Aug 02 2017 / MDRT Podcast
How to make joint work work for you
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
Episode breakdown:
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
If you'd like to subscribe, find us on iTunes at MDRT Podcast.
You’ll hear from:
Brian D. Cichy, BS, CLTC
Fred O’Connor, ChFC, CFP
Episode breakdown:
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
If you'd like to subscribe, find us on iTunes at MDRT Podcast.
By MDRT
Topics Covered
![Guiding financial advisors to overcome their professional challenges [MDRT member Chuck Lapus Crisostomo]](https://www.mdrt.org/globalassets/digizuite/28550-en-ph_video-interview_guiding-financial-advisors-in-overcoming-their-professional-challenges_chuck-crisostomo-thumbnail.png?height=268&crop=0,0,268,268)
![Communicating the merits of health insurance & critical illness protection to young and healthy Gen Zs [MDRT Member Nicole Goleña Leonor]](https://www.mdrt.org/globalassets/digizuite/28549-en-ph_video-interview_communicating-the-merits-of-health-insurance-and-critical-illness-protection-to-young-and-healthy-gen-zs_nicole-leonor_revised2-thumbnail.png?height=268&crop=0,0,268,268)
![Creating social media content that resonates with your target audience [Candice Ong]](https://www.mdrt.org/globalassets/digizuite/28437-en-mdrt-sg_creating-social-media-content-that-resonates-with-your-target-audience.png---thumbnail.png?height=268&crop=0,0,268,268)
![Helping clients from the “sandwich generation” maintain their lifestyles during retirement [Henry Ang]](https://www.mdrt.org/globalassets/digizuite/28359-en-helping-clients-from-the-sandwich-generation-maintain-their-lifestyles-during-retirement----thumbnail.png?height=268&crop=0,0,268,268)
![Helping clients understand the public pension system (i.e., CPF) in Singapore and its importance [Jake Lim]](https://www.mdrt.org/globalassets/digizuite/28339-en-mdrt-sg_video-interview_helping-clients-understand-the-public-pension-system-i.e.-cpf-in-singapore-and-its-importance---thumbnail.png?height=268&crop=0,0,268,268)
![How to avoid proposing cookie cutter financial plans to clients [Michelle Ngiam]](https://www.mdrt.org/globalassets/digizuite/28333-en-mdrt-sg_how-to-avoid-proposing-cookie-cutter-financial-plans-to-clients---edited.jpg?height=268&crop=0,0,268,268)