Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
366: Delegation in Real Life - What It Looks Like Day-to-Day
In this episode, I’m getting really tactical about what delegation actually looks like in real life—not just the idea of it. I’m joined again by Kyle Willis from Belay, and we’re breaking down exactly what you can hand off to a virtual assistant, how to do it, and what changes when you stop trying to do everything yourself.
I share what I’m seeing inside my coaching programs as advisors step into the CEO role—building processes, defining responsibilities, and then hitting that very real question: “Okay, but how do I actually delegate this?”
What delegation looks like before, during, and after…
The skinny
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