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 […]
Mentoring Program
Feb 8 Webcast: Make 2021 Your Best Year Ever
MDRT Special Event: Make 2021 Your Best Year Ever 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 […]
Jan 12 Webinar – Rock-star Status: How Female Advisors Succeed
MDRT Special Event: Rock-star Status: How Female Advisors Succeed (and help others do the same) 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 […]
Encourage your advisors to join the Mentoring Program
MDRT has introduced exciting new changes to the Mentoring Program with a full rollout of the new online platform. We understand the challenges facing new producers as they enter this business, and we recognize that a strong mentor can make the difference between success and failure. The revamped Mentoring Program provides a more robust structure […]
June 22 Special Web Event
WEBINAR: Generating quality introductions from centers of influence Longtime MDRT members Paresh B. Shah, CFP, and Aurora L. Tancock, FLMI, CFP, will discuss strategies for connecting with centers of influence in order to create an increasing flow of quality introductions. Building relationships with centers of influence is an important part of growing a practice, but there’s no […]
2020 Annual Meeting+Global Conference Registration Opening
Connect and engage during the 2020 Annual Meeting and Global Conference Virtual Event, from August 3-7, 2020. This virtual event will: Connect members from around the world, allowing you to access the vast knowledge and experience within MDRT’s professional community directly in your home or office Deliver the exceptional content that is the hallmark of MDRT’s meetings, while also offering new ways to engage […]
Can a Mentee Register for 2020 MDRT Meetings?
We have made the decision to conduct the 2020 MDRT Annual Meeting and 2020 MDRT Global Conference as one virtual event. MDRT will not be hosting a physical meeting in Anaheim or Dubai. Members will be given priority for registration for 2020 MDRT Virtual Event. If you have advisors who are mentees, they will be […]
How does the Mentoring Program work?
Members and mentees can be from anywhere in the world. Advisors’ online profile preferences will match them to suggested colleagues, and MDRT will give that team the tools to guide mentorship. The program is open year-round online. There is no charge, but there is one requirement:The matching, content, tips, tools and results that come from […]