Jul 18 2022
How partnering with specialists on difficult cases is a win-win
Just as your doctor may recommend you go to a specialist, there are times when clients have complex financial planning needs and they made need a specialist. MDRT member Andreas Dailey explains how he positions joint work or partnering to clients so they understand that he’s still their financial advisor who is making sure they’re receiving the best care possible.
By Andreas T. Dailey Sr., CLTC