MDRT UK

09/25/2024

🚨 New Name, Same Great Value! 🚨

We’re excited to launch our MDRT Monthly Morning Coffee Catchup ☕ – a fresh take on our monthly event where you can kickstart your day with brilliant insights and valuable connections!

🗓 Join us on 10th October 2024 at 8am for an unmissable hour of learning and inspiration.

This month’s lineup includes:

✨ Craig Palfrey: "How to Keep More of Your Clients' Money Under Your Influence for Longer."

✨ Gareth Chalk: "How AI is Reducing Time and Boosting Productivity."

✨ Michael Bibb: "The Benefits of Being in a Study Group and His Experience Leading One."

Grab your coffee, pull up a chair, and let’s make the most of these powerful insights together. You won’t want to miss this! 💡☕



👉 Save the Date: 10th October 2024, 8am

03/23/2024

Registration for the Annual Meeting is open. Have you got your ticket yet?

03/11/2024

It's almost showtime!

Just three days left until our MDRT Zoom meeting featuring Keith Richards, CEO of the Consumer Duty Alliance. Make sure to set your alarms for March 14th at 8:00 AM and get ready for an eye-opening discussion!

https://us02web.zoom.us/meeting/register/tZUkdeihqDsrG9cAEMRWPLaeBXVk2twgb1gY?fbclid=IwAR3xobfyaOkbnMTW9LiZzeTzB6jx71el8pkxGlDH56pdk4RMeSG1_GAs2ug #/registration

Welcome! You are invited to join a meeting: MDRT UK Members Meeting. After registering, you will receive a confirmation email about joining the meeting.

03/04/2024

Countdown Alert!

Only 10 days left until our MDRT Zoom meeting featuring Keith Richards, CEO of the Consumer Duty Alliance. Join us on March 14th at 8:00 AM for an insightful discussion on consumer protection and transparency in finance.

Save the date!



https://us02web.zoom.us/meeting/register/tZUkdeihqDsrG9cAEMRWPLaeBXVk2twgb1gY?fbclid=IwAR1n9AqQWX3Pof2Q0CbmiI2XrOS938RomcakOIHOMUO91gM_XHq31xvihyU #/registration

Welcome! You are invited to join a meeting: MDRT UK Members Meeting. After registering, you will receive a confirmation email about joining the meeting.

02/28/2024

Save the Date!

📅 Join us on March 14th at 8:00 AM for an exclusive talk with Keith Richards, CEO of the Consumer Duty Alliance, and former PFS Chief Executive, at our MDRT Zoom meeting. Don't miss this opportunity to gain insights into consumer advocacy and financial services!

https://us02web.zoom.us/meeting/register/tZUkdeihqDsrG9cAEMRWPLaeBXVk2twgb1gY?fbclid=IwAR1GSuQcTe8ID4ENsn_p-oQ6pfaxoV7MJjPQAX1Mkd_zVV328vFgRuOAStw #/registration

Welcome! You are invited to join a meeting: MDRT UK Members Meeting. After registering, you will receive a confirmation email about joining the meeting.

02/26/2024

We have an exciting announcement! Join us for a special talk at our monthly MDRT UK Zoom meeting featuring Keith Richards, CEO of the Consumer Duty Alliance and former PFS Chief Executive!

🗓️ Date: 14 March 2024
🕔 Time: 8am
📍 Location: Zoom – Registration link: https://us02web.zoom.us/meeting/register/tZUkdeihqDsrG9cAEMRWPLaeBXVk2twgb1gY

Delve into the heart of consumer advocacy with Keith Richards, spearheading the mission at Consumer Duty Alliance. As CEO, Keith leads initiatives ensuring financial institutions prioritise consumer well-being and transparency.

The Consumer Duty Alliance stands at the forefront of championing consumer rights and advocating for fair practices within the financial services sector. Keith brings a wealth of experience and wisdom to the table, having served as PFS Chief Executive prior to his current role.

Don't miss this golden opportunity to learn from a visionary leader shaping the future of consumer protection in finance. Mark your calendars and spread the word!

Welcome! You are invited to join a meeting: MDRT UK Members Meeting. After registering, you will receive a confirmation email about joining the meeting.

01/04/2024

🌟 Exciting Reminder: MDRT UK Day in London on January 17th!

Hey everyone! Just a quick but super important reminder about the much-anticipated MDRT UK Day happening in London on January 17th. This is your chance to be a part of an extraordinary event that brings together the best minds in the industry!

📆 When? January 17th, 2024
📍 Where? America Square Conference Centre, London
🔗 How to Register? Click the link! https://ciigroupevents.eventsair.com/future-vision-2024/

We're also thrilled to announce our proud sponsors for the day:

🚀 Clever Adviser: Clever Adviser is at the forefront of data-driven investment solutions. They use cutting-edge technology to empower financial advisers with robust investment strategies, removing human biases, and leaving advisers to focus on the client relationships. Find out more here: https://www.cleveradviser.com

🌟 Strategic Coach: A beacon for entrepreneurial growth, Strategic Coach specialises in offering coaching programs for entrepreneurs. Their innovative tools and strategies are designed to help business leaders achieve personal and professional growth, unlocking their full potential. https://www.strategiccoach.com

Don't miss out on this incredible opportunity to learn, network, and grow with the best in the business. Keep an eye out for the registration link and mark your calendars for an unforgettable day in London!

As we enter 2024, the financial planning profession faces new challenges, which also bring great opportunities for forward thinking firms and advisers. With inflation at a multi-decade high, interest rates rising and investment markets shifting, financial planners have a unique opportunity to help...

12/28/2023

Your self-talk and mindset can get in the way of you seeing business opportunities. Long-time MDRT member Helen A. Jenkins, Dip PFS, from Wales, U.K., discus...

12/16/2023

12/08/2023

🌟 Future Vision 2024: A New Era in Financial Planning 🌟

🗓️ Save the Date! Join us in London on Wednesday, 17th January for a great kick off for the New Year, "Future Vision 2024", in collaboration with the Personal Finance Society (PFS).

🔍 What’s Happening?
This exclusive day is dedicated to networking, knowledge sharing, and gaining fresh perspectives to navigate the ever-evolving landscape of the financial services industry.

📅 Agenda Highlights:
- Inspirational Keynote Speakers
- Expert Panels
- Networking Lunch
- Evening Networking Reception with a chance to meet the speakers

🔑 Why Attend?
2024 brings unique challenges and opportunities in financial planning. With rising inflation, shifting investment markets, and increasing interest rates, it’s crucial to stay ahead. Our expert speakers and panel discussions will provide insights and strategies to help you and your clients thrive in these unusual times.

💼 Who Should Attend?
MDRT UK members, other financial planners, and anyone interested in the future of financial planning.

🏨 Special Offer:
We've negotiated a 10% discount at Apex City of London hotel, just a stone's throw away from the venue. Use code MDRT at Apex City of London Hotel for your exclusive discount.

📝 Register Now!
Don’t miss out on this opportunity to be part of the UK's financial planning future. Register here: Future Vision 2024 Registration

📆 Next Monthly Zoom Meeting:
Remember, our next monthly Zoom meeting is at 8am on Thursday, 14th December. Register in advance to stay connected: https://us02web.zoom.us/meeting/register/tZwvdu-orTgsH9faXLEdetHfh8vfSjCCKkez #/registration

11/03/2023

2024 MDRT membership is open! Rejoin before March 1, 2024, to stay connected to your MDRT community.⁣
⁣
Begin your application at mdrt.org/join/.