The Perfect RIA

Delegation 101 [Episode 199]


Listen Later

Are you overwhelmed, but you feel like you don't have the time to delegate, or assume you need to create a 50-page documented process for delegation? News flash! Delegation can be a superpower and allow you to focus on work that delivers value and grows your practice. On today's episode, Matt and Micah walk through why you need to delegate, even if it's in your personal life, what are some of the first tasks that you can hand over to someone else, and how to set your own expectations.

https://theperfectria.com/podcast/199

...more
View all episodesView all episodes
Download on the App Store

The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

458 ratings


More shows like The Perfect RIA

View all
Investing Insights by Morningstar, Ivanna Hampton, Sarah Hansen

Investing Insights

521 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

193 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,356 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

948 Listeners

Capital Ideas podcast by Capital Group

Capital Ideas podcast

284 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,036 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

257 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,148 Listeners

The Long View by Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

The Long View

932 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

Ask The Compound by The Compound

Ask The Compound

340 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

125 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

136 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

142 Listeners