Custom learning
Get a custom schedule based off the interests you provided when registering.
Your time, your way
“White space” is built into your day so you can spend quality time with peers by going off on your own or jumping in on some activity options we offer.
EGDE Peer Group
We will team you up with peers who can help you grow. This is MDRT at its finest — the best helping the best.
Value beyond
We’ve thought of everything. Unlike other meetings, meals are included, free time has been built in, we’ll guide your connections and development, and you will get to connect pre- and post-meeting.
What is the MDRT EDGE all about? Meet with your EDGE Peer Groups, go off to your tracks and workshops, and meet back up and grow.
You will be assigned to an EDGE Peer Group, with whom you’ll be seated during Anchor Sessions to discuss insights. You’ll also meet periodically throughout the meeting. During workshops and white space times, you will be off on your own to experience what is of most value to you personally.
- Anchor Sessions – General sessions designed to stimulate questions and conversation
- Track Talks - Overview presentations for each track intended to create a foundation and perspective for the content of the corresponding workshop sessions
- Scheduled Workshops – A mix of lectures, small group discussions and activities that will take a deep dive into specific business-related topics and tasks
- Burn and Learn – Exercise your body and brain at the same time with exercise equipment and large monitors for watching on-demand video presentations from the MDRT Resource Zone.
- White Space – Time built into the program where you decide what you need to do: network, burn and learn, rest, work
Schedule at a Glance:
Sessions you attend individually
Sessions with your EDGE Peer Group
5K Run/Walk
Anchor Sessions
These general sessions, designed to stimulate questions and conversation, feature thought leaders presenting on topics relevant for personal and professional growth.
Meet with your EDGE Peer Group to share new ideas and concepts learned from various sessions.
Tracks
Track Talks are the overview presentations for each track intended to create a foundation and perspective for the content of the corresponding Workshop sessions.
- Strategic Business Planning
- Practice Management
- Advanced Financial Planning
- Wealth Management
Exercise your body and brain at the same time! Space at the MDRT EDGE will be set up with exercise equipment and large monitors for watching a curated list of on-demand video presentations from the MDRT Resource Zone, letting attendees learn while they burn off calories.
These general sessions, designed to stimulate questions and conversation, feature thought leaders presenting on topics relevant for personal and professional growth.
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.
Time is allotted in the schedule for attendees to begin working on a project or developing a plan for applying the knowledge learned to one’s own practice with the faculty consultants.
Time is allotted in the schedule for attendees to begin working on a project or developing a plan for applying the knowledge learned to one’s own practice with the faculty consultants.
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.
Time is allotted in the schedule for attendees to begin working on a project or developing a plan for applying the knowledge learned to one’s own practice with the faculty consultants.
Time is allotted in the schedule for attendees to begin working on a project or developing a plan for applying the knowledge learned to one’s own practice with the faculty consultants.
These general sessions, designed to stimulate questions and conversation, feature thought leaders presenting on topics relevant for personal and professional growth.
Learning new information at a meeting can feel overwhelming, especially when the meeting schedule allows no time for processing what has been presented. The EDGE will offer white space, time each day to pause, take a breath, reflect and refresh. Use this to work on the plan you started in a workshop, participate in the MDRT Foundation Service project, spend time with a fellow attendee, exercise or even rest before heading out for the evening.
Exercise your body and brain at the same time! Space at the MDRT EDGE will be set up with exercise equipment and large monitors for watching a curated list of on-demand video presentations from the MDRT Resource Zone, letting attendees learn while they burn off calories.
These general sessions, designed to stimulate questions and conversation, feature thought leaders presenting on topics relevant for personal and professional growth.
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.
Time is allotted in the schedule for attendees to begin working on a project or developing a plan for applying the knowledge learned to one’s own practice with the faculty consultants.
Time is allotted in the schedule for attendees to begin working on a project or developing a plan for applying the knowledge learned to one’s own practice with the faculty consultants.
Meet with your EDGE Peer Group to share new ideas and concepts learned from various sessions.
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Anchor Session Speakers
Lewis Howes
Howes is a New York Times bestselling author of the hit book, “The School of Greatness” and his newest book, “The Mask of Masculinity.” He is a lifestyle entrepreneur, high-performance business coach and keynote speaker. A former professional football player and two-sport All-American, he is a current U.S. Men’s National Handball athlete. He hosts a top 100 iTunes ranked Apple podcast, which has more than 60 million downloads and 600 episodes since it launched in 2013. Lewis was recognized by the White House as one of the top 100 entrepreneurs in the country under 30. Details magazine called him one of “5 internet gurus who can make you rich.” Lewis is a contributing writer for Entrepreneur and has been featured on Good Morning America, The Today Show, Forbes, ESPN, Sports Illustrated, Men’s Health and other major media outlets.
Andrew Friedman
The U.S. midterm elections will be held on November 6, the day before the EDGE begins. Friedman, one of the country’s most sought-after speakers on political and legislative developments and their effect on the government’s tax, fiscal, and retirement policies, will share his thoughts on the outcome of the elections and the implications for the financial services industry.
Erik Qualman
Often called a Digital Dale Carnegie and the Tony Robbins of Tech, Qualman’s bestselling book, “Socialnomics: How Social Media Transforms the Way We Live and Do Business” is considered the benchmark on the effects of social media on our daily lives, and how businesses can harness its power. In his presentation, Qualman will dive into the powerful concept of socialnomics. Word-of‐mouth is on digital steroids and has transformed into “world-of-mouth.” Organizations must learn the new rules of social, mobile and beyond or they will miss this once-in-a-generation opportunity to earn customers’ loyalty and drive long-term success.
Joy Bauer
ShapeHost of NBC’s Health + Happiness, and the nutrition and health expert for the Today Show, Bauer is passionate about delivering scientifically sound, realistic information about healthy nutrition. In her presentation, she will focus on how to eat correctly for health and happiness.
Kevin Brown
Brown’s unconventional path to business and personal success has taught him that winning in business and in life requires anything but conventional thinking. His blue-collar roots taught him the value of hard work and determination, which helped him work his way from the front lines in business to the executive boardroom, growing a little-known family business into an industry giant with annual revenues reaching $2 billion. On a mission to help people and organizations embrace a simple philosophy that separates world-class organizations and high performance people from everybody else, he is passionate about helping people expand their vision, develop their potential and grow their results. In his presentation, Brown will share strategies and principles that will equip you to show up every day and make a positive difference.
PRICE Buy your ticket and register
Early Registration
USD795
Now – August 31, 2018
Meals included
Custom program Sessions
EDGE Peer Group
Access to pre and post attendee-only community
Advance Registration
USD995
September 1 – October 5, 2018
Meals included
Custom program
EDGE Peer Group
Access to pre and post attendee-only community
On-Site Registration
not available
VENUE
The 2018 MDRT EDGE is in the heart of Boston at the Boston Marriott Copley Place. Ideally located among Boston’s many attractions, attendees will have many opportunities to enjoy the city in their free time.Boston Marriott Copley Place
110 Huntington Avenue
Boston, Massachusetts 20116
617.236.5800
Events
5 K Run/Walk
Wednesday, November 7, 2018 8 – 10 a.m.
Registration required
You will experience Boston through one of Beantown's favorite past times — running or a fast-paced walking. You will meet your fitness instructor in the hotel lobby for a scenic trek through Historic Boston. Routing will include the Copley area, Beacon Hill and the Esplanade with a memorable finish by crossing the Boston Marathon Finish Line on Boylston Street.
Boston Revealed Historic Walk
Wednesday, November 7, 2018 8:30 – 11:30 a.m.
Additional cost USD 30 per person
You will travel through Copley Square at the Back Bay, home of the Boston Public Library and Trinity Church. Atop Beacon Hill, disembark for a stroll with an enchanting view of the Boston Common and Public Garden, offering a verdant and graceful respite from the pace of the city, as well as the State House and the 54th Regiment Memorial. You will be guided past Kings Chapel and the Old Granary Burying Grounds, the final resting place for several original Patriots. View the Old South Meeting House, where planning for the Tea Party “coup” took place, and the Old State House where the Declaration of Independence was recited to Boston residents. Due to required guarantees, cancelations must be received in writing at MDRT headquarters on or before October 5, 2018, to receive a refund. No refunds will be given for cancelations received after October 5, 2018. No refunds will be given for no-shows. Inclement weather: Tour will be conducted via shuttle bus.
Welcome Event
Wednesday, November 7, 2018 6 – 9 p.m.
Lucky Strike Social Club (Jillian’s)
The Welcome Event allows members the opportunity to get acquainted with fellow attendees in a fun and interactive environment. Enjoy a fun evening of good food, camaraderie, music and games. Attire is casual.
Networking Lunch
Thursday, November 8
Hang out with attendees at both breakfast and lunch and find plenty of opportunity to network with your peers.
Grab-and-Go Breakfast
Thursday, November 8 & Friday, November 9
Begin your day with a grab-and-go breakfast and coffee.
Tracks
Strategic Business Planning
This track will focus on evolving and developing your business. If you are looking for new opportunities, trying to further identify your value, or make the leap from thinking like a salesperson to business owner, this track could help develop and implement these goals.
Practice Management
The Practice Management track will help advisors get a strong hold on their business. Learn how your business could benefit from new technology to better serve your clients, marketing tactics to build your brand or HR skills to help retain and lead an effective team.
Advanced Planning
This track focuses on identifying repeatable processes to effectively communicate complex business propositions to client bases of all sizes and incomes. Learn how to best identify and structure private premium finance opportunities, discover revenue through the sale and management of employee benefit programs, and identify the next level of tax planning for ultra-high-net-worth clients through PPLI/PPVA.
Wealth Management
The Wealth Management track will provide insight on investment and economic trends so you are able to position your portfolio, help your clients better understand your recommendations and generally have a better understanding of the market. You will also learn how to move from a risk-based practice to an integrated wealth management model.
Registration and General Information
Registration and Pricing
Registration opens July 16, 2018, and is open to approved U.S. and Canadian members on a first-come, first-served basis. Register early to secure your place. We encourage you to book your hotel room at the time of registration.Members should register themselves and not have a company affiliate or colleague register on their behalf. Registration for the MDRT EDGE will require attendees to identify and prioritize their personal learning goals for the meeting. MDRT will create a custom schedule based on these responses, which will be distributed onsite at badge pickup. Changes to attendees’ learning objectives may not be made after October 5, 2018.
All funds must be in U.S. dollars (USD). Registration will be open until the meeting reaches capacity.
EDGE Location
Boston Marriott Copley Place
110 Huntington Avenue
Boston, Massachusetts 20116
617.236.5800
EDGE Room Block
Room Rate: USD 305
Check-in time: 4 p.m.
Checkout time: 12 p.m.
You must be registered for the meeting to book your hotel room and receive the MDRT rate. The link is available at the end of the registration process. Once you register for the meeting, you will receive a registration confirmation and a hotel confirmation.
Pre- and post-meeting date reservations The guest room rate will be offered by the hotel three days prior to and three days after the original meeting dates, subject to availability of guest rooms and hotel occupancy at the time of reservation.
Cancelation and no-show policies Reservations that have been guaranteed with a credit card and/or deposit are held for you until arrival. If you do not arrive at the hotel on your scheduled arrival date, cancelation policies will apply.
Please note: Members are encouraged to reserve their rooms early. Availability is not guaranteed, and housing may close prior to the meeting. You must be registered for the meeting to book your hotel room and receive the MDRT rate. The hotel will accept reservations on a space-available basis, and the negotiated room rate is not guaranteed after October 5, 2018.
Refunds and Cancelations Registration cancelations requests must be emailed to EDGE@mdrt.org to be eligible for a full refund. Requests for cancelation refunds must be received by 11:59 p.m. Eastern Time on these dates to be eligible:
- Cancelation received on or before October 5: 100% registration fee paid, less a USD 50 administration fee
- Cancelation received October 6–23: 50% registration fee paid
- Cancelations received October 24 and after: No refunds
Attendance Eligibility
MDRT MembersOnly approved 2018 U.S. and Canadian MDRT members are eligible to attend the MDRT EDGE. Spouses, children, relatives, friends, business associates or aspirants are not permitted to attend any official functions or events.
Assisted Listening Devices and Mobility Assistance
Assisted Listening DevicesHeadsets for attendees requiring listening assistance will be available to members who request the service through early and advance registration.
Mobility Assistance
Attendees may obtain information on ADA requests and medical rentals by contacting Everything Medical. Everything Medical stocks a variety of wheelchairs, bathroom equipment, walkers and rollators and offers equipment rentals, repairs and evaluations.
Travel
Air TransportationSave on airfare! Book your travel through Gant Travel, the official travel coordinator for the 2018 MDRT EDGE.
United Airlines offers attendees special meeting discounts. Take advantage of United’s promotional fares by booking early and receive the greatest savings. Discounts are applicable on United and other airlines branded United Express. International attendees, you will also save when you book your travel on United, Lufthansa and United code-share flights operated by All Nippon Airways. Terms and conditions apply. united.com Enter Offer Code in the Promotions and certificate box: ZEK2461314
Gant Travel: TravelSupport@ganttravel.com
Phone: 812-650-7127
Toll Free: 877-883-4865 (US & Canada)
Monday – Friday, 8 a.m. to 6 p.m. Central Time
Agent assist fee applies per transaction.
Gant will automatically apply the discount at time of ticketing.
Ground Travel
To and from the airport
The Boston Marriott Copley Place is approximately 20-30 minutes from the Boston Logan International Airport (BOS).
Mode of transportation
- Taxi service from the airport is about USD 40 one way and is readily available at the airport.
- Uber and Lyft are available in Boston.
- Subway service is available for USD 2.50 (one way).
- Car Rentals: MDRT has partnered with Hertz to offer discounted car rental rates exclusively for MDRT members and guests. To receive the discounted rate, visit hertz.com and type in CV#02RA0036 when making a reservation.
Parking at the hotel:
- Off-site parking near hotel is USD 40 per day with no in and out privileges.
- Valet parking at the hotel USD 60 per day with in and out privileges.
- Valet parking of oversized vehicles at the hotel USD 74 per day with in and out privileges.