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Season 1 · Episode 84
5 Delegation Mistakes [Episode 84]
The Perfect RIA · Matthew Jarvis & Micah Shilanski
July 17, 202030m 27s
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Show Notes
What came first: surge meetings or delegation? There's no doubt that surge meetings are at the core of the perfect RIA, but have you ever asked yourself how you could successfully have surge meetings without delegation? Today Matt and Micah are breaking down some of the most common misconceptions about delegation, as well as the top five mistakes advisors make in this area.
You can find show notes and more information by clicking here: https://bit.ly/32ealjA