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Delegation 101 [Episode 199]

The Perfect RIA

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How to Delegate Tasks to Yourself

When do we delegate certain tasks? And is there any metric that you use to say, hey, what tasks should I be doing versus what task do I need to delegate? Yeah. So here's the way he would break this down mathematically: What is your ideal client worth today? Not your dream clients, right? I don't want to be hearing from a new advisor that says, I don't work with 12 million dollar clients. No, you don't have one. Now, if you're in the 50 to 60-year-old age group, you've got to do the hard work, but you'vegot to time-block it like a maniac. That's where

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