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Thank you to everyone who attended the 2023 MDRT EDGE in Orlando, Florida, USA. Your participation and enthusiasm made it a valuable and unforgettable experience!
Now is the time to mark your calendars for the 2024 MDRT EDGE, in a city known for its vibrant energy and culture — Atlanta, Georgia, USA. Join your peers from the U.S. and Canada, November 4–6, 2024.
Gain insights from past meetings and learn how to apply them to grow your business today. Log in to mdrt.org to access personalized information and content.
Read about the topics explored at this year’s meeting on the MDRT App. Be inspired by creative business concepts, learn specialized information from world-class speakers and discover new ways to expand your career.
The 2024 MDRT EDGE takes place in one of the most dynamic cities in the U.S. — Atlanta, Georgia. Explore, discover and experience everything this thriving destination has to offer.
“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse tincidunt sagittis eros. Quisque quis euismod lorem.”
“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse tincidunt sagittis eros. Quisque quis euismod lorem.”
These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE app.
Extended sessions take a deep dive into specific business-related topics and tasks. They combine lectures and small group discussions to help you develop an understanding of the specific issues and challenges you face in your financial services practice on a daily basis. Members will have the opportunity to choose six of the nine Workshop sessions to attend.
Peer Groups are designed to position you with other members who will help you grow and get the most out of the MDRT EDGE. There will be opportunities to meet and share new ideas and concepts with your Peer Group throughout the meeting. This is MDRT at its finest — the best helping and learning from the best.
These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE app.
Extended sessions take a deep dive into specific business-related topics and tasks. They combine lectures and small group discussions to help you develop an understanding of the specific issues and challenges you face in your financial services practice on a daily basis. Members will have the opportunity to choose six of the nine Workshop sessions to attend.
Member Sessions take a deep dive into specific business-related topics and tasks. Hear from some of your fellow members about ways to implement creative ideas and boost your production levels.
Peer Groups are designed to position you with other members who will help you grow and get the most out of the MDRT EDGE. There will be opportunities to meet and share new ideas and concepts with your Peer Group throughout the meeting. This is MDRT at its finest — the best helping and learning from the best.
These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE app.
Attendees will learn to better determine clients’ needs, establish trust and recommend appropriate solutions to increase their assets.
In these sessions, MDRT EDGE participants will learn best practices to run their businesses efficiently and provide excellent client service.
Strategic processes and activities to promote business products and services to specific markets will be featured in these sessions, which will also touch on establishing a brand identity and value proposition.
MDRT members can find the elements for balance that will enhance career performance and enrich personal lives in these presentations.
These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE App.
Peer Groups are designed to position you with other members who will help you grow and get the most out of the MDRT EDGE. There will be opportunities to meet and share new ideas and concepts with your Peer Group throughout the meeting. This is MDRT at its finest — the best helping and learning from the best.
Extended sessions take a deep dive into specific business-related topics and tasks. They combine lectures and small-group discussions to help you develop an understanding of the specific issues and challenges you face in your financial services practice on a daily basis. Members will have the opportunity to choose six of the nine Workshop Sessions to attend.
Member Sessions take a deep dive into specific business-related topics and tasks. Hear from some of your fellow members about ways to implement creative ideas and boost your production levels.
Visit the MDRT Member Benefits Booth to learn about everything MDRT has to offer. Get a tutorial of the MDRT App, discover valuable content on mdrt.org, and learn about MDRT’s Mentoring Program, the MDRT Academy and MDRT Center.
The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members. All MDRT members are eligible to endorse a charity to receive grant funding through the Global Grants Program. Visit the MDRT Foundation Booth to learn more.
The MDRT Store showcases the best educational resources in the industry. Visit the Store kiosk or online at mdrtstore.org to find books, plaques, apparel and more MDRT-branded items.
These general sessions for the whole group are designed to stimulate conversation about personal and professional growth. Anchor Session presentation details can be found on the MDRT EDGE app.
Peer Groups are designed to position you with other members who will help you grow and get the most out of MDRT EDGE. There will be opportunities to meet and share new ideas and concepts with your Peer Group throughout the meeting. This is MDRT at its finest — the best helping and learning from the best.
Extended sessions take a deep dive into specific business-related topics and tasks. They combine lectures and small group discussions to help you develop an understanding of the specific issues and challenges you face in your financial services practice on a daily basis. Members will have the opportunity to choose six of the nine Workshop sessions to attend.
Quick-hit sessions take a deep dive into specific business-related topics and tasks. Hear from some of your fellow members about ways to implement creative marketing techniques, turn transactional clients into planning clients and boost your production levels.
Wednesday, November 1, 2023
5:30 – 6:30 p.m.
The Welcome Event allows members the opportunity to get acquainted with fellow attendees. This year, the attendee will enjoy an evening on the grounds of the Hilton Orlando. Casual attire is recommended, as this is an outdoor event.
Thursday, November 2 — Lunch will be provided.
See schedule at a glance for times.
Continue the conversation with your peers over lunch on Thursday and Friday
Wednesday, November 1, 2023
8 - 9 a.m.
Registration Required: USD 35
This one-hour group training class will be led by a wellness expert and is designed to build strength and overall physical fitness through a variety of intense intervals. You’ll have fun and work hard!
Wednesday, November 1, 2023
8 - 10 a.m.
Registration Required: USD 50 (includes transportation)
Visit a 2,500-acre estate that has been family owned and operated since 1989 and still cultivates more than 50 varieties of citrus. Guests will enjoy a monster truck tour through native woodlands, pick their own citrus fruit right from the tree and feed farm animals at the on-site petting zoo. Experience this unique adventure! Boxed lunch included.
In 2004, 21-year-old Dr.Shanta Barton-Stubbs saw a need to support youth in a neighborhood where crime, drug abuse, and homelessness are commonplace. That first summer, she started with 8 youth, $1500 of her personal savings, and a handful of used board games. Today, New Image Youth Center is a consistent presence in the lives of youth and their families -- at no cost.
NIYC is one of the longest-serving youth organizations in the Orlando-Parramore community. EDGE attendees will hear from Dr. Shanta Barton-Stubbs as an anchor speaker and will have the opportunity to participate in a service project.
What began with a simple game of Monopoly turned into a sanctuary for hundreds of children in central Florida. Barton-Stubbs explains how she established the New Image Youth Center in 2004, and how the organization has fostered a supportive community that stands together through life's challenges and triumphs.
Dr. Shantá Barton-Stubbs is a licensed mental health therapist and influential mentor. In 2004, she founded New Image Youth Center, a nonprofit organization that provides academic support, social development, and health and wellness programs for at-risk youth. As an entrepreneur, she owns Under Construction Empowerment Services LLC, a firm that offers counseling, mentoring and life skills training services to adults and children. Barton-Stubbs has authored motivational books as well as The Cool Tools Kit, a resource designed to help children manage their emotions in a healthy way.
Are you intentional about delivering excellence in all aspects of your business? Learn Mobray’s strategies for maximizing the power of your personal brand to become more memorable, build consistency and generate new clients.
Kaplan Mobray has more than 15 years of corporate experience as a successful business executive. He has received awards for his corporate marketing, advertising, brand development and workforce diversity initiatives for Fortune 500 companies. He shares his message to NFL players and fans annually at the Super Bowl and has been featured on CNN and Fox, as well as in Businessweek, The Wall Street Journal and Ad Age.
What would happen if we could direct our energy toward our most meaningful goals, both in and out of the workplace? Terry takes you into the world of bucket lists and the profound impact that achieving your biggest goals has on improving mental health and building a thriving culture.
Sebastian Terry is a changemaker, bestselling author and thought leader who uses his one-of-a-kind story and custom models to create a positive ripple for peak performance, well-being and a thriving workplace culture. Through collaboration with many of the world’s largest organizations, such as Google, Berkshire Hathaway, Bank of America and McKesson, the teams Terry worked with have leveraged the passion effect as the driving force for becoming the best versions of themselves in and out of the workplace.
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In walking through the breakdown of his typical work-day schedule Tim Clairmont, CFP, MSFS, shares how manifesting success in life begins with effective time management skills, visualizing the future and looking back at past accomplishments.
Based on recent research, Maria Ferrante-Schepis explains which major financial services trends have permanently changed due to the pandemic. She shares what shifts advisors must understand and what practices you must master to thrive in the post-pandemic world.
Did you ever imagine a time when traditional means of meeting prospects and clients and doing business in a face-to-face manner could be at risk? The reality is that time has come and it’s here to stay regardless of if you like it or not. For a certain population of financial advisors and their clients the business model they once signed up for has changed forever. We’ve seen advisors adopt 3 years’ worth of technology in a matter of days and weeks, and we’ve seen what’s happened to those who have not. Many of you have learned to live in this new world while some are celebrating as things have begun to open back up and we move towards a new normal. There have been struggles with how to prospect during these times and some decided it was time to go on vacation from the business and regretting it today. While it’s important to talk about the experiences we had, my talk today is about the future. My talk today is about celebrating what we learned and experienced during this time and drawing leverage from it towards a very bright future. There are three things I will address during our time together and my goals is to ensure when our time is done, you are very clear on what to do next.
Financial advisors may display high emotional intelligence skills when meeting with their clients, but sometimes such warmth is lacking when it comes to their digital marketing. Sheri Fitts explains how improving your emotional presence also enhances your online presence.
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Juli McNeely, CFP, CLU, explores the confidence gap between men and women, shares how to identify ways to grown your own confidence and explains how increasing your own confidence will help your clients as well.
It’s amazing that many organizations still use number of calls made as a key metric to judge sales activity. Sam Richter explains how you can instead leverage sales intelligence to locate the right prospects and deliver the right message. Richter reveals how to generate leads using powerful introductions and shows you how to align your value proposition to what prospects really care about. These proven strategies will differentiate you from the competition and dramatically improve your sales performance in any economic environment.
In this session, Sim Gakhar will share her experience in tripling her production by compounding her knowledge, learning simple business building strategies, and creating lasting connections with top MDRT members. Attendees will learn how to collaborate with hyper-specialists to implement best business practices and sales ideas to maximize their income in a short amount of time.
Jennifer Mann, CFP, MBA, discusses how shifting your mindset from a salesperson to an educator can help you turn transactional corporate clients into personal planning clients.
Pamela Sams has found great success in her career by thinking outside of the box with marketing strategies to engage clients and attract prospects. She explains how to use social media to create buzz around your business and how to engage your clients in more effective ways that will lead to more referrals.
