18

Hours of Video


25

Sessions


20

Speakers


2

DVD Sets




Selected Previews

Building Trust with Clients (Workshop)

by Matthew Collins

Matthew Collins, a 12-year MDRT member, is a veteran surf boat rowing champion in Australia. He joined the financial services industry in 1998 by working with his father, insurance industry icon Russell Collins, later buying his father's business and successfully merging it with his own. Collins will share how the lessons he learned competing in surf helped him build long-term relationships with clients based on trust and mutual respect. He will also relate how his perseverance throughout his sporting journey has helped him overcome obstacles to success. (Session in English)


Ultimate Wellness - Who Needs it?(Workshop)

by Dr Ross Walker

Achieving ultimate health is a dream for many. However, the solution for health issues cannot and should not be found in a pill. There are five key ingredients necessary for people to be the healthiest they can be. Dr. Ross Walker, cardiologist and author of seven bestselling books including "5 Stages of Health" and "Highway to Health," will discuss how to achieve these five keys.


15 Magic Words

by Bernie De Souza

Bernie De Souza, a best-selling author and renowned trainer, specializes in helping financial advisers get more clients, more often, and without even selling. He understands that sales success requires advisers to make the most of the time they have with prospects and clients. De Souza will show you how to use 15 magic words in a ten-minute presentation to get quick cooperation from prospects. He'll also teach you advance questioning skills to collect more information in less time. In addition, he will share secrets about when and how to close so you never hear the words "let me think about it" again.


World Without Borders

by JAMES MCEVOY

Jim McEvoy, a 25-year MDRT member with 10 Court of the Table qualifi cations, is the owner and managing director of Cross Border Planning, a Belgian-registered company. He will share the circuitous route he took to become a financial advisor helping clients with U.S. estate and tax regulation obligations, coordinating their fi nancial planning with the various countries in which they live. He will discuss the keys which helped him succeed, including finding a great mentor, setting goals, adapting to change, taking risks and developing resilience to get through hard times. He challenges everyone to have a vision and pursue their dreams.

Topics


Main Platform

  • 15 Magic Words ~ Bernie De Souza
  • Tell your Life Where To Go ~ Vicki Writer
  • It's Not About The Money ~ Mary Fenwick
  • Leadership Lessons from Champions ~ Ross Bernstein
  • Embrace The Shake ~ Phil Hansen
  • An Unexpected Journey ~ Adelia Chug & Spencer Dung
  • Waste Not Hunger Not ~ Gigi Tung
  • Make Every Moment Count ~ John Cremer
  • The 5 Keys to Ultimate Health ~ Dr. Ross Walker
  • Change Your Thinking, Change Your Life ~ Delatorro McNeal II
  • A Tale of Two Brains ~ Mark Gungor
  • Where Have We Been, Where Are We Going? ~ Dr. Christina Y. Liu
  • World Without Borders ~ James McEvoy
  • Limitless Opportunities ~ Caroline Banks
  • Just Believe ~ Jennifer Bricker
  • Because I Said I Would ~ Alex Sheen

Workshops

  • How to Read Someone Like a Book ~ John Cremer
  • MDRT Through Effective Coaching ~ Henry Cheng
  • How to Close Big Ticket Cases by Asking the Right Questions ~ May Lee
  • Ultimate Wellness ~ Dr. Ross Walker
  • Building Instant Trust (Without Selling) ~ Bernie De Souza
  • Building Trust with Clients ~ Matthew Collins
  • The Problem Page ~ Mary Fenwick
  • The Champion's Code: Winning with Integrity ~ Ross Bernstein


Speakers


Bernie De Souza

Bernie De Souza


Bernie De Souza, a best-selling author and renowned trainer, specializes in helping financial advisers get more clients, more often, and without even selling. He understands that sales success requires advisers to make the most of the time they have with prospects and clients. De Souza will show you how to use 15 magic words in a ten-minute presentation to get quick cooperation from prospects. He'll also teach you advance questioning skills to collect more information in less time. In addition, he will share secrets about when and how to close so you never hear the words "let me think about it" again.
Vicki Writer

Vicki Writer


Vicki Writer is an international speaker, author and coach in the areas of peak performance and sales best practices, and she is passionate about the development of human potential. Writer believes everyone has a signifi cant amount of untapped potential within themselves. To flourish in life, we need to fi nd ways to tap this potential and achieve our goals. Writer is well-known for assisting organizations in the area of sales and business growth. She is the founder of The 360° Solution, a leading authority in financial services, and is considered one of Australia's best referral coaches.
Mary Fenwick

Mary Fenwick


After her husband's unexpected death, Mary Fenwick found that money was tied up with too much emotion. That was when her agent stepped up to help her and her family. Fenwick will share her story to illustrate why the role of an agent is not just about the transaction of selling a product, it's about building a relationship over time. Selling a life insurance policy is one thing, but helping sort out the mess when there's been an unexpected death is what is truly important. Fenwick is an advice columnist for Psychologies magazine, and she draws on her own experiences to help people acquire the skills needed to build enduring and genuine relationships.

Ross Bernstein

Ross Bernstein


Ross Bernstein is a best-selling author of nearly 50 sports books and an award-winning speaker on peak-performance. Bernstein spent the better part of the past 20 years studying championship sports teams. What he found is that great leaders inspire greatness by doing whatever it takes to make their teammates better, and that's why we choose to follow them. The same characteristics found among peak performers in sports are also common in peak performers in business. Bernstein will teach you how to grow your practice by separating yourself from the competition using the "good to great" concepts of dynamic servant leadership, creating a culture of excellence, building deeper relationships and giving extraordinary customer service.
Phil Hansen

Phil Hansen


Phil Hansen was on his way to fulfilling a career dream of becoming an artist. However, in high school, severe nerve damage caused him to give up that dream. He later returned to his dream by embracing his limitations and making them work for his art. Hansen will share a different way of looking at the limitations we face and how it is possible to find ways to use limitations to propel us to succeed. Hansen has been a keynote speaker for a diverse range of groups, including TED2013 and The Nobel Peace Laureates World Summit. As a commercial artist, he has worked with a variety of clients that include the Grammys, Disney, Skype, Mazda and the Rockefeller Foundation.
ADELIA CHUNG, CLU, CHFC, and SPENCER DUNG

ADELIA CHUNG, CLU, CHFC, and SPENCER DUNG


Adelia Chung has been in the financial services business for more than 30 years. She was the first female MDRT President, serving in 2005, and currently has 33 MDRT membership years, with eight Court of the Table and 11 Top of the Table honours. Her son, Spencer Dung, is following in her footsteps, albeit along his own path. He attended the University of California, San Diego, where he received his bachelor's in economics, and is currently an assistant vice president of Foresters Financial. This dynamic mother-son team has an amazing amount of applicable information to share. They will show you that while times have changed, the fundamentals of the business have remained the same, and there really are basic transferrable principles for success.

Gigi Tung

Gigi Tung


Gigi Tung is the founder of Bo Charity Foundation Limited, an NGO based in Hong Kong. In 2011, it started its first food rescue and food assistance initiative, Food Angel, with the aim of "Waste Not Hunger Not." The Food Angel program rescues edible surplus food from the local food industry and recycles the rescued food items into nutritionally balanced hot meal boxes for the elderly and people in need throughout Hong Kong. Today, the program works with more than 100 local charities and helps rescue over 4 tons of food from going to the landfills every day. The MDRT Foundation is proud to partner with Food Angel to provide more meals made with love and compassion for people in Hong Kong.
John Cremer

John Cremer


Imagine if you could determine the type of client you are dealing with as easily as identifying the colour of their clothes. John Cremer examines the six types of people and shows you how to turbo-charge your communication with each one. This skill enables you to rapidly build trust and rapport by using specific trigger words guaranteed to appeal to each type. Cremer has more than 25 years of expertise in teaching the art of reading people. He is the author of "Reading People," "Improv" and his new book, "The Art and Science of Reading People."
Dr Ross Walker

Dr Ross Walker


Achieving ultimate health is a dream for many. However, the solution for health issues cannot and should not be found in a pill. There are five key ingredients necessary for people to be the healthiest they can be. Dr. Ross Walker, cardiologist and author of seven bestselling books including "5 Stages of Health" and "Highway to Health," will discuss how to achieve these five keys.


Delatorro Mcneal II

Delatorro Mcneal II


Achieving ultimate health is a dream for many. However, the solution for health issues cannot and should not be found in a pill. There are five key ingredients necessary for people to be the healthiest they can be. Dr. Ross Walker, cardiologist and author of seven bestselling books including "5 Stages of Health" and "Highway to Health," will discuss how to achieve these five keys.
Mark Gungor

Mark Gungor


Mark Gungor is a sought-after speaker on marriage and family. His candid and comedic approach uses unforgettable illustrations to teach proven principles to strengthen marriages. After years of conducting seminars and working with couples, Gungor has diagnosed the underlying cause of much discord: distinct brain characteristics. Listen, laugh and learn about how male and female brains work and how these differences often lead to misunderstandings.
Christina Y. Liu

Christina Y. Liu


Clients expect advisors to have answers to questions about the economy. Dr. Christina Liu, who has an MBA in finance and Ph.D. in economics from the University of Chicago and years of experience in economic and fi nancial policy, will discuss short and medium term outlooks for the equity market. In this session, moderated by MDRT First Vice President Mark J. Hanna, Dr. Liu will share ideas on how to be better advisors, particularly when market conditions are challenging.


Limited Time Free Gifts Offer!

Free Social Marketing Training Video Downloads

Free Social Marketing Training Video Downloads



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