THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • Without delegation, you won’t get to the next level.
  • Why you need to look at which tasks you need to handle versus delegating them to someone.
  • That delegating doesn’t mean you never review things.
  • Why email is the best place to start with delegation.
  • Why once you delegate something, you can’t take it back.
Table of Contents

Are you overwhelmed, but you feel like you don’t have the time to delegate, or assume you need to create a 50-page documented process for delegation? News flash! Delegation can be a superpower and allow you to focus on work that delivers value and grows your practice. On today’s episode, Matt and Micah walk through why you need to delegate, even if it’s in your personal life, what are some of the first tasks that you can hand over to someone else, and how to set your own expectations.

Ideas Worth Sharing:

‘What we’re talking about with delegation is how do you up the value that you’re delivering to your clients by delegating’ - Micah Shilanski Share on X ‘Almost anything can be boiled down to one sheet of paper, and ideally, it’s more questions than it is answers.’ - Matthew Jarvis Share on X ‘You need to focus your time on what is the most valuable use of your time.’ - Micah Shilanski Share on X

Resources In Today's Episode:

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