The Perfect RIA

Delegation: When It Works And When It Doesn't [Episode 175]


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It can be hard to make the jump to start delegating, and since we need to be honest here, it doesn't always go as planned. At first glance, delegating a task for booking travel seems simple. But what if you end up in the middle seat of the last row? On today's episode, Orion Matthews joins Matt and Micah to talk about their experiences with delegation and why you need a process and checklist to make sure tasks are done the right way.

Listen in as the guys discuss why you need to make sure to look at your process to make sure that everything is documented correctly, and that if two or more people can perform a task, then it should be delegated.

For more information and resources:

https://theperfectria.com/podcast/175/

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

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