
Sign up to save your podcasts
Or


Matt is once again joined by Karen Stewart from Belay to discuss delegation and maximizing efficiency in your business. Karen stresses the importance of creating a list of tasks you're currently handling. From email management to calendar organization and even travel planning, she suggests pinpointing which tasks can be effectively delegated to a virtual assistant. Not all tasks require your personal touch. Instead of feeling you 'should' be handling certain tasks, you can delegate these to a VA, who's better equipped for the job. Matt and Karen will also talk about the importance of clear communication and onboarding processes when working with a virtual assistant. It's all about understanding each other's expectations and preferences, which is a crucial factor for a harmonious and productive working relationship. Delegating for Success with Guest Karen Stewart
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
Matt is once again joined by Karen Stewart from Belay to discuss delegation and maximizing efficiency in your business. Karen stresses the importance of creating a list of tasks you're currently handling. From email management to calendar organization and even travel planning, she suggests pinpointing which tasks can be effectively delegated to a virtual assistant. Not all tasks require your personal touch. Instead of feeling you 'should' be handling certain tasks, you can delegate these to a VA, who's better equipped for the job. Matt and Karen will also talk about the importance of clear communication and onboarding processes when working with a virtual assistant. It's all about understanding each other's expectations and preferences, which is a crucial factor for a harmonious and productive working relationship. Delegating for Success with Guest Karen Stewart

137 Listeners

803 Listeners

194 Listeners

284 Listeners

678 Listeners

2,029 Listeners

2,111 Listeners

916 Listeners

243 Listeners

114 Listeners

325 Listeners

128 Listeners

134 Listeners

48 Listeners

150 Listeners