388: The One Exercise That Shows You Exactly Who Should Be Doing What

The Efficient Advisor: Tactical Business Advice for Financial Planners · Jul 21, 2026 · 37m

One of the biggest mistakes I see growing advisory firms make is waiting too long to define roles and responsibilities. When your team is small, it's easy for everyone to pitch in wherever needed. But as your firm grows, those blurry lines quickly turn into confusion, duplicated work, bottlenecks, and frustration.

In this episode, I share one of the exercises we teach inside our Systems to Scale Group Coaching Program that helps advisors create clear job roles before they become a problem.

You'll learn why well-defined roles aren't about creating bureaucracy—they're about giving your team…