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34 RISKINFO MAGAZINE - SEPTEMBER 2012
Industr y • www.riskinfo.com.au
MDRT 2012 Annual Meeting Wrap
Highly-regarded Australian consultant, author and presenter, Keith Abraham, delivers his message to a huge audience of
7,000 advisers at this year’s MDRT Annual Meeting
AIA Australia Head of Retail - Advice Services, Pina Sciaronne (left) and Vicki Writer, AIA’s NSW State Mananger – Client Development. The doors were locked after 1,200 delegates
crammed into the venue to hear Vicki break-out session presentation
Adelaide adviser Richard Campbell was the Australian flag-bearer at the opening ceremony of the 2012 MDRT Annual
Meeting in Anaheim
Canadian adviser and MDRT Life Member, Brent Peacock (left) was a welcome guest at the Aussie Night at MDRT, sharing some
quality time with Queensland adviser and former Australian MDRT Chair, Stuart Farrell
The 2012 Million Dollar Round Table
Annual Meeting was held in Anaheim,
California in June. Around 7,000
industry contributors attended the
event, 6,500 of whom were qualifying
financial advisers.
The scale of this event makes it the
largest gathering of financial advisers
in the world each year, where delegates
can experience a range of presentations
and focus groups that span the entire
spectrum of issues impacting the
financial adviser.
Approximately 80 advisers and
guests from Australia attended the
2012 MDRT Annual Meeting. Two
Australians, Keith Abraham and Troy
Hazard, were afforded the highly prized
opportunity to deliver main platform
presentations to the audience of 7,000,
while AIA Australia’s Vicki Writer
presented to a focus group on the topic
of referrals. Her presentation was so
popular that the doors were closed to
delegates after 1,200 advisers had filled
the venue to its capacity.
The format of MDRT Annual Meetings
approximates those for Australian
financial services conferences, where
there are main plenary sessions
complemented by numerous break-
out presentations and discussions.
There are trade exhibits where many
institutions are represented and there
is also a huge array of books, dvds and
other assorted business aids available
to be purchased via the MDRT Power
Center Store.
The numerous break-out or focus
sessions covered a large variety of
issues of relevance to advisers, and were
categorised under topics such as:
– Wealth management/retirement
planning
– Practice management
– Risk and protection products
– Marketing/branding
– Sales ideas/strategies
– Whole person
There were more than a thousand
first-time attendees, but many delegates
return to this amazing event year
after year in order to learn new ideas,
share their own strategies, develop
and maintain their personal network
contacts, experience motivational
presentations, many of which relate to
‘whole self’, and to generally recharge
their batteries for the coming 12
months.
While there were so many different
messages of value for advisers, one
of the more consistent messages
across many presentations related to
positioning strategies that would not
simply achieve business success but
also deliver greater value and fulfilment
in the adviser’s personal and family
lives.
Advisers considering attending the 2013 MDRT Annual Meeting, to be held in Philadelphia, would be required to qualify via the Australian MDRT organisations’ criteria (visit: www.mdrtaustralia.net).
SEPTEMBER 2012 - RISKINFO MAGAZINE 35
www.riskinfo.com.au • Industr y
AFA CEO Richard Klipin (left), with Australian advisers Mike Rollinson and Daryl La ‘Brooy
New contacts, global networking
Zurich’s GM Retail Life and Investments, Phil Kewin (left) and MDRT colleague, Phil Campbell, at the Aussie Night
Australian Entrepreneur, Troy Hazard, delivers his excellent main platform presentation
Immediate Past President of MDRT, Julian Good, and MDRT Life Member, Paul McCready
Asteron’s Executive Manager Key Accounts and Operations, Robyn Mohr, flanked by Australian advisers Adam Stuart (left)
and former AFA Adviser of the Year, Adam Smith
Outstanding UK adviser, Derek Mills, tells advisers from the main platform that it’s not about setting goals; it’s about setting
standards. Derek is known internationally as ‘The Standards Guy’.
The incredible story of Michael Schlappi – you just had to be there. It was all about Michael’s journey and the empowerment
of the individual: “If you can’t stand up, stand out”