THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Why sometimes a business doesn’t look complicated until you start peeling back the layers.
  • How delegation isn’t really something new in anyone’s life.
  • Why you need to look at whether you delegated poorly.
  • The importance of having a checklist for your processes.
  • Why you need to look at what decisions someone else can make.
  • Why you need to have an ironclad employment agreement.
  • That once you delegate a task out, you can’t take it back.
Table of Contents

It can be hard to make the jump to start delegating, and since we need to be honest here, it doesn’t always go as planned. At first glance, delegating a task for booking travel seems simple. But what if you end up in the middle seat of the last row? On today’s episode, Orion Matthews joins Matt and Micah to talk about their experiences with delegation and why you need a process and checklist to make sure tasks are done the right way.

Listen in as the guys discuss why you need to make sure to look at your process to make sure that everything is documented correctly, and that if two or more people can perform a task, then it should be delegated.

Ideas Worth Sharing:

You need to look to see whether 2 other people can successfully do a task; if yes, then it can be delegated out. - Micah Shilanski Share on X We already delegate 99% of things in our lives - Matthew Jarvis Share on X If you hire the right people, the better delegation works. - Micah Shilanski Share on X

Resources In Today's Episode:

Recommended Podcast

The Value Equation: Enhancing Client Experiences and Advisor Self-Worth

How understanding your core values improves your life.

See More

Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Building a sustainable practice.

See More

Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]

Creating memorable experiences for your clients.

See More

Contact Us