Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
023: Delegate More Effectively with Fewer Errors [My System!]
This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTUAL SYSTEM to make sure your delegation is successful?
Are you guilty of saying any of the following statements?!?!
➡️ “No one can do this the way I can, so I’ll do it myself.”
➡️ “I do not have the right person on my team to handle this…so I guess it falls on me.”
➡️ “I can’t afford for anyone to make a mistake on this, so I’ll just handle it.”
➡️ “It’s just easier if I do it myself - it would take longer to explain it to someone than it would for me to just do it.”
➡️ “This is a sucky task and…
The skinny
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