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The challenges and rewards of cross-generational partnership

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

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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.

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