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 […]
MDRT News
MDRT Post Annual Meeting Idea-Share Power Hour – US & Canada Events
USA Members Date: June 14, 2021Time: 12:00 PM Central Time (1:00 PM Eastern Time) MDRT’s Community Leaders organize events that regionally connect members. We are excited to invite our US members to a post Annual Meeting Power Hour virtual session where you can share knowledge and form friendships with members in your region. In this […]
MDRT Special Book Club Event – May 20
Date: May 20, 2021Time: 4-5 p.m. Eastern Time New MDRT members are welcome to join this special Book Club event! Change is happening throughout the financial services profession; don’t get left behind. Join us for an exclusive MDRT book club event to connect with author Maria Ferrante-Schepis and discuss her Amazon bestseller “Flirting with the […]
May 10 Webcast: Innovative prospecting using technology and giving events
Date: May 10, 2021Time: 1–2 p.m. Eastern Time Out-of-the-box prospecting that actually works? Sounds like a dream! Join MDRT members David C. Blake and Pamela J. Sams, CRPC, to hear how they effectively use innovative techniques to build their client bases. Blake will explain how his own passion for philanthropy has led to greater engagement with charity partners and […]
Advance registration for the 2021 MDRT Annual Meeting Virtual Event ends May 12
It has never been more convenient for advisors to attend and invest in themselves. Attendees of the Annual Meeting will experience cutting-edge presentations by industry experts and link up with a live audience in their time zone, allowing for real-time connections, all from the comfort of home or office. Advance Registration (March 29 – May 12, 2021): USD […]
2021 Global Conference Meeting Announcement
MDRT’s 2021 Global Conference will not take place in Singapore from August 29 -September 1. MDRT explored holding an in-person meeting in Singapore, however, government-mandated capacity limitations and associated safety protocols make that infeasible and impracticable. Instead, all members should plan to attend the 2021 MDRT Annual Meeting Virtual Event taking place June 7 – […]
April 19 Webcast: The mind and the markets
Date: Monday, April 19, 2021Time: 1–2 p.m. Eastern Time In periods of market volatility, many investors fall short of their market objectives. During these times, emotion often overwhelms reason, irrationality trumps rationality, and thoughtfully constructed portfolios are exited. The mind and the markets — presented by Orion’s chief investment officer, Tim Holland, CFA, and chief behavioral officer, Dr. Daniel […]
2021 Annual Meeting Registration is Now Open
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 […]
The Benefits of Joining MDRT – 2021
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 […]
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 […]