Self-assessment
As your advisors onboard to the MDRT Academy, a critical first step is their self-assessment, which covers the MDRT Academy’s four pillars of success: marketing your practice, advising clients, managing your business and developing yourself. Completing it takes around 15 minutes. Based on their results, your advisors will receive Weekly Growth Plans with personalized content and goals.
Spark meaningful conversations to motivate each advisor.
What do you hope to get out of your membership in the MDRT Academy? Which aspects of the Academy seem most interesting to you?
How do you foresee membership in the Academy potentially helping you advance your career?
Did you find the MDRT Academy Assessment helpful? Did anything about your results surprise you?
Can you share a strategy or tip from a piece of content in your Weekly Growth Plan that you’re focusing on, challenged by or excited about?
Supporting your team is easy and intuitive.
Activities and resources for advisors are presented below. Here are two simple options for sharing all this information with your advisors, as well as conversation starters to help when you and your advisors check in.
Option 1
Click the button below to copy the messaging, drop it into an email and send it to your advisors. Then schedule regular check-ins with them to discuss their progress.
Option 2
Connect with your advisors individually or in small groups to walk through the messaging below. Then set up a check-in to discuss what’s working and how you can help guide them.
This is the messaging to share with your advisors:
Make the most of your MDRT Academy membership.
The Academy is a professional association created by MDRT to help advisors level up to premier status. We’re glad you’re part of it, and we’re committed to helping you get more out of it. So let’s get started. Here are a couple of things you need to do to set things up within the next few weeks.
Take your Assessment
Think of this as building a personal strategy. This Assessment will objectively identify your strengths and growth areas across the Academy’s four pillars of success.
Personalize your experience
To maximize your MDRT Academy experience, consider the strengths and growth areas identified in your Assessment, along with your own personal ambitions. Think about where they intersect as you set your interests.
Each week you will also receive a Weekly Growth Plan within the Academy, personalized to you. Your Growth Plan, as well as the Connect section of the Academy, where you can network with other Academy members, are good things to engage with regularly.