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Delegation 101 [Episode 199]
The Perfect RIA
How to Delegate Your Time to Your Team
In Outlook or Gmail, skip your inbox on all emails coming in except for if they come from a handful of people. Everything else, everything gets skipped and goes into a team review folder. No advisor should be answering their own phone under any circumstances,. It creates this terrible precedent with clients. You're going to interrupt it.
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