Retirement Tax Services Podcast The Real Math on Delegating With Kyle Willis
Feb 9, 2026
Kyle Willis, VP of Growth at BELAY, explains how executive assistant services reclaim leaders' time. They discuss delegating reporting, email and calendar work. Clear expectations, vetting for sensitive tasks, and the ROI math of hiring support are explored. Practical tips for prioritizing high-value advisor work and starting to delegate in 2026 are highlighted.
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Delegate To Lean Into Your Superpowers
- Delegate tasks so you can lean into your unique strengths and superpowers.
- Treat delegation as a journey with clear milestones (first week, 30/60/90 days, then one year).
Data Reports Delegated, Outcomes Improved
- Kyle delegated report and analytics work to his EA and now often sends only an audio note with the why.
- The results frequently exceed what he could have built himself.
Doodle Your Decks, Hand Off Design
- Steven uses simple Pictionary-style doodles to convey slide ideas and then hands them to a designer.
- That process turned poor drawings into polished presentations and sped up production.