News for MDRT U.S. and Canada
If your advisors don’t have the opportunity to attend the 2022 Annual Meeting, the 2022 MDRT Global Conference is now open for registration. The meeting will be held from August 28-31, 2022 in Sydney, Australia.
MDRT members who attend will hear from inspiring leaders and learn the latest global trends. If you’re interested in sending your team or have members interested in attending, learn more and register online.
Review MDRT’s Health & Safety Protocols.
MDRT members have a wide array of resources to learn new tips and tricks for business success. In order to maximize the benefits of their membership, here are a few ways your advisors can take advantage:
Access to expert insights – Presentations live at one of MDRT’s four, yearly meetings; Annual Meeting, Global Conference, Top of the Table Annual Meeting, or MDRT EDGE. Past meeting presentations are available for purchase in the MDRT Store or as short-form highlights on the MDRT website.
Collective Knowledge – Articles, videos, podcast clips and more are available on the MDRT website at mdrt.org/learn.
The award-winning official MDRT Blog where MDRT members and experts from around the world share how they step up their productivity, find inspiration and discover work-life balance.
Round the Table magazine – this bi-monthly magazine delivers business solutions, transferable ideas, practice management and technology tips. Subscription is included in all membership levels.
MDRT App – a members-only experience with personalized content for each member’s business needs and ways to connect with other MDRT members by cohort, location, specialty and more. Members can download the app from their device’s corresponding app store.
Don’t forget to have your advisors register for the 2022 MDRT Annual Meeting, held in Boston, MA June 26–29, 2022. Advance registration ends on May 9, so be sure to register and save before the deadline.
Members will get to hear inspirational stories and industry content covering topics relevant to financial services, such as sales strategies, business practices, and work-life balance. No matter the career stage, MDRT offers members the opportunity to rise to the next level.
| Advance Registration Fee: March 22, 2022 (10 a.m. Central Time) – May 9, 2022 (11:59 p.m. Central Time) USD 995 | General Registration Fee: May 10, 2022 (12 a.m. Central Time) – June 13, 2022 (11:59 p.m. Central Time) USD 1,095 |
Better together, stronger than ever.
The 2022 MDRT Annual Meeting is a personal and professional celebration of your advisor’s success. They will be inspired by peer influencers and visionary leaders who embody courage, wisdom, and excellence. Discover new ways to better serve clients and build meaningful relationships that will last a lifetime.
Have your advisors join us this June 26–29, 2022 in Boston, Massachusetts, USA.
Advance Registration Fee:
March 22, 2022 (10 a.m. Central Time) –
May 9, 2022 (11:59 p.m. Central Time)
USD 995
For more information about attendance eligibility, the program, and more, visit annualmeeting.mdrt.org.
Review MDRT’s Health and Safety protocols.
As part of the ongoing effort to support MDRT members, prospective members and the companies that support them, MDRT will extend the membership application deadline for the 2022 Round Table to April 1, 2022.
The deadline extension is a continuation of MDRT’s Productivity Action Plan and MDRT’s goal to be flexible and responsive to the challenges we all are facing due to the ongoing effect of COVID-19.
The impact of the pandemic varies across the globe and the deadline extension gives all members equal and ample opportunity to complete the membership application process without penalty. The 2022 production requirements remain unchanged.
Have your current and potential MDRT members rejoin or apply now.
Don’t forget, 2022 MDRT membership is open! Advisors should submit their application on or before March 1 to avoid a USD 200 late fee.
As well as access to educational resources and members-only meetings, MDRT helps its members grow professionally and personally by creating opportunities to make one-on-one connections and promoting personal growth.
Membership also includes:
Being a member of MDRT has given me the ability to grow beyond anything I could have imagined, personally and professionally. My value comes from the energy and motivation I get from the meetings, the education I get from multiple MDRT resources and, most of all, from the friendships I’ve gained over the years.
MDRT member, Nickolas Adam Cassis, BSc, CFP
Find out more information on membership requirements here.
QUESTIONS? Contact MDRT at memberrelations@mdrt.org or +1 (847) 692-6378
Beginning January 1, 2022, the MDRT Academy and MDRT Mentoring Program have joined forces. As one unified offering, learn how your MDRT-aspiring advisors can join or how this program update affects those already enrolled in the Mentoring Program.
Mentees can apply to become 2022 MDRT Academy members starting Nov. 1, 2021. The application can be accessed and completed at mdrtacademy.org. Membership is annual and runs through Dec. 31.
Academy members can complete an application in the MDRT mentoring platform, where mentoring relationships are facilitated. Current 2021 MDRT Academy members can fill out an application today.
You do not need to change the way you have been operating. Continue to connect with and help your mentee(s) through the MDRT mentoring platform. Please encourage your current mentee(s) to join the MDRT Academy to continue participating in the MDRT Mentoring Program in 2022.
Will you encourage your MDRT-aspiring advisors to join the unified offering of the MDRT Academy and Mentoring Program? Click the button below for more information you can share with your advisors and how to participate.
Your MDRT member advisors can also join the MDRT Mentoring Program as mentors to offer others game-changing support.
MDRT is excited to announce the launch of our new website. We encourage you to familiarize yourself with our brand-new look at mdrt.org.
If you have issues accessing anything on the new website, please be sure to let us know at info@mdrt.org.
More than ever, financial advisors need the tools and community MDRT offers to get through the hurdles of the profession. Via robust educational resources and dynamic members-only meetings, our global membership of industry leaders is here to share the practical tips and success strategies to support your advisors to aim higher and achieve more, especially in the current climate.
The 2022 production requirements have been adjusted based on the effects of the pandemic. All financial services professionals who apply for 2022 membership must meet the 2022 MDRT production requirements.
MDRT is fiscally sound in this economy and has no plans to increase dues in 2022. Dues will remain at USD 550.
The MDRT Focus on Resources website is a hub full of relevant, top-notch content to help MDRT members and general agents/agency managers better serve their clients.
Have your advisors apply for the 2022 membership year starting November 1, 2021, through March 1, 2022. To learn more about 2022 MDRT membership and production requirements, click here.
As two separate offerings, the MDRT Academy and MDRT Mentoring Program have always shared one mission: To help financial advisors reach MDRT. As one unified offering, they are able to better deliver on that mission by creating a more comprehensive and meaningful experience for MDRT-aspiring advisors.
How does this affect your advisors?
Will you encourage your MDRT-aspiring advisors to join the unified offering of the MDRT Academy and Mentoring Program?
Your MDRT member advisors can also join the MDRT Mentoring Program as mentors to offer others game-changing support.