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Forget starting the year at zero. Instead, multiply your income by becoming fee-based. Top of the Table qualifiers Greg Gagne and Michelle Bender share how fee-based planning works and why it brings revenue you can count on.
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
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
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