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

Open Session: Staffing, process development and team culture

Robert Cullen, FCSP MBA
Session Type:
Afternoon Session
Session Format:
Afternoon Session
Date of Session:
Thursday, October 23, 2025
Start Time:
2:30 pm
Language:
No items found.

Open Sessions create an environment for brainstorming and sharing best practices in a relaxed, conversation-style setting. Discover how colleagues find and develop the right people for their office while sharing your own lessons and experiences.

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

D. Kyle Atkins CLU CFP, David Pritchard DipPFS, Darren Ryan CFP CLU, Francis J. Ryan CEBS CFP, Darrell Wade
Session Type:
Panel
Session Format:
Afternoon Session
Date of Session:
Friday, October 24, 2025
Start Time:
2:30 pm
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.

Panel discussion: Building a business of value

Juli Y. McNeely CFP CLU and Gregory K. Large CLU ChFC
Session Type:
Panel
Session Format:
Afternoon Session
Date of Session:
Thursday, October 23, 2025
Start Time:
2:30 pm
Language:
No items found.

How can you develop a business model that promotes sustainability and greater embedded value with recurring income? MDRT members share techniques that have led them to do just that.

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

Robert Cullen FCFP MBA, Dana Mitchell CFP CLU, David C. Blake
Session Type:
Main Platform
Session Format:
Main Platform
Date of Session:
Friday, October 24, 2025
Start Time:
8:30 am
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.

Panel discussion: How MDRT members use and benefit from AI

Carla Brown FPFS CFP, Mark Gaunya GBA, Ian Green DipPFS, Ryan J. Pinney
Session Type:
Main Platform
Session Format:
Main Platform
Date of Session:
Thursday, October 23, 2025
Start Time:
8:30 am
Sesiones Plenarias
Language:
No items found.

With so many options and factors to consider regarding AI, what applications should advisors be using in their professional and personal lives? Learn how a trio of MDRT members have utilized this now-ubiquitous technology to advance everything from client care to compliance to marketing to cybersecurity to staffing.

Panel discussion: How MDRT members use and benefit from AI

Carla Brown FPFS CFP
Session Type:
Panel
Session Format:
Main Platform
Date of Session:
Thursday, October 23, 2025
Start Time:
8:30 am
Brown
Sesiones Plenarias
Language:
No items found.

With so many options and factors to consider regarding AI, what applications should advisors be using in their professional and personal lives? Learn how a trio of MDRT members have utilized this now-ubiquitous technology to advance everything from client care to compliance to marketing to cybersecurity to staffing.

Panel discussion: How MDRT members use and benefit from AI

Ryan J. Pinney
Session Type:
Panel
Session Format:
Main Platform
Date of Session:
Thursday, October 23, 2025
Start Time:
8:30 am
Pinney
Sesiones Plenarias
Language:
No items found.

With so many options and factors to consider regarding AI, what applications should advisors be using in their professional and personal lives? Learn how a trio of MDRT members have utilized this now-ubiquitous technology to advance everything from client care to compliance to marketing to cybersecurity to staffing.

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

David C. Blake
Session Type:
Panel
Session Format:
Main Platform
Date of Session:
Friday, October 24, 2025
Start Time:
8:30 am
Blake
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.

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.

Panel discussion: How MDRT members use and benefit from AI

Mark S. Gaunya GBA
Session Type:
Panel
Session Format:
Main Platform
Date of Session:
Thursday, October 23, 2025
Start Time:
8:30 am
Gaunya
Sesiones Plenarias
Language:
No items found.

With so many options and factors to consider regarding AI, what applications should advisors be using in their professional and personal lives? Learn how a trio of MDRT members have utilized this now-ubiquitous technology to advance everything from client care to compliance to marketing to cybersecurity to staffing.

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