Speaker Sessions

Moment of reflection

Monrovia

,

CA

,

USA

Current Membership Year:

총 멤버십 연수:

16

COT 달성 횟수

TOT 달성 횟수

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.

Alternate Sessions

Hozumi Hanada, LUTCF

No items found.

강연 유형:

영어

First-Timer Attendee Session

언어:

영어

통역 제공:

ENG JPN MAND

강연 날짜:

영어

시작 시간:

8:40

Thursday, October 20, 2022

Hanada

Inglés

English

Main Platform

상세정보 보기

콘텐츠 분야:

영어

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

Mount Vernon

,

WA

,

United States

Current Membership Year:

총 멤버십 연수:

COT 달성 횟수

TOT 달성 횟수

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.

Alternate Sessions

Jessica Williams

No items found.

강연 유형:

영어

First-Timer Attendee Session

언어:

영어

통역 제공:

강연 날짜:

영어

시작 시간:

13:25

Saturday, August 20, 2022

Williams

Inglés

English

Main Platform

상세정보 보기

콘텐츠 분야:

영어

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

Mount Vernon

,

WA

,

USA

Current Membership Year:

총 멤버십 연수:

COT 달성 횟수

TOT 달성 횟수

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.

Alternate Sessions

Jessica Williams

No items found.

강연 유형:

영어

First-Timer Attendee Session

언어:

영어

통역 제공:

강연 날짜:

영어

시작 시간:

12:58

Monday, August 22, 2022

Williams

Inglés

English

Main Platform

상세정보 보기

콘텐츠 분야:

영어

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

Worcester

,

MA

,

USA

Current Membership Year:

2022

총 멤버십 연수:

7

COT 달성 횟수

2

TOT 달성 횟수

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.

Alternate Sessions

Julianne Hertel, CLU, CLTC

Stow

,

OH

,

USA

Current Membership Year:

2022

총 멤버십 연수:

15

COT 달성 횟수

1

TOT 달성 횟수

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.

Alternate Sessions

Ted Rusinoff

American Fork

,

UT

,

USA

Current Membership Year:

총 멤버십 연수:

COT 달성 횟수

TOT 달성 횟수

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.

Alternate Sessions

James Harrison, CEO

강연 유형:

First-Timer Attendee Session

언어:

통역 제공:

강연 날짜:

시작 시간:

13:15

Thursday, October 20, 2022

Hertel

English

Focus Session

상세정보 보기

콘텐츠 분야:

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

San Diego

,

CA

,

USA

Current Membership Year:

2022

총 멤버십 연수:

28

COT 달성 횟수

2

TOT 달성 횟수

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.

Alternate Sessions

Julia Cheng, CFP, MBA

No items found.

강연 유형:

First-Timer Attendee Session

언어:

통역 제공:

English

강연 날짜:

시작 시간:

13:15

Thursday, October 20, 2022

Cheng

Mandarin

Focus Session

상세정보 보기

콘텐츠 분야:

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

Thame

,

UK

Current Membership Year:

2022

총 멤버십 연수:

25

COT 달성 횟수

2

TOT 달성 횟수

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.

Alternate Sessions

David Batchelor, Dip PFS, CFP

No items found.

강연 유형:

First-Timer Attendee Session

언어:

통역 제공:

강연 날짜:

시작 시간:

14:30

Thursday, October 20, 2022

Batchelor

English

Focus Session

상세정보 보기

콘텐츠 분야:

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

Nobuyuki Fukumoto, AFP

No items found.

강연 유형:

First-Timer Attendee Session

언어:

통역 제공:

English

강연 날짜:

시작 시간:

13:15

Friday, October 21, 2022

Fukumoto

Japanese

Focus Session

상세정보 보기

콘텐츠 분야:

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

Scottsdale

,

AZ

,

USA

Current Membership Year:

2022

총 멤버십 연수:

28

COT 달성 횟수

6

TOT 달성 횟수

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.

Alternate Sessions

Carrie L. Hall, CLU, CFP

No items found.

강연 유형:

First-Timer Attendee Session

언어:

통역 제공:

강연 날짜:

시작 시간:

13:15

Thursday, October 20, 2022

Hall

English

Focus Session

상세정보 보기

콘텐츠 분야:

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

Truro

,

UK

Current Membership Year:

2022

총 멤버십 연수:

11

COT 달성 횟수

TOT 달성 횟수

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.

Alternate Sessions

Jeremy M. Wellington, Dip PFS, Dip CII

No items found.

강연 유형:

First-Timer Attendee Session

언어:

통역 제공:

강연 날짜:

시작 시간:

14:30

Friday, October 21, 2022

Wellington

English

Deeper Dive

상세정보 보기

콘텐츠 분야:

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

Carla Brown, FPFS

No items found.

강연 유형:

First-Timer Attendee Session

언어:

통역 제공:

강연 날짜:

시작 시간:

13:15

Thursday, October 20, 2022

Brown

English

Focus Session

상세정보 보기

콘텐츠 분야:

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.

강연자

강연 유형

발표 언어

강연 날짜

시작 시간

콘텐츠 분야

라이브스트리밍

Moment of reflection

Hozumi Hanada, LUTCF

Equity is priceless

Jessica Williams

2022 Top of the Table Foundation Reveal

Jessica Williams

Cybersecurity successes

Julianne Hertel, CLU, CLTC

Ted Rusinoff

James Harrison, CEO

12 words of wisdom from a Top of the Table member

Julia Cheng, CFP, MBA

The 7 strategies that you need for massive growth

David Batchelor, Dip PFS, CFP

Uncovering hidden stains: A journey to consistent Top of the Table production

Nobuyuki Fukumoto, AFP

How life insurance is liquidity when you need it most

Carrie L. Hall, CLU, CFP

You CAN DO more: Deeper Dive

Jeremy M. Wellington, Dip PFS, Dip CII

How our words influence client behavior

Carla Brown, FPFS