In this recap episode, Amber shares highlights on delegation and personal growth. On Monday, Matt was joined by guest Lisa Seal, Chief Revenue Officer at BELAY, who dove deep into the art of delegation. Lisa shared her personal approach, using her assistant to streamline everything from spreadsheet creation to travel planning, freeing her up to focus on higher-level tasks. The discussion also addressed the all-too-relatable “head trash” that can hold advisors back from fully embracing delegation and the importance of letting go of the need for perfection.
On Thursday, Jamie shared her sage advice on navigating the challenging transition from growth to freedom as an advisor. She emphasized the need to carefully curate your social circle, cutting ties with those who may feel entitled to your success. Jamie also stressed the value of giving team members the skills to have difficult conversations rather than shielding them from hard truths. It’s in those moments of discomfort, she argues, that true growth can occur.
Building trust through personal stories.
See MoreMatthew 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.
See MoreJust keep doing what you’re doing
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