The Advisor Solutions Podcast EP 118- Mastering the Art of Delegation

Have you ever heard the saying, “If you want something done right, do it yourself.”?  Well, that might be true for some things in your business, but if you find yourself stressed out much of the time, it’s most likely because you are doing too many things yourself and that’s a recipe for burnout! 

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t master the art of delegation! They don’t take the time to look at it as a way to decrease stress and increase enjoyment in their business. As a result, they don’t have a process for what to delegate and how much they are willing to delegate so they can get their time back.

Remember, the key to advancing in your business is not always doing more but doing the right things. By understanding what to delegate and how to delegate, you can scale your business without overburdening yourself. The secret to success is not working longer hours but working smarter and focusing on the tasks you love!  

This episode shares practical strategies that successful advisors and agents have used to create various levels of delegation depending on the task and the team members' competencies. These are not just theoretical concepts but actionable steps you can implement in your practice.