The interpreted language session assignments listed are tentative. English is the official language of the 2022 MDRT Top of the Table Annual Meeting.
Hozumi Hanada leads the Japanese division for The Pacific Bridge Companies and is president of Pacific Bridge Wealth Resources. Born and raised in Yamanashi Prefecture in Japan, Hanada was an editor for 10 years before finding her life purpose in Los Angeles, California, USA. She is passionate about serving Japanese-speaking communities and works with financial advisors to help their clients in these areas achieve their hopes and dreams through global financial navigation.
Jessica Williams is the chief development and communications officer for Days for Girls International and leads the global development and communications for the entire organization across six continents and 145 countries. She holds a bachelor's degree in communications and a master's degree in strategic communication, serves as an adjunct instructor for the University of Portland’s Pamplin School of Business nonprofit MBA program and hosts “The Days for Girls” podcast.
Menstrual health management is a matter of human rights and a critical component to achieving gender equity. Williams discusses Days for Girls' three-pillar approach for sustainable, systemic change to end period poverty, bringing menstruators life-changing solutions that are truly priceless.
2023 MDRT Foundation Past President, Brian Walsh, ChFC, CLU will reveal how much was raised for Days for Girls from the generosity of your fellow Top of the Table members.
Julianne Hertel, CLU, CLTC, is the founder and principal of Dream Big Wealth Strategies LLC in Worcester, Massachusetts, USA. Since she began her career in financial services in 2007, Hertel has sought to establish a compassionate and inclusive environment for her clients. An active MDRT member and MDRT Foundation advocate, she is passionate about engaging with organizations that uplift women and those within marginalized populations.
Ted Rusinoff serves as managing partner of Wealth Design Partners LLC, helping property and casualty offices access opportunities for their regular clients. He has spoken at AALU, The School of Life and The Best Practices Symposium as well as MDRT. He is an Excalibur Knight of the MDRT Foundation and served as its 2019 President.
James Harrison is the founder and CEO of the cybersecurity company INVISUS. As chief strategist and product visionary, he led the development of the company's cybersecurity, identity theft, and InfoSafe data breach compliance and breach response lineup that protects thousands of small- and mid-sized businesses throughout the U.S., including financial advisors, broker-dealers and insurance agencies. Harrison frequently writes for and trains a wide variety of professions, such as financial services, IT services and legal teams.
When it comes to cybersecurity and compliance, it's important to take action today to protect and grow your business, clients and livelihood. Using real-life examples, the panel digs deep into existing compliance requirements to demonstrate how cybersecurity and proper certification can build trust and loyalty with clients and prospects.
Julia R. Cheng, CFP, MBA, is president and founder of Global Financial Planning Bridge Inc. Despite humble beginnings, Cheng's unrelenting work ethic and professional compassion have earned her numerous awards for her quality service, outstanding accomplishments and community contributions. For more than 30 years, she has provided services for clients from China; the Taiwan Area; Hong Kong, China; Canada; Mexico; England; Germany; Singapore; and Malaysia.
Cheng shares 12 wealth management tips for consistently achieving Top of the Table, including learning and preparing for the future, attaining career and family development, planning for retirement, understanding different wealth management stages, and maintaining wealth through symbolic methods.
David Batchelor, Dip PFS, CFP, is the founder of Wills & Trusts Wealth Management, a multidisciplinary practice of financial advisors, accountants and lawyers that focuses on estate planning and investment management. The senior U.K. coach for Strategic Coach Inc., he is also founder of Trust DFM, an investment management firm that manages the investments for many financial advisors in the U.K.
Batchelor explains the seven lessons he learned that allowed his firm to have massive expansion and the trigger that caused it. He also shares the nine dials of performance that can guide your practice to specialize in financial advice rather than just being a firm of financial advisors.
Nobuyuki Fukumoto, AFP, from Hiroshima, Japan, joined Saison Life in 1995 and earned the company's top performance award twice. In 2009, Fukumoto became an independent agent and established Solution Planning. He joined Sonic Japan in 2015.
People aren't motivated to purchase financial products unless they are faced with uncertainty or discomfort in life, concerns that are cropping up in the aging society of Japan. Using a shirt stain as an analogy, Fukumoto explains how he presents potential challenges prospects may encounter as they age as well as the solutions for overcoming them.
Carrie L. Hall, CLU, CFP, has worked with affluent individuals, business owners, board members and executive groups since 1985 in the areas of business, estate wealth management and executive benefit planning. Her primary focus is to provide comprehensive plans and ongoing service to clients and their advisors in these specific areas.
Hall shares how she works with business owners and affluent family offices to consider the unique benefits life insurance provides in a business and multigenerational estate plan.
Jeremy M. Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team’s core values of care, honesty, integrity, quality, collaboration and helping clients balance their lives and their assets.
Wellington explains further how implementing his CAN DO working model can help you to form an incredibly positive and beneficial working culture while also enabling you to achieve more in business and in life.
Carla Brown, FPFS, is the founder and managing director of Oakmere Wealth Management Ltd. and is based in North West England.
Is it possible to influence client behavior with our words and can we use positive words to create positive behaviors? Brown explains how to give your words more impact with your clients and become more referrable.
