Ross Hultgren

Million Dollar Round Table (MDRT) The Premier Association of Financial Professionals® Australian Chairperson Ross Hultgren has announced that the fast paced start to the New Year reflected in membership enquiries and registrations for next month’s MDRT 2014 Down Under Tour national roadshow are setting the scene for another year of achievement and success for the organisation.

MDRT started the year with a major milestone and triumph for the international membership based association with the launch and availability of an online application system for all members.

In congratulating MDRT on the new online system Ross Hultgren said it was important to put the undertaking into perspective as the immense project and facility would now cater for the global independent association’s 38,000 members from 74 countries across the globe.  Available in several languages, new and returning members can use the online system to complete, submit and receive their confirmation in the same day.

MDRT Australia Deputy Chairperson Sue Paterson confirmed that the online application facility and system has been very well received nationally and feedback from users overwhelmingly positive.

In addition, Paterson and Hultgren were confident that the ranks of the Australian members would be increased this year and that women would again constitute a significant percentage of the new members reflecting the industry trend.

MDRT’s high profile and much anticipated national roadshow, the 2014 Down Under Tour will kick off the professional association’s Calendar of Events for the year ahead.

Event organisers are very pleased with the registrations that have been received to date and expect that all capital city events will be very well supported.  Details of the Down Under Tour are as follows: February 17  Perth, February 18  Adelaide, February 20  Melbourne, February 21  Brisbane and February 24 Sydney.

The Down Under Tour will be preceded by the MDRT Experience in Kuala Lumpur from February 13–15 and is open to both members and non members of the association.

Toronto Canada will be the host for 2014 Annual Meeting from June 8–11.  Ross Hultgren expects over 100 Australians will travel to Canada to join more than 5,000 fellow MDRT members from around the world to gain education and new insights into the financial services industry.

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MRDT in Kuala Lumper next year.

In February next year, Kuala Lumpur will host the Million Dollar Round Table (MDRT) The Premier Association of Financial Professionals® prestigious MDRT Experience 2014.

Scheduled to be held from February 13-15, MDRT Australia Chairperson Ross Hultgren has confirmed the event is open to both members and non-members of the organisation.  MDRT Experience is modeled on the professional membership based association’s celebrated Annual Meeting.

In February 2014, world class financial service industry professionals, business experts, entrepreneurs and motivational speakers will provide attendees with presentations on the latest developments in client service, practice management efficiency, technical information and sales / marketing techniques.

Reflecting the highly successful Annual Meeting format, the MDRT Experience Kuala Lumpur program will include inspirational Main Platform presentations, educational Focus Sessions and insightful breakfast and evening sessions from 100 speakers and presenters.

“MDRT’s membership consists of approximately 36,000 of the world’s leading financial services practitioners of which 64% are based in the Asia Pacific region”, said Ross Hultgren.

“In recognition of this extensive and growing base of members from the largest and fastest growing economic region in the world, several Asian cities have hosted the event over recent years – Bangkok (2006), Chiba (2008), Singapore (2011) and Hyderabad (2013)”.

Approximately 5,000 attendees from 20 countries worldwide, including Australia, will be welcomed in Kuala Lumpur next February.

The Malaysian Convention & Exhibition Bureau estimates that the impact of the event will generate an economic benefit of nearly 50M Ringgit for the country’s economy and 30M Ringgit of visitor expenditure.

With Malaysia so close to Australia and serviced by daily regular flights from major mainland capital cities, MDRT expects many non member Australian financial advisers will use the occasion to experience this major international industry event and benefits of MDRT membership personally.

Ross Hultgren concluded, “All the member and non member MDRT Experience 2014 attendees with will have the opportunity to network with the leading financial services professionals from across the globe, exchange ideas, concepts and experiences; and develop lifelong friendships and connections”.

“I’m confident that the non member attendees that travel to Malaysia next year will be inspired and encouraged to achieve greater success, deliver higher and exemplary standards of client service and continue their personal and professionalism development journey by joining MDRT as members”.

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MDRT Australia started 2013 with 168 members, an increase of 23 over the previous year.  Other milestones included 21 members celebrating anniversaries of membership ranging from 10 to 40 years.

In addition, 116 members travelled to the Annual Meeting in Philadelphia in June of which 25 were first time attendees and five Australian speakers were also Main Platform and Focus Session presenters.

As Ross Hultgren enters his second and final year as Australian Chairperson, he acknowledges that MDRT’s successes were the result of a team effort with State Chapter Chairs playing a vital role in connecting with members at a local level.

Hultgren also announced that Sue Paterson, previously Queensland State Chair, has been appointed MDRT Australia Deputy Chairperson.  PJ Byrne, a qualifying MDRT member and Court of the Table is the new Chair for the State.

In welcoming Sue Paterson as Australian Deputy Chairperson, Hultgren acknowledged her achievements as past Queensland Chair that did much to raise the profile of MDRT and promote membership growth.

The friends and supporters of former Australia Chairperson Bev Carlyon were very excited to learn that she was the new Divisional Vice President for Australia / Oceania and the first female in this very important role.

Brisbane based Ross Vanderwolf continues as Divisional Vice President of the Membership Communications Committee (all zones).  Bev Carlyon is a member of this committee too.

Brad Isaac, Victorian Chair has been invited to join the IT Committee.

Ross Hultgren concluded, “While many organisations and iconic brands have fallen by the wayside over recent years, MDRT continues to go from strength to strength reflecting its steadfast commitment to the core values that were established when it was first founded in 1927”.

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