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Don’t miss this experiential meeting where you will:
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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.
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.
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 Global Services.
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.
Friday, November 3 — Lunch will be provided.
See schedule at a glance for times.
Continue the conversation with your peers over lunch on Thursday and Friday
Andy Buckley believes his experience as a financial advisor managing more than $400 million in personal assets helped prepare him to play the fictional role of David Wallace, the chief financial officer of the Dunder Mifflin Paper Company on NBC's hit comedy "The Office." His firsthand knowledge convinced him that being an actor is no different than being a successful financial advisor, as all the top members at Merrill Lynch have the same qualities he has seen in some of Hollywood's biggest actors.
Andrew Busch is a world-leading optimistic futurist and economic keynote speaker. He was the first chief market intelligence officer for the U.S. government at the Commodity Futures Trading Commission and is the author of the book "World Event Trading."
Dr. JP Pawliw-Fry is a top emotional intelligence keynote speaker, leadership thought leader, peak performance expert and co-author of the New York Times bestseller "Performing Under Pressure." His work with leaders from Fortune 500 companies, U.S. Marines, Olympic athletes, NBA and NFL teams has provided him with considerable opportunities to test his science-based tools in environments of high pressure.
Erica Dhawan is a 21st century collaboration expert who has studied human innovation and collaboration for more than 15 years. Despite encountering plenty of obstacles along the way, she has become an accomplished executive leader, keynote speaker and author of two books about collaboration, communication and teamwork.
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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.
