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Kitces and Carl - Real Talk for Real Financial Advisors
When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
May 2, 2024
Client communication expert Carl Richards joins Michael Kitces to discuss transitioning from saying yes to opportunities to focusing on setting boundaries. They explore efficient task delegation, the evolution of decision-making in financial advising, building confidence as an advisor, and embracing 'I don't know' for personal growth.
38:30
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Quick takeaways
- Recognize when to transition from saying yes to saying no in your career to optimize efficiency and focus on tasks aligned with your unique ability.
- Importance of creating a 'stop doing list' to delegate or remove tasks that drain energy, emphasizing the efficiency gained by aligning activities with what energizes rather than depletes.
Deep dives
Becoming Comfortable with Saying No and Building a Stop Doing List
The episode delves into the transition from saying yes to saying no in one's career as a financial advisor. Exploring the importance of realizing when one reaches capacity and goes past it, the hosts share insights on the significance of creating a stop doing list. They emphasize the value of identifying tasks that drain energy and focusing on activities that align with one's unique ability, drawing examples from a doctor's experience in optimizing efficiency by delegating tasks not aligned with his distinct role.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode