Moment of reflection

Año actual de membrecía:
Total en años de membrecía:
16
Años calificado en Court of the Table:
Años calificado en Top of the Table:
1
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.
Cerrar

Hozumi Hanada, LUTCF
Tipo de sesión:
Inglés
First-Timer Attendee Session
Idioma:
Inglés
Interpretación disponible:
ENG JPN MAND
Fecha de la sesión:
Inglés
Hora de inicio:
8:40 am
Thursday, October 20, 2022
Hanada
Inglés
English
Main Platform
Avenidas temáticas:
Inglés
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.
Equity is priceless

Año actual de membrecía:
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Años calificado en Court of the Table:
Años calificado en Top of the Table:
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.
Cerrar

Jessica Williams
Tipo de sesión:
Inglés
First-Timer Attendee Session
Idioma:
Inglés
Interpretación disponible:
Fecha de la sesión:
Inglés
Hora de inicio:
1:25 pm
Saturday, August 20, 2022
Williams
Inglés
English
Main Platform
Avenidas temáticas:
Inglés
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.
2022 Top of the Table Foundation Reveal

Año actual de membrecía:
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Años calificado en Court of the Table:
Años calificado en Top of the Table:
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.
Cerrar

Jessica Williams
Tipo de sesión:
Inglés
First-Timer Attendee Session
Idioma:
Inglés
Interpretación disponible:
Fecha de la sesión:
Inglés
Hora de inicio:
12:58 pm
Monday, August 22, 2022
Williams
Inglés
English
Main Platform
Avenidas temáticas:
Inglés
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.
Cybersecurity successes

Año actual de membrecía:
2022
Total en años de membrecía:
7
Años calificado en Court of the Table:
2
Años calificado en Top of the Table:
1
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.
Cerrar

Julianne Hertel, CLU, CLTC

Año actual de membrecía:
2022
Total en años de membrecía:
15
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
10
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.
Cerrar

Ted Rusinoff

Año actual de membrecía:
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Años calificado en Top of the Table:
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.
Cerrar

James Harrison, CEO
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:15 pm
Thursday, October 20, 2022
Hertel
English
Focus Session
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.
12 words of wisdom from a Top of the Table member

Año actual de membrecía:
2022
Total en años de membrecía:
28
Años calificado en Court of the Table:
2
Años calificado en Top of the Table:
13
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.
Cerrar

Julia Cheng, CFP, MBA
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
English
Fecha de la sesión:
Hora de inicio:
1:15 pm
Thursday, October 20, 2022
Cheng
Mandarin
Focus Session
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.
The 7 strategies that you need for massive growth

Año actual de membrecía:
2022
Total en años de membrecía:
25
Años calificado en Court of the Table:
2
Años calificado en Top of the Table:
22
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.
Cerrar

David Batchelor, Dip PFS, CFP
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
2:30 pm
Thursday, October 20, 2022
Batchelor
English
Focus Session
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.
Uncovering hidden stains: A journey to consistent Top of the Table production

Año actual de membrecía:
2022
Total en años de membrecía:
26
Años calificado en Court of the Table:
6
Años calificado en Top of the Table:
14
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.
Cerrar

Nobuyuki Fukumoto, AFP
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
English
Fecha de la sesión:
Hora de inicio:
1:15 pm
Friday, October 21, 2022
Fukumoto
Japanese
Focus Session
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.
How life insurance is liquidity when you need it most

Año actual de membrecía:
2022
Total en años de membrecía:
28
Años calificado en Court of the Table:
6
Años calificado en Top of the Table:
7
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.
Cerrar

Carrie L. Hall, CLU, CFP
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:15 pm
Thursday, October 20, 2022
Hall
English
Focus Session
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.
You CAN DO more: Deeper Dive

Año actual de membrecía:
2022
Total en años de membrecía:
11
Años calificado en Court of the Table:
Años calificado en Top of the Table:
6
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.
Cerrar

Jeremy M. Wellington, Dip PFS, Dip CII
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
2:30 pm
Friday, October 21, 2022
Wellington
English
Deeper Dive
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.
How our words influence client behavior

Año actual de membrecía:
2022
Total en años de membrecía:
5
Años calificado en Court of the Table:
Años calificado en Top of the Table:
5
Carla Brown, FPFS, is the founder and managing director of Oakmere Wealth Management Ltd. and is based in North West England.
Cerrar

Carla Brown, FPFS
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:15 pm
Thursday, October 20, 2022
Brown
English
Focus Session
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.
How to package your brand

Año actual de membrecía:
2022
Total en años de membrecía:
27
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
19
Karl Hartey is an independent advisor based in England who operates a wealth management company and discretionary fund management practice for high-net-worth clients. He has held investment and tax seminars for more than 25 years and is an author of 14 books that are used for client recruitment.
Cerrar

Karl Hartey
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:15 pm
Friday, October 21, 2022
Hartey
English
Focus Session
How do you get fish to jump into your boat? Hartey explains how to attract high-net-worth clients through seminars, referrals and creating and packaging your brand to focus on special touches that set you apart.
How to build a world-class service proposition

Año actual de membrecía:
2022
Total en años de membrecía:
24
Años calificado en Court of the Table:
Años calificado en Top of the Table:
22
Alessandro M. Forte, FCII, FPFS, runs one of the most highly regarded and successful financial services practices in the U.K. He is an active MDRT member, treasurer on the MDRT Foundation Board of Trustees and author of the bestselling book "Dare to be Different". He has helped fellow advisors in more than 80 countries achieve greater success with his unique approach and hosts a podcast that has raised millions of dollars for various charities.
Cerrar

Alessandro M. Forte, FCII, FPFS
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
2:30 pm
Friday, October 21, 2022
Forte
English
Focus Session
How does one practice win 43 service awards and exist for 31 years without an advice- or service-related complaint? Forte reveals his secrets to growing exponentially, protecting ongoing revenues during regulatory change, generating more business and building stronger client relationships.
Adding profit centers

Año actual de membrecía:
2022
Total en años de membrecía:
42
Años calificado en Court of the Table:
3
Años calificado en Top of the Table:
5
R.J. Kelly, AEP, MSFS, is founder and chief visionary officer of Wealth Legacy Group Inc. in San Diego, California, USA. With clients across the country, his practice strives to create potential solutions that are often overlooked or initially dismissed. Kelly's strengths and talents lie in his ability to evaluate challenges and see opportunities that are rewarding, successful and significant.
Cerrar

R.J. Kelly, AEP, MSFS
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:15 pm
Friday, October 21, 2022
Kelly
English
Focus Session
Kelly shares how he added stand-alone profit centers to his practice, an approach that has made him stand out from his competitors and created recurring income on top of his insurance commissions. He also discusses ways to create more revenue from reducing taxes on the sale of appreciated assets and businesses, protecting investments without annuities, scaling planning fees to match client needs, and incorporating philanthropy and legacy planning to open doors to wealthier clients.
Creating a sustainability legacy

Año actual de membrecía:
2022
Total en años de membrecía:
11
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
7
Michelle L. Bender, CFP, is the president and senior advisor of Potomac Financial Consultants, where she brings more than 25 years of solid financial and asset management experience. She is actively involved in the financial services profession as a member of the Financial Planning Association as well as within MDRT.
Cerrar

Michelle L. Bender, CFP

Año actual de membrecía:
Total en años de membrecía:
Años calificado en Court of the Table:
Años calificado en Top of the Table:
Christine Sjolin, SHRM-SCP, joined FP Transitions in 2011 and has since become one of the principal drivers behind the growth and success of Equity Management System, a program that serves approximately 2,000 members and 20 independent broker-dealers and custodians. Sjolin is the vice president of strategic development and operations and one of the next generation of leaders at FP Transitions. Whether speaking, publishing or helping advisors one on one, she brings enthusiasm and a unique perspective to her work.
Cerrar

Christine Sjolin, SHRM-SCP
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
2:30 pm
Thursday, October 20, 2022
Bender
English
Entrepreneurial Series
Elaborating more in session two, Bender and Sjolin take a closer look at the next evolution of succession for the profession. They discuss which key business foundations support internal succession and long-term sustainability, how choosing a plan early preserves options in the future, and where to focus sustainability efforts to make the greatest impact.
Building blocks of a successful practice

Año actual de membrecía:
2022
Total en años de membrecía:
11
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
7
Michelle L. Bender, CFP, is the president and senior advisor of Potomac Financial Consultants, where she brings more than 25 years of solid financial and asset management experience. She is actively involved in the financial services profession as a member of the Financial Planning Association as well as within MDRT.
Cerrar

Michelle L. Bender, CFP

Año actual de membrecía:
Total en años de membrecía:
Años calificado en Court of the Table:
Años calificado en Top of the Table:
Christine Sjölin, SHRM-SCP, joined FP Transitions in 2011 and has since become one of the principal drivers behind the growth and success of Equity Management System, a program that serves approximately 2,000 members and 20 independent broker-dealers and custodians. Sjölin is the vice president of strategic development and operations and one of the next generation of leaders at FP Transitions. Whether speaking, publishing or helping advisors one on one, she brings enthusiasm and a unique perspective to her work.
Cerrar

Christine Sjolin, SHRM-SCP
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:15 pm
Thursday, October 20, 2022
Bender
English
Entrepreneurial Series
Does your practice have what it needs to support your acquisition strategy? Does your lifestyle practice align with your succession goals? In the first of two sessions, Bender and Sjolin explain how planning intentionally can help you maintain balance at all stages of your career. They break down elements of your practice over time and explain how to build value and develop a path to growth while also addressing common challenges financial advisors encounter.
Strategically leverage your growth through study groups

Año actual de membrecía:
2022
Total en años de membrecía:
29
Años calificado en Court of the Table:
7
Años calificado en Top of the Table:
6
Regina Bedoya, CLU, ChFC, is president of RB Financial Services, a financial consulting firm specializing in retirement and insurance planning. She served as the 2020 MDRT President and is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Bedoya's volunteerism within MDRT also includes extensive committee work as well as speaking at Annual Meetings and international industry conferences. She has received the Irvin Konter Award and the American Free Enterprise Companion Medal and was named Prudential Palm Beach's Agent of the Year twice.
Cerrar

Regina Bedoya, CLU, ChFC

Año actual de membrecía:
2022
Total en años de membrecía:
18
Años calificado en Court of the Table:
10
Años calificado en Top of the Table:
3
Joseph L. Di Bella, LUTCF, is the president of The Di Bella Financial Group LLC and has more than 22 years of experience in the financial services profession. He is also an investment advisor with Eagle Strategies LLC.
Cerrar

Joseph L. Di Bella, LUTCF

Año actual de membrecía:
2022
Total en años de membrecía:
17
Años calificado en Court of the Table:
2
Años calificado en Top of the Table:
9
John J. Demboski, CFP, is president and lead advisor at Demboski & Chapman Financial and Insurance Solutions Inc., where he integrates successful entrepreneurs' personal protection insurance with their business accumulation investment strategies. Demboski's personal mission statement is to live each day with intention, focused energy, discipline and passion, and to strive to become the best version of himself.
Cerrar

John J. Demboski, CFP

Año actual de membrecía:
2022
Total en años de membrecía:
10
Años calificado en Court of the Table:
Años calificado en Top of the Table:
10
Alison Murdock is a principal with The Burgess Group. She began her career there as administrative staff, learning the business from the ground up. In 2002, she became a fully licensed member of the marketing team. She primarily focuses on working with affluent families in international markets as well as forming strategic alliances in Latin America and Asia.
Cerrar

Alison Murdock
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
2:30 pm
Thursday, October 20, 2022
Bedoya
English
Focus Session
Considering forming or joining a study group? Members of this panel discusses the steps they took to establish their study groups, the lessons they learned along the way and the value they feel being in a study group brings to their businesses. Defining parameters for success, selecting content to cover during the meetings and describing characteristics of ideal study group members will also be addressed.
Succession planning-The good, the bad and the ugly

Año actual de membrecía:
2022
Total en años de membrecía:
22
Años calificado en Court of the Table:
Años calificado en Top of the Table:
22
Dale W. Martin, CLU, ChFC, has more than 38 years of experience in estate, business and financial planning, protecting his clients' lifestyles, legacies and wealth transfers. Through a holistic management approach, Martin coordinates a comprehensive service process with attorneys, accountants and other professionals, while also overseeing the underwriting and issuance of new policies.
Cerrar

Dale W. Martin, CLU, ChFC

Año actual de membrecía:
2022
Total en años de membrecía:
17
Años calificado en Court of the Table:
3
Años calificado en Top of the Table:
12
Alain Quennec, CFP, CIM, is known as "the explainer" by his clients because they consult with him before making any important decisions regarding their financial well-being. Quennec takes pride in guiding his clients along their journeys and helping them avoid mistakes that could jeopardize a successful outcome.
Cerrar

Alain Quennec, CFP, CIM

Año actual de membrecía:
2022
Total en años de membrecía:
21
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
18
Clay Gillespie, CFP, CIM, is a financial advisor, portfolio manager and managing director of RGF Integrated Wealth Management, based in Vancouver, British Columbia, Canada. He specializes in retirement income planning and associated estate planning issues. Gillespie contributes to several Canadian newspapers and financial journals on the subjects of estate, financial, retirement and investment planning and is the author of "Create the Retirement You Really Want".
Cerrar

Clay Gillespie, CFP, CIM

Año actual de membrecía:
2022
Total en años de membrecía:
23
Años calificado en Court of the Table:
Años calificado en Top of the Table:
6
Elli Schochet, CFP, is the managing partner of Al G. Brown & Associates. He has provided insurance and financial planning advice to families and business owners for more than 25 years and specializes in helping multigenerational families successfully transition their family wealth from one generation to the next on a tax-efficient basis. A member of the Canadian Association of Life Underwriters, Schochet presents workshops on succession planning across the country.
Cerrar

Elli Schochet, CFP
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:15 pm
Friday, October 21, 2022
Martin
English
Entrepreneurial Series
Preparing for buying, selling or an unexpected transfer of your practice can be difficult, frustrating and time-consuming. In this session, Quennec, Gillespie and Schochet go through what they have learned over the years when dealing with succession planning - both planned and unplanned.
Ahead of the times: Welcome to the experiential age

Año actual de membrecía:
2022
Total en años de membrecía:
34
Años calificado en Court of the Table:
7
Años calificado en Top of the Table:
15
Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic advice and services for individuals and businesses. An industry leader, he served as 2016 MDRT President as well as on numerous MDRT committees during his many years of membership. Throughout his career in the financial services profession, Heckert has gained a broader world view and brings a breadth of experience to his clients. As an author, speaker and advocate for giving back, he enjoys sharing his time and expertise with others around the world and within his community.
Cerrar

Brian D. Heckert, CLU, ChFC

Año actual de membrecía:
2022
Total en años de membrecía:
4
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
2
Panos Leledakis, LUTCF, has been in the financial services profession for more than 20 years and is considered a pioneer in his field. An expert in millennials, digital transformation, internet marketing strategy and new technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019.
Cerrar

Panos Leledakis, LUTCF
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
2:30 pm
Friday, October 21, 2022
Heckert
English
Member Spotlight
Virtual reality is closer than you think. Heckert shares how his firm glided into the virtual world based upon a Top of the Table Speaks presentation seven years before COVID, while Leledakis discusses how he utilizes advanced technology to take his clients to a virtual dimension.
So many questions, so little time

Año actual de membrecía:
2022
Total en años de membrecía:
22
Años calificado en Court of the Table:
2
Años calificado en Top of the Table:
13
David C. Blake is the founder of an independent insurance organization that designs, introduces and administers portable "guaranteed issue" disability insurance offerings for more than 30,000 health care professionals across the U.S. The ability to secure and support this number of insureds has been achieved by developing a team-based approach that is built around the specialization of functions similar to the production line of a manufacturing company.
Cerrar

David C. Blake
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
2:30 pm
Thursday, October 20, 2022
Blake
English
Focus Session
Blake shares his story of how a frightening diagnosis helped him establish a team to manage the continuity, viability and value of his company. The questions he wished he had more time to address will motivate you to take the necessary steps now to be more prepared.
How to step up, tech up and sell up

Año actual de membrecía:
2022
Total en años de membrecía:
10
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
9
Remigiusz Stanislawek is an experienced financial coach, certified financial advisor and speaker. He often lectures for postgraduate students at the University of Economics in Poznan and works with the European Federation of Financial Professionals to promote standards in financial advisory in Poland. Since 2017, he has been managing web portals and education projects on investments, personal finances and insurance. Apart from being a speaker at many financial conferences in Poland and for MDRT, he has also been cited in many Polish newspapers and business magazines.
Cerrar

Remigiusz Stanislawek

Año actual de membrecía:
2022
Total en años de membrecía:
5
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
2
Sim Gakhar, CHS, BSc, is passionate about helping busy, self-employed professionals and business owners grow their retained earnings tax-free, pass more wealth to the next generation and protect their biggest asset — themselves. Gakhar’s magic is her problem-finder referral ecosystem that enables her to solve prospects’ problems by amplifying her results.
Cerrar

Sim Gakhar, CHS, BSc
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:15 pm
Friday, October 21, 2022
Stanislawek
English
Open Sessions
During the pandemic, various technological approaches have come to the rescue and helped boost productivity. In this open session of sharing ideas, Stanislawek and Gakhar discuss their thoughts about how implementing technology increased their production and multiplied their revenue.
More than just balance sheet numbers: The Benchmarking Survey results are in!

Año actual de membrecía:
2022
Total en años de membrecía:
13
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
12
Mark Neufeld, CFP, CIM, is a financial advisor, associate portfolio manager and director at RGF Integrated Wealth Management, where he has worked since 1999. He believes the foundation of his work is the personal relationships he forms with his clients.
Cerrar

Mark Neufeld, CFP, CIM

Año actual de membrecía:
2022
Total en años de membrecía:
15
Años calificado en Court of the Table:
3
Años calificado en Top of the Table:
11
Simon D. Lister, Dip PFS, is the managing director and an independent financial planner at ML Financial Associates, where he runs the company on a day-to-day basis, manages the finances and heads up the ML investment committee. Having started within the financial services profession in 1997 in the field of actuarial pensions, Lister soon discovered his passion for pension knowledge. Since becoming an independent financial advisor in 2001, Lister has held a number of senior roles within the industry and is now the pensions specialist within ML.
Cerrar

Simon D. Lister Dip PFS
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
2:30 pm
Thursday, October 20, 2022
Neufeld
English
Open Sessions
Join Lister and Neufeld as they discuss the Benchmarking Survey results, share a few details about how their own survey data helped them make decisions in their businesses and demonstrate how the interactive dashboard can support members. Those who participated in the survey are encouraged to attend and share how the data has impacted their business.
2022 Top of the Table Global Council Member Welcome

Año actual de membrecía:
2022
Total en años de membrecía:
29
Años calificado en Court of the Table:
3
Años calificado en Top of the Table:
19
Stephen Kagawa, FSS, LUTCF, is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization and home of Aloha Financial Advisors, where he focuses on global financial navigation as well as helping the underserved, poorly served and unserved communities from the U.S., Asia and around the world. Born and raised in Honolulu, Hawaii, USA, Kagawa is a NAIFA Diversity Champion and a GAMA International Diamond award winner. The bestselling author of "Aloha Financial Advising" Kagawa regularly speaks on international consultative and wealth management principles around the world.
Cerrar

Stephen Kagawa, FSS, LUTCF
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
3:38 pm
Thursday, October 20, 2022
Kagawa
English
Main Platform
The 2022 Top of the Table Global Council Member, Stephen Kagawa, opens the meeting with a welcome to members and guests
2022 Top of the Table Foundation Reveal

Año actual de membrecía:
2022
Total en años de membrecía:
28
Años calificado en Court of the Table:
4
Años calificado en Top of the Table:
11
Brian P. Walsh, CLU, ChFC, co-founded Walsh & Nicholson Financial Group in 1991 and has more than 30 years of experience advising individuals and businesses in the areas of wealth management, estate planning, retirement planning and insurance services.
Cerrar

Brian P. Walsh, CLU,ChFC
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
4:40 pm
Saturday, October 22, 2022
Walsh
English
Main Platform
2023 MDRT Foundation Past President, Brian Walsh, CLU, ChFC, will reveal how much was raised for Days for Girls from the generosity of your fellow Top of the Table members.
Plaque presentation

Año actual de membrecía:
2022
Total en años de membrecía:
15
Años calificado en Court of the Table:
3
Años calificado en Top of the Table:
11
Simon D. Lister, Dip PFS, is the managing director and an independent financial planner at ML Financial Associates, where he runs the company on a day-to-day basis, manages the finances and heads up the ML investment committee. Having started within the financial services profession in 1997 in the field of actuarial pensions, Lister soon discovered his passion for pension knowledge. Since becoming an independent financial advisor in 2001, Lister has held a number of senior roles within the industry and is now the pensions specialist within ML.
Cerrar

Simon D. Lister Dip PFS
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
3:47 pm
Saturday, October 22, 2022
Lister
English
Main Platform
Top of the Table will recognize 2021 Advisory Board Chair, Simon Lister
2023 Top of the Table Global Council Member Acceptance

Año actual de membrecía:
2022
Total en años de membrecía:
13
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
12
Mark Neufeld, CFP, CIM, is a financial advisor, associate portfolio manager and director at RGF Integrated Wealth Management, where he has worked since 1999. He believes the foundation of his work is the personal relationships he forms with his clients.
Cerrar

Mark Neufeld, CFP, CIM
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
3:45 pm
Saturday, October 22, 2022
Neufeld
English
Main Platform
The incoming Global Council Member, Mark Neufeld, will accept his position and give members a glimpse of the year ahead for Top of the Table.
Plaque presentation

Año actual de membrecía:
2022
Total en años de membrecía:
29
Años calificado en Court of the Table:
3
Años calificado en Top of the Table:
19
Stephen Kagawa, FSS, LUTCF, is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization and home of Aloha Financial Advisors, where he focuses on global financial navigation as well as helping the underserved, poorly served and unserved communities from the U.S., Asia and around the world. Born and raised in Honolulu, Hawaii, USA, Kagawa is a NAIFA Diversity Champion and a GAMA International Diamond award winner. The bestselling author of “Aloha Financial Advising,” Kagawa regularly speaks on international consultative and wealth management principles around the world.
Cerrar

Stephen Kagawa, FSS, LUTCF
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
3:39 pm
Saturday, October 22, 2022
Kagawa
English
Main Platform
Top of the Table will recognize 2021 Advisory Board Chair, Simon Lister
2022 Top of the Table Global Council Member Farewell

Año actual de membrecía:
2022
Total en años de membrecía:
29
Años calificado en Court of the Table:
3
Años calificado en Top of the Table:
19
Stephen Kagawa, FSS, LUTCF, is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization and home of Aloha Financial Advisors, where he focuses on global financial navigation as well as helping the underserved, poorly served and unserved communities from the U.S., Asia and around the world. Born and raised in Honolulu, Hawaii, USA, Kagawa is a NAIFA Diversity Champion and a GAMA International Diamond award winner. The bestselling author of “Aloha Financial Advising,” Kagawa regularly speaks on international consultative and wealth management principles around the world.
Cerrar

Stephen Kagawa, FSS, LUTCF
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
3:40 pm
Saturday, October 22, 2022
Kagawa
English
Main Platform
2022 Top of the Table Global Council Member Stephen Kagawa will extend his gratitude and welcome the incoming Global Council Member, Mark Neufeld
2023 MDRT President Welcome

Año actual de membrecía:
2022
Total en años de membrecía:
21
Años calificado en Court of the Table:
8
Años calificado en Top of the Table:
6
Peggy Tsai, RFP, CCFP, of Taipei, Taiwan, is the 2023 President of the MDRT Executive Committee. An advisor with Shin Kong Life Insurance Co., she has won the award for No. 1 sales achievement in her company for seven consecutive years. Tsai has held numerous volunteer leadership positions for MDRT, including Divisional Vice President of Membership Communications Committee (MCC) Division 2, MCC Region Chair for Greater China and MCC Zone Chair for Taiwan. Tsai has also volunteered in several capacities for MDRT's meetings, and she has presented at the MDRT Annual Meeting. In addition to her MDRT involvement, Tsai has spoken to numerous audiences of financial professionals in China and has contributed to industry publications in her region.
Cerrar

Peggy Tsai, RFP, CCFP
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
5:15 pm
Thursday, October 20, 2022
Tsai
Mandarin
Main Platform
The 2023 MDRT President welcomes members and guests
2023 MDRT Foundation Past President Welcome

Año actual de membrecía:
2022
Total en años de membrecía:
28
Años calificado en Court of the Table:
4
Años calificado en Top of the Table:
11
Brian P. Walsh, CLU, ChFC, co-founded Walsh & Nicholson Financial Group in 1991 and has more than 30 years of experience advising individuals and businesses in the areas of wealth management, estate planning, retirement planning and insurance services.
Cerrar

Brian P. Walsh, CLU, ChFC
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
5:25 pm
Thursday, October 20, 2022
Walsh
English
Main Platform
The MDRT Foundation invests in charities around the world that MDRT members care about. Learn more about the mission from 2023 MDRT Foundation Past President Brian P. Walsh, ChFC, CLU, as he introduces the Top of the Table Annual Meeting charity partner, Days for Girls (DFG). DFG increases access to menstrual care and education by innovating sustainable solutions that shatter stigma and limitations for women and girls.
You "CAN DO" more!

Año actual de membrecía:
2022
Total en años de membrecía:
11
Años calificado en Court of the Table:
Años calificado en Top of the Table:
6
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.
Cerrar

Jeremy M. Wellington, Dip PFS, Dip CII
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:05 pm
Friday, October 21, 2022
Wellington
English
Top of the Table Speaks
Looking to achieve more in business and in life? Wellington introduces you to some proven ideas from his "CAN DO" model, where great Communication, Attitude, Numbers, Dedication and Organization come together to improve your relationships and get better results.
Delivering generational wealth through generational promises

Año actual de membrecía:
2022
Total en años de membrecía:
7
Años calificado en Court of the Table:
Años calificado en Top of the Table:
7
Cesar A. Lopez, ChFC, CLU, is a third-generation financial advisor born in Caracas, Venezuela, and raised in Coral Gables, Florida, USA. He concentrates on providing U.S.-based, dollar-denominated worldwide insurance solutions to his clients.
Cerrar

Cesar A. Lopez, ChFC, CLU
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
5:39 pm
Friday, October 21, 2022
Lopez
English
Top of the Table Speaks
In an ever-changing world with boundless information and countless opportunities, the single best option for generational wealth are generational promises. Lopez explains why this is true regardless of where your client resides, and why, without cohesion of generational promises, there can never be generational wealth.
Hiring good people to develop a great team

Año actual de membrecía:
2022
Total en años de membrecía:
21
Años calificado en Court of the Table:
6
Años calificado en Top of the Table:
7
Bryson Milley, CFP, CIM, has more than 26 years of experience in the financial services profession and focuses on holistic financial planning for lawyers, doctors, small-business owners and retirees from these groups. Milley has been involved in multiple purchases and sales of colleagues' practices, which has given him a broad insight into how to handle these types of transitions.
Cerrar

Bryson Milley, CFP, CIM
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
5:47 pm
Friday, October 21, 2022
Milley
English
Top of the Table Speaks
Even the best advisors struggle with hiring and training team members. Part of a wholistic planning firm with more than 50 staff members, Milley provides insight and tips he has learned over the years to continually hire the right people you can trust while creating a positive team environment.
How to perform under pressure: Deeper Dive

Año actual de membrecía:
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Bill Benjamin is a partner at the Institute for Health and Human Potential, a successful international research and training company that was named as one of the “Fastest Growing Companies” in Profit magazine. Benjamin leverages his advanced degrees in mathematics and computer science to take a practical and scientific approach to helping people understand how the brain responds under pressure so they can improve their leadership and performance. He is an accomplished speaker and author with more than 25 years of experience as a senior leader, resulting in a successful track record with audiences that include surgeons, U.S. Marines and NASA engineers.
Cerrar

Bill Benjamin
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
2:30 pm
Friday, October 21, 2022
Benjamin
English
Deeper Dive
Benjamin takes a closer look at how to identify when you may be avoiding the last 8% moments, the ways pressure affects the emotional part of the brain and strategies for turning it into a competitive advantage for growing your career and driving performance.
Conquering the mountain

Año actual de membrecía:
2022
Total en años de membrecía:
13
Años calificado en Court of the Table:
Años calificado en Top of the Table:
2
Mark Joffe is a seasoned life and retirement pension insurance broker with more than 30 years of experience providing life, health and personal insurances as well as savings and portfolio analysis.
Cerrar

Mark Joffe
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
6:59 pm
Friday, October 21, 2022
Joffe
English
Top of the Table Speaks
At age 53, after defeating a bout of cancer and 15 months of chemotherapy, Joffe set out to conquer Mount Kilimanjaro to raise money for a children's charity. Listen to how he turned this encounter with the mountain into a life-changing event and milestone.
Redefine prospecting and discover unlimited productivity

Año actual de membrecía:
2022
Total en años de membrecía:
5
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
2
Sim Gakhar, CHS, BSc, is passionate about helping busy, self-employed professionals and business owners grow their retained earnings tax free, pass more wealth to the next generation and protect their biggest asset -themselves. Gakhar's magic is her problem-finder referral ecosystem that enables her to solve prospects' problems by amplifying her results.
Cerrar

Sim Gakhar, CHS, BSc
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
3:29 pm
Friday, October 21, 2022
Gakhar
English
Top of the Table Speaks
Sometimes regular prospecting, especially for advisors at the top of their game, can be a self-limiting activity. Gakhar shares how doubling Top of the Table production is not about working harder but working differently, and her tips will help you redefine your prospecting paradigm to free up more than half of your time and propel your performance even further.
Be metaverse ready! How to use virtual reality to thrive in the new "experiential age"

Año actual de membrecía:
2022
Total en años de membrecía:
4
Años calificado en Court of the Table:
1
Años calificado en Top of the Table:
2
Panos Leledakis, LUTCF, has been in the financial services profession for more than 20 years and is considered a pioneer in his field. An expert in millennials, digital transformation, internet marketing strategy and new technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019.
Cerrar

Panos Leledakis, LUTCF
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
2:52 pm
Friday, October 21, 2022
Leledakis
English
Top of the Table Speaks
For some potential clients, Zoom is already becoming outdated, and virtual reality will soon be the new norm. Learn how Leledakis uses a virtual reality headset to meet clients as a 3D avatar and other ways to find hundreds of new prospects in the new metaverse, branding yourself as an advisor ahead of your time.
Magic with a message

Año actual de membrecía:
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Dewayne Hill is a comedic magician who has performed for Fortune 1000 companies and at conferences and corporate events all over the U.S. He has been featured on the Food Network, Travel Channel, ABC, NBC and FOX Sports Net and was recently voted Family Entertainer of the Year.
Cerrar

Dewayne Hill
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
7:32 pm
Friday, October 21, 2022
Hill
English
Main Platform
Hill, a corporate entertainer, shares how he used adversity to his benefit to accelerate his career as a magician and speaker and highlights key takeaways you can use for personal and business growth.
Disrupt yourself

Año actual de membrecía:
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Morris B. Morrison is the owner of Windmill Park Media and a world-class entertainer, professional speaker and author whose journey began in New York City, New York, USA, after being orphaned twice. Morrison strives to help build stronger, smarter and kinder human beings, and his powerful message is clear: to bring people, family and teams closer through personal ownership, service and generosity.
Cerrar

Morris B. Morrison
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
7:30 pm
Saturday, October 22, 2022
Morrison
English
Main Platform
Morrison's closing keynote will inspire you to disrupt your marketplace, push through challenges and achieve continued success. His ideas about disruptive growth will have you ready to leave the meeting reenergized and ready to drive new opportunities in your business.
Growth is a thinking game

Año actual de membrecía:
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Tiffani Bova is the chief growth evangelist at Salesforce and the author of the Wall Street Journal bestselling book "Growth IQ: Get Smarter About the Choices that Will Make or Break Your Business." Her thought-provoking insights have made her a frequent guest and contributor for a variety of industry-leading podcasts, live broadcasts and publications. She hosts the podcast "What's Next! with Tiffani Bova" and has interviewed a growing number of inspirational leaders.
Cerrar

Tiffani Bova
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
7:27 pm
Friday, October 21, 2022
Bova
English
Main Platform
Most businesses will hit a growth stall at some point in their development. Bova will inspire you to overcome the challenges of a shifting landscape by sharing how to create the internal context that leads to growth, where to focus your energy to optimize brand loyalty, and ways to leverage the changing relationship between the seller and the buyer.
Welcome to your brain

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Bob Gray, CSP, was inducted into the Canadian Speaking Hall of Fame in 2006 and is a former award-winning sales executive. He believes that having a trained memory in business allows you to go from ABCs to Ph.D. With more than 30 years of experience as an international keynote speaker, Gray has taught his innovative memory systems to countless Fortune 500 and 100 companies in more than 25 countries across six continents. His unique abilities and memory demonstrations have netted him a place in the Guinness Book of World Records and international TV appearances, including The Steve Harvey Show, the Today Show on NBC and the BBC.
Cerrar

Bob Gray, CSP
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
7:21 pm
Thursday, October 20, 2022
Gray
English
Main Platform
If only there was an instruction manual for our brains. Revealing the features, functions and options we've been neglecting, Gray explains how to take advantage of the No. 1 option so often ignored: the incredible power of our memory.
Building organizations for tomorrow

Año actual de membrecía:
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Heather E. McGowan is a future-of-work strategist who helps leaders prepare their people and organizations for the Fourth Industrial Revolution, which will be notable for the rapid advancement of technology tools into the domain of human knowledge work. McGowan gives lucidity to the complex topic of the future of work through her illuminating graphic frameworks and powerful metaphors, all backed by extensive research. In 2017, LinkedIn ranked her as its No. 1 global voice for education, and she is frequently quoted in publications and referred to as "the oasis" when it comes to insights in the future of work and jobs that do not yet exist.
Cerrar

Heather E. McGowan
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
7:24 pm
Saturday, October 22, 2022
McGowan
English
Main Platform
The global pandemic has caused many of us to merge our professional and personal lives, resulting in a fundamental shift not only in where we work but where work fits into our lives. McGowan elaborates on the profound shifts underway and explains how organizations that focus on nurturing their culture and enabling their talent to expand their capacity are the ones that thrive the most.
Emcee

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Rob S. Ferre, CSP, has spent most of his life and career getting people engaged in an experience. His work has been built around studying the habits of effective teams and how leaders can make work fun again. As a Walt Disney World cast member, a DJ at Universal Studios and a game show host for the Nickelodeon Hotel, Ferre has entertained audiences from Des Moines to Dubai. His interactive approach is designed to get you moving, inspire you to seek change and leave you with a method of putting it into action for years of positive results.
Cerrar

Robert S. Ferre, CSP
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
Ferre
English
Main Platform
The emcee for your 2022 Top of the Table Annual meeting, Rob Ferre, CSP
The power of perspective

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Michael J. Crossland has been a fighter since birth, defying the odds by surviving a rare form of life-threatening cancer and being the sole survivor of a horrific cancer drug trial. His first autobiography is a No. 1 bestseller in six countries, he was one of the queen's baton bearers for the commonwealth games and he also runs a school and orphanage in Haiti. He has shared a stage with the likes of Sir Richard Branson and the Dalai Lama.
Cerrar

Michael J. Crossland
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
7:12 pm
Saturday, October 22, 2022
Crossland
English
Main Platform
Crossland shares his inspiring story of overcoming extreme adversity to achieve incredible outcomes in both his personal and professional life. After spending nearly a quarter of his life in the hospital, Crossland will teach you how to shift your mindset, change your perspective and embrace the keys to happiness.
How to perform under pressure

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Bill Benjamin is a partner at the Institute for Health and Human Potential, a successful international research and training company that was named as one of the Fastest Growing Companies in Profit magazine. Benjamin leverages his advanced degrees in mathematics and computer science to take a practical and scientific approach to helping people understand how the brain responds under pressure so they can improve their leadership and performance. He is an accomplished speaker and author with more than 25 years of experience as a senior leader, resulting in a successful track record with audiences that include surgeons, U.S. Marines and NASA engineers.
Cerrar

Bill Benjamin
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:27 pm
Friday, October 21, 2022
Benjamin
English
Main Platform
Unfortunately, the last 8% moments, which are the conversations, tasks and decisions that are the most pressure filled, are often unknowingly avoided, resulting in significant negative consequences. Benjamin provides insights and tools to help you and your team overcome the sabotaging effects of pressure so you can think clearly and strategically, take meaningful risks and approach difficult conversations diplomatically.
Future-proofing your business: Unexpected discoveries and new actions to drive growth

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Jason Dorsey is president of The Center of Generational Kinetics, the leading generations and emerging trends research, strategy and speaking firm. His passion is uncovering hidden insights and new strategies to innovate and future-proof organizations, and he has led nearly 100 benchmark research studies on four continents to separate myth from truth for leaders. Dorsey has made more than 200 TV appearances, is considered a trusted expert on emerging trends and authored his first bestselling book at age 18.
Cerrar

Jason Dorsey
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:24 pm
Thursday, October 20, 2022
Dorsey
English
Main Platform
Given the impending generational wealth transfer, the Great Resignation, the impact of the pandemic and the emergence of dramatically different generational behaviors, this is a challenging time for financial services leaders in all aspects of their business. Dorsey separates myth from truth, shares the most important trends you need to know about now and offers a new way to think about technology that will change how you communicate with clients and offer you an opportunity for growth around the world.
Heart of relationships

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Tommy Spaulding is all about living and leading from the heart. He founded the National Leadership Academy and the Global Youth Leadership Academy and has authored two New York Times bestselling books. His genuine love of people has led to a lifetime of teaching the value of building deep and authentic relationships that will change organizations and lives.
Cerrar

Tommy Spaulding
Tipo de sesión:
First-Timer Attendee Session
Idioma:
Interpretación disponible:
Fecha de la sesión:
Hora de inicio:
1:23 pm
Thursday, October 20, 2022
Spaulding
English
Main Platform
While some economists focus only on return on investment, Spaulding demonstrates how unprecedented professional and personal success comes from return on relationships-forming deeper, more authentic relationships with clients and other key stakeholders in your life. By focusing on building meaningful relationships, bottom line goals can be achieved and we have the opportunity to influence the lives around us.
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