Join MDRT members Matthew T. Hoesly, CFP, ChFC; Michelle L. Hoesly, CLU, ChFC; Jared B. Koelker and Thomas F. Levasseur, CLU, MS Ed, for a panel discussion about how they successfully partner across generations within their firms. They will address the challenges that come with working with someone from a different generation, how they’ve proactively defined roles both now and for the future, and why it’s worth it to partner cross-generationally, despite the struggles. In addition, they’ll share words of wisdom for those considering the possibility of partnering in the future and explain how to keep your commitments to your clients while maintaining a positive relationship with one another.
The discussion will be moderated by 13-year MDRT member Ted Rusinoff, CFP. There will be time for a live Q&A session after the presentation.