One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃

In today’s episode, Libby walks you through the steps she took to hand off to her Director of Operations the intricate process of coordinating account transfers, and how crafting airtight standard operating procedures became her map to success. She details stages of delegation that reduce oversight and save time, including:

Training employees through observation
Empowering employees to independently handle tasks and update procedures
Investing time for professional development
Creating scripts and checklists

By stepping aside and empowering others to lead the charge, you’ll be able to redirect your time and energy toward what a CEO does best—strategy and vision. 🎯 💡 Tune in now for some tips on mastering delegation so you can focus on scaling your business to the next level! 🤑

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LINKS FROM THIS EPISODE

Grab the Asset Transfer Script Download here!

Learn more about one-on-one coaching here

Enroll in The Perfect RIA masterclass here

Episodes mentioned:

#23: Delegate More Effectively with Fewer Errors [My System!]

#44: The First 100 Days - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

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Connect with Libby on LinkedIn HERE!

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168: *FREE DOWNLOAD* Delegating Tasks That Are Nuanced

The Efficient Advisor: Tactical Business Advice for Financial Planners

168: FREE DOWNLOAD Delegating Tasks That Are Nuanced