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 Build Trust as the CEO in Your Team

The five stages of delegation really help with you building trust as the CEO in your team, where you've essentially created a packing order or a way for them to meet a goal before you turn them over. So they can have a very clear idea of like, okay, here's my objective. I need to fill out 10 rollover forms without any errors. And let's say they submit eight really great ones to you and then there's an air again, they start over,. If that's how you want to roll. It's your job. That's something that, and we actually created two versions of the tool because we found that some people are a little bit more high level, maybe

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