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 English is the official language of the 2024 MDRT Top of the Table Annual Meeting.

Kathryn Gordon

,
,
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Kathryn Gordon is a wife, mother, businesswoman, movie producer and co-author of “Relationship Grit.” A graduate of Old Dominion University, Gordon became a top producer in sales for several companies before deciding to follow her passion as an actress and model. She currently invests in real estate and movies, mentors women, supports several charities and speaks to audiences about the keys to a healthy relationship.

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Best practices that drive relationship grit and long-term connection

Kathryn Gordon
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Friday, September 27, 2024
Start Time:
1:15 PM
Start Time:
12:00 am
Gordon
Afternoon Session
Language:
No items found.
Content Track:

What habits make couples much more likely to stay together? The Gordons share their own mistakes as well as the strategies and tips that can help improve relationships and build stronger marriages.

Kyle Scheele

Germantown
,
TN
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Kyle Scheele is always on the lookout for crazy ideas that produce wildly outsized outcomes, whether he's having a Viking funeral for the regrets of 21,000 people or hosting the world's first fake marathon. Over the last decade, his projects have been featured in various outlets like Fast Company, WIRED, BuzzFeed and The Washington Post, and his videos have been viewed more than 250 million times. He has spoken to hundreds of thousands of audience members across the U.S., hoping his story inspires others to chase their own crazy ideas and become the people they were meant to be.

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Becoming an idea factory: How to turn yourself (and your organization) into an innovation machine

Kyle Scheele
Session Type:
Main Platform
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Friday, September 27, 2024
Start Time:
10:34 AM
Start Time:
12:00 am
Scheele
Main Platform
Language:
No items found.
Content Track:

If there’s one belief that is holding you back from getting the most out of your team, Scheele says, it's thinking that some people are creative and some aren’t. He shares how you can teach employees to be more creative, have better ideas, and build a culture where innovation is a natural byproduct.

Laura Gassner Otting

Washington
,
DC
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Laura Gassner Otting is an author, catalyst and executive coach who inspires people to push past the doubt and indecision that keep great ideas in limbo. From dropping out of law school to join former President Bill Clinton’s presidential campaign to founding one of the fasting-growing search firms in the country, Otting has decades of experience navigating change across start-up, corporate, nonprofit, political and philanthropic landscapes. She has partnered with start-up dreamers, social entrepreneurs and global philanthropists, and has been featured in numerous publications and media outlets, sharing her well-honed wisdom with audiences to help them seek news ways of leading, managing and mentoring others.

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Wonderhell: Turning limitations into invitations

Laura Gassner Otting
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Thursday, September 26, 2024
Start Time:
1:15 PM
Start Time:
12:00 am
Gassner Otting
Afternoon Session
Language:
No items found.
Content Track:

Success can bring exciting opportunities, says Otting, but it can also create anxiety, doubt, fear, impostor syndrome, envy, exhaustion, and burnout. It is wonderful, and it’s not. Utilizing more than 100 interviews with glass-ceiling shatterers, Olympic medalists, start-up unicorns, philanthropists and corporate titans, she shares how to welcome uncertainty and stress, and live just a little longer in that place of discomfort that is the only path to sustainable growth. ‍

Laura Gassner Otting

Washington
,
DC
,
USA
Current Membership Year:
Total Membership Years:
Court of the Table Honors:
Top of Table Honors:

Laura Gassner Otting is an author, catalyst and executive coach who inspires people to push past the doubt and indecision that keep great ideas in limbo. From dropping out of law school to join former President Bill Clinton’s presidential campaign to founding one of the fasting-growing search firms in the country, Otting has decades of experience navigating change across start-up, corporate, nonprofit, political and philanthropic landscapes. She has partnered with start-up dreamers, social entrepreneurs and global philanthropists, and has been featured in numerous publications and media outlets, sharing her well-honed wisdom with audiences to help them seek news ways of leading, managing and mentoring others.

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Limitless: Bringing everything we are to everything we do

Laura Gassner Otting
Session Type:
Main Platform
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Thursday, September 26, 2024
Start Time:
11:21 AM
Start Time:
12:00 am
Gassner Otting
Main Platform
Language:
No items found.
Content Track:

To be at the Top of the Table level, advisors must run thriving businesses and crush financial goals. So, why doesn’t it feel as good as it should? Otting explains how to understand what truly matters to you, at this age and life stage, and to redefine your own personal brand of success so that you can bring everything you are to everything you do.

Mark D. Olson,CFP, MSFS

Austin
,
TX
,
USA
Current Membership Year:
2024
Total Membership Years:
25
Court of the Table Honors:
13
Top of Table Honors:
4

Mark D. Olson, CFP, MSFS, specializes in providing customized comprehensive financial and retirement planning for corporate executives, business owners and other professionals. For more than 30 years, Olson has helped his clients find financial peace of mind by serving as their financial coach and advocate. He enjoys working with those who are preparing for retirement or just beginning that chapter of their lives.

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To fee or not to fee, that is the question: Getting people to pay you for advice

Mark D. Olson,CFP, MSFS
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Thursday, September 26, 2024
Start Time:
2:30 PM
Start Time:
12:00 am
Olson
Afternoon Session
Language:
No items found.
Content Track:

Charging for advice requires a mindset shift that can be hard for advisors who started out as commission-based life insurance agents. Olson explains how to ask for (and receive) fees from clients and how this additional revenue stream helps provide a consistent cash flow to your business.

Marta Borbala Kiraly

Budapest
,
,
Hungary
Current Membership Year:
2024
Total Membership Years:
7
Court of the Table Honors:
3
Top of Table Honors:
3

Marta Borbala Kiraly has been in the financial services profession for more than a decade. Her practice, which is based in Hungary, focuses on providing financial planning to business owners, executives and professionals. She shares her practical ideas at speaking engagements all over the world and is passionate about mentoring fellow financial advisors.

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Social media mastery for the HNW: Innovative, AI-driven LinkedIn prospecting and social media tools

Marta Borbala Kiraly
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Friday, September 27, 2024
Start Time:
1:15 PM
Start Time:
12:00 am
Kiraly
Afternoon Session
Language:
No items found.
Content Track:

Join Kiraly for an innovative session that will transform your prospecting approach. Discover a fresh perspective on leveraging LinkedIn with the help of AI, learn common hesitations about getting referrals and uncover powerful prospecting techniques across platforms like Facebook ads, TikTok and webinars, so you can attract HNW clients through social media.

Nicholas Palumbo

Armonk
,
NY
,
USA
Current Membership Year:
2024
Total Membership Years:
32
Court of the Table Honors:
25
Top of Table Honors:
17

Nicholas Palumbo is the founder and CEO of Truvium Financial Group LLC, and served as president of the executive committee for Guardian Life Insurance Co. in 2002. As co-author of “You Have Infinite Power,” Palumbo combines his experienced counsel with his highest ethical standards to empower clients with tools to help them build wealth and achieve financial freedom by making better decisions. In a career spanning more than 40 years, he has been recognized by his peers as one of the top leaders in the financial services profession and holds the nation’s record for writing the largest death benefit ever in U.S. history.

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Driving my Ferrari with two flat tires

Nicholas Palumbo
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Thursday, September 26, 2024
Start Time:
1:15 PM
Start Time:
12:00 am
Palumbo
Afternoon Session
Language:
No items found.
Content Track:

How can advisors benefit from the Life Alignment Blueprint — or LAB report — that Palumbo created 15 years ago to drive success and balance? Identifying that success means little without physical and mental health to go with it, Palumbo shares the importance of establishing purpose while prioritizing core areas of health, spirituality, family and relationships, and financial and professional prosperity.

Nobuyuki Takatsuka

,
Tokyo
,
Japan
Current Membership Year:
2024
Total Membership Years:
29
Court of the Table Honors:
18
Top of Table Honors:
11

Nobuyuki Takatsuka has been with Prudential Life Insurance of Japan for 30 years and is an executive life planner and premier member. He is vice president of the Hokkaido Region of the Society of Business Owners in Search of Anthropology and a member of the Drucker Society of Japan.

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Strengthen your advice to consistently qualify for Top of the Table

Nobuyuki Takatsuka
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Thursday, September 26, 2024
Start Time:
1:15 PM
Start Time:
12:00 am
Takatsuka
Afternoon Session
Language:
No items found.
Content Track:

Through a series of strategies, Takatsuka says, you can not only elevate your production but maintain it year after year. Discover how to organize and work with a team of professionals, help clients prepare for business succession, and more techniques that simultaneously advance your service and your practice.

Paresh B. Shah, CFP

Hicksville
,
NY
,
USA
Current Membership Year:
2024
Total Membership Years:
17
Court of the Table Honors:
12
Top of Table Honors:
5

Paresh B. Shah, CFP, has been a wealth strategist for the past 24 years, helping individuals and businesses across the U.S. create innovative financial strategies that protect for today and tomorrow. He specializes in pension and profit-sharing, asset protection, estate planning and business succession planning. His professionalism and community service have kept him active in the U.S. and India.

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Proactive calling helps retain clients and generate new business

Paresh B. Shah, CFP
Session Type:
Main Platform
First-Timer Attendee Session
Language:
Session Format:
Top of the Table Speaks
Date of Session:
Friday, September 27, 2024
Start Time:
8:30 AM
Start Time:
12:00 am
Shah
Top of the Table Speaks
Main Platform
Language:
No items found.
Content Track:

How do you continue to evolve white-glove service in a growing practice? Shah explains how his new approach to communicating with clients helped him enhance his service while growing business from existing clients.

Randy L. Scritchfield, CFP, LUTCF

Damascus
,
MD
,
Current Membership Year:
2024
Total Membership Years:
40
Court of the Table Honors:
26
Top of Table Honors:
23

Randy L. Scritchfield, CFP, LUTCF, was the 2022 MDRT President. He is also an MDRT Foundation Excalibur Knight, a member of its Inner Circle Society and has served on its Board of Trustees. Scritchfield is founder and president of Montgomery Financial Group, a retirement planning firm in Damascus. His extensive MDRT volunteer history includes serving on MDRT’s Management Council six times and as a Committee Chair nine times. Among his leadership roles, Scritchfield has served as Top of the Table Divisional Vice President and Advisory Board Chair and Divisional Vice President of Annual Meeting Program Development. Scritchfield has also spoken at numerous MDRT Annual Meetings and Top of the Table Annual Meetings, as well as internationally on behalf of MDRT.

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Tips from the top

Randy L. Scritchfield, CFP, LUTCF
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Thursday, September 26, 2024
Start Time:
2:30 PM
Start Time:
12:00 am
Scritchfield
Afternoon Session
Language:
No items found.
Content Track:

How do top-performing advisors get started, pursue growth after success and continue looking toward the future? Three MDRT Past Presidents share their insights, achievements and lessons to help other members develop for today and tomorrow

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