In this episode of the Perfect RIA Podcast, Matthew Jarvis and Lisa Seal from BELAY discuss the critical role of delegation in enhancing productivity and efficiency. The discussion explores the unique needs of financial advisors when hiring virtual assistants, offering practical tips for effective delegation and the importance of empowering team members. Lisa encourages viewing delegation as an opportunity for growth and emphasizes the significance of understanding the value of one's time. The conversation also addresses the challenges in delegation, managing turnover, and the crucial importance of documenting processes to ensure seamless transitions, highlighting that mistakes are inevitable, but how we handle them truly matters.

Mastering the Art of Delegation with BELAY’s Lisa Seal [Episdoe 283]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Lisa Seal: Website | LinkedIn -Text RIA to 55123 to get a copy of BELAY’s guide to delegation