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With so many demands in your work, how and when can you make sure that family responsibilities take precedence? In this episode, MDRT members share how they have found balance in and out of the office and the surprising results they have seen with clients.

You’ll hear from:
Brian D. Cichy, BS, CLTC
Fred O’Connor, ChFC, CFP

Episode breakdown:
0:34 – Working tirelessly to begin your career and lacking balance
1:36 – Never having to choose between an appointment and your family
2:11 – Why clients respond to you prioritizing your life outside the office
4:26 – How balance can be more difficult when starting later and continuing to learn
5:24 – Meeting people by participating in activities with family and local organizations

If you’re struggling to set up an appointment with a client, is it a good idea to stop by their place of business? In this episode, MDRT members discuss how even unexpected in-person communication can help your relationships with clients progress in ways that follow-up emails can’t.

You’ll hear from:
Brian D. Cichy, BS, CLTC
Fred O’Connor, ChFC, CFP

Click the image above to listen to the episode on Soundcloud and subscribe to the MDRT Podcast.

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

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