Click to Play

What You'll Learn In Today's Episode:

  • Task Prioritization: Recognize which tasks can be effectively delegated to a virtual assistant (VA), which highlights the value of focusing on high-impact tasks and outsourcing routine responsibilities.
  • Process Streamlining and Documentation: VAs can play a significant role in streamlining processes, creating standard operating procedures (SOPs), and naming documents. 
  • Delegating “Should” Tasks: Recognize your strengths and weaknesses, and instead of saying you “should” do something, delegate it to your VA, who is more skilled in that area.
  • Effective Calendar Management: VAs can handle calendar management efficiently, sticking to your rules and preferences. 
  • Onboarding and Communication: Understanding each other’s preferences and communication styles is crucial for a successful working relationship. 

Matt is once again joined by Karen Stewart from Belay to discuss delegation and maximizing efficiency in your business. Karen stresses the importance of creating a list of tasks you’re currently handling. From email management to calendar organization and even travel planning, she suggests pinpointing which tasks can be effectively delegated to a virtual assistant. Not all tasks require your personal touch. Instead of feeling you ‘should’ be handling certain tasks, you can delegate these to a VA, who’s better equipped for the job. Matt and Karen will also talk about the importance of clear communication and onboarding processes when working with a virtual assistant. It’s all about understanding each other’s expectations and preferences, which is a crucial factor for a harmonious and productive working relationship. 

Resources In Today's Episode:

– Karen Stewart – Website | LinkedIn
– Text RIA to 55123 to get a copy of BELAY’s free guide on how to delegate in your life.
Unleashing the Power of Virtual Assistants with Guest Karen Stewart

Recommended Podcast

Understanding Annuities and the Characteristics of Successful Leaders

Training in the annuity space and discipline for success.

See More

How to Achieve Success in 2 Steps

The Difference Between Wishing and Goal-Setting

See More

The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]

Understanding annuities and strategies to help your clients.

See More

Contact Us