The Perfect RIA

Delegation 101 [Episode 199]


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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

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

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