MDRT Community News

News for MDRT U.S. and Canada

Mentoring Program

The Benefits of Joining MDRT – 2021

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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.

Feb 8 Webcast: Make 2021 Your Best Year Ever

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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 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.

MDRT Special Event_ Make 2021 Your Best Year Ever

Speakers:

  • John J. Demboski, CFP
  • Gregory B. Gagne, ChFC
  • Jennifer P. Mann, CFP
  • Dana Mitchell, CFP, CLU
  • Stephen Kagawa, FSS, LUTCF

Date: Monday, February 8, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP here.

Jan 12 Webinar – Rock-star Status: How Female Advisors Succeed

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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 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.

MDRT Special Event—Rock-star Status_ How Female Advisors Succeed

Speakers:

  • Regina Bedoya, CLU, ChFC
  • Vanessa Y. Bucklin, MBA, CLU
  • Addie Murdock
  • Juli Y. McNeely, CFP, CLU

Date: Tuesday, January 12, 2021
Time: 1–2 p.m. Eastern Time

Learn more and RSVP here.

Encourage your advisors to join the Mentoring Program

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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 and enhanced tools — with the goal of facilitating quality mentor-mentee relationships. It also includes resources to help with goal setting, milestone tracking, task management, data analytics and progress reports.

Our goal is to enhance the mentoring experience to drive increased productivity, engagement and professional growth.

SOME MDRT MENTORING PROGRAM FAQS

  • How much does it cost? Enrollment in the MDRT Mentoring Program is free.
  • What are the requirements to enroll? There is no production requirement. However, production must be reported by March 1 (for the preceding year) to be eligible to register to attend the Annual Meeting or Global Conference.
    You must also have a unique email address.
  • When can I apply? Enrollment in the MDRT Mentoring Program is open year-round.
  • How long is the program: The program is a 12-month guided plan
  • Who is eligible to be a mentor? All mentors must be current MDRT members.
  • What is included in the MDRT Mentoring Program? Mentoring teams receive access to MDRT’s Resource Zone, as well as monthly emails highlighting a piece of content that can be used for fruitful conversations. The new platform will include facilitated online matching, tools for goal setting and tracking, milestones and best-practice training.
  • How do I join the MDRT Mentoring Program? Enroll at mdrt.org/mentorship. Click on “Enroll in Program” and complete your profile. The system will prompt you and provide you with the best match for a mentor.
    You must also have a unique email address.

See more FAQs and learn more about the MDRT Mentoring Program.

June 22 Special Web Event

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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 single way to do it, as evidenced by Shah and Tancock’s distinct experiences.

The discussion will be moderated by 40-year MDRT member and United States Community Leader R.J. Kelly, RICP, MSFS. There will be time for a live Q&A session after the presentation.

Date: Monday, June 22, 2020
Time: 1:00 PM – 2:00 PM Eastern

All are welcome to join! Learn more and register here

2020 Annual Meeting+Global Conference Registration Opening

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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 and learn 
  • Be available for a special price of USD 149. Given the impact of global events, we want members to be able to take advantage of this valuable offering. 

This one-of-a-kind experience will provide MDRT Members, Mentees and MDRT Academy Members with tools, ideas and inspiration to help advance your clients’ financial futures. Register for this experience starting June 16.

For more information about the event and to register, click here.

Can a Mentee Register for 2020 MDRT Meetings?

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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 able to register after member registration, provided there is still availability; please note that seats are not guaranteed and recent meetings have sold out.

All mentees who are currently enrolled in the program, will be able to register for the virtual meeting this year, with no production requirement threshold.

Mentees will be eligible to register for this meeting, space permitting, if three criteria are met:

  • You are enrolled in the Mentoring Program by March 1, 2020.
  • Your mentor is approved for current MDRT membership and has registered to attend the Global Conference.
  • You have achieved at least 50 percent of the MDRT membership production requirement (USD 48,500 in commissions or USD 97,000 in premiums). You may attend a second time a mentee if you achieve 75 percent of the MDRT production requirement (USD 72,750 in commissions or USD 145,500 in premiums). 2019 production must be reported and all certifying letters received and verified by March 1, 2020.

After the member registration period, if all criteria have been met, the mentee will receive an “Approved to Register” email by March 31, which will contain instructions and links for registration. Payment is due at the time of registration.

If a mentee has previously attended the meeting as an MDRT member, they may not attend as a mentee.

If you have additional questions, please email mentoring@mdrt.org
Participants can enroll at mdrt.org/mentorship.

For more information about the 2020 MDRT Virtual Event, visit mdrt.org/vm

How does the Mentoring Program work?

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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 this interaction are all part of the MDRT experience. The only requirement is that nonmember mentees must report their year-end production to MDRT annually.

There are three ways for advisors to be involved in the program:

  • A nonmember mentee
  • MDRT peer mentoring for a member mentee
  • An MDRT member mentor

To learn more and have your advisors enroll, click here.