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The Efficient Advisor: Tactical Business Advice for Financial Planners
023: Delegate More Effectively with Fewer Errors [My System!]
<p>Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! </p>
Show Notes
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!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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