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Results: 20

Jennifer A. Borislow, CLU; Vanessa Y. Bucklin, MBA, CLU; Michelle L. Hoesly, CLU, ChFC

Sep 26, 2019

Women in the industry

In this session, learn about work-life integration, the value of person and professional coaching, the value of mentoring and internships, and how to focus on your unique ability.

Jennifer A. Borislow, CLU; Michelle L. Hoesly, CLU, ChFC

Aug 30, 2018

Adapt and adopt

Two MDRT Past Presidents share the friendship and professional benefits that have come from connecting at an MDRT study group.

Michelle L. Hoesly, CLU, ChFC; Matthew T. Hoesly, CFP, ChFC

Dec 4, 2017

Synergy: 1+1=3

Hoesly and Hoesly share how they have created a joint approach to working with clients, and how that has enabled both of them to produce more than they could have by themselves. They describe how they grew their systems and technology to facilitate communication with clients and each other, how they take advantage of the best fit with a client to decide who takes lead on each case, and how they created their succession plan and communicated it to clients. Attend this session to learn effective methods of communication, scheduling and prospecting.

Jennifer A. Borislow, CLU; Michelle L. Hoesly, CLU, ChFC

Oct 4, 2017

Adapt and adopt

MDRT members share the friendship and professional benefits that have come from connecting at an MDRT study group. Presented at the 2017 Annual Meeting.

Jennifer A. Borislow, CLU; Michelle L. Hoesly, CLU, ChFC; Pamela J. Sams, CRPC

Mar 22, 202262 min

How female advisors succeed (and help others do the same) — Part 2

MDRT Past Presidents Jennifer Borislow and Michelle Hoesly shed light on their own challenges and success, such as juggling building a business with raising a family, working with male clients, choosing a successor and more.

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.

Caroline A. Banks, FPFS; Michelle L. Hoesly, CLU, ChFC; Tony Gordon; James E. Rogers, CLU, CFP

Dec 9, 201945 min

The work-life MDRT balancing act: Presidential wisdom from time acrobats

Listen to a panel of four of MDRT’s Past Presidents and most prestigious members share their insights and personal stories about how they balanced the management of their businesses, their family life and their commitment to MDRT.

Caroline A. Banks, FPFS; Michelle L. Hoesly, CLU, ChFC; Tony Gordon; James E. Rogers, CLU, CFP

Nov 8, 20196 min

The work-life MDRT balancing act: Presidential wisdom from time acrobats

Listen to a panel of four of MDRT’s Past Presidents as these prestigious members share their insights and personal stories about how they balanced the management of their businesses, their family life and their commitment to MDRT.

Jennifer A. Borislow, CLU; Vanessa Y. Bucklin, MBA, CLU; Michelle L. Hoesly, CLU, ChFC

Aug 13, 201953 min

Women in the industry

In this session, learn about work-life integration, the value of person and professional coaching, the value of mentoring and internships, and how to focus on your unique ability.