Building on its culture of excellence and providing financial professionals exceptional opportunities for personal and career growth, Million Dollar Round Table (MDRT) is expanding its family of brands with the introduction of MDRT Global Services. A distinct, individual membership association created exclusively for field and home office leaders, MDRT Global Services introduced its initial offerings and began to build an inaugural member base with a pilot program in select countries beginning on January 1, 2021.
MDRT Global Services membership benefits include diverse opportunities for innovative leadership development, enhanced agency productivity and deeper engagement within the MDRT community. With access to impactful tools that allow field and home office leaders to inspire a culture of excellence within their organizations, MDRT Global Services members will refine their management skills while also supporting their advisors and influencing their advisors’ success.

“MDRT’s passion for supporting the leadership development of financial services professionals through innovative offerings drives everything we do,” said Ian Green, Dip PFS, 95th MDRT president. “With the introduction of MDRT Global Services, we will empower field and home office leaders to be as effective and productive as they can be, and further infuse the MDRT culture into their organizations so MDRT Global Services members and their teams can continue to excel.”

Financial services professionals who are field and home office leaders were able to join the MDRT Global Services pilot program beginning in December 2020. Pilot members, in exchange for providing ongoing insight and program feedback, will receive a complimentary two-year membership and will have the unique ability to shape MDRT Global Services’ customized offerings. This feedback will ensure MDRT Global Services can best meet its members’ leadership growth and development needs. Pilot program input will be used to refine offerings for the paid membership program to be introduced at its conclusion.

“Members of each association within our family of brands expect a world-class experience that brings them exceptional value and provides a clear path to financial services excellence. We look forward to welcoming field and home office leaders to MDRT Global Services and are committed to recognizing their achievements as field leaders,” Green said.

Field and home office leaders interested in learning more about MDRT Global Services and applying for pilot program membership can visit

As the newest offering under the global MDRT family of brands, MDRT Global Services was created exclusively for financial services field and home office leaders. As a separate, individual membership association with innovative program offerings, MDRT Global Services provides its members with exceptional value and leadership growth opportunities. MDRT Global Services membership allows increased engagement within the MDRT community while allowing leaders to develop a culture of excellence within their respective organizations.