
Sign up to save your podcasts
Or
In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer at BELAY, who dove deep into the art of delegation. Lisa shared her personal approach, using her assistant to streamline everything from spreadsheet creation to travel planning, freeing her up to focus on higher-level tasks. The discussion also addressed the all-too-relatable "head trash" that can hold advisors back from fully embracing delegation and the importance of letting go of the need for perfection.
On Thursday, Jamie shared her sage advice on navigating the challenging transition from growth to freedom as an advisor. She emphasized the need to carefully curate your social circle, cutting ties with those who may feel entitled to your success. Jamie also stressed the value of giving team members the skills to have difficult conversations rather than shielding them from hard truths. It's in those moments of discomfort, she argues, that true growth can occur.
Resources in today's episode:
- Episode Website - Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283] - Whose Table Do You Want a Seat At?
4.8
451451 ratings
In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer at BELAY, who dove deep into the art of delegation. Lisa shared her personal approach, using her assistant to streamline everything from spreadsheet creation to travel planning, freeing her up to focus on higher-level tasks. The discussion also addressed the all-too-relatable "head trash" that can hold advisors back from fully embracing delegation and the importance of letting go of the need for perfection.
On Thursday, Jamie shared her sage advice on navigating the challenging transition from growth to freedom as an advisor. She emphasized the need to carefully curate your social circle, cutting ties with those who may feel entitled to your success. Jamie also stressed the value of giving team members the skills to have difficult conversations rather than shielding them from hard truths. It's in those moments of discomfort, she argues, that true growth can occur.
Resources in today's episode:
- Episode Website - Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283] - Whose Table Do You Want a Seat At?
3,195 Listeners
189 Listeners
136 Listeners
938 Listeners
279 Listeners
1,995 Listeners
248 Listeners
2,049 Listeners
884 Listeners
241 Listeners
108 Listeners
307 Listeners
124 Listeners
123 Listeners
43 Listeners