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 […]
Membership
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 […]
Share the Productivity Action Plan for 2021 with Your Advisors
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 […]
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 […]
Announcing the MDRT Family of Brands
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 […]
December 7 Webinar: The Secrets of Successful Study Groups
MDRT Special Event: The Secrets of Successful Study Groups 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 […]