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The MDRT EDGE gathers members from the U.S. and Canada to take a deep dive into their business while developing local partnerships, engaging in insightful conversations and tuning in to exceptional speakers.
Meeting registration will open in summer 2022. Check back for more information as it becomes available.
Health and Safety Protocol Guidelines
Gain helpful 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.
Stay connected and inspired between events when you use the MDRT App. Discover members near you, form a study group and absorb bite-sized content tailored to your needs.
The 2022 MDRT EDGE will take place in Orlando, Florida, nicknamed “the City Beautiful.” Enjoy more than a dozen theme parks, exceptional ecotourism experiences, and al fresco dining and shopping all while gaining your professional EDGE.
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.
Download the MDRT EDGE app to find a full listing of MDRT EDGE Anchor Sessions, Workshops and Member Quick Hits. Here you will also be able to chat with your EDGE Peer Group, see a full attendee directory and bookmark other workshops of interest to you. Download the MDRT EDGE app to get the most out of the meeting.
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 Groups are designed to team you up with other members who can 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 EDGE Peer Group throughout the meeting. When you are away from your Peer Group, connect by using the chat feature on the MDRT EDGE app. This is MDRT at its finest — the best helping and learning from the best.
These extended sessions will take a deep dive into specific business-related topics and tasks. Combining lectures, small-group discussions and activities, these sessions will focus on developing an understanding of specific issues and challenges faced in a financial services practice. Some will examine how to think strategically about a topic area while others will provide step-by-step instruction to develop new skills or accomplish a specific project.
These quick-hit sessions will take a deep dive into specific business-related topics and tasks. These sessions will focus on developing an understanding of specific issues and challenges faced in a financial services practice. Hear from some of your fellow members about ways to adapt your practice to a remote workplace, strategies for building a successful staff team and ideas for living a balanced, Whole Person life.
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.
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.
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.
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.
Over the past two decades, Joseph F. Coughlin has been busting myths about aging with groundbreaking multidisciplinary research into what older people actually want -- not what conventional wisdom suggests they need. In The Longevity Economy, Coughlin will provide the framing and insight business leaders need to serve the growing older market: a vast, diverse group of consumers representing every possible level of health and wealth, worth about $8 trillion in the United States alone and climbing. Coughlin provides deep insight into a population that consistently defies expectations: people who, through their continued personal and professional ambition, desire for experience, and quest for self-actualization, are building a striking, unheralded vision of longer life that very few in business fully understand. His focus on women -- they outnumber men, control household spending and finances, and are leading the charge toward tomorrow's creative new narrative of later life -- is especially illuminating. Coughlin pinpoints the gap between myth and reality and then shows businesses how to bridge it. As the demographics of global aging transform and accelerate, it is now critical to build a new understanding of the shifting physiological, cognitive, social, family, and psychological realities of the longevity economy.
In this session, Dr. Elizabeth Lombardo will help you create your own plan to optimize your leadership from the inside out by utilizing a holistic formula for true success.
Constant technology innovation and a changing consumer marketplace were already impacting the financial services profession. Then the pandemic arrived, and the scrip got flipped upside down. Technology strategist and futurist Crystal Washington shares how embracing technology’s influence on us, implementing social media trends into your business and wowing clients to gain more referrals will help ready you for future waves of change.
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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.
Communicate one-on-one with your peers from all around the world. Discuss important subject matter and learn from top-performing industry professionals. After building your virtual profile, expand your circle of expertise by interacting with other members via live chat, direct messaging and peer-to-peer video calls*. It is important that you opt in during the onboarding process to participate in all engagement features within the platform and be seen in the attendee list.
Grow your network by connecting directly with professionals who have the knowledge to address your top priorities. When you answer the three matchmaking questions during registration, you will be matched with like-minded People to Meet. You will find these connections in the Networking tab within the platform. Make connections that really matter!
Join your MDRT Community, where sharing empowers growth. Share your insights on the Virtual Event Social Wall, follow the MDRT Facebook page, and join us on social media using #2021MDRTAM.Smile in style by using our NEW virtual photo booth, located in the Networking tab. Photos from the photo booth can be uploaded onto theVirtual Event Social Wall, if you desire.