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Copyright 2025 Million Dollar Round Table®

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Matthew T. Hoesly, CFP, ChFCMichelle L. Hoesly, CLU, ChFCJared B. KoelkerThomas F. Levasseur, CLU, MS Ed.Ted Rusinoff
Matthew T. Hoesly, CFP, ChFC
Michelle L. Hoesly, CLU, ChFC
Jared B. Koelker
Thomas F. Levasseur, CLU, MS Ed.
Ted Rusinoff
Oct 6, 2020

The challenges and rewards of cross-generational partnership

A panel of MDRT members discuss how they successfully partner across generations within their firms, including 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.
Business planning and continuity
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Author(s):

Matthew T. Hoesly, CFP, ChFC

Matthew T. Hoesly, CFP, ChFC

Michelle L. Hoesly, CLU, ChFC

Jared B. Koelker

Thomas F. Levasseur, CLU, MS Ed.

Thomas F. Levasseur, CLU, MS Ed.

Ted Rusinoff

Ted Rusinoff