New Academy Provides Route To Full MDRT Membership

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Million Dollar Round Table (MDRT) has launched MDRT Academy to help advisers meet the organisation’s qualification requirements.

Launched on 1 November, the academy provides members with the resources they need to learn best practices, sharpen and develop skills, increase their production, and achieve success, according to MDRT President Ian Green. He says that while industry organisations continue to adapt to the virtual world, the MDRT Academy was built for it.

“All available resources and the community are accessed through a mobile application and website,” he says.

Ian Green.

The app and overall concept was field-tested by financial advisers and corporate participants over a three-year pilot phase. Throughout that time, beta members provided feedback and helped shape the final product.

Among the first to trial the MDRT Academy was Brandon Heckert, now an MDRT member.

“As a young financial adviser aspiring to get to the next level, the MDRT Academy app was the perfect tool,” said Heckert. “It allowed me to keep track of my goals and obtain the resources I needed to conduct my practice in a tech-focused world.”

The MDRT Academy, which costs US$275 a year with annual membership expiring 31 December, features online resources such as articles, videos, podcasts, and performance guides.

Topics cover four key areas:

  • Marketing your practice
  • Advising your clients
  • Managing your business
  • Developing yourself

Academy members also gain access to MDRT members, other industry leaders, and can connect with the online community during monthly webcasts.

Founded in 1927, MDRT is a global, independent association of more than 65,000 life insurance and financial services professionals from more than 500 companies in 70 nations and territories.