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:<br><br>
Brian D. Cichy, BS, CLTC<br>
Fred O’Connor, ChFC, CFP<br><br>
0:45 - Different paths to success<br>
1:42 - Setting expectations<br>
3:31 - No benefit in bad-mouthing<br>
4:58 - Clicking with the right person<br>
7:16 - Case-by-case basis<br>
8:30 - The danger in overanalyzing<br>
10:30 - Groups vs. partnerships<br>
11:36 - Identifying individual expertise<br><br>
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