Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility

The Perfect RIA

In this recap episode, we’re revisiting the highlights from this week on delegation and the role your job plays in your life. Lisa Zeeveld from BELAY joined Matt to share invaluable wisdom on how leveraging virtual assistants and bookkeepers can create a profound sense of peace of mind, enabling advisors to focus on their core genius. Lisa highlighted the transformative power of delegation, empowering advisors to reclaim their time, attend family events, and pursue personal passions. By entrusting tasks to skilled professionals, advisors can safeguard their businesses, ensure meticulous financial management, and protect themselves from overlooking crucial details.

Jamie emphasized the importance of separating one's vocation from avocation, challenging the notion that a job should be the sole source of happiness. She encourages financial advisors to strategically invest in their recovery and personal fulfillment, recognizing that true growth stems from a balanced approach to work and life.

Resources in today's episode:

- Episode Website - The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262] - Your Vocation Should Pay For Your Avocations