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 Get Your Team Excited to Take on More

A lot of self awareness needs to happen. Just because you're better at doing something, doesn't mean you are the best person. It's difficult to lead a team sometimes when you're a small shop and you're so desperate for their help. So it's this fine line that we walk between getting what you want and meet out of your team.

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