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 Delegate a Task to Your Team

The first level is model. You want to show them how and have them create the standard operating procedure document as they watch you do it a couple of times. The next two levels are mentoring and monitor. Remember our goal when we're developing or delegating our, you know, with our employees is we are coaching. We are not criticizing. So write that down if you have to, but we're coaching.

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