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

Ryan Pinney, LACP

Roseville
,
CA
,
USA
Current Membership Year:
2024
Total Membership Years:
16
Court of the Table Honors:
16
Top of Table Honors:
16

Ryan J. Pinney, LACP, has been recognized for using innovative technologies to drive insurance sales, streamline the application process and speed up underwriting. Pinney has been featured in various financial publications and has also received several professional honors, including being named one of “4 Under 40” in NAIFA’s Advisor Today and as one of the “24 Most Creative People in Insurance” by LifeHealthPro. He has served in many roles for MDRT, including as Divisional Vice President for Top of the Table in 2022.

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Unlock success: How the MDRT Academy skyrockets junior advisor performance and transforms your practice

Ryan Pinney, LACP
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Friday, September 27, 2024
Start Time:
2:30 PM
Start Time:
12:00 am
Pinney
Afternoon Session
Language:
No items found.
Content Track:

Do you want your junior advisors to multiply their production and implement proven best practices? Of course you do! Discover how two Top of the Table members have transformed their businesses by enrolling their junior advisors in the MDRT Academy. This dynamic offering, created by MDRT, not only streamlines training and development, but also helps to foster a thriving MDRT culture within your practice, driving unprecedented growth and success.

Ryan Pinney, LACP & Shawn Bellefeuille, CFP, CLU

Roseville
,
CA
,
USA
Current Membership Year:
2024
Total Membership Years:
16
Court of the Table Honors:
16
Top of Table Honors:
16

Ryan J. Pinney, LACP, has been recognized for using innovative technologies to drive insurance sales, streamline the application process and speed up underwriting. Pinney has been featured in various financial publications and has also received several professional honors, including being named one of “4 Under 40” in NAIFA’s Advisor Today and as one of the “24 Most Creative People in Insurance” by LifeHealthPro. He has served in many roles for MDRT, including as Divisional Vice President for Top of the Table in 2022.

CLOSE

Unlock success: How the MDRT Academy skyrockets junior advisor performance and transforms your practice

Ryan Pinney, LACP & Shawn Bellefeuille, CFP, CLU
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Friday, September 27, 2024
Start Time:
2:30 PM
Start Time:
12:00 am
Pinney
Afternoon Session
Language:
No items found.
Content Track:

Do you want your junior advisors to multiply their production and implement proven best practices? Of course you do! Discover how two Top of the Table members have transformed their businesses by enrolling their junior advisors in the MDRT Academy. This dynamic offering, created by MDRT, not only streamlines training and development, but also helps to foster a thriving MDRT culture within your practice, driving unprecedented growth and success.

Scott A. Fligel, CFP, ChFC

Charlotte
,
NC
,
USA
Current Membership Year:
2024
Total Membership Years:
26
Court of the Table Honors:
11
Top of Table Honors:
4

Scott Fligel is a 26-year MDRT member from Charlotte, NC with 4 TOT qualifications. He graduated from the University of Alabama, is married to Sarah, and has two college age kids, Kate, and Sam.

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Processes to make Top of the Table every year

Scott A. Fligel, CFP, ChFC
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
Fligel
Afternoon Session
Language:
No items found.
Content Track:

Fligel shares mistakes and lessons he learned on his 20-year journey from MDRT member to qualifying for Top of the Table. Gain a blueprint to establish systems with clients and staff members that create repeatable processes and lead to higher performance.

Shawn Bellefeuille, CFP, CLU

Ottawa
,
ON
,
CAN
Current Membership Year:
2024
Total Membership Years:
12
Court of the Table Honors:
5
Top of Table Honors:
2

Shawn Bellefeuille, CFP, CLU, is a seasoned entrepreneur and dynamic leader with more than 20 years of experience in the financial services profession. Combining his entrepreneurial spirit with a deep commitment to mentorship and community impact, Bellefeuille inspires others to achieve their own professional milestones. His dedication to the development of the next generation of financial advisors, coupled with his active role in philanthropy and expert perspective via podcasts and webinars, showcases his multifaceted approach to success.

CLOSE

Unlock success: How the MDRT Academy skyrockets junior advisor performance and transforms your practice

Shawn Bellefeuille, CFP, CLU
Session Type:
Afternoon Session
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Friday, September 27, 2024
Start Time:
2:30 PM
Start Time:
12:00 am
Bellefeuille
Afternoon Session
Language:
No items found.
Content Track:

Do you want your junior advisors to multiply their production and implement proven best practices? Of course you do! Discover how two Top of the Table members have transformed their businesses by enrolling their junior advisors in the MDRT Academy. This dynamic offering, created by MDRT, not only streamlines training and development, but also helps to foster a thriving MDRT culture within your practice, driving unprecedented growth and success.

Shawn Kanungo

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

Shawn Kanungo is a globally recognized innovation strategist and bestselling author. He previously spent 12 years at Deloitte working closely with leaders to better plan for the opportunities associated with disruptive innovation. He has been recognized as Edify's Top 40 Under 40. In 2021, he was named in Forbes as the “Best Virtual Keynote Speaker I’ve Ever Seen”. Shawn’s content on innovation has garnered millions of views, respectively across LinkedIn, TikTok, YouTube & Facebook.

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Harnessing AI: Strategy in a world of disruption

Shawn Kanungo
Session Type:
Main Platform
First-Timer Attendee Session
Language:
Session Format:
Date of Session:
Saturday, September 28, 2024
Start Time:
9:58 AM
Start Time:
12:00 am
Kanungo
Main Platform
Language:
No items found.
Content Track:

How can you navigate the AI revolution and tackle mounting client expectations in a digital world? Kanungo explains how you can disrupt yourself before someone else does and take unexpected approaches to innovation to remain competitive and relevant.

Stephen Kagawa, FSS, LUTCF

Monrovia
,
CA
,
USA
Current Membership Year:
2024
Total Membership Years:
31
Court of the Table Honors:
25
Top of Table Honors:
23

Stephen Kagawa, FSS, LUTCF, is committed to helping financial advisors love the work they do. Born and raised in Honolulu, Hawaii, USA, Kagawa is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization that is focused on global financial navigation as well as helping ethnic communities from Asia in the U.S. He is the bestselling author of “Aloha Financial Advising,” and regularly speaks on international consultative and wealth management principles around the world.

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Tips from the top

Stephen Kagawa, FSS, 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
Kagawa
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

Stephen Kagawa, FSS, LUTCF

Monrovia
,
CA
,
USA
Current Membership Year:
2024
Total Membership Years:
31
Court of the Table Honors:
25
Top of Table Honors:
23

Stephen Kagawa, FSS, LUTCF, is committed to helping financial advisors love the work they do. Born and raised in Honolulu, Hawaii, USA, Kagawa is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization that is focused on global financial navigation as well as helping ethnic communities from Asia in the U.S. He is the bestselling author of “Aloha Financial Advising,” and regularly speaks on international consultative and wealth management principles around the world.

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Bringing aloha to financial advising

Stephen Kagawa, FSS, LUTCF
Session Type:
Main Platform
First-Timer Attendee Session
Language:
Session Format:
Top of the Table Speaks
Date of Session:
Thursday, September 26, 2024
Start Time:
10:45 AM
Start Time:
12:00 am
Kagawa
Top of the Table Speaks
Main Platform
Language:
No items found.
Content Track:

Kagawa explains not only what it means to be an aloha financial advisor but also how becoming one can inspire happiness and prosperity, for yourself, your clients and prospects. Learn more about this mentality and how it can shape the way you prospect, consult and engage with clients as well as acquire and develop staff support.

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