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 Five Stages of Delegation

"I needed to have structure for her in order to create more freedom for me," she said. "We need to give up being perfect or expecting our team to do things exactly the way that we do them." She broke this process down into five stages, which can be used by Fortune 500 companies.

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