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[Audio] MDRT Speaks Day 3

MDRT Speaks Session
SKU: 21MDRT-20A
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$12.00

Wednesday Session

  • MDRT Speaks Introduction - Randy Scritchfield
  • Using a Qualitative Approach to Review Your Business - Nadia Wijatno

Focusing less on the quantitative and more on the qualitative approach offers alternative perspectives on how to propel your business to the next level.

Speaker Bio

Nadia Wijatno, CLU, ChFC, joined the financial services profession 12 years ago to help people achieve their financial goals in addition to finding fulfillment herself. Though she began her career advising recent graduates, her client base has evolved over the years to include upper management executives, entrepreneurs and their family members.
  • From Extraordinary to Excellence - Tomas Ohannessian

Ohannessian shares four core values shared by Top of the Table members that ensure their excellence. 

Speaker Bio

Tomas Ohannessian, CFP, was born in Argentina and emigrated to Canada. As an architect fluent in several languages, Ohannessian applied his hard work ethic and perseverance to become a successful financial advisor in Canada. His primary focus is to transition from the family market to providing financial services to successful business owners. 
  • From Near Failure to Consistent TOT Qualification: My 6 Strategies to Success - Curtis Matlin

Matlin shares his personal journey of how nearly failing out of the business brought him to consistently achieving Top of the Table production.

Speaker Bio

Curtis Matlin, CLU, ChFC, is founder and president of Matlin Financial Services and began his career in 1990. Though his journey included many setbacks, it was his patience, persistence and perseverance that enabled him to go from near failure to consistent Top of the Table production. 
  • The ABCs of Building an MDRT Client Base - Cheng Huann Yeoh

Cheng Huann Yeoh, ChFC, CLU, explains how an increase in referrals begins with expanding your client base and building more meaningful relationships with them. 

Speaker Bio

Cheng Huann Yeoh, ChFC, CLU, has been in the financial services profession since 2010. His clients consist mainly of professionals, civil service personnel and business owners, where the focus is planning for retirement and family needs. In addition, Yeoh’s experience in agency management has helped several of his team members also qualify for MDRT.
  • MDRT Magic - Izumi Osada

While we may not always be aware of it, there are tips and opportunities all around us. As Osada shares, sometimes those tips come in the form of small triggers. 

Speaker Bio

Izumi Osada provides financial planning to business owners, offering employee retirement programs and estate planning options. Within the last few years, Osada added other insurance planning needs as well to improve his clients’ financial literacy. 
  • Bain Break 3 - Keith Barry
  • Mindset, Vision, Focus - Karl Hartey

Hartey uses his unique storytelling approach to explain how to set your mindset, create a vision and adjust your focus. 

Speaker Bio

Karl Hartey’s practice focuses on advising high-net-worth clients, with a speciality in investment seminars. Hartey has written 12 books and has presented around the world. 
  • Firewalk to Success - Cherian Panavilla John

All of us face rejection and objections from two main sources: ourselves and our prospects. Cherian Panavila John explains how silencing negative self-talk will unleash your full potential and ignite your bigger future. 

Speaker Bio

Cherian Panavila John, MBA, FAIQ (CII), an insurance professional raised in India and residing in Abu Dhabi for almost three decades, is currently spearheading the business development of Continental Group in Abu Dhabi. He is supported by a team of independent financial advisors, administration, and technical and underwriting specialists whose teamwork and follow-through are building lifetime relationships with the expanding client base.
  • Beyond the Money - Juli Y. McNeely

During times of crisis, we realize the relationships we have with our valued clients go far beyond just money. Because other parts of our lives can greatly impact our financial life and vice versa, McNeely developed a quick satisfaction survey that you can implement into your business to help gauge how your clients are doing as a Whole Person.

Speaker Bio

Juli Y. McNeely, CFP, CLU, joined her family’s business, McNeely Financial Services, in 1996 before starting her own personal coaching practice. In 2016, McNeely released the book “No Necktie Needed: A Woman’s Guide to Success in Financial Services” with the goal of attracting more women to choose financial services for their career while encouraging women already in the industry to reach even greater success.
  • Go "BIG": Begin in Gratitude - D. Kyle Atkins

Atkins shares the power of leading with gratitude in developing relationships and shaping conversations with family and clients.

Speaker Bio

As founder and president of his own firm, D. Kyle Atkins, CLU, CFP, has more than 37 years of experience in the financial services profession. Atkins’ vision is to pass on a lasting heritage both spiritually and financially to his family for generations to come. 
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