18 - Critical Non-Essentials
TRAP: The Real Adviser Podcast
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How to Avoid Crossover in the Advice Planning Process
Anan: Can you maybe give some examples on where tasks between these roles get blurred and how to avoid such crossover? Carl: I'll just say, well, first of all, we've got job descriptions and task descriptions for each. Anan: You can sometimes try to over-complicate things. It's not a bad thing if people do from time to time might do someone else's work. But it doesn't matter if there's a bit of crossover along the way. The answer is worker, everything needs to be done.
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