Engage

Develop

Grow

Empower

The road to the 2025 MDRT EDGE starts here

000
DAYS to go
Register now
November 10–12, 2025
DURATION: 3 DAYS
Austin, Texas, USA

Take a look at some key moments from the 2024 MDRT EDGE:

What’s next?

The road to Austin leads you on a bold, professional journey. Prepare now and mark your calendar for the 2025 MDRT EDGE in the lively and culture-rich city of Austin, Texas. Join your peers from the U.S. and Canada, November 10–12, 2025.

Become an MDRT member now

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

Be part of a community of financial professionals when you attend MDRT meetings and events, access the Member Directory, join the MDRT Mentoring Program and engage as a volunteer. Learn more at .

Explore

The 2025 MDRT EDGE takes place in one of the most vibrant cities in the U.S. — Austin, Texas. , discover and experience everything this thriving destination has to offer. Start planning now for another valuable MDRT EDGE, November 10–12, 2025.

Meeting Registration

Registration is still available, and we would love to see you at MDRT EDGE. If you would like to join your peers in Atlanta, email us at to register.

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 14, 2024 (11:59 p.m. Central Time)
USD
1,095

Business Partner Registration Fee

USD
1,095
Register Now
  • 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

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?

Business Partner:

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
Adapt and thrive: Your road map for the future of advice

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 Member Benefits and MDRT Store Open
10 a.m. - 5:30 p.m.
MDRT Foundation Booth Open
10 a.m. - 5:30 p.m.
Restaurant Reservations 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

Adapt and thrive: Your road map for the future of advice

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

Adrian George, CFP, TEP

Prospecting your niche: Practical steps to expand your target market

Dr. Marcus Collins

Future-proofing your brand

Kristen Hadeed

Ignite a culture of growth

2:35 -3:05 p.m.
Coffee Break
4:05 – 4:35 p.m.
Peer Group Touch Points
5:30 – 6:30 p.m.
Welcome Event
Note: Schedule is subject to change.

Tuesday, November 5, 2024

7 a.m. - 5 p.m.
Registration/MDRT Member Benefits and MDRT Store Open
7 a.m. - 5 p.m.
MDRT Foundation Booth Open
7 a.m. - 5 p.m.
Restaurant Reservations Open
7:30 a.m.
Doors 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

Ford Saeks

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

Terri Sjodin

Presentation ready: Fix unseen flaws and present more persuasively

Michelle L. Bender, CFP

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

Jamie Golombek, CPA

Tax planning for high-net-worth clients

David Podell

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

Stephanie Woo

The yin and yang of partnerships: How to turn differences into strengths and create exceptional collaboration – not conflict

Alex Fyon

The yin and yang of partnerships: How to turn differences into strengths and create exceptional collaboration – not conflict

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

Danny O'Connell, MBA

Turn staff compensation stress into business success

Kevin Reidinger

Becoming a better mentee

Amy L. Wakem

Language hacks that enhance client service and increase retention

Stephanie Toyoko Nagami

Dream team dynamics: Crafting your winning squad

Joshua Ketchie, CPA, CFP

Thriving in a virtual environment

9:45 – 10:15 a.m.
Coffee Break
11:15 a.m. – 12:45 p.m.
Networking Lunch and Foundation Service Project

The MDRT Foundation will have a service project in partnership with The Goodr Foundation to pack healthy snacks to be delivered to the Atlanta community.

2:15 – 2:45 p.m.
Coffee Break
3:50 - 4:20 p.m.
Peer Group Touch Points
4:30 – 5:30 p.m.
Book Club Event

Speakers in session

Shawn Kanungo

Book: The Bold Ones: Innovate and Disrupt to Become Truly Indispensable

5:30 p.m.
Open Evening for Dinner
Note: Schedule is subject to change.

Wednesday, November 6, 2024

7 a.m. - 11:00 a.m.
Registration/MDRT Member Benefits and MDRT Store Open
7 a.m. - 11:00 a.m.
MDRT Foundation Booth Open
7:30 a.m.
Doors Open
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

Ryan J. Pinney, LACP

Practical ways for advisors to put AI into practice

Alphil Jay Guilaran, BA, EPC

The great wealth transfer: Preparing the next generation

Kwame Christian

Mastering negotiation: Communication strategies to achieve exceptional results

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

Rebecca Heiss

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

9:20 - 9:50 a.m.
Coffee Break
11:15 a.m.
Meeting Adjourned
Note: Schedule is subject to change.

Program

MDRT EDGE Program

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  • EDGE Peer Groups

    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.

    Learn MOre
  • 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.

  • 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.

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 The Goodr Foundation for the 2024 MDRT EDGE

We’re proud to partner with The Goodr Foundation, a non-profit that focuses on providing healthy meals to youth, families, and seniors through its recipient and non-profit partner network. The MDRT Foundation will have a service project to pack healthy snacks to be delivered to the Atlanta community.

Sponsors

AriseHealth logoOE logo2020INC logoThe Paak logoEphicient logoToogether logo