EPISODE · Jul 31, 2017 · 15 MIN
How to make joint work work for you
from MDRT Podcast · host MDRT Podcast
Through communication and teamwork, joint work can help advisors be greater than the sum of their parts. In this episode, MDRT members discuss how they have created successful collaborations and learned to avoid personality-driven roadblocks. You’ll hear from: Brian D. Cichy, BS, CLTC Fred O’Connor, ChFC, CFP Episode breakdown: 0:45 - Different paths to success 1:42 - Setting expectations 3:31 - No benefit in bad-mouthing 4:58 - Clicking with the right person 7:16 - Case-by-case basis 8:30 - The danger in overanalyzing 10:30 - Groups vs. partnerships 11:36 - Identifying individual expertise Listen to the new monthly series, MDRT Presents: @mdrtpresents
What this episode covers
Through communication and teamwork, joint work can help advisors be greater than the sum of their parts. In this episode, MDRT members discuss how they have created successful collaborations and learned to avoid personality-driven roadblocks. You’ll hear from: Brian D. Cichy, BS, CLTC Fred O’Connor, ChFC, CFP Episode breakdown: 0:45 - Different paths to success 1:42 - Setting expectations 3:31 - No benefit in bad-mouthing 4:58 - Clicking with the right person 7:16 - Case-by-case basis 8:30 - The danger in overanalyzing 10:30 - Groups vs. partnerships 11:36 - Identifying individual expertise Listen to the new monthly series, MDRT Presents: @mdrtpresents
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How to make joint work work for you
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