There’s a big difference between advisors who do between $200,000 and $500,000 and those who do north of $1 million. Can you guess what that difference might be? The answer is delegation. And though delegation is challenging for many entrepreneurs, Matt and Micah are going to break down why it’s necessary and how to do it well.
Listen in as the guys talk about the importance of knowing how, when, and what to delegate so you can make time for yourself and do your best with growing the practice. You’ll learn how they have motivated themselves to take the leap properly and what tools you can use to get out of town and have your business running itself.
We hear all of the time being in the RIA space is lonely. It is hard to find like-minded individuals who want to help you to achieve success. And most likely, you often ask yourself the same question (we all do) – Where do I start? The TPR’s Starter Kit offers you access to the One Page Financial Plan, 5 Mistakes Keeping You From Getting More Clients & How to Stop Playing Office, our most popular power sessions of all time!
You will not get to a perfect practice without delegation. It’s the only path to get there. - @ThePerfectRIACLICK TO TWEET Share on X
Go through a list of your day-to-day activities and start kicking them off to your team. - @ThePerfectRIACLICK TO TWEET Share on X
When you delegate something, it doesn’t necessarily mean that it’s going to be easy. - @ThePerfectRIACLICK TO TWEET Share on X
Keep calm (stick to the process) and schedule on.
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Building trust through personal stories.
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Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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