In this episode, I’m getting really tactical about what delegation actually looks like in real life—not just the idea of it. I’m joined again by Kyle Willis from Belay, and we’re breaking down exactly what you can hand off to a virtual assistant, how to do it, and what changes when you stop trying to do everything yourself.

I share what I’m seeing inside my coaching programs as advisors step into the CEO role—building processes, defining responsibilities, and then hitting that very real question: “Okay, but how do I actually delegate this?”

What delegation looks like before, during, and after client meetings

How I think about handing off prep work, scheduling, and follow-up without losing control
The 10-80-10 rule and how I use it to stay involved without doing everything
How I’ve seen email go from a constant distraction to something I barely touch
Why giving feedback to your assistant is not optional—and how it actually makes everything easier
How to handle the “unexpected” work (NIGOs, paperwork issues, client fires) without it ruining your day
Why a great assistant is not just support—but a true extension of how you run your business

If you’ve been wondering what delegation actually looks like in practice, this episode will give you a clear, realistic picture of how to start.

Get the Delegation Guide & Book a Call with BELAY HERE!

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366: Delegation in Real Life - What It Looks Like Day-to-Day

The Efficient Advisor: Tactical Business Advice for Financial Planners