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Matthew T. Hoesly, CFP, ChFC; Michelle L. Hoesly, CLU, ChFC; Jared B. Koelker; Thomas F. Levasseur, CLU, MS Ed.; Ted Rusinoff

Nov 20, 20205 min

How we handle joint work

Two successful teams of advisors, Micki and Matt Hoesly and Tom Levasseur and Jared Koelker, share how they work jointly with clients.

Matthew T. Hoesly, CFP, ChFC; Michelle L. Hoesly, CLU, ChFC; Jared B. Koelker; Thomas F. Levasseur, CLU, MS Ed.; Ted Rusinoff

Oct 6, 202062 min

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.