Engage

Develop

Grow

Empower

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Register now
000
DAYS to go
November 4–6, 2024
DURATION: 3 DAYS
Atlanta, Georgia, USA
Atlanta Marriott Marquis

Adapt, transform and excel at MDRT EDGE

Stay ahead of industry change by formulating friendships and actionable business plans that extend beyond this event. Connect with peers who will not only encourage but also challenge you to exceed your goals. Together, make personal and professional growth a collaborative effort.

Learn

Gain insights from past meetings and learn how to apply them to grow your business today. Log in to  to access personalized information and content.

Connect

Read about the topics explored at this year’s meeting on the . Be inspired by creative business concepts, learn specialized information from world-class speakers and discover new ways to expand your career.

Explore

The 2024 MDRT EDGE takes place in one of the most dynamic cities in the U.S. — Atlanta, Georgia. , discover and experience everything this thriving destination has to offer.

NEW in 2024

Bring a business partner

MDRT member attendees are eligible to bring a business partner or key staff person from their organizations to learn together, create plans to expand their practices and help implement ideas gained from MDRT EDGE into their business operations. Who is key to helping you run your business?

Recommended Guest:

MDRT EDGE guests must work in the U.S. or Canada. Guests will have access to the entire event but may only participate in Peer Groups if their member colleague opts in during registration. Guests may not be MDRT Academy or MDRT Center for Field Leadership members. Member and guest fees are the same. Limit one guest per MDRT member attendee.

Featured Speakers

Advance Registration opens August 9, 2022

Ryan Estis

Ryan Estis has more than 20 years of experience as a top-performing sales professional and leader. As the former chief strategy officer for the McCann Worldgroup advertising agency NAS, he brings a fresh perspective to business events. Estis is known for his innovative ideas on leading change, improving sales effectiveness and preparing for the future of work. His curriculum emphasizes emerging trends influencing leadership effectiveness, sales performance and client experience.

Learn More
Shawn Kanungo
Embracing innovation and fearless strategy in a world of AI

Shawn Kanungo is a globally recognized innovation strategist and bestselling author. Combining creativity, business and technology, Kanungo spent 12 years at Deloitte working closely with leaders to help them better plan for the opportunities associated with disruptive innovation. Today, he is a partner with Queen & Rook, where he advises premier organizations and executives on disruptive trends and invests in early-stage ventures. Drawing on his extensive experience with artificial intelligence, cloud technologies and behavioral economics, he provides audiences with an optimistic road map for embracing unexpected approaches to innovation to remain competitive and relevant.

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Rebecca Heiss
The stress advantage — Using stress to springboard you to your highest level of performance

Rebecca Heiss specializes in unpacking the paradoxes of the way people think to help them overcome their evolutionary limitations. As founder and CEO of the leadership awareness mobile app icueity, Heiss is among the founding faculty members to develop a startup school to nurture entrepreneurial minds and approach learning through impact. Her research is considered transformative by the National Science Foundation.

Learn More

Schedule

Advance Registration opens August 9, 2022

Monday, November 4, 2024

10 a.m. – 5:30 p.m.
Registration/MDRT Foundation/MDRT Member Benefits Booth/MDRT Store/Restaurant Reservations/Instant Recordings Open
12 p.m.
Peer Group Orientation
12:30 p.m.
Doors Open
1 – 5 p.m.
Main Session

Anchor  Sessions

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.

Speakers in session

Ryan Estis

Workshop Sessions

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 eight of the 12 Workshop Sessions to attend.

Speakers in session

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2:30 – 3 p.m.
Coffee Break

Workshop Sessions

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 eight of the 12 Workshop Sessions to attend.

Speakers in session

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4 – 4:30 p.m.
Peer Group Touch Points
5:30 – 6:30 p.m.
Welcome Event
Note: Schedule is subject to change.

Tuesday, November 5, 2024

8 a.m. – 5:30 p.m.
Registration/MDRT Foundation/MDRT Member Benefits Booth/MDRT Store/MDRT Mentoring/Restaurant Reservations/Instant Recordings Open
8 a.m. – 3:45 p.m.
Main Session

Anchor  Sessions

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.

Speakers in session

Shawn Kanungo

Embracing innovation and fearless strategy in a world of AI

Workshop Sessions

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 eight of the 12 Workshop Sessions to attend.

Speakers in session

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9:45 – 10:15 a.m.
Coffee Break

Workshop Sessions

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 eight of the 12 Workshop Sessions to attend.

Speakers in session

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11:15 a.m. – 12:30 p.m.
Lunch/MDRT Foundation Service Project

Anchor Sessions

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.

Speakers in session

Michelle L. Bender, CFP

Buying, selling or preparing: What to do and what I wish I knew

David Podell

Using large-deductible tax strategies to enhance a business owner’s retirement plan

Terri Sjodin

Presentation ready: Fix unseen flaws and present more persuasively

Ford Saeks

Business growth acceleration: Improving your findability, unique ability and profitability

MDRT Quick Hits

Quick-hit sessions take a deep dive into specific business-related topics and tasks. Hear from some of your fellow members about staff acquisition and retention as well as processes for delivering positive client experiences and improving professional development to boost your production levels.

Speakers in session

Kevin Reidinger

Becoming a better mentee

Stephanie Toyoko Nagami

Dream team dynamics: Crafting your winning squad

Amy L. Wakem

Language hacks that enhance client service and increase retention

Danny O'Connell, MBA

Turn staff compensation stress into business success

2:15 – 2:45 p.m.
Coffee Break

Workshop Sessions

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 eight of the 12 Workshop Sessions to attend.

Speakers in session

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3:45 – 4:15 p.m.
Peer Group Touch Points
4:30 – 5:30 p.m.
Book Club Event
Note: Schedule is subject to change.

Wednesday, November 6, 2024

8 – 11:15 a.m.
Main Session

Workshop Sessions

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 eight of the 12 Workshop Sessions to attend.

Speakers in session

Kwame Christian

Mastering negotiation: Communication strategies to achieve exceptional results

9:15 – 9:45 a.m.
Coffee Break

Anchor Sessions

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 eight of the 12 Workshop Sessions to attend.

Speakers in session

Rebecca Heiss

The stress advantage — Using stress to springboard you to your highest level of performance

Note: Schedule is subject to change.

Program

MDRT EDGE Program

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  • Advising Clients

    Attendees will learn to better determine clients’ needs, establish trust and recommend appropriate solutions to increase their assets.

  • Practice Management

    In these sessions, MDRT EDGE participants will learn best practices to run their businesses efficiently, maintain high-performing teams and provide excellent client service.

  • Marketing

    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.

  • Whole Person

    In these presentations, MDRT members will find the elements for balance to enhance their career performance and enrich personal lives.

  • Anchor Sessions

    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.

  • EDGE Peer Group

    What if you could make the lessons you gather from MDRT EDGE 10x more impactful? Peer Groups turn every table of members into takeaway teams, sharing insights gathered at the meeting and vastly expanding the practical tips each member has to bring back to their business. One of MDRT’s core benefits involves members learning from each other and maximizing growth opportunities. Peer Groups put that principle into action.

  • Workshops

    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 eight of the 12 Workshop Sessions to attend.

  • Member Quick Hits

    Quick-hit sessions take a deep dive into specific business-related topics and tasks. Hear from some of your fellow members about staff acquisition and retention as well as processes for delivering positive client experiences and improving professional development to boost your production levels.

Meeting Registration

MDRT Academy and MDRT Center for Field Leadership members are welcome

MDRT Academy and MDRT Center members from the U.S. and Canada are eligible to attend the 2024 MDRT EDGE.
Academy and Center members will have access to the entire event. They are not eligible to bring a guest. Fees are noted below.

Advance Registration

July 30, 2024 (10 a.m. Central Time) –
September 2, 2024 (11:59 p.m. Central Time)
USD
995

Business Partner Registration Fee

USD
995
Register Now
On-site registration will not be available.
  • Admittance to all sessions
  • Meal breaks, lunch and Welcome Reception

General Registration

September 3, 2024 (12:00 a.m. Central Time) -
October 2, 2024 (11:59 p.m. Central Time)
USD
1,095

Business Partner Registration Fee

USD
1,095
Register Now
On-site registration will not be available.
  • Admittance to all sessions
  • Meal breaks, lunch and Welcome Reception

Registration cancellation and refund policy

Registration cancellation requests must be emailed to Maritz at mdrtedge@maritz.com to be eligible for a refund.
  • Cancellation requests received on or before October 2, 2024: 100% registration fee paid, less a USD 100 administration fee
  • Cancellation requests received October 3 – October 15, 2024: 50% registration fee paid, less a USD 100 administration fee
  • Cancellation requests received on or after October 16, 2024: No refunds

Networking Opportunities

Engage on-site

MDRT Store

Showcase your success with items from the MDRT Store. Visit the Store kiosk on-site at the MDRT Member Benefits Booth in the Atrium Foyer at the Atlanta Marriott Marquis, or online at mdrtstore.org to order plaques, apparel, accessories and more MDRT-branded items.

The MDRT Store will not accept cash or process any cash transactions during the meeting.

MDRT Foundation

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 in the Atrium Foyer at the Atlanta Marriott Marquis to learn more about all the ways to give back.

MDRT Member Benefits Booth  

Visit the MDRT Member Benefits Booth in the Atrium Foyer at the Atlanta Marriott Marquis to learn about everything MDRT has to offer. Discover valuable content on mdrt.org, and learn about the MDRT Academy and MDRT Center for Field Leadership. Also, access the MDRT Store kiosk at the booth to shop online for MDRT products to ship direct to your home or office.

Foundation

The MDRT Foundation is proud to partner with New Image Youth Center (NIYC) for the 2023 MDRT EDGE

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.

Sponsors

AriseHealth logoOE logo2020INC logoThe Paak logoEphicient logoToogether logo