Hosts Mary Sterk and Gina Pellegrini discuss delegation and its ability to improve collaboration and communication within your team. Listen and learn about the 3 Cs and the two types of delegation and discover the tools that will help you multiply your results and grow your business.

How do you handle estate planning in your practice? Do you simply refer your client to an estate attorney and hope that they keep you in the loop? Or do you feel like you lose control of the process once it moves to the attorney? It doesn’t have to be that way. Jason L Smith of Clarity 2 Prosperity interviews Scott Huff,an Investment Advisor Representative with JK Investment Group and creator and CEO of Yourefolio, a platform that keeps the client, the advisor and the attorney all on the same page and continually updated as the estate planning progresses. They discuss various ways in which advisors can significantly grow their businesses by looking for opportunities within their existing client base.