Are you spending too much time on tasks that are holding you back from your potential? 

Ana Trujillo Limón, Director, Editorial, and Executive Business Coach Jessica Colston, MS, PCC, team up in this episode to reveal how delegation and AI could transform the way advisors approach their work.

Rather than simply assigning tasks, Ana and Jessica present delegation as a strategic approach to maximizing efficiency and personal growth. They share a practical framework for tapping into team strengths, engaging gig workers, and embracing technology to streamline operations.

Jessica also explores AI's impactful potential in financial advisory. Tools like Otter and Zocks help advisors summarize meeting notes, craft client communications, and spark creative ideas, freeing up time to focus on what matters most.

Listeners will gain actionable insights to deepen client relationships, optimize their workflows, and step into the work they love most, leaving routine tasks to trusted team members and cutting-edge tools. 

Jessica Discusses:

• Building Effective Teams: Use tools like the Kolbe assessment to delegate tasks aligned with team members’ natural strengths
• Improving Client Experiences: Free up time for personalized attention, especially during sensitive moments
• Practical Delegation Tips: Start small—identify two tasks to delegate this month. For guidance, try Carson Coaching’s “100 Tasks to Delegate” tool
• And much more!

Resources:

• 100 Tasks Every Advisor Should Delegate
• Otter.ai
• Zocks.io
• Kolbe
• Fiverr
• Upwork
• Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
• Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Jessica Colston:

• LinkedIn: Jessica Colston, MS, PCC
• Carson Group LLC
• Carson Coaching

About Our Guest: 

Jessica Colston’s passion is partnering with firm owners to discover the gap between their current situation and their desired success and then working with them to implement strategies that help them pursue their firm’s full potential. A strong advocate of the importance of goal setting and process-based businesses, she sees the timeless concepts outlined in Tested in the Trenches paired with executive coaching as a powerful way already-successful advisors can increase their IQ (Implementation Quotient) and break through plateaus.

Jessica earned her BA in Marketing from Grand Valley State University in Grand Rapids, MI. She later found her passion for coaching and consulting with business owners and earned her Executive and Professional Coaching Graduate Certificate.

Send us your questions; we’d love to hear from you! Email us at [email protected].