Million dollar round table to meet in New Orleans
Tower Australia national sales manager, Danny Maher and MLC dealerships general manager, Alan Logan will join over 100 Australian members of the Million Dollar Round Table (MDRT) at the organisation’s annual meeting for 2005 in New Orleans, USA.
Nearly 80 years old, the MDRT is a global association of financial advisers.
MDRT Australia chairman Peter Moyle said organisers of this year’s annual meeting, which runs from Sunday June 26 to Wednesday June 29, are expecting nearly 10,000 financial professionals from over 70 countries to attend.
He said the meeting would provide a forum for members to exchange ideas, network and develop personally and professionally. He added the meeting would also provide delegates with learning opportunities and give new insights into financial services.
“The main platform presentations, along with the afternoon and evening focus sessions, are renowned for their informative, innovative and motivational concepts and ideas,” Moyle said.
“The annual meeting is an exceptional opportunity to learn from the best financial services practitioners from around the world as they provide ideas and strategies on wealth creation and protection, client service, business insurance, sales growth, improving practice management, technical information and motivation.”
Speakers at the annual meeting include Australians, Dr Ross Walker and Matt Church, along with adventurer, Sir Ranulph Fiennes, Influence at Work president, Robert B. Cialdini, and New Mexico State University regent professor, Lowell Catlett, who specialises in marketing, futures markets, management and futuristic issues.
Moyle said a networking evening would also be held for Australian MDRT members on the Monday night in New Orleans’ French Quarter.
Recommended for you
With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?
HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders.
Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabilities, and a passive model portfolio suite.
When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year.