November 9–11, 2026
DURATION: 3 DAYS
Boston, Massachusetts, USA
000
DAYS to go
Register now
If you’re ready to take action in your business, come to MDRT EDGE. I walk away with several ideas I can implement right away — each with a direct, measurable impact on my business.
Michael Joseph Haggerty, CPCA, CFP

Schedule Overview*

Advance Registration opens August 9, 2022

November 9
10 a.m. – 6:30 p.m.

  • Registration
  • Anchor Session
  • Workshops
  • Peer Group Discussions
  • Welcome Reception

November 10
7 a.m. – 5:00 p.m.

  • Registration
  • Anchor Session
  • Networking Lunch and MDRT Foundation Service Project
  • Workshops
  • Peer Group Discussions

November 11
‍7 a.m. – 11:30 a.m.

  • Registration
  • Workshops
  • Anchor Session
*Schedule subject to change
View full program

Key takeaways

Business Growth and Scaling Strategies

Learn cutting-edge methods of scaling your business to help you move upmarket and break plateaus while acquiring new clients.

Talent Development and Team Optimization

Discover insights for improving support staff processes and efficiencies as well as best practices for hiring and training next-generation advisors.

Technology, AI and Digital Enablement

Hear about the latest tools and systems to promote your business products and services in a rapidly evolving technological landscape.

Client Experience and Relationship Management

Learn behavioral finance insights to better determine client needs, navigate difficult client conversations and provide intergenerational client value.

Operational Excellence and Compliance Navigation

Take best practices back to your business to enhance workflow efficiencies while considering compliance in client acquisition and servicing.

Wealth Strategy and Expanded Value Proposition

Gain an understanding of ways to expand comprehensive service offerings and preserving wealth.

Whole Person

Uncover the elements for balance to enhance your career performance and enrich your personal life.

Meeting Registration

Advance Registration

MDRT member

August 4 – September 21
USD
1,095

**Nonmember financial advisors

August 18 – September 21
USD
1,395

Who is eligible to attend?

  • 2026 MDRT members
  • MDRT member Business Partners *
  • 2026 MDRT Academy members
  • 2026 MDRT Center for Field Leadership members
  • Nonmember financial advisors **
* At the time of registration, MDRT members may register one Business Partner from within their company. A Business Partner is defined as a company officer (CFO, CMO or COO), a marketing or sales leader, or an office manager.
** A nonmember financial advisor is an agent/advisor or agency manager in the United States or Canada who does not hold membership in MDRT, the MDRT Academy or the MDRT Center for Field Leadership during the current membership year.
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