MDRT

MDRT®, (Million Dollar Round Table®),The Premier Association of Financial Professionals®, is a global, independent association of top-performing advisors across the financial services profession who lead with excellence, integrity and a steadfast client-first approach. Our members include holistic financial planners, wealth managers, life insurance-focused advisors, independent practice owners, and professionals who build collaborative, team-based practices. MDRT helps members reach their highest potential at every stage of their careers. Celebrating its 100 th anniversary in 2027, MDRT will continue to shape the future of the profession by adapting, innovating and evolving to support the next generation of advisors. Through educational resources, world-class events, peer learning, networking opportunities and thought leadership, MDRT helps financial advisors, insurance professionals and wealth management practitioners strengthen their practices and better serve clients. Here at PowerAdvice, experienced MDRT members share real-world expertise on topics including financial planning, retirement planning, wealth management, insurance solutions, business succession, practice management and client engagement/service strategies. As a trusted resource for the financial services profession, MDRT encourages the exchange of ideas and best practices among advisors worldwide. For more information, visit MDRT’s website to learn more about its global community of financial services professionals.