News for MDRT U.S. and Canada
Join the brightest minds in your profession!
The MDRT Annual Meeting brings thousands of members together from around the world to create an exclusive experience that stimulates growth through learning, networking, and sharing innovative ideas.
Advisors can join their colleagues at the ultimate event for leading financial services professionals from the comfort of your home or office, June 7-9.
Registration is now open. Learn more here.
MDRT provides a combination of online resources, person-to-person interactions and easily accessible industry insights that members are using every day to increase their productivity, build their business, and strengthen credibility and confidence among clients.
Share this video of President Ian Green, Dip PFS with your advisors which explains the benefits of MDRT membership and why they should apply for 2021.
Click here for more information on membership requirements and applying.
Or contact memberrelations@mdrt.org
Membership applications received after the March 1 deadline will be subject to a USD 200 late fee.
Have your advisors join MDRT members John J. Demboski, CFP; Gregory B. Gagne, ChFC; Jennifer P. Mann, MBA, CFP; and Dana Mitchell, CFP, CLU; for a panel discussion about how you can reach your next level of success as an advisor this year, whether that means finally creating a long-term strategy for your business, achieving Court of the Table or Top of the Table, or qualifying for MDRT for the first time. They will discuss how to map out your plan for 2021, as well as how to measure your progress and maintain your momentum as the months go by. 2021 can be your year — learn how to make it happen.
The discussion will be moderated by 27-year MDRT member Stephen Kagawa, FSS, LUTCF. There will be a live Q&A session after the presentation.
Speakers:
Date: Monday, February 8, 2021
Time: 1–2 p.m. Eastern Time
To help you better serve your clients during this time, MDRT is offering the MDRT Productivity Action Plan, designed to provide a means to requalify for MDRT membership in 2021 and continued access to MDRT’s offerings when they are needed the most.
Share this video of President Ian Green, Dip PFS with your advisors which explains what you should know about 2021 membership and the Productivity Action Plan.
Join MDRT members Regina Bedoya, CLU, ChFC; Vanessa Y. Bucklin, MBA, CLU; and Addie Murdock for a panel discussion to address the singular experience of being a woman in the financial advisor world. The panelists will share their own success stories, including how they’ve gained confidence, the self-improvement techniques they’ve adopted, and the important and challenging task of differentiation. They will also share tips for other female advisors on working with men, women and couples, as well as how to recruit and retain more female advisors into the profession.
The discussion will be moderated by 13-year MDRT member Juli Y. McNeely, CFP, CLU. There will be a live Q&A session after the presentation.
Speakers:
Date: Tuesday, January 12, 2021
Time: 1–2 p.m. Eastern Time
MDRT is proud to announce the MDRT Family of Brands, three associations established to provide opportunities to financial services professionals at every stage of their career.
Designed to empower the world’s leading insurance and financial professionals with innovative ideas and a network of the best minds in the industry.
Dedicated to financial advisors aspiring to MDRT Membership, with access to resources, tools and connections to put them on the fast track to premier status.
Built for field and home office leaders seeking leadership development and deeper engagement within the MDRT community.
Learn more about MDRT Family of Brands
Through MDRT, the newly launched association, MDRT Academy, and the MDRT Global Services pilot program, the MDRT Family of Brands helps the best and brightest elevate their success, build a community of excellence, and live rich and meaningful lives.
Join MDRT members Clay Gillespie, CFP, CLM; R.J. Kelly, RICP, MSFS; Juli Y. McNeely, CFP, CLU; and Nelson Wood for a panel discussion about the do’s and don’ts of cultivating an active study group that will enhance your career for years to come. The panelists, all study group veterans, will talk about study group best practices, including how to start one from scratch and how to keep one alive when it’s on life support. They will also share from their own experiences how participating in a study group made a difference in their professional and personal lives.
The discussion will be moderated by 9-year MDRT member Michelle L. Bender, CFP. There will be time for a live Q&A session after the presentation. MDRT members and nonmembers are welcome to join.
Speaker(s):
Date: December 7, 2020
Time: 01:00PM – 02:00PM
On November 1, the MDRT Academy officially launched as an individual membership association and we couldn’t be more excited. For the past three years, we’ve used the Academy’s pilot phase as an opportunity to fine-tune our offering, developing more than 700 articles, videos and podcast episodes, as well as goal tracking tools, in-depth Performance Guides, and our cutting-edge Critical Mindsets. We’re confident that any advisor that aims to reach MDRT-qualifying production in 2022 and beyond will find the resources they need to get to that next level.
Community connections
One of the things that’s most exciting about the MDRT Academy is that it gives advisors the opportunity to connect with others like them — and with long-time MDRT members who can give them tips for reaching higher levels in their careers. The Connect section is the place for advisors to dialogue about challenges in their practices (and MDRT members have been known to chime in with their expert advice!) or to celebrate success together.
Performance Guide palooza
Our Performance Guide library continues to grow! We now have 14 in-depth guides that touch on important areas of the profession, from improving time management to tackling common objections. The newest Performance Guide, “Make joint work work for you,” advises members on working jointly with a more senior advisor, digging into how joint work can help up-and-coming advisors achieve and learn more on the job.
Advisors can join anytime with no deadline. The annual membership fee is $275 and expires on December 31 of each year.
Would you encourage your advisors to apply for 2021 membership?
Learn more about the requirements and getting your advisors enrolled here.
From motivating member speakers to the engaging live Q&A chats with Anchor Session speakers, there was no shortage of inspiration! The 2020 MDRT EDGE Virtual Event focused on navigating and succeeding in the new and quickly changing world we are living in.
Don’t forget to have your advisors come back and revisit all event sessions and content. Access to the sessions will begin Wednesday, November 18 at 5 p.m. Central Time and end November 25 at 5 p.m. Central Time. Members must be registered to log into the event platform for session replay.
See you next year in Philadelphia for the 2021 MDRT EDGE!
Visit the online MDRT Store for plaques and insignia items for your current member advisors. Performance. Leadership. Initiative. These are qualities that distinguish MDRT members — and the qualities to which we aspire when we select products to help our members continue to meet the challenges of the value-added marketplace. Visit the MDRT Store here.
Members can apply online and be approved today. The membership production requirement is waived in 2021 for anyone who was an MDRT member in 2019 or 2020. mdrt.org/applynow
This year, MDRT created the MDRT Productivity Action Plan to provide members with continued access to offerings when they are needed the most and a means to requalify for membership in 2021.
Learn more at mdrt.org/focus
