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

What to do and not do for joint work

Listen to Saurabh Sabharwal discussing market conditions, upcoming recession and new report updates on
real estate, also introducing new condos, special events and exclusive deals discussing the
rental market. Advisory tips for youth and first-time home buyers and also for the future. For any real-estate
needs to contact Saurabh Sabharwal or visit teamsabharwal.com

9 APRIL ,Saurabh Sabharwal FilmyNukkad 101.3 FM | 5.35 Pm

Listen to PK Sabharwal discussing market conditions, upcoming recession and new report updates on
real estate, also introducing new condos and special events and exclusive deals discussing the
rental market. Advisory tips for youth and first-time home buyers and also for the future. For any real-estate
needs to contact PK Sabharwal or visit teamsabharwal.com

April 24 - PK RadioShow FM 101.3 - Asian Connection | 01:30 Pm

April 24 - PK RadioShow FM 101.3 - Radio Voice | 03:00 PM

9 APRIL ,Saurabh Sabharwal FilmyNukkad 101.3 FM | 5.35 Pm

Team Sabharwal

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