MDRT Community News

News for MDRT U.S. and Canada

MDRT EDGE

MDRT EDGE 2026: Share with your advisors and network

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Join us in Boston, Massachusetts, USA, November 9-11, at MDRT EDGE. This is a peer-driven event where advisors share what’s working. Attendees leave with ideas they can use right away to grow a client-focused practice. This year, MDRT EDGE is open to both members and nonmembers. Members can also bring a business partner.

Help promote MDRT EDGE

Use the tools below to share MDRT EDGE with your teams and community: share an email using our template below, post on LinkedIn, include in internal newsletters and company intranet pages, and more.

EDGE Website Still

Website The MDRT EDGE website has the latest details on: program, registration, travel and who can attend.

➡️Link to the site when sharing information.

Brochure An overview of MDRT EDGE and how it compares to the MDRT Annual Meeting.


➡️Use this to explain the value of each event.

Postcard A front-and-back handout with key details about MDRT EDGE.

➡️ Great for quick sharing or events.

Flyer A flyer with key information about MDRT EDGE programming

➡️ Share via email or your company’s intranet page.

Video
Hear directly from MDRT members about why they attend MDRT EDGE.

  • Full video Build what’s next for your practice
  • Full video Build what’s next for your practice (alternate version)
  • Short video Learn from an open, sharing community
  • Short video Learn from an open, sharing community (alternate version)
  • Short video Connect across the financial services profession
  • Short video Connect with a group committed to excellence
  • Short video Connect with a group committed to excellence (alternate version)
  • Short video Get where you want to go, faster
  • Short video Invest in your career
  • Short video Helping advisors do better for their clients and communities

➡️ Share these videos in email, social media and more.

Email, Intranet & Social Media

Subject/Headline: MDRT EDGE, November 9-11

MDRT EDGE is coming to Boston at the Marriott Copley Place, November 9-11. It’s a peer-driven event for advisors to get insights from industry leaders, openly exchange ideas and tackle business challenges and leave with practical strategies to grow a client-focused practice.

Registration opens August 4 for MDRT members with the option to bring a business partner and August 18 for nonmembers. Watch the MDRT EDGE video to learn more. We hope you can join us in Boston! 

➡️ Share or adapt this message on your communication channels.

➡️ Re-share MDRT’s posts on LinkedIn and Facebook

MDRT EDGE 2025 in Austin

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MDRT EDGE is an immersive, hands-on meeting exclusive to U.S. and Canadian members using focused peer group formats to build actionable business plans and create valuable networks. Complementing the MDRT Annual Meeting and Global Conference, MDRT EDGE provides a focused opportunity to learn from speakers, connect with top performers and build your business plan for the year ahead. Registrants can bring a company partner. Fuel your business with bold ideas, practical strategies and personal connections that drive meaningful growth.

Register

Frequently Asked Questions

What is the size of EDGE? MDRT EDGE hosts around 500+ attendees, providing a perfect opportunity for more intimate networking with your peers.

Who should attend? MDRT EDGE is encouraged for all members in the U.S. and Canada. Mid- and early-career members, including those building and working on their businesses may get a particular benefit from being around top performers at MDRT. And all attendees have the option to register a business partner.

Where and when is MDRT EDGE? EDGE takes places in a U.S. or Canadian city.

Austin, Texas, USA – November 10–12, 2025
Boston, Massachusetts, USA – November 9–11, 2026

What is the format for MDRT EDGE? MDRT EDGE includes a mix of interactive workshops, keynotes from industry leaders, peer group touchpoints, workshop debriefs and a book club event featuring a renowned author — all anchored by a guided workbook to spark discussion and goal setting.

What topics are covered? Topics covered include business growth and efficiency, client advising strategies, practice management, marketing and branding, and balancing professional success with personal well-being.

Are there any takeaways from the event? Each participant will leave with an MDRT EDGE workbook that you use to create a structured business plan and goals with feedback from a curated MDRT peer group.

What is new in 2024 for the MDRT EDGE

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Bring a business partner

MDRT members are eligible to bring a business partner to MDRT EDGE. Together, they will learn, create strategies to develop their practice and implement the innovative ideas gained from MDRT EDGE into their business operations. Consider who is essential to help run your business effectively.

Recommended guests: 

  • Personal company chief officer (CFO, CMO, COO)
  • Business partner
  • Marketing lead
  • Office manager

The guest must be integral to your business and work in the U.S. or Canada. They will have access to the entire event and can participate in Peer Groups if you opt-in during registration. Guests cannot be MDRT Academy or MDRT Center for Field Leadership members. Member and guest fees are the same, with a limit of one guest per MDRT member attendee.

This is a fantastic opportunity to share the MDRT EDGE experience with someone crucial to your business success. Don’t miss out on this chance to grow and succeed together.

MDRT Academy and MDRT Center for Field Leadership are welcome

MDRT Academy and MDRT Center members from the U.S. and Canada are eligible to attend the 2024 MDRT EDGE. Academy and Center members will have access to the entire event. They are not eligible to bring a guest.

Learn more about MDRT EDGE and register before October 14, 2024.

Join us for MDRT’s 2024 meetings

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We look forward to having you or your team attend the 2024 MDRT meetings! Check out this year’s new and exciting locations for members to gather with their peers and share knowledge and business tips to meet their goals and increase their success.

  • MDRT Annual Meeting: Gather with us in Vancouver, BC, Canada from June 9-12, 2024.
  • MDRT Global Conference: Join our global community in Dubai, UAE from August 27-30, 2024.
  • Top of the Table Annual Meeting: For those who have reached this highest level of MDRT membership status, this exclusive meeting takes place in Kohala Coast, Hawaii from September 25-28, 2024.
  • MDRT EDGE: This meeting is exclusive to our members in the U.S. and Canada. Head to Atlanta, Georgia from November 4-6, 2024.
2024 meetings

Be sure your team are 2024 MDRT members to become eligible to attend our meetings throughout the year. Visit our website to apply for membership by March 1, 2024, to avoid the late fee.

Speakers to see at MDRT EDGE 2023

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Have your team join us in Orlando to hear from inspirational and visionary leaders whose insight will help grow the business and empower them to increase sales.

Curtis V. Cloke, LUTCF, RICP
Winning attraction to engage retirement clients

Cloke is a professor for The American College of Financial Services, providing expertise as a retirement income expert, trainer and professional keynote speaker. He will explain how to motivate clients to meet with you and how to create an emotional and emphatic connection that moves them to take action on your recommendations.

Bill Cates
Multiply your ideal clients for exponential growth

An expert in client attraction and engagement, Cates has been educating professionals for more than 25 years on how to grow business. Learn more as he provides a wealth of ideas and value about what other top advisors are doing to attract more of the right clients.

Rachel Tobac
How AI has changed the way I hack

A renowned hacker and CEO of SocialProof Security, Tobac helps professionals and companies keep data safe by training and testing them on social engineering risks. She will give you the best advice surrounding cybersecurity practices.

Don’t miss these industry leaders as they reveal powerful knowledge and insight.

Register your team now

Engage – Develop – Grow – Empower

Be sure to reserve rooms at the Hilton Orlando during the registration process to obtain the MDRT group rate!

Registration for the 2023 MDRT EDGE is now open

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2023 MDRT EDGE
Engage – Develop – Grow – Empower

We are thrilled to announce that advance registration is now open for the highly anticipated 2023 MDRT EDGE, November 1–3, in Orlando, Florida, USA.

The 2023 MDRT EDGE will bring together industry leaders, thought-provoking speakers, and cutting-edge insights to provide advisors with invaluable local networking and professional opportunities.

Have those on your team register now to immerse themselves in the business and build a competitive edge for 2024.

Advance Registration Fee:
August 1 – September 4, 2023
USD 995		General Registration Fee:
September 5 – October 4, 2023
USD 1,095
Learn more and register

Be sure to reserve rooms at the Hilton Orlando during the registration process to obtain the MDRT group rate!

Registration is open for the 2022 MDRT EDGE

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Take a deep dive into your business in Orlando, Florida, November 7–9. Exclusive to U.S. and Canadian members, MDRT EDGE is the perfect event for your advisors to share tips and pave the way to success next year.

During this innovative MDRT event, members will:

  • Meet like-minded U.S. and Canadian members to push them to the next level 
  • Gain practical takeaways that will help them plan for the future 
  • Take the time to think strategically

Learn more about the meeting and registration. Bring your team to MDRT EDGE 2022!

MDRT EDGE information

Review MDRT’s Health & Safety Protocols.

Registration for the 2021 MDRT EDGE is open

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Registration is now open for the 2021 MDRT EDGE. Attendees will …

Connect with local members from the U.S. and Canada

Discover how to stay ahead of the curve by understanding economic and future trends

Take a deep dive into specific, business-related topics

Here is what you need to know about the event:

  • THE WHO: Built specifically for 2021 MDRT U.S. and Canadian members
  • THE WHAT: 2021 MDRT EDGE
  • THE WHEN: November 8–10, 2021
  • THE WHERE: Philadelphia Marriott Downtown in Philadelphia, Pennsylvania
  • THE WHY: Because you want to connect with local colleagues, participate in peer group discussions and learn innovative concepts from fellow MDRT members
  • THE HOW: Register today to invest in you!
Register your team!

2021 MDRT EDGE will be in-person

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MDRT is pleased to announce that the 2021 MDRT EDGE will proceed as an in-person meeting in Philadelphia, Pennsylvania, November 8–10. Given the importance of peer groups and networking to this meeting, there will not be a virtual option to attend.

The 2021 MDRT EDGE is a meeting that will challenge your team and their peers from the U.S. and Canada to bring effective change and better plans to your business. The goal of the meeting is to:

  • Engage with your peers
  • Develop your skillset
  • Grow your business
  • Empower yourself to be a leader in your profession

As more information becomes available, we will provide updates on the MDRT EDGE website and continue to communicate with you. 

U.S., Canada MDRT Members can rewatch MDRT EDGE this week

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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.

Access session replay here.

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.