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 had a very specific vision of how I wanted it to go. But I gave my team a lot of flexibility in how they did it. And afterwards, we'd just debrief and say, you know what might be an improvement to that would be this. So as a leader, it's letting go some of that control. It's getting into like a whole string of leadership and we'll do that for a different podcast,. Anyway, if you're still with me, I appreciate you sticking around.

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