Special Sessions

Saturday, June 9, 2012

Pre-meeting Workshops
1:00 p.m. - 4:00 p.m.

Implementing the Success Strategies of Million Dollar Producers

Stephen Harvill

Back by popular demand, this workshop is an expansion of Stephen Harvill’s sold-out Special Sessions at last year’s Annual Meeting on the Repeatable Successful Acts of Million Dollar Producers. Learn what sets the million dollar producer apart and how to incorporate these successes into your practice.

Performing at Your Best


Brian Tracy

Being successful in sales and business are learned skills that take study, practice and a commitment to continuous learning. Leave this fast-paced, informative workshop by noted business coach Brian Tracy with an understanding of the psychology of selling and techniques to help you achieve your goals. Learn how to set priorities, better manage your time and stay motivated.

Sunday, June 10, 2012

Court of the Table/Top of the Table
11:00 a.m. – 1:30 p.m.

Program: 11:00 a.m. - 12:30 p.m.
Reception: 12:30 p.m. – 1:30 p.m.

How to Prosper in A Highly Uneven Recovery

Rich Karlgaard

Karlgaard is a columnist and the publisher of Forbes, the world’s most popular business and financial magazine, and best-selling author. In this special presentation for Court of the Table and Top of the Table members, he will offer his insight about the future direction of business and the global economy, what opportunities will be created for the financial services industry and what attributes predict future growth.

First Time Orientation
4:00 p.m. - 6:00 p.m.

Language Specific Meet & Greet Sessions: 4:00 p.m. – 5:00 p.m.
First-Time Orientation General Session: 5:00 p.m. – 6:00 p.m.

The Art of Vision

Erik Wahl

Learn how to rediscover your untapped potential from business consultant Erik Wahl. In this entertaining presentation, Wahl will encourage you to re-define commonly held assumptions and misconceptions about visions, goals, success and creativity. Discover how breakthrough thinking can lead to innovative strategies that create extraordinary results and the opportunities available at the MDRT Annual Meeting to help you begin breaking boundaries.

Monday, June 11, 2012

Lunch Session
12:00 p.m. – 1:30 p.m.

Obtaining and Retaining Clients

Using a unique, fast-paced format, these distinguished Top of the Table members will share strategies that have helped them achieve high levels of professional success.

2:00 p.m. – 3:00 p.m.
Sales Idea Exchange,
Facilitator: Andrew C. Lord, CLU, ChFC

Facilitator: Andrew C. Lord, CLU, ChFC, 23-year MDRT member with two Court of the Table and 16 Top of the Table qualifications.

Tuesday, June 12, 2012

Breakfast Session
6:00 a.m. - 7:15 a.m.

Reacquiring the Good Habits of Prospecting

Nick Murray

In a perfect world, MDRT qualifiers would already be getting all the additional clients they can handle through referrals/introductions. Sadly, we don't live in a perfect world. In this talk, crafted expressly for MDRT and drawn from his prospecting book “The Game of Numbers,” Nick Murray speaks directly to successful advisors who have let their busy practice crowd out the very behavior that qualified them for MDRT: constant, enthusiastic and (above all) relentless prospecting. The good news is that it's far more natural to recreate effective prospecting disciplines than to acquire them, and to build them up again the way you would with any good, endurance-based habit. Join Nick for breakfast or lunch — either way, don’t miss this opportunity to hear from one of the most respected professionals in our industry.

Lunch Session
12:00 p.m. – 1:30 p.m.

Reacquiring the Good Habits of Prospecting

Nick Murray

In a perfect world, MDRT qualifiers would already be getting all the additional clients they can handle through referrals/introductions. Sadly, we don't live in a perfect world. In this talk, crafted expressly for MDRT and drawn from his prospecting book “The Game of Numbers,” Nick Murray speaks directly to successful advisors who have let their busy practice crowd out the very behavior that qualified them for MDRT: constant, enthusiastic and (above all) relentless prospecting. The good news is that it's far more natural to recreate effective prospecting disciplines than to acquire them, and to build them up again the way you would with any good, endurance-based habit. Join Nick for breakfast or lunch — either way, don’t miss this opportunity to hear from one of the most respected professionals in our industry.

2:00 p.m. – 3:00 p.m.
Practice Management Idea Exchange,
Facilitator: Frank W. Andreoli, RFC

Facilitator: Frank W. Andreoli, RFC, 24-year MDRT member with seven Court of the Table and one Top of the Table qualifications.

Wednesday, June 13, 2012

Breakfast Session

The 10 Ks of Personal Branding

Kaplan Mobray

Ever wonder what people say about you when you leave a room? Think it would be consistent with who you think you are? Acclaimed author, thought leader and career coach Kaplan Mobray will provide guidance on how to develop a personal brand to get where you want to go faster and with greater awareness. Learn networking tips and what it takes to leave a lasting impression. This session will inspire you to think about yourself in a totally new way.

9:00 a.m. – 10:00 a.m.
IDEA EXCHANGE: Whole Person

Facilitator: Regina Bedoya, CLU, ChFC, 19-year MDRT member with three Court of the Table qualifications.