How to Delegate Financial Advice

If you can't delegate the email to get it structured the way you want it to be then you probably need to delete it now in our office we never delete anything but it does go to the archive bin and so we will archive everything. On a flex friday do nothing but outline and research some type of financial planning advice you want to learn more on and then we don't have any client appointments on friday's when we're outside of surge. If you are all caught up on thursday night and you have everything done plus you've checked in with the rest of your team to make sure no one else is drowning i don't care because this comes about the responsibility that you have