Program

What to Expect

What You will Learn

Full Schedule*

MONDAY, NOVEMBER 10, 2025

10 a.m. – 5:30 p.m.
REGISTRATION/MDRT MEMBER BENEFITS AND FOUNDATION BOOTHS/MDRT STORE OPEN
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

Josh Linkner

Find a way: A proven model to conquer challenges, seize opportunities and accelerate growth

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Matt Halloran

The great wealth transfer: Unlocking USD 80 trillion through content marketing

Elke Rubach, LL.M., CLU

The hidden cost of difficult clients — and what to do about it

Tim Daniel Clairmont, MSFS, LACP

The COI tracker: How to build, rank and sustain referral relationships that actually work

Peer Group Touch Points

What if you could make the lessons you gather from MDRT EDGE 10x more impactful? Peer Groups do just that. This is where you will share insights gathered at the meeting, vastly expanding practical tips to bring back to your business.

Speakers in session

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2:30 – 3 p.m.
COFFEE BREAK
5:30 – 6:30 p.m.
Welcome Reception

Tuesday, November 11, 2025

7 a.m. – 5 p.m.
REGISTRATION/MDRT MEMBER BENEFITS AND FOUNDATION BOOTHS/MDRT STORE OPEN
7:30 a.m.
DOORS OPEN
8 a.m. – 4:15 p.m.
Main Session

Anchor  Sessions

You won't want to miss these sessions on the main stage designed to stimulate conversation about your personal and professional growth.

Speakers in session

Sara Ross

LeadFULL: Where excellence meets energy to expand leadership capacity and fuel a vibrant life

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Ramy Nassar

Advancing your AI: Smarter prompts, better questions, real results by tomorrow

Krista Neher

Gain a social media edge: Creating better content faster

Eric David Brotman, CFP, AEP

Merge ahead: The road map to strategic acquisitions, succession plans and internal equity transfers

Randall Dean

Finding an extra hour every day: Time, tech and email tips for greater productivity and efficiency

Dan Gingiss

Remarkable by design: AI-enhanced client experiences that drive loyalty

R.J. Kelly, AEP, MSFS

10 – 10:30 a.m.
COFFEE BREAK
11:15 a.m. – 12:30 p.m.
Networking Lunch and Foundation Service Project
4:30 – 5:30 p.m.
MDRT Book Club Event

Speakers in session

Sara Ross

Book: Dear Work: Something has to change

OPEN EVENING FOR DINNER

WEDNESDAY, NOVEMBER 12, 2025

7 – 11:30 a.m.
REGISTRATION/MDRT MEMBER BENEFITS AND FOUNDATION BOOTHS/MDRT STORE OPEN
7:30 a.m.
DOORS OPEN
8 – 11:15 a.m.
Main Session

Anchor Sessions

You won't want to miss these sessions on the main stage designed to stimulate conversation about your personal and professional growth.

Speakers in session

Alan Stein Jr.

How to break through plateaus, overcome stagnation and skyrocket your business

Workshops

These extended sessions take you on a deep dive into specific business-related topics and tasks. Experience a combination of speaker-led sessions and small-group discussions to help you understand the specific issues and challenges you face in your practice on a daily basis.

Speakers in session

Paresh B. Shah, CFP

Technology: The ultimate scalability tool

Brian Haney, CFBS, CLTC

Rachel Dealto

The relatable leader: Building trust and connection in your practice

9:15 – 9:45 a.m.
COFFEE BREAK

Come Back for Updates

*Schedule is subject to change.

Networking Opportunities