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

00:00

Five Stages of Delegation

The five stages of delegation are really about for me it was about how do I develop trust in my team. How do I get to a point where I no longer have to worry about, is this getting done is it done correctly so it starts with level one. Track the tasks and ensure that they're moving team members up the ladder through each stepso we give them an actual framework or structure to work within. And we also get into how to create ownership of that role,.How to do those effective one on ones, how to really determine symptoms and solutions to make sure that we're getting results.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app