The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

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The Importance of Self-Awareness in Leadership

If you have a lot of turnover in your practice, again, that self-awareness is going to be so critical. And we don't want that high turnover that a lot of advisors experience. It's just a sign that you need to develop your skills as a leader. So and pro tip, if you do it the way that I've laid it out, you have them essentially create the standard operating procedure for each task.

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