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What came first: surge meetings or delegation? There's no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how you could successfully have surge meetings without delegation? Today Matt and Micah are breaking down some of the most common misconceptions about delegation, as well as the top five mistakes advisors make in this area.
You can find show notes and more information by clicking here: https://bit.ly/32ealjA
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
What came first: surge meetings or delegation? There's no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how you could successfully have surge meetings without delegation? Today Matt and Micah are breaking down some of the most common misconceptions about delegation, as well as the top five mistakes advisors make in this area.
You can find show notes and more information by clicking here: https://bit.ly/32ealjA

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