Select Language

About MDRT
About MDRT
MDRT Family
Media Room
MDRT Store
History
Foundation
Leadership
Contact Us
Membership
Membership
Apply Now
Become a Member
Requirements
Mentoring
Member benefits
Meetings
Meetings
Annual Meeting
Top of the Table
Global Conference
Recommend a Speaker
MDRT Edge
Resource Zone
Resource Zone
Search
Marketing
Practice Management
My Resources
Advising Clients
Whole Person
My MDRT
Check Application Status
Check Application Status  
English
en
Search
The Premier Association of Financial Professionals ®
Menu

Resource Zone

The differences and universalities of a family business

MDRT

Favorite Read Later 0 Comments
Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 0 Ratings Choose a rating
Please Login or Become A Member for additional features

Note: Any content shared is only viewable to MDRT members.

A family business involves different emotions between coworkers and potentially a different kind of teamwork. In this episode, MDRT members discuss the benefits and challenges of this type of practice, and the importance of paying attention to the goals and perspectives of non-related staff as well.

You’ll hear from:
Adam Blumberg, CLU, CFP
Matthew Joseph Murphy, EPC
Ana Sofia Rodriguez, MBA

Episode breakdown:
0:28 – The extra layer of feelings with family
0:54 – Showing non-related staff there are still opportunities for growth
1:56 – What it was like to be a non-family member in a family business
3:43 – Envisioning when parents/mentors/colleagues retire
6:10 – The structural lessons provided by family companies
8:11 – Making non-related partners collaborate like family

Redirect Url:

https://soundcloud.com/mdrt-podcast/the-differences-and-universalities-of-a-family-business
 

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments