The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

023: Delegate More Effectively with Fewer Errors [My System!]

The Efficient Advisor: Tactical Business Advice for Financial Planners

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The Importance of Delegation

A classic sign of insufficient delegation is that you are working long hours and feeling totally indispensable. Delegation shouldn't be yet just another task on your to do list, it needs to be part of your process for creating staff development plans. You need to discuss which types of projects and tasks you will pass on to them so that they can build the skills that they need.

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