Where good advisors become great.

Welcome to the MDRT Academy. Our association is built around one thing: helping financial advisors reach MDRT.

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“ The MDRT Academy built my confidence and prepared me to become an MDRT member.”

— Brandon Heckert, AAMS

Former MDRT Academy member, Current MDRT member

Insights from the best in the business.

Resources for every experience level.

Personalized membership journey.

Benefits accessed via web and app.

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A career-advancing investment.


When you’re connected to the best, you reach a level above the rest.

  • Join a community of like-minded professionals.
  • Master the eight Critical Mindsets of success.
  • Overcome challenges and stay on track toward goals.
  • Sharpen client service skills and business processes.
  • Increase your client list and production.
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When your advisors grow, so does your business.

  • Drive advisor retention and growth.
  • Supplement in-house training programs.
  • Create an MDRT culture within your team.
  • Provide support to advisors tailored to their interests and unique skill sets.
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The MDRT Academy was huge for me. It helped build my confidence, it gave me direct feedback to my questions and it prepared me to become an MDRT member.

Brandon Heckert, AAMS
Former MDRT Academy member, Current MDRT member

The most important source of information is you. By letting your clients into your life via social media, you have a better chance of earning their trust.

Ana Sofia Rodriguez, MBA
MDRT member

The MDRT Academy provides you with access to information that fellow MDRT members are sharing. You’ll see how other successful people have addressed issues, problems, circumstances and opportunities.

David C. Blake
MDRT member

If you’re good at what you do, you can do it for a long time. But if you have a passion for something bigger than yourself, you can do it forever.

Sol Hicks
MDRT member

One of the biggest assets of MDRT is the MDRT Academy. It can help established, independent producers bring newer people into the industry and train them to be their successors.

Paresh B. Shah, CFP
MDRT member

A client segmentation database has been one of the best things I’ve put in my practice. If you have never done it before, I really encourage you to start it today.

Laura Xue-Fen Hoi, ChFC,
AEPP MDRT member

Take your career to the next level.

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Built by the best. Built for what’s next.

Created by MDRT, the industry’s premier association, and field-tested by advisors and organizations, the MDRT Academy is your fast track to premier status.

Finding the riches in niches

In this Webcast, MDRT member Janet Ng shares how concentrating on a small, specific segment is foundational for success. 

Attend the Webcast

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