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 English is the official language of the 2025 MDRT Top of the Table Annual Meeting.

Sanity at the top

Alison J. Flaum ChFC CLU
Session Type:
Top of the Table Speaks
Session Format:
Main Platform
Date of Session:
Thursday, October 23, 2025
Start Time:
8:30 am
Flaum
Sesiones Plenarias
Language:
No items found.

No matter how much you love your work and produce at a high level, sometimes it feels like the tail wags the dog. Flaum shares techniques she uses to maintain work-life balance and mental health while also qualifying for Top of the Table.

Deep dive in staying sane

Alison J. Flaum, ChFC, CLU
Session Type:
Deeper Dive
Session Format:
Afternoon Session
Date of Session:
Thursday, October 23, 2025
Start Time:
2:30 pm
Flaum
Language:
No items found.

No matter how much you love your work and produce at a high level, sometimes it feels like the tail wags the dog. Flaum shares techniques she uses to maintain work-life balance and mental health while also qualifying for Top of the Table.

Decisions using data

Benjamin Harding CFP ChFC
Session Type:
Top of the Table Speaks
Session Format:
Main Platform
Date of Session:
Friday, October 24, 2025
Start Time:
8:30 am
Harding
Sesiones Plenarias
Language:
No items found.

What is the MDRT Business Performance Analysis, how are the results used and what are the benefits of taking the survey? Harding explains the one-page summary results from the 2025 analysis and encourages members to complete it in 2026.

The 4 secrets of digital marketing success

Brian Joseph Haney, CFS, CLTC
Session Type:
Focus Session
Session Format:
Afternoon Session
Date of Session:
Thursday, October 23, 2025
Start Time:
1:15 pm
Haney
Language:
No items found.

In the digital economy where content generation, combined with AI, makes standing out more difficult than ever, financial professionals must become “finfluencers.” Haney shares a deep dive into four crucial areas of branding and marketing to equip you with actionable items for making your digital presence measurably more effective.

2 ladders: How growing your people grows your company

Cameron Herold
Session Type:
Main Platform
Session Format:
Main Platform
Date of Session:
Friday, October 24, 2025
Start Time:
8:30 am
Herold
Sesiones Plenarias
Language:
No items found.

Companies and leaders think business is way more complicated than it is, Herold says. Discover 12 leadership skills every manager needs and how better understanding adult learning can increase revenue, employee retention and the confidence of your leaders

Unleash the power of a COO (Second in Command)

Cameron Herold
Session Type:
Deeper Dive
Session Format:
Afternoon Session
Date of Session:
Friday, October 24, 2025
Start Time:
2:30 pm
Herold
Language:
No items found.

Do you know how to recruit, interview, hire and onboard a top COO? Having run the COO Alliance for six years and interviewed more than 285 COOs on his “Second in Command” podcast, Herold shares how to build a relationship and communication system with your COO that can double your revenue, profit and free time — while ensuring you avoid the mistakes of hiring the wrong COO or senior leader.

Just ask!

Christopher V. Kimball CFP MSFS
Session Type:
Top of the Table Speaks
Session Format:
Main Platform
Date of Session:
Friday, October 24, 2025
Start Time:
8:30 am
Kimball
Sesiones Plenarias
Language:
No items found.

Just by asking a question, Kimball launched a fundraiser in 2003 that has raised tens of thousands of dollars for charities and continues to this day. He explains how to overcome the fear of rejection and why the fear of asking can be the difference between success and failure.

"E" does not equal "O"

D. Kyle Atkins CLU CFP
Session Type:
Top of the Table Speaks
Session Format:
Main Platform
Date of Session:
Friday, October 24, 2025
Start Time:
8:30 am
Atkins
Sesiones Plenarias
Language:
No items found.

What does it take to overcome personal and professional challenges, including family and business conflict? Atkins shares thoughtful actions that can lead to successful outcomes in the face of seemingly insurmountable adversity.

Planning forward : How to position your continuity, transition and succession of your financial practice

D. Kyle Atkins CLU CFP
Session Type:
Top of the Table Speaks
Session Format:
Afternoon Session
Date of Session:
Friday, October 24, 2025
Start Time:
2:30 pm
Atkins
Language:
No items found.

At some point, nearly every advisor will deal with buying, merging or transitioning a business. Gain lessons on each practice continuation from MDRT members with extensive experience and insight.

MDRT Academy: Accelerating success and efficiency as you grow your team

Dana Mitchell CFP CLU
Session Type:
Panel
Session Format:
Main Platform
Date of Session:
Start Time:
8:30 am
Mitchell
Sesiones Plenarias
Language:
No items found.

You may have heard of the MDRT Academy, but do you know how it can help you? David C. Blake moderates as Robert Cullen, FSCP, MBA, and Dana Mitchell, CFP, CLU, share how they’ve leveraged the MDRT Academy in their practices as a low-cost investment and how it can assist established advisors in different aspects of staffing and training.

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