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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How to Help Your Employee Move Up Quickly and Effectively

"We came up with a really easy way to say, okay, you know, here's rollover paperwork. You know, I want them to be able to fill out 10 of them in this stage three with no mistakes," he says. "At this stage, errors, questions, they're happening still occasionally, right? So we're going to still be explaining a lot to them."

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