Click to Play

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?!

Recommended Podcast

Bookkeeping Breakthrough: Why Financial Advisors Who Delegate Win Big With Duff Tucker [Episode 301]

How letting go of your books leads to practice growth

See More

Culture, Clients, and Complementary Skills

Common Mistakes in Practice Valuation

See More

The ‘Bus Ready’ Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]

The Humble Advisor: Learning from Others

See More

Contact Us