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MDRT delivers new meeting that gives U.S. and Canadian members the cutting EDGE in Financial Services

MDRT EDGE delivered a customized learning experience with a focus on providing up-to-date socio-political trends and exemplary industry practices to Engage, Develop, Grow and Empower its members’ businesses

PARK RIDGE, Ill. (Nov. 26, 2018) - Nearly 500 MDRT members gathered in Boston Nov. 7-9 for the first-annual MDRT EDGE, a meeting focused exclusively on addressing the unique challenges faced by financial professionals in the United States and Canada. Designed to Engage, Develop, Grow and Empower (EDGE), the innovative meeting format combined individualization, peer-to-peer networking, and insightful presentations to offer each attendee a fully customized experience.

“MDRT launched this groundbreaking new meeting that ensured each attendee left Boston with exactly what they need to take their career success to the next level,” said Ross Vanderwolf, president of MDRT. “With 98 percent of attendees stating they enjoyed the MDRT EDGE meeting and 96 percent planning to attend next year and to recommend the meeting to their colleagues, it was a huge success with a big impact on our membership.”

Attendees were matched to small peer groups, each armed with a personalized schedule designed to maximize conversation and learning. The “divide and conquer” format allowed each participant to focus on the speakers most applicable to their career priorities while learning from their peers attending different sessions. This way, they never felt they missed insightful information from other speakers. In addition to info sharing, the peer groups helped attendees develop their network with new high-quality connections and allow continued learning beyond the meeting.

To help attendees navigate the external influences impacting their businesses, Anchor Sessions provided large-format keynote presentations from experts across a number of topics. In the Digital Leadership and Innovation Anchor Session, Erik Qualman, a best-selling author and speaker known for his expertise in technology trends, discussed digital integration and consumer expectations in the digital age. In the 2018 Mid-Term Election Results Impact for Financial Services Anchor Session, Andrew Friedman, a political and legislative expert, shared his perspective on the outcome of the U.S. midterm elections less than 24 hours after Election Day and discussed the government’s role in tax, fiscal and retirement policies.

“I feel that the content of this meeting has definitely been timely,” said Trish Lalonde, an attendee. “There are some hot buttons that are going on in our industry. They address them head on, and I can't

Survey Methodology: The survey was conducted by G&S Business Communications on behalf of MDRT. G&S conducted an online snap poll of 530 consumers in the United States ages 18+. The survey was conducted on August 28, 2018, following news suggesting the Federal Reserve would increase interest rates again.

About MDRT

Founded in 1927, Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 62,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 69 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. For more information, please visit mdrt.org and follow them on Twitter @MDRtweet

For more information:

Brittany Lange
Phone: +847.993.4955
Email: blange@mdrt.org
Tori Unger
G&S Business Communications
Phone: +312.648.6700, ext. 2124
Email: tunger@gscommunications.com