Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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What to do and not do for joint work
MP3•Episode home
Manage episode 415720239 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
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168 episodes
MP3•Episode home
Manage episode 415720239 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
…
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168 episodes
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