45 min
023: Delegate More Effectively with Fewer Errors [My System!] The Efficient Advisor: Tactical Business Advice for Financial Planners
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- Entrepreneurship
This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTUAL SYSTEM to make sure your delegation is successful?
Are you guilty of saying any of the following statements?!?!
➡️ “No one can do this the way I can, so I’ll do it myself.”
➡️ “I do not have the right person on my team to handle this…so I guess it falls on me.”
➡️ “I can’t afford for anyone to make a mistake on this, so I’ll just handle it.”
➡️ “It’s just easier if I do it myself - it would take longer to explain it to someone than it would for me to just do it.”
➡️ “This is a sucky task and I hate to ask anyone else to do it - I want them to love their job.”
If you answered no… you’re a dirty liar. Kidding. But all of us make this mistake… especially early on in our careers. Most of us were never trained to be a boss and trained on how to delegate effectively. I don’t know about you, but this did NOT come naturally to me as I was scaling my practice.
If you answered ‘yes’ to any of the above, you are not alone! Chances are you could benefit a bit from learning a thing or two about how to be more effective in your delegation strategy.
And to be clear: Delegation is a means of strategically managing projects and tasks at their inception. Delegation is not, I repeat… delegation is NOT, a last-minute dump of responsibility onto someone else’s plate because you didn’t plan or prepare appropriately.
In today’s episode we’re going to dig into:
1️⃣ The 5 levels of delegation to grow confidence and competence in your team
2️⃣ My strategy to reduce errors so you can feel SO GOOD about turning over ownership
3️⃣ Create a plan to identify how and when your teammate is ready to self-manage tasks AND take on more!
So if you have a hard time asking for help, or even if you’re a control freak. I’VE GOT YOU!
AND - stick around until the end because I’ve got an amazing free download for you!
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Grab this week's download "The 5 Stages of Delegation Guide" Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
This is not your “give away the $15/hr tasks podcast. I know you know that. But, do you have an ACTUAL SYSTEM to make sure your delegation is successful?
Are you guilty of saying any of the following statements?!?!
➡️ “No one can do this the way I can, so I’ll do it myself.”
➡️ “I do not have the right person on my team to handle this…so I guess it falls on me.”
➡️ “I can’t afford for anyone to make a mistake on this, so I’ll just handle it.”
➡️ “It’s just easier if I do it myself - it would take longer to explain it to someone than it would for me to just do it.”
➡️ “This is a sucky task and I hate to ask anyone else to do it - I want them to love their job.”
If you answered no… you’re a dirty liar. Kidding. But all of us make this mistake… especially early on in our careers. Most of us were never trained to be a boss and trained on how to delegate effectively. I don’t know about you, but this did NOT come naturally to me as I was scaling my practice.
If you answered ‘yes’ to any of the above, you are not alone! Chances are you could benefit a bit from learning a thing or two about how to be more effective in your delegation strategy.
And to be clear: Delegation is a means of strategically managing projects and tasks at their inception. Delegation is not, I repeat… delegation is NOT, a last-minute dump of responsibility onto someone else’s plate because you didn’t plan or prepare appropriately.
In today’s episode we’re going to dig into:
1️⃣ The 5 levels of delegation to grow confidence and competence in your team
2️⃣ My strategy to reduce errors so you can feel SO GOOD about turning over ownership
3️⃣ Create a plan to identify how and when your teammate is ready to self-manage tasks AND take on more!
So if you have a hard time asking for help, or even if you’re a control freak. I’VE GOT YOU!
AND - stick around until the end because I’ve got an amazing free download for you!
--------
Grab this week's download "The 5 Stages of Delegation Guide" Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
45 min