MDRT UK

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

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

🌟 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!

Welcome - Future Vision 2024: Adapting to Tomorrow's Adviser Landscape - America Square Conference Centre 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...

Seeing the opportunities for success 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...

🌟 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