The Perfect RIA
Creating Peace of Mind Through Delegation and Work-Life Balance - Individual Responsibility
Jun 28, 2024
Lisa Zeeveld from BELAY discusses delegation and work-life balance on the podcast. She emphasizes how leveraging virtual assistants can create peace of mind for advisors, enabling them to focus on their core genius and pursue personal passions. Delegation allows advisors to safeguard their businesses and ensure meticulous financial management. She encourages advisors to invest in personal fulfillment and separate their job from their sources of happiness.
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Quick takeaways
- Delegation leads to peace of mind and time reclamation, allowing advisors to focus on core tasks.
- Separating work from personal fulfillment is vital for overall happiness and growth in life.
Deep dives
Benefits of Delegation for Business Growth
Delegation allows individuals to focus on what they love, such as attending children's events or traveling, while ensuring tasks are efficiently handled by experts. Delegating tasks to virtual assistants and bookkeepers not only provides peace of mind but also ensures that crucial details are not overlooked. It enables individuals to be proactive instead of reactive, leading to effective task completion and time management. Choosing the right time to hire a virtual assistant involves having the financial capacity and recognizing areas where delegation can enhance productivity.
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