What to do and not do for joint work

MDRT Podcast

While many advisors recognize the benefits of partnering with other professionals to help their clients, doing that successfully often requires practice and adaptation. In this episode, members of the MDRT Executive Committee explain how they have learned to identify and thrive in these collaborative circumstances. You’ll hear from: MDRT President Gregory B. Gagne, ChFC MDRT Secretary Clay Gillespie, CIM, CFP Episode breakdown: 0:25 – Levelling up by finding a mentor 0:57 – Recognizing when someone else is better at something than you 2:09 – What to do when someone else can be more helpful to your client 2:55 – Serving your clients best by focusing on what’s in your area of expertise 3:40 – Creating a process to systematize what you do best 4:57 – Setting expectations with clients at the beginning of your relationship Listen to the monthly series, MDRT Presents: @mdrtpresents