2min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How to Delegate Workflows in Financial Planning

Michael Kitsis: I had no skill in training or managing people when I hired my first team member. She grabbed it figured it out then figured out a better way to do it usually because she likes writing things down. Now all of a sudden we started having written systems and procedures about how we do things that got more efficient because she was good at it and I wasn't.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode