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 Oversee a Financial Planning Team at Level Four

"For us to expect anyone to ever be error-free is crazy," he says. "Even when she'd been with me for 10 years, mistakes still happen" The next stage in a manager's career is called 'level five' and it means they can do the task from start to finish on their own without being looped in.

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