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Synergy: 1+1=3

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

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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.

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