Monday, 10 June 2013 11:05
Financial Planners attend global MDRT conference
Many Financial Planners are meeting this week at the Million Dollar Round Table annual conference in Philadephia.
The conference, held from 9-12 June, is being attended by around 4,000 delegates from 79 countries.
Delegates from the UK include Jason Butler from Bloomsbury Wealth, Parminder Bains from PSB Wealth and David Braithwaite from Citrus Financial.
The purpose of the annual meeting is bring together top professionals to meet and share their experiences.
There will be around 100 speakers giving presentations throughout the week.
Speakers include Financial Planner Derek Dingwall, marketing experts Matt Oechsli and Scott Stratten, financial executive Alan Parisse and investment expert Dambisa Moyo.
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Topics include wealth management, practice management, protection, sales ideas and social networking.
There are five types of presentation held; main platform keynote presentations, smaller technical focus sessions, group idea exchange sessions, quick 10-15 minute presentations and sit-down meals with speakers.
MDRT is a professional trade association which was set up in 1927 and recognises the 'world's best professionals in the life insurance and financial services industry'. To become members, people must make $90,000 (£58,000) a year in eligible commissions or fees which must be evidenced each year.
The group also holds smaller sessions in the UK, the most recent session was held on 12 February and covered practice management, sales psychology and social networking.
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The conference, held from 9-12 June, is being attended by around 4,000 delegates from 79 countries.
Delegates from the UK include Jason Butler from Bloomsbury Wealth, Parminder Bains from PSB Wealth and David Braithwaite from Citrus Financial.
The purpose of the annual meeting is bring together top professionals to meet and share their experiences.
There will be around 100 speakers giving presentations throughout the week.
Speakers include Financial Planner Derek Dingwall, marketing experts Matt Oechsli and Scott Stratten, financial executive Alan Parisse and investment expert Dambisa Moyo.
{desktop}{/desktop}{mobile}{/mobile}
Topics include wealth management, practice management, protection, sales ideas and social networking.
There are five types of presentation held; main platform keynote presentations, smaller technical focus sessions, group idea exchange sessions, quick 10-15 minute presentations and sit-down meals with speakers.
MDRT is a professional trade association which was set up in 1927 and recognises the 'world's best professionals in the life insurance and financial services industry'. To become members, people must make $90,000 (£58,000) a year in eligible commissions or fees which must be evidenced each year.
The group also holds smaller sessions in the UK, the most recent session was held on 12 February and covered practice management, sales psychology and social networking.
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