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Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility · The Perfect RIA

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  Amber Kuhn: Hello TPR Nation this is Amber Kuhn. Thank you
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  for joining me on today's Follow up Friday where I'll be
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  recapping this week's episode highlights and action items on
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  Monday and that was joined once again by Lisa from BELAY to talk
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  about the peace of mind that delegation can create in your
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  life. Lisa shared how BELAY does an annual survey with their
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  clients and one of the things they kept coming across in the
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  responses. Were comments from clients that by using one of
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  their virtual assistants or bookkeepers, that it creates
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  such incredible peace of mind and the opportunity to be able
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  to do the things they love to do, whether it's traveling more
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  even going to their kids sporting events, Matt brought up
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  that with those things that you're handing over to someone
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  else. It's not that you're ignoring things, but it's being
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  taken care of by someone who's really good at that particular
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  thing and taking care of things so that you don't have to worry
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  about it. And in the end things actually get done. And your VA
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  can also protect you and your time so that you're not
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  constantly reacting to things and you're able to be at your
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  best. And even from a risk management side met said that
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  it's so important to have a bookkeeper to take care of your
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  books. Because if you're the only one who's doing your
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  finances you're going to miss the details. A bookkeeper loves
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  looking up as details and they'll notice the things that
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  you might not give you a different perspective and of
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  course it allows you to protect yourself. Man Lisa also talked
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  about your mindset when it comes to delegation. And I'll people
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  might look at a task they hate doing and just assume that
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  everyone else hates doing it too, and therefore end up
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  feeling bad handing that over to another person. But that isn't
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  the case. There are people who thrive in that particular
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  environment and they like helping small businesses and
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  those who struggle. They are there to elevate your business
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  and leverage their skill set. It's also easy to say I'll hire
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  someone when the problem with that is that Mark can
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  consistently move or appoint. So as far as when it's the right
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  time to bring on a virtual assistant. Lisa said at a
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  minimum you need to have money be able to write the check, but
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  also look at the little things in your life and where you are
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  with things like your lawn work and housekeeping. If you say
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  that you can just do those things because it's cheaper than
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  just you're gonna have a hard time learning to delegate. But
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  BELAY has to offer packages where people can start out with
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  one thing and then grow over time with what they need and
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  what they feel comfortable delegating, not sort of foolish
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  to not take advantage of who can really help and in a way that
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  you don't have to deal with the overhead cost that comes with a
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  full time person. And you also have the option of someone who
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  can scale up with you or scale back if needed, and Assistant
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  can even help with some of those personal things. That you feel
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  like you should do or even remember, maybe it's the kids
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  doctor's appointments or sending flowers to someone. But that may
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  not be your area of genius, but by having someone else handle
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  those things where that is their area of genius. Overall that
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  makes things better for everyone leaves us of learning to do this
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  is a muscle you need to utilize and grow. But another benefit is
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  that by delegate you're also helping your assistant grow. For
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  example, Lisa will meet with her assistant quarterly to review
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  what she enjoyed doing the most and what she wants to do more
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  of. She said she becomes a better leader by doing this and
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  it also creates job satisfaction for her assistant. So having
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  that open dialogue will really help you delegate more. And as
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  far as meeting with assistants, Lisa said that for her she does
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  a weekly hour long zoom call with her assistant. Is there a
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  completely virtual team and they'll review what's happening
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  in the next seven to 10 days. And Lisa also has a running task
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  list.
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  And then she gets quarterly and these are check ins to review
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  promises and expectations and go for what's working and what
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  isn't. This helps to build trust because Lisa looks at her
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  assistant as an extension of her and her assistant is able to
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  grow her skill set and also give Lisa peace of mind. Let's get an
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  action items. Consider some of your tasks that you could easily
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  hit overturn assistant such as email and calendaring and any
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  personal appointments as well. And then text RIA to 55123 to
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  get BELAY's ebook on delegation, which includes a checklist of
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  the things that you need to delegate. On Thursday, Jamie was
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  talking about how your vocation needs to pay for your
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  application. She pointed out that the current state of social
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  media and people claiming that they can just be all taking all
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  these adventures if they just had a better work life balance,
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  that it's created this false sense of reality. And
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  entitlement that your job should fulfill your happiness. But your
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  employer isn't responsible for your happiness. You are
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  responsible for your happiness and you have to choose to be
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  happy. Now it's possible to find happiness in your job. But
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  again, it isn't anyone's responsibility to make you happy
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  with the work that you're doing. But right now we've said over
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  and over again is to live your dream and find your passion. And
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  that's what your career should then be. But Jamie said that the
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  following your passion or your grandparents and billionaires
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  while everyone else who's raising you is telling you to
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  outwork. Jamie also said that by getting to where she is now in
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  mastering delegation, she can then buy back her time to do the
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  recreational things she wants to do. She's said that people don't
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  spend enough time strategically focused on their recovery. And
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  then if you don't know how to recover, you won't sustain
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  growth. She said to consider when was the last time that
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  you've thought about what truly refills your cup? What time are
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  you carving out for yourself each week? So people give
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  themselves a lot of reasons why they can't do things that very
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  few reasons why they can. Jamie said you should grind so hard
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  professionally that you're able to be whatever you choose. So
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  you can then go do all the things you want to do with your
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  discretionary income. And to stop always looking for your
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  occupation or for your employer to be directly responsible for
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  your happiness. find other ways to be happy. Let's get an action
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  items. Do a self assessment for ways that refill your cup and
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  look for how in when do you get the most joy and for the people
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  in your life? Whether it's your spouse or your family, look at
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  where they are applying these same techniques and doing this
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  in their lives so that they can be better make sure that you're
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  a productive part and fightings TPR Nation if you're looking for
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  more resources or if you have a question, be sure to email our
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  team at lifestyle at theperfectria.com. Thank you for
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  joining me for today's recap and please share this or any of our
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  episodes with another advisor or team member who you think might
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  benefit from listening. Until next time, happy planning.