THE PERFECT RIA |Follow Up Friday - Delegation 101

Do you feel guilty about the thought of bringing someone on to handle tasks that you could do yourself? Do you also feel guilty about not making your own clothes or the fuel you put in your car? Imagine freeing up your time so that you can focus on those tasks that will help you get to the next level. Also, in your mind, is conflict in your office good or bad, and do you take time to think about your emotions instead of acting on them? Listen in as we recap this week’s highlights and action items.

Listen to this week’s episodes:

Delegation 101 [Episode 199]

What Works Wednesday – Being Above Or Below The Line With Guest Adam Silberstein

Worlds to Conquer – Do You Need An Executive Or Virtual Assistant?

Recommended Podcast

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Understanding a client’s perspective.

Bad Ways to Answer Clients [Episode 256]

Answering those tough client questions.

Crafting Your Investments and Marketing Communication

Prioritize client goals, streamline investments, and enhance communication for advisors.

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Follow Up Friday – Delegation 101

Recommended Podcast

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Bad Ways to Answer Clients [Episode 256]

Crafting Your Investments and Marketing Communication

Contact Us

Join our Program

Who referred you?