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168: *FREE DOWNLOAD* Delegating Tasks That Are Nuanced
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One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃
In today’s episode, Libby walks you through the steps she took to hand off to her Director of Operations the intricate process of coordinating account transfers, and how crafting airtight standard operating procedures became her map to success. She details stages of delegation that reduce oversight and save time, including:
- Training employees through observation
- Empowering employees to independently handle tasks and update procedures
- Investing time for professional development
- Creating scripts and checklists
By stepping aside and empowering others to lead the charge, you’ll be able to redirect your time and energy toward what a CEO does best—strategy and vision. 🎯 💡 Tune in now for some tips on mastering delegation so you can focus on scaling your business to the next level! 🤑
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LINKS FROM THIS EPISODE
Grab the Asset Transfer Script Download here!
Learn more about one-on-one coaching here
Enroll in The Perfect RIA masterclass here
Episodes mentioned:
#23: Delegate More Effectively with Fewer Errors [My System!]
#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Chapters
1. Delegating Tasks and Streamlining Processes (00:00:00)
2. Leverage Versus Scale (00:06:12)
3. [Ad] School of Podcasting -Launch, Grow, Monetize Your Podcast (00:11:45)
4. (Cont.) Leverage Versus Scale (00:12:33)
5. Delegation and Onboarding in Financial Planning (00:12:49)
6. Delegation and Time Management Importance (00:20:56)
212 episodes
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