News for MDRT U.S. and Canada
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.
Have your advisors register by May 12 to take advantage of this exclusive offer.
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 – 9. You will see incredible presentations, hear cutting-edge ideas from the best minds in the profession, engage in live interactions with members from around the world, and leave inspired to achieve new levels of success. Registration is now open. Learn more and register at annualmeeting.mdrt.org.
In addition, we’re delighted to announce that MDRT will retain the world-class content that was to be shared at the Global Conference and deliver it to MDRT members starting in September as an extension of MDRT’s Productivity Action Plan.
Stay tuned for more information to come as MDRT finds additional ways to deliver value throughout 2021.
Date: Monday, April 19, 2021
Time: 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 Crosby — examines four significant market topics from the investment and behavioral perspectives and frames them in a way that enables advisors to better engage with clients during periods of heightened volatility and uncertainty.
Those who attend will leave this conversation with useful tools to keep clients invested, regardless of what the market throws their way, all while strengthening the advisor-client relationship through conversations centered around outcomes.
Speakers:
Date: Monday, April 19, 2021
Time: 1–2 p.m. Eastern Time
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