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Let’s talk about the reality of assistant expectations in the world of leadership. We’re recapping Matt and Micah’s experiences and insights on effective delegation and team management, where they stress the importance of clear communication, setting expectations, and creating a supportive environment for your team.
We’ll also share tips from Libby Greiwe, from The Efficient Advisor, as she discussed the power of themes and systems in building a successful practice.
Lastly, we’ll review the dynamic between visionaries and integrators in the hiring process, emphasizing the need for clarity and realistic promises when bringing new team members on board.

Listen to this week’s episodes:

Common Assistant (Team) Myths [Episode 222]

The Power of Working in Themes with Guest Libby Greiwe

You Promised What?!

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The Power of Mental Checklists [Episode 351]

How do we make this easier for the client?

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Encore Episode: You Thought It Would Be Easy…

Embrace Rejection and Risk

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How M&A Benefits Clients and Advisors With Michael Belluomini and Liam Heffernan

Don’t wait till you’re 102

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