Importance of Delegating Financial Tasks and Building Relationships

Lisa Zeeveld from BELAY joins Matt to explore the game-changing power of delegation for financial advisors. Lisa dives deep into how skillfully delegating tasks can revolutionize your business, freeing up precious time and mental bandwidth to focus on what truly matters.

Shatter the myth that delegation means dumping unpleasant chores. Instead, Lisa reveals how enlisting the expertise of virtual assistants and bookkeepers allows you to leverage their skills, enabling you to soar in your zone of genius. Say goodbye to the daily grind of email management, calendaring, travel arrangements, and personal appointments – hand them over to your capable assistant. Delegation skyrockets productivity and bestows a priceless sense of peace of mind. 

Effective delegation also demands clear communication and aligned expectations, and Lisa shares invaluable insights into fostering a seamless partnership with your assistant through regular check-ins and quarterly planning sessions.

The Right Hire. Right Now: How BELAY Ensures You Get the Right Team Member with Guest Lisa Zeeveld [Episode 262]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Lisa Zeeveld: Website | LinkedIn - Text RIA to 55123 to get a copy of BELAY’s guide to delegation - Delegation and Bookkeeping Breakthroughs with Guest Lisa Zeeveld