The Advisor Advantage

Delegating Tasks and Using Assistants with Tim Francis - Episode 50


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Tim Francis shares insights and strategies about using leverage in your advisor business to save at minimum 10 hour per week. These insights will help you feel recharged and ready to go to the next level.

To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

Links and Resources from this Episode

  • Connect with Tim Francis
    • https://greatassistant.com
    • https://www.profitfactory.com
    • https://www.profitfactory.com/100tasks/ - 100 Tasks You Can Delegate

Show Notes

  • Top tasks that advisors can offload - 2:55
  • How to decide what to delegate - 7:03
  • The #1 issue to determining what you can hand off to an assistant - 8:20
  • What Tim realized when he first got an assistant - 12:03
  • The trough of sorrow - 16:18
  • You typically hit break even point within 1-3 months with an assistant - 20:00
  • To take the next step to get an assistant www.greatassistant.com/apply - 23:15

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