation machine for his wealth management business. Starting with zero clicks and zero follows, he now generates north of 8 million clicks per year. Learn how to grow your business while keeping a high level of freedom and fun in your lifestyle.

Chris George, CFP, TEP

Vancouver
,
BC
,
Canada
Current Membership Year:
2024
Total Membership Years:
11
Court of the Table Honors:
7
Top of Table Honors:
5

Chris George, CFP, TEP, is co-owner of Broadreach Strategic Planning Inc., a financial planning firm that specializes in working with dentists at all stages of their careers. He develops comprehensive financial plans for them and is an expert on tax strategies, blending their personal and corporate goals into a unified plan. George volunteers extensively within MDRT and in Canada.

CLOSE

Turn objectors into advocates

Chris George, CFP, TEP
Session Type:
Main Platform
First-Timer Attendee Session
Language:
Session Format:
Top of the Table Speaks
Date of Session:
Thursday, September 26, 2024
Start Time:
8:30 AM
Start Time:
12:00 am
George
Top of the Table Speaks
Main Platform
Language:
No items found.
Content Track:

George shares one question that can completely change the perspective of your prospects and clients. He explains why asking to send a copy of the planning to clients' accountant and other advisors generates trust, loyalty, higher cases and more referrals.

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